RMBS Rambus Inc.

RMBS Rambus Inc.

Technology · Semiconductors

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $91.92 · VWAP $108.16 · -20.8% vs 12m avg buyer

downtrend vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

3 related campaigns

Watchlists @memory@spacex-s1-supply-chain@thebuildout-advanced-packaging-2d3d-leaders@thebuildout-custom-ai-silicon-hyperscaler-asics@thebuildout-data-center-networking-silicon@thebuildout-data-center-power-semiconductors@thebuildout-dram-memory@thebuildout-hbm-memory@thebuildout-semiconductor-ip-licensors

RMBS Price Structure

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Peers

Every watchlist RMBS belongs to, members best 30-day change first — RMBS highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-dram-memory
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RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d IFNNY-18.7% -2.2%1d -7.0%7d SKHY-27.6% +4.0%1d +0.4%7d
@thebuildout-semiconductor-ip-licensors
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SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d NXPI-0.2% -1.2%1d +2.4%7d RMBSE-17.2% -0.1%1d -1.8%7d IFNNY-18.7% -2.2%1d -7.0%7d CRDO-24.0% -9.5%1d -13.2%7d ARM-36.8% +0.1%1d -7.7%7d
@memory
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RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d EWY-18.5% +1.5%1d +0.6%7d DRAM-24.0% +3.0%1d +1.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d DISK-28.7% +2.8%1d -0.3%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d SIMO-32.2% -0.3%1d -11.3%7d
@thebuildout-data-center-power-semiconductors
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TXN+4.4% +1.9%1d +3.0%7d ADI+1.5% +1.4%1d -1.1%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d LFUS-16.8% +0.3%1d -7.8%7d RMBSE-17.2% -0.1%1d -1.8%7d IFNNY-18.7% -2.2%1d -7.0%7d TSEM-27.3% -0.1%1d -14.3%7d COHR-30.4% +0.7%1d -10.1%7d VICR-37.8% -2.2%1d -8.1%7d
@thebuildout-hbm-memory
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SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d TSM-6.3% +1.5%1d +1.4%7d QCOM-10.8% +1.8%1d +2.2%7d ASX-11.9% +2.5%1d -2.1%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d TER-20.6% 0.0%1d -5.0%7d KLAC-22.5% -1.5%1d -12.2%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d ONTO-29.6% 0.0%1d -10.0%7d
@thebuildout-data-center-networking-silicon
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CSCO+0.1% +1.5%1d -0.8%7d MCHP-2.0% -0.6%1d +0.3%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d QCOM-10.8% +1.8%1d +2.2%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d AMD-15.9% +1.7%1d -2.3%7d RMBSE-17.2% -0.1%1d -1.8%7d LITE-19.3% +0.5%1d -8.3%7d SMTC-22.1% +5.5%1d -3.5%7d CRDO-24.0% -9.5%1d -13.2%7d ALAB-28.7% -0.3%1d -10.0%7d INTC-29.1% +1.7%1d -3.2%7d COHR-30.4% +0.7%1d -10.1%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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MSFT+4.8% +0.7%1d -0.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d GOOG-5.3% -1.1%1d -5.8%7d TSM-6.3% +1.5%1d +1.4%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d META-13.6% -1.0%1d -9.4%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ARM-36.8% +0.1%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d
@thebuildout-advanced-packaging-2d3d-leaders
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DOW+13.8% +2.5%1d +8.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d MMM+1.9% -1.2%1d +5.3%7d NDSN-0.8% 0.0%1d -1.1%7d GFS-4.4% +2.4%1d -4.9%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d QCOM-10.8% +1.8%1d +2.2%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d NVMI-14.9% +0.4%1d -3.1%7d AMD-15.9% +1.7%1d -2.3%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d GLW-19.9% -0.2%1d -6.3%7d AMAT-20.5% +0.4%1d -7.8%7d TER-20.6% 0.0%1d -5.0%7d KLAC-22.5% -1.5%1d -12.2%7d UMC-23.5% +1.9%1d -4.7%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ONTO-29.6% 0.0%1d -10.0%7d
@spacex-s1-supply-chain
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AR+12.7% +2.9%1d +3.9%7d KMI+9.8% +2.1%1d +0.7%7d GSAT0.0% +0.2%1d +0.2%7d DTM-1.5% +0.4%1d +0.2%7d TSLA-2.1% -0.6%1d +4.9%7d ECHO-3.9% +3.8%1d +4.3%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d HXL-7.5% -2.0%1d -11.8%7d SPXC-7.6% +0.2%1d -3.4%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d SEI-12.9% +0.2%1d -6.4%7d GEV-14.4% -1.5%1d -11.5%7d ATI-14.8% -3.1%1d -15.5%7d ETN-16.6% -0.8%1d -6.4%7d VSAT-16.6% +4.2%1d +4.5%7d FLY-16.8% +4.0%1d +8.8%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d HWM-18.7% -3.8%1d -15.9%7d LITE-19.3% +0.5%1d -8.3%7d BKSY-21.0% +5.3%1d +1.5%7d VRT-21.9% -0.7%1d -5.9%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d CRS-27.9% -2.6%1d -24.5%7d ALAB-28.7% -0.3%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d

Next earnings RMBS reports in 3 days Oct 26

Against street estimates

How RMBS's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 27 · projection Oct 23

Result
Jul 27 0.720.77+7.7%Beat
Apr 27 0.640.63-1.0%In line
Feb 2 0.680.68+0.4%In line
Oct 27 '25 0.630.58 GAAP ≠ -7.2%Miss
Jul 28 '25 0.590.60+2.2%Beat
Apr 28 '25 0.570.59+3.5%Beat
Feb 3 '25 0.560.59+4.8%Beat
Oct 28 '24 0.510.66 GAAP ≠ +28.6%Beat

Recent news

Headlines about RMBS from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

RMBS research tape

44 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-21 scan Monster Scan — 2026-10-19 scan Monster Scan — 2026-10-15 scan Monster Scan — 2026-10-13 scan Monster Scan — 2026-10-12
Types
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Scan Washout Turn Scan
322310.KS6146.T6315.T6506.TAAONADMAAHGCLFD +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Washout Turn Scan
322310.KS6146.T6315.T6506.TAAONACNADMAAHG +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Washout Turn Scan
322310.KS6146.T6315.T6506.T6954.TACNAEISAHG +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Washout Turn Scan
322310.KS4186.T6146.T6315.T6506.T6954.TACNAHG +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Washout Turn Scan
322310.KS4186.T6146.T6315.T6506.T6954.TAAOIADMA +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Washout Turn Scan
AAONADMACAMTCCLDPRODUSTFLYFN +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Washout Turn Scan
AAONACLSADMAAEISALNYAMKREAOSLESI +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKRE +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Washout Turn Scan
AAONAEISAIPAMKREAOSLBELFBBKKTBTDR +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKREAOSLAPLDBKKT +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Washout Turn Scan
AIAIPALKALNYALTAMKREAOSLAPLD +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Washout Turn Scan
AIPAMKREAPLDBKKTCAMTCIFRCLSECORZ +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 27 Catalyst RMBS earnings
RMBSE
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 13 Investigation The memory selloff is an ASP repricing — and the $26.5B raise is the tell
SNDKMUSKHYSTXWDCSIMORMBSEEWY#memory-supercycle
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more