Mar. 7 at 4:36 PM
$CRSR During the Q4 call, management made it pretty clear that they had nearer term memory purchases already done and that they could find more for later in the year. With the continued rise in prices, they are going to have great profitability from that the next few quarters.
Their debt is way down from when they IPOed and net debt is close to zero.
The rest of their business will suffer some from GPU and memory shortages but their competition will suffer more without the memory lift.
I see now as a chance to buy an industry leader at a cheap price with an excellent chance that they will be even stronger in the market once the AI noise subsides.
