My 2030 valuation model for $C-To The Moon - Tiger Brokers Online Investing Community - To The Moon

My 2030 valuation model for $CoreWeave, Inc.(CRWV)$ is definitely aggressive, but here is how I'm looking at the upside.

Worst-case scenario: around a 2x return from current levels.

Bull case: potentially 20x.

My realistic target range is around $450-$750 if the company can execute.

The assumptions:

Revenue: $50B-$65B

EBITDA: $25B-$35B

Even reaching the lower end of that range would still represent a massive return from today's price.

$CoreWeave, Inc.(CRWV)$ is currently my second-largest position behind $NEBIUS(NBIS)$ because I believe AI infrastructure will be one of the biggest investment themes of this decade.

The reason I like this company is simple: AI demand requires massive compute, and the companies building the infrastructure behind AI could become some of the biggest winners.

Of course, high-growth companies come with high expectations. Execution matters, valuation matters, and the market can punish companies that fail to deliver.

The upside is exciting, but investors need conviction and patience.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Execution matters, valuation matters, and the market can punish companies that fail to deliver.</p>\n<p>The upside is exciting, but investors need conviction and patience.</p>\n<p><img src=\"https://community-static.tradeup.com/news/1070193805cb4e48bc0fba2eb8011a4b\" tg-width=\"2000\" tg-height=\"1414\"></p></body></html>","text":"My 2030 valuation model for $CoreWeave, Inc.(CRWV)$ is definitely aggressive, but here is how I'm looking at the upside. Worst-case scenario: around a 2x return from current levels. Bull case: potentially 20x. My realistic target range is around $450-$750 if the company can execute. The assumptions: Revenue: $50B-$65B EBITDA: $25B-$35B Even reaching the lower end of that range would still represent a massive return from today's price. $CoreWeave, Inc.(CRWV)$ is currently my second-largest position behind $NEBIUS(NBIS)$ because I believe AI infrastructure will be one of the biggest investment themes of this decade. The reason I like this company is simple: AI demand requires massive compute, and the companies building the infrastructure behind AI could become some of the biggest winners. Of course, high-growth companies come with high expectations. Execution matters, valuation matters, and the market can punish companies that fail to deliver. 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