Mar. 21 at 9:59 AM
$RMBS The market hasn't caught on yet. But they will.
👉If this is helpful to you, tap @NasdaqKnight
Here's the catalyst no one's talking about:
$NVDA Rubin NVL8 — and potentially the LPX systems — using
$INTC CPUs. What does that mean for Rambus? High-performance memory interfaces. Data center demand. DDR5. That's literally RMBS's entire moat.
Current price:
$91.70, down 3.09% Friday, testing the
$90.11 low from the session. 52-week range:
$40.12–
$135.75 . We're sitting 32% off the highs.
Analysts see it too: Rosenblatt at
$130, Evercore ISI at
$119, Baird at
$120 . But the real upside isn't from analysts — it's from the narrative shift when retail realizes what Rubin + Intel CPUs means for memory bandwidth.
Here's the play: The "gurus" will pump this once they connect the dots. They'll sell it to their followers at
$120+. You buy it now at
$91.70, before the narrative gets packaged and repackaged.
Position: Building starter. Want to be ahead of the pump, not chasing it.
