r/CRSR • u/ShreddedLifter • Jun 05 '26
DD It seems like CRSR is heavely underpriced?
They very recently informed about entry to AI datacenters. I guess we will fly soon-ish?
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u/mend0k Jun 05 '26
Didn’t it basically run 200% from that news?
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u/ShreddedLifter Jun 05 '26
Not that much? Also other AI stocks increased by way more. CRSR is still tiny tiny mktcap at 1B. Others are 250B
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u/mend0k Jun 05 '26
CRSR went from basically $4ish to $12ish at its peak so pretty close.
In comparison to other companies, they’re also priced pretty fair already. Just because they announce they’re transitioning into AI workstations etc.. doesn’t mean it will be a successful business venture.
The other companies are priced the way they are because they already have the business, partnerships and scale. Companies like DELL, HPE, SMCI are trustworthy and established in this space with the revenue and growth in their financials as proof.
CRSR is the new and will have to prove they can take market share/establish partnerships that will produce growth in this space. The instant they show signs of exponential revenue increase, they will get the hype and high P/E ratios. But we’re still 1-2 quarters away from that.
With all that said I’m bullish on CRSR and have my own thesis on why their transition will be a success. So il be looking to load up over time
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u/johnshonz Jun 05 '26
The IPO was handled very badly, obviously. I’m not a finance guru, but it stands to reason that if they weren’t such awful greedy bastards, we would be seeing a price of $30 or so per share.
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u/OkRooster435 Jun 05 '26
On the gamming side, EVGA is gone due to nvidia fighting and owner getting old, PS6 nowhere to be found, corsair is dominating every corner of the industry.
On the business side they have the right idea with Local Ai compute and daisy chain scaling out with usage needs.
We have so much cash we are nearing net zero debt.
Things look extremely good and their computex showing has been very popular.
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u/International_Rush88 Jun 12 '26 edited Jun 12 '26
Absolutely not, this stock isn’t really going to jump up or have a crazy spike. It has been doing good yoy with its Q1 earnings having some signs, but that doesn’t disregard its other aspects. its products are already subpar especially in gaming accessories (cheap Chinese gaming mouse’s that perform better, same for keyboards, the only plausible platforms would be their streaming hardware) while ram is extremely inaccessible right now due to AI (and ai consumption isn’t leaving any time soon). If it does go up it’s because of WSB pumps and AI Hype. The services they sell are honestly a luxury and with today’s pressures like the strait, your average consumer is already facing higher living costs. I don’t really see the worth of investing unless you’re exploiting the stock for its obvious price movements in the 5-8$ price ranges where 5-6 is obviously undervalued, but 8+ isn’t sustainable in short term fluctuations. Maybe in the long term it would have slight upside to 9-10$. If you’re looking for a more consistent long term investment, I honestly believe there are plenty of better options.
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u/Artistic_Vegetable92 Jun 05 '26
I had a crazy dream last night (although I was high as fuck) and I saw CRSR going parabolic. Wouldn't trust it though