BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Vulture trades 🦅 — $RMBS what an insane trade overall, called 3 strikes on this name.
If that doesn’t show confidence I don’t know what does.
Calls up 2-3x here. https://t.co/14bNoyBOxz↗
April 2026 · 18 mentions
Apr 28
InvestmentGuru — Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…↗
Apr 28
InvestmentGuru — $AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup.
Keep them…↗
Apr 28
TheValueist — After listening to all the earnings calls today — $AMKR $CDNS $SANM $RMBS (yes, I actually listened to them all) — I don’t see any scenario where $NVDA isn't a $300 stock by 1/21/2…↗
Damnang2 — This week's deep dive is on $RMBS. Most people know it as a memory controller design company.
https://t.co/b5dSjSK9KW
But when I started pulling this one apart layer by layer, un…↗
Mar 22
Damnang2 — My next article will probably be about $RMBS
I found a lot of surprisingly interesting angles that I did not expect, and I am quite sure it is going to be a very fun read.
Please…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
February 2026 · 1 mention
Feb 3
Tech Fund — $RMBS signals supply constraints in the semi supply chain might limit their growth in '26 https://t.co/QylxKh6Q81↗
December 2025 · 1 mention
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
May 26
Cobra — $RMBS IS UP 250%+ 🐍🚨 https://t.co/PoXcM5ZW8r↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 21
Vulture trades 🦅 — $RMBS even the 195 Call is up 100% wow
How many times do I need to do this before you get it? https://t.co/7fBadYsYSu↗
May 21
Vulture trades 🦅 — $RMBS 155% Gainer I told you
1.45 to 3.7 https://t.co/WuC6nK0bhA↗
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 5
AlmaCap — You have to be very careful - a lot of people got burnt by $RMBS, their market position and upside is no way near as good as people were pricing (in my opinion).
Vs. the memory l…↗
— Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 24
Vulture trades 🦅 — $RMBS so close to giving us a 10x
400% here at 5.00 wow https://t.co/WajJgkXExi↗
InvestmentGuru — $RMBS — The Silent AI Infrastructure Play Nobody’s Talking About.
Rambus is quietly becoming one of the most compelling AI infrastructure names on the board — 2025 revenue hit $70…↗
Apr 23
Vulture trades 🦅 — $RMBS up 50% at 1.80 from 1.20 🔥 https://t.co/rvsQxQzV66↗
Apr 21
Vulture trades 🦅 — $RMBS 45% at 1.75 from 1.20 🔥 https://t.co/KCWARid1bt↗
Damnang2 — It has grown quite a bit since I published my $RMBS article three weeks ago.
I enjoy analyzing hot optical stocks these days, but I also like covering valuable companies that have…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 15
Damnang2 — To be honest, my article list already includes a wide range of topics, from major company analyses like Qualcomm and AMD to technology focused pieces on analog, packaging, glass su…↗