Coreweave is popular today, but there are many AI risks.
Coupang is a rapidly developing e-commerce company that has just expanded to AI.
Currently, Sofi Technologies earns a lot of partition in consumer banking.
10 shares we like better than coupang ›
Investors fell in love with starting artificial intelligence (AI) CoreweaveS AI Cloud provider increases its capacity at a fast pace and has just announced a new $ 6 billion data project. The shares of the action increased from its original public offering (IPO) earlier this year, and now it has a market limit of $ 70 billion.
Coreweave, however, is a dangerously unprofitable company, loaded with debt and tied to rides, which is a cloudy cost of AI. This is a highly risky shares and the one who can disappoint investors in the coming years. Here are two shares that I predict that they will be bigger than Coreweave in 10 years: Coupang(NYSE: CPNG) and Sofi technologies(Nasdaq: SOFI)S That is why.
COUPANG is an ambitious technological giant from South Korea that is modeled AmazonThe success of the United States. It has an e -commerce platform, its own logistics network and a subscription program that provides users with free shipping and discounts. Sounds familiar? There are already 23.4 million active customers on the platform in South Korea, which means that the bigger part of the households in the small country now use COUPANG regularly.
In the last quarter, gross profit increased by 31% compared to a year of neutral currency, conditioned by the increasing efficiency of the vertically integrated supply of Coupang’s trade. The company is now expanding its horizons to both new geographies and new business models.
Coupang recently joined Taiwan, a rich country with 23 million people. Its e -commerce model is increasing rapidly, with net revenue in the Coupang developing proposals accelerating to 78% during the year’s growth of neutral currency, mainly conditioned by Taiwan. With $ 1 billion revenue over the last quarter, these new offers are already a large piece of COUPANG total revenue, which will reach up to $ 30 billion in 2025, with a lot of space for growth.
At New Technologies Coupang, he just publicly revealed his AI Cloud Service, Coupang Intelligent Cloud. This division aims to take advantage of cloud and AI costs in South Korea, where the government provides grants to accelerate growth. This is still a nascent opportunity, but one of the technology giant is equipped to cope because of its geographical location. For example, none of the US technology giants probably won gratuitous funds to build data centers funded by the Korean government.
Today, Coupang has a $ 56 billion market cap. With so many various opportunities for this, I think Coupang is a much better bet than Coreweave and will be a bigger business in 10 years.
Image source: Getty Images.
SOFI is a well -known and fast -paced digital banking brand in the United States. Over the last decade, it has moved from refinancing a student loan to a full -fledged digital users. It now has banking, investment, savings, insurance, costs and lending available through its easy -to -use mobile application.
This made it tempting customers to switch banks to SOFI. Client deposits increased to $ 27 billion in the first quarter of 2025, compared to $ 26 billion in the fourth quarter of 2024. Until the deposit level is nowhere close to the big banks, this gives the SOFI a large track for theft of the market share of these heirs. With lower overhead costs, SOFI is able to offer higher yields to deposits that many customers enjoy. She then bids for credit card customers, credit and investment.
The adjusted SOFI revenue increased by 33% during the year in the past quarter to $ 771 million. The company is finally profitable, with a net income of $ 71 million, facilitating previous investor care. As this convinces more people to move to SOFI, the company must enjoy its land model and exception and monitor the revenue and revenue to grow for years to come. Over the next 10 years, I expect a constant growth of deposits, revenue and profits for SOFI, which will increase the shares higher and higher.
At a market limit of $ 23 billion, SOFI is significantly smaller than Coreweave today. But 10 years is a long time, and Coreweave is a highly risky stock with a very disadvantage. With this in mind, I believe that SOFI will have a larger market cap than Coreweave in 10 years.
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John Maki, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the Board of Directors of Motley Fool. Brett Schae has positions in Amazon and Coupang. Motley Fool has positions and recommends Amazon. Motley Fool recommends Coupang. Motley Fool has a policy of disclosure.
Forecast: 2 shares that will cost more than Coreweave 10 years now, originally published by Motley Fool
