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Time Author Thesis Company / ticker Signal Since call Position Source
15:06
Sep 01
Jeff Mueller Morgan Stanley
Morgan Stanley
Securitized credit offers value and strong collateral.
Securitized sectors are an overweight because spreads are not as tight as the rest of fixed income and owning yield looks strong given the underlying collateral; this applies across CMBS, ABS and residential mortgage-backed securities.
RMBS Rambus Inc Long 1ST — —
06:58
Aug 24
bubbleboi
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.
RMBS Rambus Inc Short 1ST — —
21:43
Jun 24
bryzonx
Author names RMBS as a bullish candidate in response to a direct question about which companies.
Author names RMBS as a bullish candidate in response to a direct question about which companies to look at, expressing conviction all named names will outperform.
RMBS Rambus Inc Long 1ST — —
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About RMBS Investor Commentary

Across the available history and selected sources, Buzzberg tracks RMBS (Rambus Inc) across 28 sources: 11 bullish vs 2 bearish calls from 27 authors. Historical directional balance: 16% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 56 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Jeff Mueller, bubbleboi, bryzonx.