Aaron Rakers has given his Buy rating due to a combination of factors impacting Rambus's market position and financial outlook. Micron's recent commentary underscores a positive landscape for Rambus, where increasing shipments of DDR5 memory and a quarter-over-quarter improvement in data center revenue signal a favorable trend that could benefit Rambus's revenue streams. With the anticipated recovery in datacenter revenue and normalized inventory levels, Rakers predicts a rebound in DDR4 Registered Clock Driver (RCD) revenue for Rambus starting in the first quarter of the calendar year 2024, following a low point in the second half of 2023. Additionally, the continued momentum in DDR5 server DIMM shipments is poised to contribute to a healthy quarter-over-quarter ramp of Rambus's DDR5 chipset into the calendar year 2024.