Stocks / Semiconductors
RMBSSemiconductors
Rambus Inc
$85.881d +3.6%5d +1.0%settled close · 2026-09-17
Mkt cap $10B (3/25)β 3.9352w $81–166Shares 108.2MInd. Semiconductors & Related DevicesNasdaq since 1997Emp. 791HQ San Jose, CArambus.com
The tape, with the calls on it
Who said what, and what RMBS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about RMBS
2 longlatest 2026-08-03
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-03 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Massive home equity accumulation has made default risk in legacy RMBS near-zero while short-to-intermediate… |
| 2026-07-02 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | Bloomberg Television | Securitized markets offer yield spread across commercial, residential, and non-agency structures in an… |
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Earnings
Next report: 26 Oct 2026
Confirmed date · consensus EPS 0.80. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where RMBS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-16 | ||||||
| 2026-08-05 | ||||||
| 2026-07-27 | ||||||
| 2026-06-22 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
RMBS is in this morning’s Brief.
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