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 (RMBS)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 955,600 | $61,177,512 | +2% | 0.85% |
| 2. | AQR Capital Management Cliff Asness | 701,746 | $44,925,747 | +193% | 0.04% |
| 3. | Park West Asset Management Peter S. Park | 660,000 | $42,253,200 | +13% | 3.2% |
| 4. | Millennium Management Israel Englander | 418,512 | $26,793,138 | +78% | 0.01% |
| 5. | Osterweis Capital Management John Osterweis | 284,410 | $18,207,928 | -1% | 0.87% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.75 | 1,075 | $83,581.25 | 62,296 | 2025-08-13 | Filing | |
| $73.53 | 7,500 | $551,448.00 | 38,324 | 2025-08-08 | Filing | |
| $75.00 | 1,111 | $83,325.00 | 63,371 | 2025-08-04 | Filing | |
| $74.61 | 790 | $58,944.90 | 20,188 | 2025-08-04 | Filing | |
| $55.13 | 1,847 | $101,815.88 | 9,057 | 2025-05-27 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,000,080 | $960,305,122 | 0.02% | |
| 2. | 12,560,825 | $804,144,015 | 0.01% | |
| 3. | 4,508,997 | $288,665,988 | 0.01% | |
| 4. | 3,180,376 | $203,607,689 | 0.01% | |
| 5. | 2,787,327 | $178,444,675 | 1.35% |
News See All
Rambus Inc. (NASDAQ:RMBS) Q2 2025 Earnings Call Transcript
Operator: Welcome to the Rambus Second Quarter Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
What Makes Rambus (RMBS) an Investment Bet?
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Rambus Inc. (NASDAQ:RMBS) Q1 2025 Earnings Call Transcript
Operator: Welcome to the Rambus First Quarter Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
12 AI News Investors Should Not Miss This Week
Artificial Intelligence (AI) is known to increase productivity, decrease human error, and expedite the development of human resources.
10 Best Performing Semiconductor Stocks So Far in 2025
The performance of the semiconductor industry is commonly measured by the Philadelphia Semiconductor Index (SOX), a capitalization-weighted index comprising 30 of the largest U.S.-traded semiconductor...
15 Most Promising Technology Stocks to Buy Now
The global technology sector is on track for strong earnings growth in 2025, driven by advancements in artificial intelligence (AI), cloud computing, and semiconductors.
12 Best Internet of Things Stocks To Buy According to Analysts
According to the IOT analytics, 2024 was a poor year for the Internet of Things sector, particularly due to the headwinds from the hardware sector.
Rambus Inc. (NASDAQ:RMBS) Q4 2024 Earnings Call Transcript
Operator: Welcome to the Rambus Fourth Quarter and Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Top 11 AI News and Ratings You Should Take a Look At
AI is experiencing a shift from massive, resource-intensive models to more efficient and accessible alternatives.
Billionaire Hedge Funds
