Jim Cramer on Rambus: “It’s Not That Expensive Versus Growth”

Core Viewpoint - Rambus Inc. (NASDAQ:RMBS) is recognized for its strong technology in memory interface chips and silicon IP, which are essential for efficient data movement and security in systems, particularly in the context of large-scale AI data centers being developed by hyperscalers [2]. Group 1: Company Overview - Rambus Inc. develops memory interface chips and silicon IP that enhance data movement and security [2]. - The company is transitioning from a licensing and patent-focused business to a full-fledged product company, which is seen as progressing well [2]. Group 2: Market Position and Growth Potential - Rambus is positioned to benefit from the increasing capital expenditures (capex) by hyperscalers, indicating a positive growth outlook [2]. - Despite the potential of Rambus as an investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [2]. Group 3: Analyst Commentary - Jim Cramer has expressed a favorable view of Rambus, noting its historical technological strength and suggesting it is not expensive relative to its growth potential [1].