CRSR analysis

Hi my fellow regards.

I've been buying the dip on CRSR since november last year after swing trading it profitably in the $7 to $11 range from time to time during 2025.

Everyones attention is on wether or not they will continue to navigate "RAMageddon" successfully, and while that is important for the companys short term profitability, my attention is somewhere else.

We all know the American consumer is being squeezed right now. K shaped economy and all that.

I really like their Elgato streaming equipment in the current economic environment.

The consumer buying expensive streaming equipment at the moment is not the bottom 90%.

The ones buying are the top 10% the ones carrying the US economy right now.

The company stated in their FY2025 report that they would be pivoting towards the peripherals segment of their business which includes Elgato streaming equipment and away from the lower margin segment that is PC components; think DRAM, PSUs, RGB fans etc.

As someone who invested in the company primarily because I believe in the long term success of the Elgato brand, the company is doing exactly what I want them to do. Focus on that part of their business.

Thi La also stated in their conference call that they are seeing a lot of interest from B2B in their Elgato streaming equipment.

Personally I don't think streaming is going anywhere, and the demand for professional grade streaming equipment is bound to follow. It's only a matter of time before we start seeing the first big deals come through with major broadcasters.

Their Elgato stream deck is so simple even my five year old nephew could use it.

o7 happy degening my fellow regards