Calls
1
u/Interesting_Dingo194
Reddit r/wallstreetbets
Win Rate
0.0%
return
-3.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 28
$9.82
-3.8%
Corsair’s AI Workstation 300 (AMD Ryzen AI MAX+ 395, 96GB unified VRAM) targets the local AI market, which is growing. Q1 beat consensus, record gross margins, EBITDA raised to $110M, net income positive. The stock trades at 0.59x trailing sales while “AI” peers command 8-12x. A modest re-rate to 2.5-3x sales implies a $45 price target without heroic revenue assumptions. Analysts (Barclays $11) have not updated the narrative. Long CRSR as a value play with an AI catalyst. The thesis is credible but execution risk exists; entry near $11 after a 30% gap-up reduces margin of safety. EagleTree overhang, AMD chip availability/execution, macro slowdown, component shortages, potential misjudgment of AI demand.
Corsair’s AI Workstation 300 (AMD Ryzen AI MAX+ 395, 96GB unified VRAM) targets the local AI market, which is growing. Q1 beat consensus, record gross margins, EBITDA raised to $110M, net income positive. The stock trades at 0.59x trailing sales while “AI” peers command 8-12x. A modest re-rate to 2.5-3x sales implies a $45 price target without heroic revenue assumptions. Analysts (Barclays $11) have not updated the narrative. Long CRSR as a value play with an AI catalyst. The thesis is credible but execution risk exists; entry near $11 after a 30% gap-up reduces margin of safety. EagleTree overhang, AMD chip availability/execution, macro slowdown, component shortages, potential misjudgment of AI demand.
AI Hardware
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u/Interesting_Dingo194 has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: CRSR.
