Prediction: 2 Stocks That Will Be Worth More Than CoreWeave 10 Years From Now
Key Takeaways
Solid business models and profitability will win out over the long run.
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July 18, 2025
05:45 PM
The Motley Fool
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From an analytical perspective, Solid models and fitability will win out over the long run
Investors have fallen in love with artificial intelligence (AI) start-up CoreWeave (something worth watching)
The AI cloud vider is growing its capacity at a rapid pace, and it just announced a new $6 billion data center ject (this bears monitoring)
On the other hand, S of the stock have soared since its initial public offering (IPO) earlier this year, and it now has a market cap of $70 billion
However, CoreWeave is a dangerously unfitable company, loaded with debt, and tied to the rollercoaster ride that is AI cloud spending, in light of current trends
However, Conversely, It's a highly risky stock, and one that might disappoint investors in the years to come
Nevertheless, On the other hand, Here are two stocks that I predict will be larger than CoreWeave in 10 years: Coupang (CPNG 1. 16%) and SoFi nologies (SOFI -1
Furthermore, Here's why
Building on existing models Coupang is an ambitious nology giant from South Korea, modeling itself on Amazon's success in the United States
It has an e-commerce platform, its own logistics network, and a subscription gram that gives users free shipping and discounts, given current economic conditions
This analysis suggests that re are now 23 (which is quite significant). 4 million active customers on the South Korean platform, meaning the majority of households in the small country are now using Coupang regularly
Last quarter, gross fit grew 31% year over year on a foreign currency neutral basis, driven by the growing efficiencies of Coupang's vertically integrated commerce offering
Now, the company is expanding its horizons, to both new geographies and new models
Coupang recently entered Taiwan, a wealthy country with 23 million people
Its e-commerce model is growing quickly, with net revenues in Coupang's Offerings segment accelerating to 78% year-over-year growth on a foreign currency neutral basis, mainly driven by Taiwan
In contrast, At $1 billion in revenue last quarter, these new offerings are now a large piece of Coupang's overall revenue that will get close to $30 billion in 2025, with plenty of room to grow
However, In new nologies, Coupang just publicly unveiled its AI cloud service, Coupang Intelligent Cloud
On the other hand, This division is aiming to take advantage of cloud and AI spending in South Korea, where the government is giving out grants to accelerate growth
It's still a nascent opportunity, but one the nology giant is equipped to handle due to its geographical location, in this volatile climate
For example, none of the American nology giants are ly to win grants to build data centers funded by the Korean government
Today, Coupang has a market cap of $56 billion
Additionally, Moreover, With so many diversified opportunities available for it, I think Coupang is a much better bet than CoreWeave and will be a larger enterprise 10 years from now
Moreover, Meanwhile, Image source: Getty Images
High growth in consumer finance SoFi is a well-known and fast-growing digital banking brand in the United States, given current economic conditions
Over the last decade, it has gone from being a student loan refinancer to being a full-fledged digital consumer finance tool
It now has banking, savings, insurance, spending, and lending ducts available through its easy-to-use mobile application, given current economic conditions
This tells us that has made it enticing for customers to switch banks to SoFi
Moreover, Customer deposits grew to $27 billion in the first quarter of 2025, compared to $26 billion in the fourth quarter of 2024
While the level of deposits is nowhere near the big banks', this gives SoFi a large runway to steal market from these legacy viders
With lower overhead costs, SoFi is able to offer higher yields on deposits, which many customers enjoy (something worth watching)
Nevertheless, It then upsells customers to credit cards, lending, and services, amid market uncertainty
However, SoFi's adjusted revenue grew 33% year over year last quarter to $771 million
On the other hand, The company is finally fitable, with net income of $71 million, alleviating a previous concern from investors
However, As it convinces more people to switch to SoFi, the company should enjoy its land-and-expand model and watch revenue and earnings grow for years to come (something worth watching)
Meanwhile, Over the next 10 years, I expect consistent growth in deposits, revenue, and earnings for SoFi that will drive the stock higher and higher
At a market cap of $23 billion, SoFi is significantly smaller than CoreWeave today, given current economic conditions
At the same time, But 10 years is a long time, and CoreWeave is a highly risky stock with a lot of downside (an important development) (which is quite significant)
With this taken into account, I believe that SoFi will have a larger market cap than CoreWeave in 10 years' time
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors, in light of current trends
Brett Schafer has positions in Amazon and Coupang (an important development)
Furthermore, The Motley Fool has positions in and recommends Amazon, in light of current trends
The Motley Fool recommends Coupang
This demonstrates that Motley Fool has a disclosure policy.
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