Memory interface chips and IP licensing
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Stanley Druckenmiller / Duquesne | 92 | New buy | 173,000 | $22,964 | 0.4% |
| Paul Tudor Jones / Tudor | 63 | New buy | 160,555 | $21,312,071 | 0.0% |
| Bridgewater | 57 | Trimmed -93% | 3,871 | $513,837 | 0.0% |
“$RMBS is a good shout, I have positions in it. Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes. It doesn’t get the same pricing power like $MU but all its licenses to sk Hynix, Samsung, and micron should pay dividends. Gross margins are crazy high Id expect it to get rerated as well over this year” post →
| Date | Tweet |
|---|---|
| 2026-01-22 | Yeah, $RMBS is a sleeper pick. Samsung went out and said "availability of Rambus HBM4 IP solutions will be critical". They're just profiting off Samsung, Sk Hynix, and $MU off during memory cycle with 81%+ gross profit margins. They don't quite get the same pricing power like the big three do but… → · 70 likes · 16,145 views |
| 2026-01-22 | Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing $ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |
| 2026-01-22 | $RMBS is a good shout, I have positions in it. Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes. It doesn’t get the same pricing power like $MU but all its licenses to sk Hynix, Samsung, and micron should pay dividends. Gross margins are crazy high Id expect it to get rerated as… → · 36 likes · 16,720 views |
| 2025-12-14 | Falling Knife or Dip Buy? What a brutal Friday for stocks after $ORCL and $AVGO earnings. Popular FinX names that dropped in just 1 day: $FRMI | -34.1% $SNDK | -15.89% $SEI | -15.3% $OKLO | -15.13% $MOD | -14.67% $ALAB | -14.31% $FLNC | -13.96% $LITE | -12.83% $GLXY | -11.73% $AAOI | -11.73% $AV… → · 92 likes · 148,547 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-08-16.