Rambus. Every tracked FinTwit mention of $RMBS, newest first. 129 mentions since the first on Dec 5, 2025. See the price chart.
July 2026 · 10 mentions
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 25
Michael | Hypermarkets — $AMKR — Amkor Technology
What it does: $MU builds the HBM memory. Amkor makes it usable. It packages, stacks, bonds, and tests HBM beside GPUs where AI performance is won or lost.…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
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 · 31 mentions
Apr 29
rubicon59 — IDK much about $RMBS, but how can a supplier of presumably key memory tech have a declining revenue YOY this quarter?↗
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
Ben Pouladian — Markets are bidding up Intel, AMD, and ARM on the CPU rally. Wrong layer.
The Rambus print this afternoon told us the bottleneck isn’t CPU silicon. It’s the OSAT layer behind the…
March 2026 · 4 mentions
Mar 24
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 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
Serenity — @Alex06425829 $RMBS captures steady revenue inflow from their memory IP portfolio but they don’t get any benefit from the dram/nand price surges.↗
Feb 6
Ben Pouladian — @joedab12 @retailpunter @Heatonsr187428 Memory bandwidth is the real inference bottleneck most people miss. Recsys = 60-80% of global inference, all latency-sensitive, all bandwidt…↗
Feb 3
TheValueist — This is meant to be $MU $RMBS if that wasn’t clear. Late night typo.↗
Feb 3
Tech Fund — $RMBS signals supply constraints in the semi supply chain might limit their growth in '26 https://t.co/QylxKh6Q81
January 2026 · 7 mentions
Jan 30
Ben Pouladian — When DRAM prices spike, don't buy the commodity—buy the infrastructure
The Rambus $RMBS thesis: selling the system that makes memory work, not the memory itself
Part 3 of the Me…↗
Jan 22
Serenity — @patienceisking Yeah, $RMBS is a sleeper pick. Samsung went out and said "availability of Rambus HBM4 IP solutions will be critical".
They're just profiting off Samsung, Sk Hynix,…↗
Jan 22
Serenity — Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$…↗
TheValueist — $SNPS $CNDS $RMBS $ARM EDA and Semiconductor IP: Market Dynamics, Strategic Valuation, and Sector Overview
The video analyzes the strategic landscape and financial performance of…↗
Dec 25
TheValueist — $SNPS $CNDS $RMBS $ARM EDA and Semiconductor IP: Market Dynamics, Strategic Valuation, and Sector Overview↗
Dec 25
TheValueist — $SNPS $CNDS $RMBS $ARM EDA and Semiconductor IP: Market Dynamics, Strategic Valuation, and Sector Overview
The provided equal-weight EDA and semi IP index contains 2 structurally…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…
Michael | Hypermarkets — Why $RMBS Is Critical to $MU:
Think of it this way:
$MU builds the memory.
$RMBS owns many of the rules, designs, and traffic systems that make memory work at AI speeds.
Why it…↗
Jun 18
Michael | Hypermarkets — @aleabitoreddit You're missing $WDC $STX and $RMBS who has a massive partnership with $MU .. and I totally agree with you...↗
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…↗
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…↗
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…↗
Apr 27
AlmaCap — 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…↗
Apr 26
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 25
Ben Pouladian — Rambus thesis (no paywall)
Their DDR5 memory interface chipsets ship on every server DIMM regardless of whether DRAM costs $2/GB or $10/GB.
They’re not selling the gold; they’re…↗
Apr 25
Gaetano — CPUs are in the spotlight!
$AMD $INTC $ARM $PDFS $AIP $RMBS
More agents, workflows, coding assistants, recommendation engines, and on-device AI means more models running constantl…↗
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↗
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…↗
Apr 8
Antonio Costa — $RMBS nice breakout https://t.co/DPnFqK2A13↗
— 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,…
TheValueist — $RMBS EXECUTIVE CALL SUMMARY: Rambus Inc (02/02/26)
Rambus reported record Q4 2025 revenue and record Q4 product revenue, with FY 2025 also reaching record levels for revenue, pro…↗
— @timlihk $RMBS is a good shout, I have positions in it.
Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes.
It doesn’t get the same pricing power like $MU but all…
TheValueist — $RMBS up 8% pre at all-time high. https://t.co/9zoxTuHwxx↗
Jan 6
Shay Boloor — 2026 WILL BE THE YEAR OF AI MEMORY
• $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context.
• $SNDK, $STX, $WDC store massive AI datasets & model f…↗