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Rambus Inc. (RMBS): A Bull Case Theory

We came across a bullish thesis on Rambus Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on RMBS. Rambus Inc.'s share was trading at $69.68 as of August 20th. RMBS’s trailing P/E was 33.02 according to Yahoo Finance.

[caption id="attachment_963062" align="aligncenter" width="750"] Photo by Yogesh Phuyal on Unsplash[/caption]

Rambus operates as a niche player in the semiconductor industry, focusing on memory and security technologies. The company primarily generates revenue by licensing its designs to major...