CoreWeave (CRWV) shares fall despite 40% revenue growth in Q3 2025.

RiverPark Large Growth Fund's Q4 2025 investor letter highlights CoreWeave (CRWV), an AI-centric cloud computing company, despite its shares falling due to revenue growth below expectations and profit-taking after a strong post-IPO performance. CoreWeave's revenue grew over 40% YoY, but results missed investor expectations, and gross margins compressed due to higher power and data center infrastructure costs. The fund is optimistic about the company's future, citing strong growth trends and expected significant cash flow.