Joe(@joedab12):He's right and $RMBS is a hidden beneficiary most dont realize. Almost every RMBS post I see labels it as an IP play and disregards their product biz that is going to grow FASTER than the CPU market. They'll love it at 150 again.

Joe

@joedab12

Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop

参加 March 2013

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Joe@joedab12

2026.09.24 14:33

He's right and $RMBS is a hidden beneficiary most dont realize. Almost every RMBS post I see labels it as an IP play and disregards their product biz that is going to grow FASTER than the CPU market. They'll love it at 150 again.