$COUR

Corsair - the Localized AI Inference Play

Corsair is pivoting from gaming peripherals to selling complete local AI inference systems (hardware + software) for small and mid-sized businesses, solving the compute constraint problem by enabling cost-effective on-premises AI deployment while preserving data privacy. With GPU rental prices rising and cloud token costs exorbitant, SMBs will adopt Corsair's full-stack solution, driving durable operating income and supporting a re-rating from current levels to 2x P/S (100% upside).