I know this board is dead, but what do we think of the RAM bull case scenario for Corsair?Currently this company is gay and fucked up- HOWEVER- its biggest rival, who doesn't even know they exist, Micron just left the RAM market. Corsair is now the only publicly traded company focused specifically on consumers, it's a whole wide open market for them.Corsair trades at -18 its P/E ratio, meaning where most companies are like "the P/E is 1, but it trades at 40 times that" this is actually undervalued relative to P/E.Notably a big factor that could work against them is that investors.... are retarded and tend to pile into the winners, rather than the "should be a winner" stocks, so it might continue to crab forever while MU goes to 300 P/E or whatever while redditors suck each other off. Sad!But this is about the best 'possible stock moonshot' I've ever seen.
>>61521934RAM needs physical silver. So we're buying silver.
>>61521942so silver is a huge psyop to prevent people from making actual gains, gotcha.
>>61521934>Corsair is now the only publicly traded company focused specifically on consumersyou don't know the difference between your face and your assKingstonAdataTeam GroupMushkinG.SkillPatriotPNYTranscendSamsung (yes, they make retail RAM)>Micron just left the RAM marketyou mean the retail RAM market, yes, because it is less profitable than enterprise.what does it mean for Corsair ? not much desu, because it's the Chipmakers (SK Hynix, Samsung, Micron, etc) that have the high margins, while the RAM-stick makers have to fight for their scraps and apparently this is so cost prohibitive that Micron decided to just fucking scrap the entire division and sell only chips.
>>61521934Did you even read your own screenshot?Corsair just buys IC's from Hynix, Samsung and micron and slaps them on a pcb and puts the hearspreader on it.
