$RMBS

Multiple large-cap stocks including Roblox, Spotify, and Robinhood tumbled last week on earnings misses and weak guidance, with Rambus down 28% leading a broad tech sector selloff.

Rambus stock plummets 10.48% after Q1 EPS miss and weak Q2 guidance, despite beating revenue expectations.

Michael Burry shorts semiconductor stocks via puts on $SOXX, betting against the sector's 43% overbought rally as historic winning streak ends.

Security IP market accelerates as OEMs demand integrated, certification-ready components. Synopsys and Cadence lead consolidation; specialists differentiate via post-quantum cryptography and side-channel protection.