CRSR - The Best Risk Reward Opportunity in the Market - $70k options YOLO
CRSR beat Q2 earnings with 17% EBITDA guidance raise and 36% EPS guidance raise, with gross margins expanding 600bps and favorable product mix shift. Trading at 9x EV/EBITDA and 12x P/E—extremely cheap valuations—suggesting material upside to $20 per share.
At post $11.84·Now $12.26+3.5% since postedas of Sep 8, 4:30 PM ET
Corsair will benefit significantly from GTA6 launch and personal AI compute buildout as a leading smallcap play, supported by three consecutive earnings beats. Expected to reach $50 within a year or two.
At post $14.35·Now $12.26-14.6% since postedas of Sep 8, 4:30 PM ET
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 $12.26+39.4% since postedas of Sep 8, 4:30 PM ET
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 $12.26+2.6% since postedas of Sep 8, 4:30 PM ET
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 $12.26+2.6% since postedas of Sep 8, 4:30 PM ET
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 $12.26+51.5% since postedas of Sep 8, 4:30 PM ET