Rambus: A Contrarian’s Comedy of Errors?

This stake, representing 1.05% of Informed Momentum’s $872.25 million in reportable U.S. equity assets, now ranks as the fund’s fifth-largest holding. The top five? A rogues’ gallery of NASDAQ tickers-CRDO, KTOS, STRL, PRIM-each parading as if their 1.1% of AUM were the crown jewels of reason.




