Coreweave is popular today, but it has a lot of risks associated with AI.
Coupang is a rapidly growing electronic commercial technology company that has just expanded to AI.
Currently, Sofi Technologies occupy a lot of consumer banking.
10 shares we like more than coupang ›
Investors fell in love with the launch of artificial intelligence (s) Coreweave; The AI cloud provider is rapidly increasing at its capacity and has just announced a new $ 6 billion data center project. Promotion shares have grown from the original public offer (IPO) earlier this year, and now its market limit is $ 70 billion.
However, Coreweave is a dangerously unprofitable company loaded with debts and linked to a roller coaster, which is a cloud expenditure. These are very risky stocks that can disappoint investors in the coming years. Here are two stocks that I think will be bigger than Coreweave in 10 years: Coupang(NYSE: CPNG) and Sofi technology(Nasdaq: Sofi); That’s why.
Coupang is an ambitious technology giant from South Korea, modeling himself AmazonSuccess in the US. It has an e -commerce platform, its logistics network and a subscription program that provides free delivery and discounts for consumers. The sound is familiar? The South Korean platform now has $ 23.4 million. Active customers, which means that most small country households are now regularly using Coupang.
Last quarter, gross profits have increased by 31% per year on the basis of a neutral foreign currency a year, which is due to the increasing efficiency of the Vertical integrated commercial proposal. The company is now expanding its horizons into both new geography and new business models.
Recently, Coupang has entered Taiwan, a rich country with 23 million people. Its e -commerce model is growing rapidly as net income in the Coupang developing segment of the offer, accelerated to 78 percent. Last quarter of $ 1 billion, these new offers are now a large share of Coupang’s total revenue, which in 2025 It will be reduced by $ 30 billion and a lot to grow.
In new technologies, Coupang has just publicly introduced its AI cloud service Coupang Intelligent Cloud. This unit aims to use the benefits of clouds and As in South Korea, where the government is awarding grants to accelerate growth. This is still a new option, but one technology giant is equipped with its geographical location. For example, none of the American technology giants are likely to win grants to data centers funded by the Korean government.
Today, the Coupang market limit is $ 56 billion. With so many different options, I think Coupang is a much better bet than Coreweave and will be a larger company in 10 years.
Image Source: Getty Images.
Sofi is a well -known and rapidly popular digital banking brand in the US. Over the past decade, it has become a student loan refinancing to a full digital consumer financing tool. It now contains banks, investment, savings, insurance, expenditure and lending products that can be found in an easy -to -use mobile program.
As a result, customers were tempted to switch banks to Sofi. Customer Deposits in the first 2025 The quarter grew to $ 27 billion compared to $ 26 billion in the fourth 2024. A quarter. Although the deposit level is nowhere near the big banks, it provides Sofi’s large runway to steal a market share of these legacies. With lower overhead expenses, Sofi can offer a higher deposit harvest that many customers enjoy. This then increases credit cards, lending and investment services to customers.
Sofi -adjusted revenue has increased by 33% per year to $ 771 million in the last quarter. USD. The company is finally profitable – net income is $ 71 million. USD, which reduces previous investors’ concerns. As this convinces more people to move to Sofi, the company should enjoy its land and operation model and monitor how income and income grow in the coming years. I hope that over the next 10 years, Sofi’s steady growth of deposits, income and income, which will increase shares with higher and higher.
When the market limit is $ 23 billion, Sofi is significantly lower than Coreweave today. But for 10 years, there is a long time, and Coreweave is very risky in stock with many negative sides. With this in mind, I think Sofi will have a larger top border for the market than Coreweave in 10 years.
Consider this before buying the Coupang stock:
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John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the Board of Motley Fool. Brett Schafer occupies the positions of Amazon and Coupang. Motley fool is a position and recommends Amazon. Motley fool recommends coupang. The Motley fool has a disclosure policy.
Forecast: 2 shares worth more than Coreweave after 10 years
