I’ve been steadily accumulating CoreWeave shares since the $90+ levels, and it continues to be one of the most intriguing AI infrastructure plays in the market today.
• Explosive growth trajectory – Revenue surged more than 200% YoY in Q2 2025, with raised full-year guidance now above $5B.
• Strategic positioning – As a key provider of GPU-powered AI compute, CoreWeave is deeply embedded with major AI players, backed by NVIDIA, and benefits directly from the secular shift to AI workloads.
• Early signs of profitability – Operating leverage is beginning to show, as scale drives efficiencies despite heavy depreciation and capex.
• Analyst confidence – Consensus views still see room for upside with “Moderate Buy” ratings, highlighting its unique positioning in the AI ecosystem.
While financing costs remain a headwind today, I’m hopeful that these will taper down towards the end of 2025 as the company stabilises its balance sheet and funding structures.
For me, CoreWeave is a high-growth, high-conviction bet on the future of AI compute infrastructure. It is volatile, yes, but with potential to be transformative for long-term investors willing to ride out the bumps.
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