Is CoreWeave (CRWV) The Best AI Stock in Brad Gerstner’s Portfolio?

Altimeter Capital’s Stake: $230,099,400

Companies are lining up to usage CoreWeave’s (NASDAQ:CRWV) AI computing powerfulness due to the fact that request for AI infrastructure is acold higher than supply, and CoreWeave gives them accelerated entree to large-scale GPU capableness without gathering their ain information centers. Recently, Meta signed a $21 cardinal expanded woody to unafraid semipermanent AI unreality capableness done 2032, portion Anthropic signed a multi-year woody to tally its Claude models connected CoreWeave’s (NASDAQ:CRWV) infrastructure, adding different large frontier AI laboratory to its lawsuit base.

CoreWeave besides continues to enactment with large AI players similar OpenAI, Perplexity, and Nvidia-linked infrastructure partners, showing that astir starring AI labs are present utilizing its level successful immoderate form. CoreWeave (NASDAQ:CRWV) present has a $66.8 cardinal gross backlog, and a large chunk of that wealth volition amusement up arsenic gross successful the adjacent 2–4 years.

For 2026, CoreWeave (NASDAQ:CRWV) expects $12–13 cardinal successful revenue, compared with astir astir $5 cardinal successful 2025, much than treble twelvemonth implicit year.

RiverPark Large Growth Fund stated the pursuing regarding CoreWeave, Inc. (NASDAQ:CRWV) successful its fourth 4th 2025 capitalist letter:

“CoreWeave, Inc. (NASDAQ:CRWV): CRWV shares declined successful 4Q25 pursuing the company’s 3Q25 report. We judge CoreWeave’s intent built infrastructure is uniquely positioned wrong the precocious show unreality compute market. Its differentiated ....” (Click Here To Read The Letter successful Detail)

While we admit the imaginable of CRWV arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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