Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Rambus (RMBS) shares have plunged 22.9% year to date, underperforming the Zacks Electronics - Semiconductors industry, Zacks Computer and Technology sector and the S&P 500 index’s return of 33%, 25.7% and 23.4%, respectively.Rambus stock continues to face a steady decline due to prolonged pressure on its top-line growth because of reduced spending on traditional servers by enterprise customers. The demand for conventional servers, which have historically driven Rambus' memory interface and security solution ...

November 2024 Monthly Dividend of $0.12 Per Share of Common Stock  Estimated Book Value Per Share as of November 8, 2024 of approximately $8.30 to $8.34RMBS Portfolio Characteristics as of October 31, 2024Next Dividend Announcement Expected December 10, 2024 VERO BEACH, Fla., Nov. 13, 2024 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today that the Board of Directors of the Company declared a monthly cash dividend for the month of November 2024. The dividend of $0.12 ...

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On April 2, 2023, we initiated coverage on Rambus (NASDAQ: RMBS ) with a BUY rating, driven by our conviction in its top-tier products, relative discount to peers. Supported by strong AI tailwinds and robust financials, all theseWelcome to my profile !I'm Vincent, and I have over three years of experience as a tech-oriented buy-side analyst at a major bank, where I managed U.S. equity portfolios with over $700M in assets under management. I’ve worked across both large-cap and small-cap stocks, gaining a dee ...

Shares of Rambus (RMBS) have gained 23.7% over the past four weeks to close the last trading session at $49.89, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $68.67 indicates a potential upside of 37.6%.The mean estimate comprises three short-term price targets with a standard deviation of $15.18. While the lowest estimate of $55 indicates a 10.2% increase from the current pri ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-22339 _______________________________ RAMBUS INC. (Exact na ...

I specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I've developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particularly in the tech sector. My investment philosophy centers on simplicity, as I believe that while complex analysis can be valuable, fundamental financial ratios and metrics often provide the clearest insights. I write for Seeking Alpha to co ...

Surging DRAM demand in the data center is benefiting this memory interface company. Shares of Rambus (RMBS 12.12%) rallied 11.3% on Tuesday as of 12:36 p.m. ET. Positive news on Rambus came from last night's third-quarter earnings report, in which Rambus' bottom line handily surpassed expectations. Management also gave a positive outlook on the current quarter. AI is leading to surging DRAM demand Rambus makes revenue in three ways: memory interface chips, which protect and control the flow of data between ...

Rambus Inc. (NASDAQ:RMBS) Q3 2024 Earnings Conference Call October 28, 2024 5:00 PM ET Company Participants Desmond Lynch - Chief Financial Officer Luc Seraphin - President and Chief Executive Officer Conference Call Participants Kevin Cassidy - Rosenblatt Securities Blayne Curtis - Jefferies Mehdi Hosseini - SIG Nam Kim - Arete Research Gary Mobley - Loop Capital Operator Welcome to the Rambus Third Quarter Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. ...