I’ve been steadily accumulating CoreWeave      shares since the $90+ levels, and it continues   to be one of the most intriguing AI                   infrastructure plays in the market today.

• Explosive growth trajectory – Revenue surged more than 200% YoY in Q2 2025, with raised   full-year guidance now above $5B.

• Strategic positioning – As a key provider of  GPU-powered AI compute, CoreWeave is        deeply embedded with major AI players, backed by NVIDIA, and benefits directly from the         secular shift to AI workloads.

• Early signs of profitability – Operating           leverage is beginning to show, as scale drives   efficiencies despite heavy depreciation and       capex.

• Analyst confidence – Consensus views still    see room for upside with “Moderate Buy”        ratings, highlighting its unique positioning in the AI ecosystem.

While financing costs remain a headwind today, I’m hopeful that these will taper down towards  the end of 2025 as the company stabilises its  balance sheet and funding structures.

For me, CoreWeave is a high-growth, high-conviction bet on the future of AI compute             infrastructure. It is volatile, yes, but with          potential to be transformative for long-term     investors willing to ride out the bumps.