CoreWeave Inc-A(US:CRWV) Jin Rong Jie·2025-11-28 08:08Group 1 - Bridgewater, the world's largest hedge fund, made an unexpected investment of $37 million in 270,556 shares of CoreWeave (CRWV.US), despite founder Ray Dalio warning about a bubble in the AI sector [1] - Dalio emphasized the importance of portfolio diversification into assets like gold, which recently hit a record high of $4,300 per ounce, while noting that market euphoria often leads to disappointing returns over the next decade [1] - CoreWeave focuses on building AI-specific data centers and has a close partnership with Nvidia (NVDA.US), aligning with the growing demand for massive computing power in AI system development and operations [1] Group 2 - CoreWeave reported third-quarter revenue of $1.36 billion, a significant year-over-year increase of 134%, surpassing market expectations of $1.29 billion [2] - The company provided annual revenue guidance of $5.05 billion to $5.15 billion, which fell short of analyst predictions of $5.29 billion due to delays in third-party data center development [2] - CoreWeave's core business involves renting Nvidia chips to AI development companies, with major clients including Google (GOOGL.US) and Microsoft (MSFT.US) [3] Group 3 - Analysts predict CoreWeave's revenue will grow from $5.12 billion in 2025 to $28 billion by 2028, with adjusted earnings per share expected to turn from a loss of $1.37 in 2025 to a profit of $4.01 in 2028 [4] - The stock has a potential upside of 70% based on a 30x forward price-to-earnings ratio, which is considered reasonable in the tech sector [4] - Among 28 analysts covering CoreWeave, 13 rated it as "strong buy," 1 as "moderate buy," 13 as "hold," and 1 as "strong sell," with an average target price of $131.23, significantly higher than the current price of approximately $73 [4]