CoreWeave’s 10-Year Fate: Two Stocks That’ll Outdo It (And Why)

Investors have gone full «I’m a genius» on CoreWeave, this AI cloud startup that’s basically a gamble with a 50/50 shot at survival. 🤡

"Покупай на слухах, продавай на новостях". А потом сиди с акциями никому не известной биотех-компании. Здесь мы про скучный, но рабочий фундаментал.

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Shares have soared since its IPO, but it’s a rollercoaster ride with debt and a business model that’s as shaky as a toddler’s balance beam. 🎢

Here are two stocks I predict will be bigger than CoreWeave in 10 years: Coupang (CPNG) and SoFi Technologies (SOFI). Why? Because CoreWeave is a risk, and these are… well, let’s just say they’re not trying to be the next Amazon. 😈

Building on existing business models

Coupang is like South Korea’s version of Amazon, but with a side of government grants and a logistics network that’s faster than a Russian roulette bullet. 🎲

Last quarter, gross profit grew 31% year over year. Sounds impressive? Yeah, but it’s all because they’re using the same playbook as Amazon. 🕹️

Now they’re expanding to Taiwan, a country with 23 million people. If that doesn’t work, they’ll just move to the moon. 🚀

Coupang just unveiled an AI cloud service. Nice try. The Korean government’s giving grants for data centers, and Coupang’s got the location advantage. 🇰🇷

Today, Coupang has a market cap of $56 billion. With so many diversified opportunities, I think Coupang is a much better bet than CoreWeave. 🧠

High growth in consumer finance

SoFi is a well-known and fast-growing digital banking brand. Over the last decade, it went from student loan refinancing to a full-fledged financial tool. 🧾

Customer deposits grew to $27 billion in Q1 2025. While it’s not big banks, it’s still a lot. And with lower overhead costs, they can offer higher yields. 🎯

SoFi’s adjusted revenue grew 33% year over year. Finally profitable? Yeah, but they’re just starting to get the hang of it. 🧘♂️

At a market cap of $23 billion, SoFi is smaller than CoreWeave. But 10 years is a long time, and CoreWeave is a risky stock with a lot of downside. 📉

With this taken into account, I believe that SoFi will have a larger market cap than CoreWeave in 10 years’ time. 💸

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2025-07-19 12:00