The Disciplined Growth Investor

The Disciplined Growth Investor

The DG Portfolio

CoreWeave: New Trade, The Plot Thickens

Mark Hines's avatar
Mark Hines
Jun 05, 2025
∙ Paid

CoreWeave shares are up 220% in the last month and now trade at 14.4x 2025 revenue guidance. That is a high multiple, that can easily go much higher, for this NVIDIA/AI-focused hyperscaler cloud platform (optimized for generative AI workloads, such as Microsoft, Meta and Open AI) through multiple expansion or revenue growth (they can keep landing new contracts/deals).

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