“$70k worth of calls”
CRSR - The Best Risk Reward Opportunity in the Market - $70k options YOLO
CRSR crushed Q2 earnings with 17% EBITDA guidance raise, 36% EPS guidance raise, 21% gross profit growth, and 600bps gross margin expansion, while trading at extremely attractive valuation multiples (9x EV/EBITDA, 12x P/E, 0.8x P/S). The author expects the stock to return to $15 post-earnings and capitalize on low volume/IV for rapid upside moves.
At post $11.84·Now $13.73+16.0% since postedas of Oct 23, 4:45 PM ET
1d0.0%
3d+1.4%
1w-1.9%
1m+14.4%
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CRSR YOLO
Author believes CRSR has significant upside potential remaining. Limited detail provided on catalyst or rationale.
At post $8.95·Now $13.73+53.4% since postedas of Oct 23, 4:45 PM ET
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1w-1.7%
1m+8.9%
3m+47.0%
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“$25k YOLO”
CRSR Guy Back for Part 2. Bottom is in and AI Pivot is Real. $25k YOLO
CRSR has reached a bottom and the AI pivot narrative is real. The author sees solid risk-reward entry with depressed IV, positioning for a stock move higher from current levels.
At post $8.80·Now $13.73+56.1% since postedas of Oct 23, 4:45 PM ET
1d+1.8%
3d+1.8%
1w-1.5%
1m+10.9%
3m+51.9%
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CRSR for your amusement
Author is jumping on CRSR after seeing someone else make $400k gains. Betting on a continued upside run without detailed analysis.
At post $12.14·Now $13.73+13.1% since postedas of Oct 23, 4:45 PM ET
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3d-5.4%
1w-25.8%
1m-29.1%
3m-1.3%
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Long CRSR calls · 53 contracts
Putting the AI in CorsAIr Part 2 CRSR
Corsair has memory packaging expertise that positions them to capture value in the rapidly growing AI memory supply chain. As AI demand drives memory needs across enterprise and data center systems, Corsair can leverage their chip testing, binning, and PCB packaging capabilities to supply memory modules to AI infrastructure, similar to Micron's strategic pivot toward AI memory.
At post $11.95·Now $13.73+14.9% since postedas of Oct 23, 4:45 PM ET
1d+1.6%
3d+1.6%
1w-17.0%
1m-27.9%
3m-0.9%
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CSR is just getting started
Corsair is a profitable gaming hardware company with exposure to PC gaming, streaming, and creator hardware that was severely undervalued. Revenue trends are improving, margins can expand with returning demand, and the stock trades well below historical levels, positioning it for a normalization to $20 as investors reprice it as a growth brand rather than a collapsing retailer.
At post $11.95·Now $13.73+14.9% since postedas of Oct 23, 4:45 PM ET
1d+1.6%
3d+1.6%
1w-17.0%
1m-27.9%
3m-0.9%
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“$20k yolo”
Corsair (CRSR) just announced a move into AI / Datacenter - $20k yolo
Corsair's new AI workstations and server portfolio represents a major strategic pivot into the high-growth datacenter segment. The stock has been beaten down and could double as the market reprices the company with this AI/datacenter narrative.
At post $8.09·Now $13.73+69.7% since postedas of Oct 23, 4:45 PM ET
1d+21.4%
3d+50.1%
1w+42.5%
1m+8.8%
3m+34.9%
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