CRWV, SMCI, NVDA: Which Growth Stock Reigns Supreme?

CoreWeave (CRWV) stock has rallied 258% to $143.04 since its IPO, driven by demand for its AI infrastructure products. Analyst Mike Cikos downgraded CRWV to Hold, citing the stock as fully valued at 41x 2026 earnings before interest and taxes (EBIT) estimate. Super Micro Computer (SMCI) has experienced a strong rally, with its stock up 56% this year. Nvidia (NVDA) has seen its stock surge 78% in 2023.

CoreWeave (CRWV) and Super Micro Computer (SMCI) have both experienced significant rallies in 2025, driven by the surging demand for AI infrastructure products. CoreWeave's stock has rallied 258% to $143.04 since its IPO, while Super Micro Computer's stock has seen a 56% increase this year. Analyst Mike Cikos has downgraded CoreWeave to Hold, citing the stock as fully valued at 41x 2026 earnings before interest and taxes (EBIT) estimate. Meanwhile, Nvidia (NVDA) has seen its stock surge 78% in 2023.

CoreWeave's surge can be attributed to its strategic investment in AI infrastructure. The company's $6 billion Pennsylvania data center investment announcement acted as a catalyst, with the stock vaulting 9.9% to $145.44. This move capitalizes on the surging demand for AI compute services, positioning CoreWeave as a critical infrastructure partner for hyperscale cloud providers [1].

Super Micro Computer, Inc. (SMCI) has also benefited from the AI boom. The company's stock rallied for a second day on Tuesday, adding 6.92 percent to close at $53.17 apiece, following the U.S. government's announcement of a $92-billion investment in artificial intelligence. The news propelled stocks of companies riding the AI wave, including Super Micro Computer, Inc. [2].

Despite the strong performance, analysts caution that the market is highly speculative. Analyst Mike Cikos downgraded CoreWeave to Hold, citing the stock as fully valued. The 41x 2026 earnings before interest and taxes (EBIT) estimate suggests that the stock may be overvalued. Additionally, the AI sector is highly competitive, with giants like AWS and Azure vying for market share.

Investors should monitor CoreWeave's stock closely as it navigates this inflection point. With a market cap already doubling post-IPO, the next leg could be even stronger—if data center utilization hits 95%, there's no ceiling in sight [2]. For Super Micro Computer, the easing of chip export restrictions to China could pave the way for expanded sales and manufacturing.

References:
[1] https://www.ainvest.com/news/coreweave-soars-9-5-fueling-ai-infrastructure-surge-2507/
[2] https://www.ainvest.com/news/coreweave-leading-ai-cloud-infrastructure-surge-2507/