Reported about 9 hours ago
This article discusses a bullish investment thesis on Rambus Inc. (RMBS), a semiconductor company specializing in memory and security technologies. Despite showing a 3-year revenue CAGR of 18%, below the desired 30.7%, and trading at a significant discount from its recent highs, Rambus has potential for growth due to its intellectual property and hardware offerings in expanding markets. Investors see value in its licensing strategy and multiple market exposures, suggesting a promising entry point for long-term growth, especially if the company can restore market confidence.
Source: YAHOO