Video Games '25: Video Game Adjacent Products (open on stockthemes)

1. BEA — Personal Consumption Expenditures (PCE)

Matched (medium)cand_bea_80cec1a7 · access=api · candidate

Metric/field Personal Consumption Expenditures: Durable Goods (PCEDG)

Cadence monthly

Why it matters Indicates overall consumer discretionary spending on durable goods, which includes gaming hardware and peripherals, reflecting the broader economic health and consumer willingness to invest in high-value items.

Signal to watch Sustained growth or acceleration signals strong consumer demand; deceleration or decline suggests tightening consumer budgets.

Confidence: high

2. U.S. Census Bureau — Retail Sales

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Metric/field Retail Sales: Electronics and Appliance Stores (MRTSSM443USS)

Cadence monthly

Why it matters Directly tracks sales performance in a key retail segment for gaming components and peripherals, providing a granular view of consumer purchasing trends in the theme's market.

Signal to watch Positive year-over-year growth indicates strong demand; declines suggest market weakness or shifts in consumer spending.

Confidence: high

3. Federal Reserve Board — Industrial Production and Capacity Utilization

Matched (medium)industrial_production · access=api

Metric/field Industrial Production: Manufacturing: Durable Goods: Computer and Electronic Product (NAICS = 334) (IPG334S)

Cadence monthly

Why it matters Reflects the manufacturing output of computer and electronic products, providing insight into the supply-side capacity and production trends for components used in gaming gear.

Signal to watch Increasing production indicates healthy supply and potentially easing component shortages; declines could signal ongoing supply constraints.

Confidence: high

4. BLS — Producer Price Index (PPI)

Matched (medium)semi_semiconductor_equipment_billings · access=file · map_only

Metric/field Producer Price Index by Industry: Semiconductor and Other Electronic Component Manufacturing

Cadence monthly

Why it matters Monitors the average change over time in the selling prices received by domestic producers for semiconductor and electronic components, directly impacting the cost of goods for theme members.

Signal to watch Rising PPI indicates increasing input costs, potentially compressing margins; falling PPI suggests easing cost pressures.

Confidence: low

5. SIA / WSTS — Worldwide Semiconductor Sales

Matched (medium)semi_semiconductor_equipment_billings · access=file · map_only

Metric/field Total Worldwide Semiconductor Sales (3-month moving average)

Cadence monthly

Why it matters Provides a macro-level view of the global semiconductor market's health, which is a critical input for gaming components and systems, directly impacting supply and pricing.

Signal to watch Consistent growth signals a robust supply environment; declines or flat sales could indicate tightening supply or weakening demand for chips.

Confidence: high

1. Circana (formerly NPD Group) — U.S. Video Game Industry Spending

Matched (medium)circana_consumer_panel · access=file · map_only

Metric/field Total U.S. consumer spending on video game content, hardware, and accessories (monthly dollar sales)

Cadence monthly

Why it matters Directly tracks consumer spending in the broader video game market, including hardware and accessories, which are core products for theme members like Corsair.

Signal to watch Growth in hardware and accessories spending indicates strong demand for gaming peripherals and components; declines suggest market contraction.

Confidence: high

2. TwitchTracker — Twitch Statistics

Not in registry

Metric/field Average Concurrent Viewers (global)

Cadence daily

Why it matters Reflects the health and growth of the live streaming and content creation economy, which drives demand for Elgato products (e.g., Stream Deck, capture cards).

Signal to watch Increasing concurrent viewership signals a growing creator economy and potential for increased demand for streaming gear; declines could indicate a slowdown.

Confidence: high

3. Google Trends — Search Interest

Not in registry

Metric/field Search interest for 'gaming peripherals', 'stream deck setup', 'sim racing wheel review'

Cadence daily

Why it matters Indicates real-time consumer interest and demand for key product categories within the theme, serving as a leading indicator for sales trends.

Signal to watch Rising search interest suggests increasing consumer awareness and purchase intent; declining interest could signal weakening demand.

Confidence: medium

4. Reddit — Subreddit Activity

Matched (medium)cand_reddit_97b8dd0c · candidate

Metric/field r/pcmasterrace post volume and sentiment related to 'Corsair', 'Elgato', 'Fanatec'

Cadence daily/weekly

Why it matters Provides qualitative insights into community discussions, product sentiment, and emerging trends among PC gaming enthusiasts, directly relevant to Corsair's brands.

Signal to watch Increased positive sentiment and discussion volume around theme products are bullish; negative sentiment or declining engagement are bearish.

Confidence: medium

5. Company Careers Pages (e.g., Corsair Gaming) — Job Postings

Matched (medium)engine_advertising_brand_tracking · access=file · map_only

Metric/field Number of open job postings for 'AI software developer', 'machine learning engineer', 'hardware design engineer' at Corsair Gaming, Inc.

Cadence weekly

Why it matters Increased hiring in specialized R&D roles indicates investment in AI integration and advanced hardware design, aligning with the theme's focus on 'AI-enhanced' experiences and high-margin segments.

Signal to watch Consistent growth in relevant job postings is bullish, signaling strategic investment; declines could indicate a slowdown in innovation efforts.

Confidence: medium

1. TrendForce — DRAMeXchange / Memory Spot Price Database

Matchedtrendforce_dram_nand_pricing · access=file · map_only

Metric/field DRAM Spot Price (e.g., DDR5 16Gb, DDR4 1Gx8 3200MT/s average spot price)

Cadence weekly

Why it matters Directly tracks the real-time pricing of memory components, which significantly impacts the cost of goods and gross margins for Corsair's Gaming Components and Systems segment.

Signal to watch Stable or declining spot prices are bullish for margins; significant increases indicate rising costs and potential margin pressure.

Confidence: high

2. Similarweb — Website Analytics

Matchedsimilarweb_website_traffic_engagement · access=file · map_only

Metric/field Elgato.com Total Unique Visitors (monthly) and Engagement Metrics (e.g., Bounce Rate, Pages per Visit)

Cadence monthly

Why it matters Monitors the digital traffic and user engagement for a key Corsair subsidiary, providing insights into the growth and adoption of Elgato products and the Elgato marketplace.

Signal to watch Increasing unique visitors and improved engagement metrics are bullish for Elgato's ecosystem growth and potential recurring revenue; declines suggest weakening interest.

Confidence: high

3. Hatched Analytics — Consumer Transaction Data

Matched (medium)hatched_analytics_ticker_level_transaction_digital_kpi_feeds · access=file · map_only

Metric/field Aggregated consumer spending on 'Gaming Peripherals' and 'PC Components' categories (monthly dollar sales and unit sales)

Cadence monthly

Why it matters Provides granular, real-world consumer spending data, offering a direct measure of demand for the theme's products beyond reported company financials.

Signal to watch Strong growth in spending and unit sales indicates robust consumer demand; declines suggest market weakness.

Confidence: medium

4. Yole Group — Wafer Fab Equipment Market Monitor

Matched (medium)yole_group_semiconductor_component_market_forecasts · access=file · map_only

Metric/field Wafer Fab Equipment (WFE) Sales Revenue Forecast (quarterly updates)

Cadence quarterly

Why it matters Tracks investment and revenue trends in the semiconductor manufacturing equipment industry, providing a leading indicator for future semiconductor supply and capacity, crucial for Corsair's component segment.

Signal to watch Upward revisions in WFE sales forecasts suggest increasing capacity and potential easing of supply constraints; downward revisions indicate tightening supply.

Confidence: high

5. Counterpoint Research — Global Gaming Peripherals Market Analysis

Matched (medium)counterpoint_research_device_shipments_market_share · access=file · map_only

Metric/field Global Gaming Peripherals Market Share by Vendor and Product Category (annual/quarterly reports)

Cadence quarterly

Why it matters Provides detailed market share and shipment data for the core gaming peripherals segment, allowing investors to track Corsair's competitive positioning and overall market growth.

Signal to watch Increasing market share for Corsair's brands and growth in key product categories (e.g., sim racing, creator tools) are bullish; declining share or market contraction are bearish.

Confidence: medium

1. US tariff revenue for 2026

Kalshi · Confidence: high

Matched (medium)kalshi_senate_control_d · access=api

Market https://kalshi.com/markets/kxtariffrevenue

Why it matters The theme thesis highlights 'tariff headwinds' as a significant bear detail for theme constituents like Corsair Gaming. Increased US tariff revenue could signal sustained or increased tariffs, leading to higher import costs for components and finished goods, impacting profitability and supply chains for companies in the video game adjacent products sector. Conversely, lower tariff revenue could indicate a reduction in tariffs, which would be bullish for the theme's constituents.

Series key pm_us_tariff_revenue_2026

2. US semiconductor production growth in 2026?

Kalshi · Confidence: high

Matched (medium)kalshi_senate_control_d · access=api

Market https://kalshi.com/markets/kxsemiprodh

Why it matters Persistent global semiconductor shortages are a major bear point for the 'Video Games '25: Video Game Adjacent Products' theme, directly impacting the Gaming Components and Systems segment of companies like Corsair Gaming. Growth in US semiconductor production could alleviate supply constraints, leading to improved availability and potentially more stable pricing for critical components, which would be bullish for the theme's constituents. The theme also mentions 'AI chip allocation' as a policy keyword, and semiconductors are crucial for AI integration in peripherals.

Series key pm_us_semiconductor_production_growth_2026

3. Will the U.S. ban any open-source AI model in 2026? (Before Jan 1, 2027)

Kalshi · Confidence: medium

Matched (medium)pm_kalshi_ddr5_ye2027_above_95 · access=api

Market https://kalshi.com/markets/kxopensourceaiban

Why it matters The theme emphasizes the 'deep integration of AI into user-facing peripherals and creator tools' and 'emerging AI workflows' as a second-order trend and strategic focus for companies like Corsair Gaming. A US ban on open-source AI models would represent significant sector regulation, potentially limiting the development and integration of AI capabilities into video game adjacent products and creator tools. This could impact innovation, product roadmaps, and the competitive landscape for companies leveraging AI in their offerings.

Series key pm_us_opensource_ai_ban_2026