CRSR → $18.00 by Jun 21, 2028.

TLDR: Corsair has moved beyond gaming peripherals. It is now selling complete, ready-to-run local AI systems (hardware + software) that let small and mid-sized businesses keep using AI without paying ever-rising cloud token or GPU rental bills all the while keeping their data private. This reduces cyclicality and supports a further re-rating as the market prices in durable demand for owned AI infrastructure. My initial thesis (in Reddit history) on Corsair focused on them sustaining operating income and that they …