RMBS Rambus Inc Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
06:58
24 авг
24 авг
Short Rambus as DRAM IP fades
Short Rambus on the view that its DRAM IP business will not exist in three years, eliminating a core revenue stream.
Сред.
23:04
15 авг
15 авг
Author lists RMBS, CBRS, and ATOM as names to research further without stating positions.
Author lists RMBS, CBRS, and ATOM as names to research further without stating positions or forward calls, so they are watch items.
Низ.
23:34
04 авг
04 авг
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs.
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs, and custom silicon; all tickers are watchlist context, not positions.
Низ.
22:52
27 июл
27 июл
Watch RMBS as IP licensor benefiting from hyperscaler HBM design win and architecture control.
Сред.
22:52
27 июл
27 июл
Monitor RMBS as a memory-interface IP play; the call offers positive read-throughs for server.
Monitor RMBS as a memory-interface IP play; the call offers positive read-throughs for server memory content growth and HBM design wins, but the author does not disclose a position.
Сред.
22:40
27 июл
27 июл
Rambus CEO Luke Serafin expresses growing confidence in CPU demand from agentic AI and guides.
Rambus CEO Luke Serafin expresses growing confidence in CPU demand from agentic AI and guides for 20% year-over-year growth in Q3.
22:09
27 июл
27 июл
Watch RMBS as earnings and guidance reflect AI-driven product momentum.
Watch RMBS as earnings and guidance reflect AI-driven product momentum, but no explicit author position.
Сред.
13:46
27 июл
27 июл
The author maps a busy earnings week around the Fed decision where major tech firms update AI.
The author maps a busy earnings week around the Fed decision where major tech firms update AI capex guidance, expecting volatility but not taking a directional position.
Низ.
01:36
26 июл
26 июл
The author provides a comprehensive list of upcoming earnings reports and emphasizes.
The author provides a comprehensive list of upcoming earnings reports and emphasizes the importance of capex data for the broader AI investment narrative.
Низ.
15:29
20 июл
20 июл
Author mentions RMBS as a comparable company in a memory SOTP discussion.
Author mentions RMBS as a comparable company in a memory SOTP discussion, noting its ~30x forward earnings multiple; no directional view expressed.
Низ.
00:49
08 июл
08 июл
Watch RMBS as memory interface IP enabler for CXL memory expansion.
Watch RMBS as memory interface IP enabler for CXL memory expansion, supported by Penguin's read-through.
Сред.
21:43
24 июн
24 июн
Автор называет RMBS в качестве бычьего кандидата в ответ на прямой вопрос о том.
Автор называет RMBS в качестве бычьего кандидата в ответ на прямой вопрос о том, на какие компании стоит обратить внимание, выражая уверенность в том, что все названные компании покажут результаты выше рыночных.
Сред.
19:32
22 июн
22 июн
Автор находит RMBS более интересным, чем тикер материнской компании, но не открывал позицию.
Автор находит RMBS более интересным, чем тикер материнской компании, но не открывал позицию, лишь выражая предварительный интерес.
Низ.
00:17
14 июн
14 июн
The tweet presents a factual ranking of semiconductor companies by employee growth without.
The tweet presents a factual ranking of semiconductor companies by employee growth without expressing any personal position or forward-looking trade call.
Низ.
14:30
02 июн
02 июн
Watch CXL/memory-pooling beneficiaries (Astera, Rambus, Marvell).
Watch CXL/memory-pooling beneficiaries (Astera, Rambus, Marvell) — disaggregated composable AI infrastructure is a long-duration fundamental shift, but near-term catalyst is limited.
Сред.
20:53
01 июн
01 июн
Buy Rambus as author discloses an active, ongoing position they are still adding.
Buy Rambus as author discloses an active, ongoing position they are still adding to, framing it as a small-cap memory semiconductor play within a long-term portfolio context.
Сред.
20:29
01 июн
01 июн
The author shares realized and unrealized gains on several semiconductor and tech holdings.
The author shares realized and unrealized gains on several semiconductor and tech holdings, expressing a long-term compounding mindset without explicit forward calls beyond HIMX's realized gain.
Низ.
22:43
27 мая
27 мая
Watch RMBS as a medium-magnitude beneficiary of CXL adoption.
Watch RMBS as a medium-magnitude beneficiary of CXL adoption, which creates additional demand for memory controllers, interfaces, and validation IP as inference architectures scale.
Сред.
00:12
27 мая
27 мая
RMBS flagged as probably fully valued at 40-60x P/E
Author explicitly names RMBS as a memory satellite trading at 40-60x P/E and flags it as "probably fully valued," contrasting it unfavorably with memory leaders.
Сред.
20:12
26 мая
26 мая
Watch RMBS as an HBM4 controller IP provider directly in the critical path of next-generation.
Watch RMBS as an HBM4 controller IP provider directly in the critical path of next-generation high-bandwidth memory adoption driven by AI compute demand.
Сред.
13:52
26 мая
26 мая
RMBS at 40-60x P/E vs. memory leaders
Speaker flags RMBS trading at 40-60x P/E as a satellite memory play priced for secular growth, contrasting it unfavorably with the actual memory leaders as part of a valuation-gap thesis.
Сред.
15:17
24 мая
24 мая
The author lists holdings without a forward-looking thesis or price forecast.
The author lists holdings without a forward-looking thesis or price forecast, merely stating ownership and a general valuation principle.
Низ.
05:33
23 мая
23 мая
Rambus benefits from HBM4 cycle leverage in its IP royalty structure and a Silicon Valley business story only available to paid subscribers.
Сред.
14:58
05 мая
05 мая
Author warns RMBS is overpriced relative to its weaker market position and upside potential.
Author warns RMBS is overpriced relative to its weaker market position and upside potential compared to memory leaders, implying downside risk.
Сред.
22:41
27 апр
27 апр
Long Rambus as it gains RCD and companion-chip share.
Long Rambus as it gains RCD and companion-chip share, moving from component to platform provider, with product revenue recovery and MRDIMM upside in 2027.
Выс.
20:27
27 апр
27 апр
Rambus reported a Q1 earnings beat with EPS of $0.55 versus $0.51 estimates.
Rambus reported a Q1 earnings beat with EPS of $0.55 versus $0.51 estimates, but shares fell 5.9% post-market despite solid guidance and AI-driven demand commentary.
Выс.
16:54
27 апр
27 апр
Author is positioned long in AI semiconductor supply chain stocks, citing visible capex.
Author is positioned long in AI semiconductor supply chain stocks, citing visible capex, fat order books, and a longer runway for AI optimism.
Сред.
22:05
26 апр
26 апр
The author shares a portfolio update with mixed views on AI and semiconductors.
The author shares a portfolio update with mixed views on AI and semiconductors, expressing bullish long-term potential but bearish macro risks without a clear directional call.
Выс.
00:04
26 апр
26 апр
Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27.
Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27, 2026, but
Выс.
16:46
24 апр
24 апр
Buy RMBS on thesis that massive CPU demand and delivery volumes will drive revenue.
Buy RMBS on thesis that massive CPU demand and delivery volumes will drive revenue, though the stock may not benefit from price spikes due to shortages.
Сред.
Об аналитическом покрытии RMBS
Buzzberg отслеживает RMBS (Rambus Inc) в 18 источниках. Бычьих сигналов: 4, медвежьих: 1, от 18 аналитиков. Сентимент преимущественно бычий (8%). Всего отслеживается 39 торговых идей. За последние 7 дней: медвежьих: 1. Последние спикеры: bubbleboi, finnstockinger, TheValueist.