Letters by company

Rambus INC

2 letters discussing RMBS. Everything written about it on this site is on its ticker page.

EdgePoint Wealth Management No artificial sweeteners EdgePoint argues that AI improves its research process by accelerating transcript analysis, competitive comparisons and due diligence. It identifies Applied Materials, Rambus, Roche, SAP and Dayforce as portfolio holdings positioned to benefit through semiconductor tools, drug discovery and enterprise software, while stressing that AI-driven growth is not fully reflected in their valuations. 2nd quarter, 2025 AMAT $329BRMBS $11BSAP $259B
PenderFund Capital Management Ltd. Pender US Small/Mid Cap Equity Fund Manager’s Commentary, July 2026 Amazon’s accelerating AWS demand and long-lived data-centre infrastructure underpin the fund’s view that AI capital spending can earn attractive returns despite near-term volatility. The portfolio emphasizes smaller companies benefiting from power, cooling, compute and grid-investment demand, including Generac, Fluor, Modine and Microchip. JULY 2026 AMZN $2.7T