BUY BWB - Business With Brian Conviction3/5 Analysis quality75/100 now
The YouTuber recommends Rambus due to its critical role in the memory interface, specifically with DDR5 modules and HBM4 controllers, and its royalty-based business model. He highlights its significant operating income growth and high operating margins, noting that it gets paid twice on the same chip. However, he acknowledges an ongoing antitrust inquiry as a risk.
“Rambus gets paid twice on the very same chip. Once to build it, and once to license it. And that royalty engine carries straight into its HBM 4E controller for the next generation of memory.” — ▶ 5:00