$Semiconductor(CP00062.US). Jack
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- F
$Rambus(RMBS.US) started giving up before ER and then ER reaction happened. The chart looks worse than "Pineapple on Pizza".
PT1: 100 - H
$Rambus(RMBS.US) | ๐๐๐ฆ๐๐ฎ๐ฌ: Evercore ISI raises ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ ๐๐ ๐ญ๐จ $๐๐๐
Analyst sees AI-driven memory and CPU tailwinds accelerating revenue growth, with higher chip content and demand recovery driving upside into 2026+. - H
๐ After-Market Earnings Recap:
$Nucor(NUE.US) $Universal Health Service-B(UHS.US) $Lendingclub(LC.US) $Rambus(RMBS.US) $Amkor Tech(AMKR.US) $Public Storage(PSA.US) $Cadence Design(CDNS.US) $Celestica(CLS.US)Source: Hardik Shah
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$Rambus(RMBS.US) | Rambus Inc., Q1-2026 Earning Report
Source: Hardik Shah
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Arm's pivot to become a competitor to its customers may come at the expense of margins (from current 99% to 73% by FY31) but offers higher incremental revenue and gross profit. The ramp is stunning. FY28 $1B, FY29 $2B, FY30 $4B and FY31 $15B. ASP increases a factor too. Arm sees >55% margins on CPUs and implied upside on revenue. Rambus is probably close example of IP/product company and Rambus has >60% margins on product.
Source: Sravan Kundojjala
- A
Marvell may have the most interesting 3rd quarter report of the season on Tuesday (12/2). A global memory chip shortage has sent prices rocketing, and Marvell is king of memory/storage controller chips. 1/10 $Marvell Tech(MRVL.US) $Sandisk(SNDK.US) $Silicon Motion Tech(SIMO.US) $Rambus(RMBS.US) $Western Digital(WDC.US) $Seagate Tech(STX.US) $Micron Tech(MU.US)
Source: Dan Nystedt