Rambus's (RMBS) Margin Problem: When Record Revenue Isn't the Whole Story
Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 705,847 | $93,694,133 | -5% | 0.03% |
| 2. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 24,300 | $3,223,524 | 2.02% | |
| 3. | Walleye Capital Will England | 12,815 | $1,701,063 | +67348% | 0.01% |
| 4. | 7,200 | $955,728 | +25% | 0% | |
| 5. | AnglePoint Asset Management Jie Liu | 5,012 | $665,293 | 0.43% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.63 | 3,000 | $13,887.00 | 3,000 | 2012-05-11 | Filing | |
| $4.49 | 15,000 | $67,374.00 | 71,926 | 2012-05-08 | Filing | |
| $4.90 | 20,000 | $97,900.00 | 20,000 | 2012-04-25 | Filing | |
| $0.00 | 11,612 | $0.00 | 11,612 | 2011-10-03 | Filing | |
| $0.00 | 11,612 | $0.00 | 11,612 | 2011-10-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $170.15 | 5,000 | $850,750.00 | 18,223 | 2026-06-03 | Filing | |
| $158.00 | 5,000 | $790,000.00 | 49,519 | 2026-06-02 | Filing | |
| $163.00 | 5,000 | $815,000.00 | 54,519 | 2026-06-02 | Filing | |
| $146.00 | 5,000 | $730,000.00 | 19,218 | 2026-06-01 | Filing | |
| $157.57 | 5,000 | $787,850.50 | 59,519 | 2026-05-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,964,477 | $1,853,644,563 | 0.03% | |
| 2. | 3,915,113 | $519,498,009 | 0.02% | |
| 3. | 1,646,500 | $218,556,410 | 0.19% | |
| 4. | 828,233 | $109,939,644 | 0.02% | |
| 5. | 777,993 | $103,270,791 | 0.64% |