CoreWeave and Its Risks
CoreWeave has garnered significant attention as an AI cloud provider, rapidly expanding its capacity with a recent announcement of a $6 billion data center initiative. Since its IPO earlier this year, shares have skyrocketed, reaching a market capitalization of $70 billion. However, the company faces challenges, including a lack of profitability and substantial debt, which make it a risky investment for stakeholders.
Comparative Investments: Coupang and SoFi Technologies
Two companies predicted to surpass CoreWeave in market value over the next decade are Coupang and SoFi Technologies. Coupang, a prominent e-commerce technology firm from South Korea, mirrors Amazon’s business model, boasting an e-commerce platform, a logistics network, and a subscription service for members.
Coupang’s Growth Trajectory
With 23.4 million active customers, Coupang has successfully penetrated a significant portion of South Korea’s market. The company recently achieved a 31% increase in gross profit year over year, primarily due to the efficiency of its integrated commerce strategy. Coupang is also venturing into new markets, including Taiwan, where its revenue generated from these initiatives soared by 78% year-over-year.
AI Ventures
Coupang has launched its AI cloud service, Coupang Intelligent Cloud, capitalizing on government grants for tech growth. This division, still in its early stages, positions Coupang to benefit from increased cloud and AI investments in South Korea, an area likely off-limits to American tech giants regarding local funding.
SoFi Technologies: A Rising Star
SoFi Technologies has evolved from its roots in student loan refinancing to a comprehensive digital banking platform. With growing consumer interest, customer deposits increased to $27 billion in early 2025. Although this figure trails larger banks, it signifies a strong potential for market share acquisition. SoFi offers higher deposit yields due to lower operational costs, receiving robust interest from customers.
Revenue and Profitability
SoFi recently reported adjusted revenues of $771 million, reflecting a 33% increase year-over-year. With a net income of $71 million, the company has transitioned into profitability, alleviating previous concerns from investors. This trend suggests a promising trajectory for revenue and earnings growth over the next decade.
Investment Considerations
While currently boasting a market cap of $23 billion, SoFi is positioned for substantial growth. Considering the potential downsides associated with CoreWeave, it is likely that SoFi will eclipse CoreWeave in market capitalization within ten years. Investors considering Coupang should note that it has recently been excluded from the latest “best stocks” list by The Motley Fool, which could indicate caution.
