CoreWeave, Inc. (CRWV): A Bull Case Theory

From Yahoo Finance: 2025-06-09 12:02:00

CoreWeave, Inc. (CRWV) shares trading at $135.05 on June 5th. Explosive growth with revenue soaring from $20 million in 2022 to $1.9 billion in 2024. Operates 32 data centers with 250,000 Nvidia GPUs. Strategic partnership with Nvidia. Long-term, take-or-pay contracts. Compelling player in AI economy.

CoreWeave (CRWV) offers contrasting AI infrastructure bet to CrowdStrike (CRWD). CoreWeave’s explosive growth, Nvidia alignment, and financial predictability set it apart. CRWD faces scrutiny over valuation and operational headwinds. CRWV provides level of financial derisking not seen in CRWD’s high-multiple profile. Study in contrasting AI exposure.

CoreWeave, Inc. (CRWV) not among 30 Most Popular Stocks Among Hedge Funds. 36 hedge fund portfolios held CRWV at the end of the first quarter. Hedge funds see potential in CRWV as an investment, but believe some AI stocks offer higher returns with limited downside risk. Check out our free report on the best short-term AI stock.

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