Key Points
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Today, CoreWeave is well-known, yet it comes with significant dangers associated with artificial intelligence.
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Coupang is an e-commerce tech firm experiencing rapid growth, now entering the field of artificial intelligence.
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SoFi Technologies is currently capturing significant attention in the realm of personal banking.
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Top 10 stocks that outperform Coupang ›
Financial backers have developed an affection for the artificial intelligence (AI) startup. CoreWeave The artificial intelligence cloud service company is expanding its capabilities quickly, and recently unveiled a new $6 billion data center initiative. Stock prices have risen sharply since its recent initial public offering (IPO), and it now holds a position... market cap of $70 billion.
Nevertheless, CoreWeave is a business that operates at a significant loss, burdened by substantial debts, and closely linked to the volatile nature of AI cloud expenditures. This makes it an extremely high-risk investment, potentially leading to dissatisfaction among shareholders over time. Below are two stocks that I anticipate will surpass CoreWeave in size within the next decade: Coupang (NYSE: CPNG) and SoFi Technologies (NASDAQ: SOFI) . Here's why.
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Enhancing current commercial frameworks Improving established corporate structures Refining prevailing economic strategies Advancing present-day organizational methods Elevating existing industry practices Strengthening conventional business approaches Optimizing ongoing operational systems Developing further from traditional models Extending existing enterprise configurations Boosting standard business methodologies
Coupang is a dynamic tech company based in South Korea, inspired by Amazon Its achievement within the U.S. market includes having an online shopping site, a dedicated delivery system, and a membership service offering free shipping and special offers. Does this ring a bell? The South Korean website currently boasts 23.4 million engaged users, indicating that most families in the nation frequently use Coupang.
In the previous quarter, gross profit increased by 31% compared to the same period last year when adjusted for foreign exchange fluctuations, thanks to improved efficiency from Coupang’s fully integrated e-commerce model. Currently, the company is broadening its reach, entering both new regions and adopting different business approaches.
Coupang has recently expanded into Taiwan, an affluent nation home to 23 million residents. The company's online shopping platform is experiencing rapid expansion, as evidenced by a 78% year-on-year increase in net sales within its Emerging Products division, measured on a constant currency basis, largely fueled by operations in Taiwan. With last quarter’s revenue reaching $1 billion, these emerging products have become a significant portion of Coupang's total income, projected to approach $30 billion by 2025, offering substantial potential for further development.
In emerging technologies, Coupang recently officially launched its artificial intelligence cloud service called Coupang Intelligent Cloud. This department seeks to capitalize on the growing investments in cloud computing and AI within South Korea, where the government offers funding to promote development. Although this remains an early-stage opportunity, the tech company is well-positioned to manage it thanks to its local presence. For instance, major U.S. technology companies probably won’t receive government-funded grants to construct data centers in South Korea.
Currently, Coupang holds a market value of $56 billion. Given the wide range of growth possibilities it has, I believe Coupang presents a stronger investment opportunity compared to CoreWeave and is likely to become a bigger company within the next decade.
Rapid expansion in personal financial services Substantial increase in retail banking activities Notable rise in consumer lending sectors Explosive growth within the financial services industry for individuals Sharp surge in individual-oriented monetary solutions Massive development in consumer credit markets Tremendous progress in private financial offerings Fast-paced advancement in customer-focused financial products Significant upswing in consumer financing domains Robust momentum in personal finance segments
SoFi is a prominent and rapidly expanding online banking company based in the U.S. In recent years, it has evolved from focusing solely on student loan refinancing into offering comprehensive financial services for consumers. The platform provides various tools such as banking, investment options, saving accounts, insurance coverage, expense management, and loans via an intuitive smartphone app.
This has attracted customers to move their banking relationships to SoFi. In the first quarter of 2025, customer deposits reached $27 billion, up from $26 billion in the final quarter of 2024. Although this amount still lags behind major banks, it provides SoFi significant potential to capture market share from traditional institutions. Due to reduced operational expenses, SoFi can provide better returns on savings accounts, something many clients appreciate. The company subsequently encourages customers to explore additional offerings such as credit cards, loans, and investment options.
SoFi reported an increase in adjusted revenue of 33% compared to the same period last year, reaching $771 million. For the first time, the company has achieved profitability, recording a net profit of $71 million, which eases earlier worries among shareholders. As more individuals opt to use SoFi, the business can benefit from its land-and-expand strategy, leading to sustained increases in both revenue and profits over the coming years. In the next decade, I anticipate steady growth in deposits, income, and earnings at SoFi, which should result in continued upward momentum for the stock price.
With a current market value of $23 billion, SoFi is much smaller compared to CoreWeave at present. However, over the course of 10 years, things can change considerably. Additionally, CoreWeave is considered a high-risk investment with significant potential for losses. Taking these factors into consideration, I think SoFi could end up having a higher market capitalization than CoreWeave within the next decade.
Is it wise to put $1,000 into Coupang at this moment?
Think about this before purchasing shares in Coupang:
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John Mackey, who previously served as CEO of Whole Foods Market — now owned by Amazon — sits on the board of directors for The Motley Fool. Brett Schafer holds shares in Amazon and Coupang. The Motley Fool owns stock in and advises investing in Amazon. The Motley Fool suggests considering Coupang as well. The Motley Fool has a disclosure policy .