The author, an industry CEO, observes an unprecedented memory and SSD supply shortage, with prices for components like 32GB SODIMMs and 2TB SSDs increasing by multiples (e.g., SODIMMs from $75 to $315). Major suppliers are "bone dry," a situation the author has not seen in 15 years. Corsair (CRSR) has managed to maintain product availability across major retailers while competitors are selling out. This suggests CRSR secured significant inventory ahead of the price spikes and has strong supplier relationships. With a major competitor, Crucial (Micron's consumer brand), exiting the market, CRSR is positioned to capture significant market share and benefit from higher prices. The combination of a severe, structurally different memory cycle, a major competitor's exit, and CRSR's apparent supply chain advantage creates a powerful tailwind for revenue and margin expansion. Recent insider buying further supports the thesis that the stock has bottomed and is poised for a significant recovery. - Price Taker, Not Maker: As noted by commenters (u/Hobo_Robot, u/DangerousLiberal), CRSR assembles components but does not manufacture the underlying DRAM or NAND chips. Their suppliers (like Micron, Samsung) could raise prices dramatically, eroding CRSR's margins, or cut off supply. - Demand Destruction: The extreme price hikes for components could lead to a slowdown in PC building and upgrades, hurting overall sales volume for CRSR's products. - Author Bias: The author is heavily invested and has a "bagholder" history, which may cloud their judgment. Commenter u/SampleSlow2024 points out potential exaggeration in SSD pricing, suggesting an emotional rather than purely objective analysis.
CRSR
Feb 23, 05:32
February 23, 2026 at 05:32