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. Sound familiar.
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.