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RMBS

Rambus Inc

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SIMO, WDC, MRVL, FLEX, GLW, HPE, RMBS
I’m looking at RMBS and SIMO, they’ve had crazy runs this past year, but nothing like MU and SNDK. P/E ratios are around 70, but forward are around 35-40. They’re one innovation or pivot away from 10xing, and worth the risk provided the shortage continues.
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