Rambus just posted record product revenue and a CEO calling the setup outstanding, yet the stock sits near its 52-week low. Something has to give, and a specific date may tell you exactly when.
Rambus (NASDAQ:RMBS | RMBS Price Prediction) has quietly become one of the purest small-cap plays on AI memory bandwidth, and the market is not treating it that way.
Product revenue hit a record $99.15 million last quarter on 22% year-over-year growth, DDR5 chipset momentum is accelerating, and CEO Luc Seraphin flagged the setup bluntly. “Rambus had an outstanding second quarter, delivering a new all-time high in revenue and non-GAAP earnings, fueled by record product revenue that grew more than 20% year over year.” Yet shares sit at…
