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Samsung Validates Hybrid Bonding’s Clear Advantage in HBM4E Thermals
Closed My Trades This Week – AVGO + RMBS = $65K! 🔥
RMBS has new Board of Directors and new target increased to $125.I bought,then I bought again,then I bought one more time.
RMBS increased new target to $125. I bought ,then I bought again,then I bought one more time
Some technical signals flashing on my dashboard today
I Sold My Corvette for $78K and Went All-In on RMBS.
Interview of James A. Mai and Ben Hockett from Cornwall Capital
UBS takes $665M hit for RMBS matter in Q1; looks forward to Credit Suisse merger
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
Hot Stocks: RV stocks drop; CHGG downgrade; NRGV surges on raised forecast; RMBS climbs
Credit Suisse looks for capital from Middle East, top banker to leave
Wall Street On Parade Jun 30, 2022: Deutsche Bank and JPMorgan Chase Have Been Trading Like Clones for Two Months; Both Are Down Almost 30 Percent Year-to-Date: “Looking like one is tied with an umbilical cord to Deutsche Bank has its perils on Wall Street.”
How to pick up 2 Tax Free Public Companies & join a Future DIVIDEND at pennies per share?
Only Penny stock that can align a new common investor with world class investors with tremendous track record restructuring very similar co
Only Penny stock that can align a new common investor with world class investors with tremendous track record restructuring very similar companies to this Penny Stock.
Holding my AMC, but also diversifying more, thoughts on RMBS?
Still Holding AMC in my diversified portfolio, What’s everyone’s thoughts on RMBS
Does NOVC 2018 14A Proxy hold the real narrative on restructuring NOVC so as to use 730M NOLs + Rights that control most of the collateral assets in $3B RMBS portfolio 600 Bpts WAC? I say YES
$NOVC see massive increase in Short Volume. Who would short a penny stock controlled by Fortress parent SoftBank, EJFcap.com + MassMutual Barings & co investors running Board of Directors. ALL shares out outstanding per 2020 10K are owned by these investors + sm count. Yet > 30M shares trade 1.1.21
$NOVC see massive increase in Short Volume. Who would short a penny stock controlled by Fortress parent SoftBank, EJFcap.com + MassMutual Barings & co investors running Board of Directors. ALL shares out outstanding per 2020 10K are owned by these investors + sm count. Yet > 30M shares trade 1.1.21
$NOVC see massive increase in Short Volume. Who would short a penny stock controlled by Fortress parent SoftBank, EJFcap.com + MassMutual Barings & co investors running Board of Directors. ALL shares out outstanding per 2020 10K are owned by these investors + sm count. Yet > 30M shares trade 1.1.21
SoftBank sits on Billion dollar stock under it's Sub Fortress
Mentions
Is this another version of RMBS?
RMBS weekly chart looks yummy
you aren't slumming the HBM play hard enough, when RMBS isn't on the menu
I think they still get a royalty for every chip of ram that is sold with their tech baked in, which I believe is almost all of the stuff that is sold as HBM. But maybe some of that IP has expired, or chipmakers have figured out how to implement work alike solutions, or something. But as RMBS it's not, as far as I know, an actual fab I guess they don't get much from the current shortage economics. You think they would at least catch a contact high from it, but no. they just sit around treading water in a range, with a little bit of uptrend due to the whole lift of the market. but nothing anywhere like the explosive meme chip tickers. still there apparently still in business and must be selling something to somebody, maybe they're an acquisition target at some point?
meanwhile RMBS, the OG guys who invented HBM tech, get to sit all this out and watch from the sidelines
Rate my port of slop: AVAV/CRDO/ALAB/RMBS evenly split
holy shit RMBS + 12%. why did i not buy more.
i bought NXPI RMBS SYK ISRG WM
We were one of the Investmant Banks Depicted in "THe Big Short." A more intersting and much more Technically POINTENT was "Margin Call"*,* they use a fictional setting to capture the generalized panic, MATHematical reality of the situation and moral ambiguity of that exact night. The Risk Management Scene in this movie is REAL. Reality was that ARM Mortgages were all the rage with little to no regard for the reality of a rising interst environment. Adjustable-rate mortgages peaked in popularity around 2005, accounting for roughly 36% to 45% of all U.S. mortgage originations before fueling the subprime mortgage crisis and subsequent foreclosure wave. Second catch was the very popular variant where borrowers could choose monthly payment types, including a "minimum payment" that was less than the interest accrued. This caused negative amortization—meaning the unpaid interest was added to the principal balance, increasing the total debt over time. Popular because home valuations were rising very rapidly and you would take this type of mortgae and resell your house before the first Rate Adjustment. Then we had this line of BS: Lenders widely offered "no-doc" or "low-doc" loans (stating income without verifying it), often called liar loans, combined with lax credit score and down payment requirements. So you really were not making 100K , you just told them you were and no one ever checked. Those loans were very popular with customers without a W-2 5 year history. Countrywide ( big ARM issuer) received preferential treatment and carved out highly specialized, "sweetheart" arrangements. Later during further congressional investigation it was revealed that this "special treatment" was bidirectional, forming a complex web of mutual benefits that ultimately contributed to the 2008 subprime mortgage crisis The ML short was strictly based on their purchase of the subprime mortgage lender First Franklin Financial from National City Corp. for $1.3 billion. The purchase brought massive exposure to toxic mortgage assets, contributing heavily to Merrill Lynch's multi-billion dollar write-downs during the 2008 financial crisis. Simple to connect all the potential dangerous DOTS. Washington Mutual bought this subprime lender in 1999, which pulled the bank deep into high-risk mortgages.They were also issuing the very popular and in massive amounts of adjustable-rate mortgages with payments so low that the total debt increased every month. AIG was easy, their London-based unit sold insurance contracts called CDS on collateralized debt obligations (CDOs), which contained bundled subprime mortgages. AND, they owned a subprime mortgage lender called Wilmington Finance, which faced regulatory penalties in 2007 for ignoring borrower creditworthiness and charging high fees. Shorting LEHMAN , BEAR, were really easy because the entire STREET knew their exposure both in MBS TBA's , MBS pools, RMBS and CMBS and they tooooooooo LEHMAN acquired major subprime and Alt-A mortgage lenders Aurora Loan and BNC Mort. and by 2006 were collectively issuing $50bln MONTHLY in loans by mid [2006.In](http://2006.In) the CMO arena they had created many tranches using sub-prime collateral which will shortly stop pay P&I on those loans, hence LEH was not paying out that return to Customers who owned those bonds, DEFAULT was IMMENENT. Ans your carrying all the other pieces of crap you had created. Overnight borrowing cost were get real by now. One month , 2 BIG ASS chalk boards , thousands of pieces of colored chalk , curtains covering up everything, meetings well into the following mornings , many a day wore the same clothes from the day before, LOTS and LOTS of spray deodorant. We had a VERY large Balance Sheet once presented to the Firm, very little variance on return, could not lose anymore than 10%, and they monitored it hourly (LIVE P&L) , needed a Repo Facility that was not ours so no one knew anything and that facility could take on BILLIONS in Repo. OH, no hedge because when your short any upward movement means you have made a serious miscalculation. All in is exactly that ALL IN , no hedging your bets
RMBS: the only memory play that hasn't popped spoiler: Shrek proof
RMBS, the only HBM semi that has somehow managed to get absolutely nothing out of the memory bubble. If you're looking to lose some money, past performance is very likely indicative of future results there
Actually why I owned RMBS in the past, memory controllers and such. But that stocks short volatile
My port right now is AVAV, NOW, RMBS and GLXY. Just a bunch of beat up and left for dead suckers.
poortio: RMBS, the original HBM specialist, never pumped.
looking at the wrong semis, RMBS can't leave a party it never showed up to
I Traded on a Fixed Income Prop Desk within shouting distance to the Risk/Arb Desk , for a Firm that basically avoided most of this mess, Primary Dealer. What you don't know is the Lehman had an heavy exposure to CMBS where Valuations are Suspect. They moved their ALT-A loan into RMBS, again different valuations from reality. Much of this MBS portfolio fell under "Level III" accounting. This meant the assets were highly illiquid, had no active market pricing, and their value was calculated using Lehman's internal models, which severely overstated their worth as the housing market collapsed. The other neat trick was the use of REPO 105 and Repo 108. Repo 108- temporarily removing assets from the balance sheet by over-collateralizing transactions at 108% to record them as sales rather than loans. REPO 105- Reclassify short-term loans as sales. It involved moving about $50 billion of assets off the balance sheet temporarily to hide debt and make the firm look healthier right before reporting dates. One other interesting segment of Lehamn was that their Distressed Debt/Convertible desk had a sheet of about $600mm and made $2BLN in 2007. Basically on CDS, shorting their own and others heavy in the MBS market DEBT.
How the fuck ? You should buy more ! Sell what is stable - brkb like and go for the ones that are low. Fed decision is fine, no structural problems, eanings are good. I am 8% + in my portofolio today. Not i am selling all MSFT and going RMBS, VST and a risky JOBY (more GREED). MSFT has done his job - +15%. Added yesterday in LEU, SMR, ORCL and they have n grown enough - under 10%. If they lower - then GREAT NEWS! Add more (sell the winners).
RMBS is still below dotcom peak high and their financials are much improved since.
even funnier, obviously none of them have any idea what, say, RMBS is, which given the bait they've taken on outright generic non-HBM silicon shovelers MU and SNDK goes to show they really are just following each other's pheromone trails blindly
RamBus dip tripping because I want to make the bears right about the memory play for at least one ticker and RMBS will not disappoint
not me i voted for RMBS
Wtf is wrong with RMBS? Isnt it like the ASML of RAM?
APLD calls, RMBS puts, cls calls, Ko calls
Calls on RMBS, AMKR, and SNDK for sympathy play from STX earnings on Monday
don't worry gang RMBS lost their ticket to the memory stock promised land, impossible for them to go down because they never pumped in the first place
RMBS bulls get to watch, like always
see ma this is why I was smart and went taint deep on RMBS, the HBM ram stock that can't crash because it never did jack shit to begin with
not shown: RMBS mumbling to himself incoherently "if only these hoes knew who the real high bandwidth memory OG was. i mean is. shit"
so RMBS just standing there like the guy who showed up at wrong party while MU and HBM making out in the corner and DRAM already passed out on floor this is literally my portfolio every morning
RMBS watching it all happen on TV, sofa littered with Cheetos crumbs, wondering how they let it all pass them by.
not me i bought the hipster MU: RMBS. HBM before it was cool. now MU is the beatles, HMB is Twist and Shout, and RMBS is the Top Notes wondering how it all passed them by
by DRAM and HBM you surely mean RMBS, the original HBM specialist, right? Because it looks like their golden ticket to the MUun got lost in the mail
RMBS will keep giving people plenty of chances to buy, their HBM muun tickets somehow got lost in the mail
Time to decide, get off the RamBus or get RAMmed in the BUS meme of wojak RMBS chilling in the corner as all the other memory stocks get felt up on the dance floor.gif
Opinions on NBIS, RMBS , AVEX?
Anyone looking at Rambus $RMBS?
u/callsonreddit so other than playing *Find the cat* and investing in RMBS, what are our plays tomorrow?
The first CDS that was rated by S&P and Moody’s was a corporate single name swap on Walmart. The iSDA based swap was modeled after interest rate swaps and was structured by JP Morgan in early 1990’s. I should know I rated the transaction and ran the largest AAA rated credit derivatives company years before Bury heard about CDS. RMBS and CMBS default swaps came later but he wasn’t the structure guy behind them
Doesn't feel like 08-09' to me at all. It was super clear to everyone at the time that the house of cards was the US subprime RMBS market. This feels more like what it did during the dot com bubble where everyone was trying to back the winner by spreading their bets everywhere. Spray and pray.
u/callsonreddit so are we playing RMBS this week?
Looks like RMBS wants to recover from 20% earnings drop
Y’day Earnings had nothing to do w AI Seagate - social media buying retail National Sem - Chinese auto meteoric sales RMBS appears more AI mapping than any other
RMBS completely rugged people lol... the entire memory sector brought down? https://preview.redd.it/4wl4jvxrtxxg1.jpeg?width=1080&format=pjpg&auto=webp&s=cc2a342490119eb17d05d38756a22470963b8c83
All earnings on my watchlist reacting bad. All big red like -10% * ACMR * AMKR * CLS * RMBS * GLW * SPOT * GLXY
Combo of momentum and bad news, best guess. It’s reported OpenAI missed some sales and users numbers. Plus just some selling off some semi and au names after earnings, like GLW CLS RMBS. Plus semis just went on an 18 winning streak. They are over bought.
RMBS never disappoints bears
RMBS and AMKR on yday Earnings call send clear message ‘ Management flagged supply constraints on advanced silicon/substrates and rising material costs from geopolitical pressure’
RMBS got fkd right in the Rambussy
Wow my beloved RMBS down 20% today YIKES
RMBS missed in the middle of the biggest datacenter buildout, poor piss management
CLS RMBS bad earnings?
I want AMD to pull a RMBS
If RMBS is in chip design and chips are use in Ai Ai Ai.....how can it go down?
RMBS the memory chip designer missed earnings today, why isnt semis and mu falling. What is fugazi
My new strategy is big tech only Seeing POET -50%, RMBS -10% (AH), CLS -10% (AH) making me risk averse
RMBS got anhilated both in the regular session AND after earnings lol... anyone watching Rambus? A lot of people played that shit to get into Dollar store SNDK
Those RMBS numbers are terrible.
RMBS AMKR took a shit in AH because earnings
How we feeling about RMBS earnings?
Opened Monday April 27 - Calls: GLW • AMKR • SANM • RMBS • INCY • CLS • CNC - Puts: ITRI • UHS *Disclaimer: Some of these are sketchy. Also, this is not investment advice.*
RMBS not waiting for earnings to drop.
Anyone making a play on RMBS earnings today?
Been loaded up on RMBS for a year now
You’re 100% right, i’s not a surgical strike like the 2008 RMBS market because the loans are too custom made for that. It’s way more of a blunt instrument play imo. The mechanics are basically just proxy hedging: Investors are shorting the stock and buying CDS on the credit of the major BDCs (Ares, Apollo, Blackstone, etc.). Since these firms are the middle-men, if their underlying private credit books start to rot, the market assumes these firms take the hit first. They're using broad credit indices (CDX, etc.) that have high weightings of these credit managers. It’s a macro hedge, not a single name play. You’re betting on the whole sector catching fire rather than picking off individual toxic loans. You're right that it creates huge basis risk, but that’s the reality of how you hedge a market that’s this opaque.
You're connecting some important dots here. The private credit boom does have some structural similarities to pre-2008 CLO/CDO dynamics - opacity, leverage, and the "yield-chasing" behavior from insurance companies and pension funds starved of fixed income returns. The key differences worth noting: - Private credit is floating rate (largely), so rising rates hurt borrowers, not the instruments themselves - The investor base is mostly institutional, not retail-exposed through securitization chains - Most direct lenders do have real underwriting teams vs. the "originate to distribute" model that broke in 2008 That said, the stress points you're identifying are real: covenant-lite structures, "PIK" (payment in kind) where interest is just added to principal rather than paid, and valuations that haven't been marked to market during this rate cycle. The "shorting machine" angle is interesting - who exactly is building synthetic exposure to short private credit? That's a much harder instrument to construct than CDS on RMBS was. Do you have more detail on the specific mechanisms being used?
You're wrong, for a number of reasons: 1. Private credit loans are way less levered (and therefore risky) than RMBS. 2. Private credit loans, while perhaps somewhat exposed to "buying at the top" via multiple expansion, are ultimately loans against a cash generative business vs. RMBS loans which are backed by crappy, inflated housing that has no intrinsic economic value. 3. ABS is often pointed to as the bogeyman of '08 by people who don't know what they're talking about, but the real differentiating feature of the '08 crash was not ABS per se but rather the scale it was able to achieve through synthetic ABS. In order to amass such a hugely levered, highly-correlated pile of long bets on US housing, banks had to use credit default swaps to replace the supply of subprime MBS that they were running out of in \~2005 - this by the way is also why it touched the insurance sector, since their insurance contracts formed the basis of cash flows in a synthetic RMBS offering. In this way, the already under-estimated correlation between mortgage delinquencies in different parts of the country was compounded by a synthetics market that effectively created the appearance of more diversification while really just increasing levered exposure to the same correlated part of the real economy. 4. The mark-to-market mechanics which accelerated the unwinding of RMBS and synthetic RMBS in 2008 and made it so catastrophic to the highly levered institutions which held these assets at the time have no analogue today. The valuation dynamics of private equity are by and large much more decentralized and less conflicted than the practices observed in '08, in which large issuer banks acting in a conflicted capacity as both principal and agent while structuring synthetic RMBS would have free rein to participate on both sides of the trade and then set prices marks favorably for their own position. In short, there is a difference between pre-08 and post-08 when dodgy loans moved into the shadow banking sector...the difference is that if these loans blow up the carnage is largely constrained to PC funds and the LPs who invest in them.
I can say this; He came on Thursday and Friday,RMBS increased more than %6 .So market received this news as positive. And target price was $114 and increased the same day to $125.
Oh I see, like RMBS? They have been going through it recently
Both announced earnings yesterday or two days ago, don't remember with RMBS. That is probably moving things more than anything else.
RMBS reported a supply chain issue that they have solved - sounded like one of their manufacturers produced some dud chips that made it through testing. Problem was solved already but that never matters.
RMBS reported a supply chain issue that they have solved - sounded like one of their manufacturers produced some dud chips that made it through testing. Problem was solved already but that never matters.
RMBS recovering a bit. Glad the calls I kept were longer dated. ETN and PYPL drilling.
RMBS stock goes down after earnings call but their guidance is bullish for SNDK, as if it needed any more hype # Goddamn this stock can’t stop, won’t stop
Idk this market is gey but I like RMBS leaps at this price
RMBS is interesting under 100. Will be looking at some leaps
How many people had access to RMBS earnings the last hour of earnings? Straight up tanked followed by the huge drop AH
RMBS had different fate.
They were priced to perfection and after their killer 5 yr run I'm betting people are taking profits with this one. It seems they have a higher tax bill as well compared to previously. Management pointed to new tax legislation from the OBBBA. Looks like they are getting hit with R&D capitalization from it. And even though they aren't SaaS, I bet they are being affected by the broad software sell offs we have been seeing. "If you’re wondering about the tax bill, look at the OBBBA (July 2025). While it fixed the R&D capitalization for US-based work, it left foreign R&D stranded in 15-year amortization. For a global chip designer like RMBS, this creates a messy tax provision that ate into the Q4 beat. They are essentially being punished for being a global innovator during a year of shifting tax legislation." https://kahnlitwin.com/blogs/tax-blog/section-174-fixed-what-businesses-need-to-know-about-r-e-expensing-changes#:\~:text=Starting%20in%202025%2C%20U.S.%20businesses,tax%20years%20beginning%20in%202025.
I don’t understand RMBS, their earnings and projections both honestly looked great
Damn was RMBS in the Epstein files???
They don't even try to hide the corruption on RMBS. Pump it +11% during the day and then sell-off before the earnings miss they know is coming.
Jesus Christ RMBS down 28 percent in 3 hours. Fell straight down about 12% into the clothes and then Matt earnings and beat revenues.
RMBS taking a huge haircut AH from earnings. I regretted not holding on to my investment from them but glad I sold when I did.
Looks like RMBS is going to be a bust. For a tech company trading at about $120/share, revenue is pretty slim.
RMBS getting nuked out of existence lol
RMBS pod racing to the bottom
Damn, were RMBS earnings that bad?
Who wants to go all-in on $RMBS earnings I think they'll benefit from Nvidia Rubin orders