Unlocking the Future: Why CoreWeave and Legend Biotech Are Pioneering High-Growth Tech

The AI revolution and biotech breakthroughs are reshaping global industries, and two U.S. companies—CoreWeave (CWEB) and Legend Biotech (LEGN)—are positioned to capitalize on this seismic shift. With explosive revenue growth, strategic infrastructure expansions, and clear paths to profitability, these firms are not just riding trends but redefining them. Here's why investors should act now to secure their positions in these underappreciated growth engines.

CoreWeave: The AI Cloud Titan Scaling Beyond Imagination

CoreWeave's first-quarter 2025 results are nothing short of staggering. Revenue surged 420% year-over-year to $981.6 million, with a $25.9 billion revenue backlog—including a landmark $11.2 billion deal with OpenAI—that assures future growth. The company is building the backbone of the AI era, with 420 MW of active compute capacity and plans to scale to 1.6 GW by year-end, enabling enterprises to tackle everything from large-language models to advanced robotics.

Why It's a Buy Now:
- Profitability on the Horizon: Adjusted EBITDA margins hit 62% in Q1, up from 55% in 2024, signaling operational excellence. With $1.4 billion raised in its IPO, CoreWeave is capitalizing on its scale to reduce costs and dominate the GenAI infrastructure market.
- Strategic Partnerships: Collaborations with IBM (Granite models) and NVIDIA (Grace Blackwell Superchips) cement its leadership in cutting-edge AI tools.
- Underappreciated Catalysts: The company's $20–$23 billion annual CapEx budget (2025) ensures it stays ahead of competitors in compute infrastructure, while its CoreWeave Kubernetes Service and AI object storage solutions are unlocking new revenue streams.

Legend Biotech: Dominating CAR-T Therapies with Precision

In the biotech arena, Legend Biotech (LEGN) is proving that innovation in cell therapy can be both lucrative and scalable. Q1 2025 revenue hit $195 million (+137% YoY), driven by its flagship CARVYKTI® (cilta-cel), which treats multiple myeloma with a 97% overall response rate in late-stage trials.

The company is now executing a master plan to turn this success into sustained profitability:
- Path to Profitability: Legend aims to achieve operational breakeven for CARVYKTI® by late 2025 and full company-wide profitability in 2026, backed by a $1 billion cash war chest.
- Global Expansion: With EMA approval for label updates and a $150 million manufacturing facility in Belgium, Legend is scaling production to meet soaring global demand. By 2028, it plans to produce 10,000 annual doses, up from 2,000 in 2024.
- R&D Fueling Future Growth: $101.9 million in Q1 R&D spending is advancing next-gen therapies like in vivo CAR-T delivery—eliminating the need for costly ex vivo manufacturing. A new Philadelphia research hub targets this breakthrough, positioning Legend to outpace competitors like Gilead's anito-cel.

Why Wait? These Companies Are Outpacing the Market

Both CoreWeave and Legend Biotech are capitalizing on secular tailwinds with razor-sharp execution:
1. AI Infrastructure Demand: CoreWeave's cloud scalability is a $50 billion addressable market by 2027, as enterprises shift from on-premise to cloud-based AI.
2. CAR-T's Golden Age: The global CAR-T market is projected to hit $18 billion by 2030, and Legend's CARVYKTI®—with its superior safety profile and efficacy—is primed to capture the largest slice.

Risks? Manageable: While geopolitical tensions and regulatory hurdles exist, CoreWeave's diversified client base and Legend's global manufacturing footprint mitigate these risks.

Final Call to Action: Act Before the Crowd Catches On

Both stocks are undervalued relative to their growth trajectories. CoreWeave's backlog and Legend's profitability milestones signal inflection points.

• CoreWeave (CWEB): Buy now at ~10x forward revenue multiples—far below peers like Amazon Web Services.
• Legend Biotech (LEGN): With a $33.50 share price and a potential $95 price target by 2026, this is a multi-year growth story.

The AI and biotech revolutions aren't just trends—they're irreversible shifts. Investors who act now will secure stakes in companies that are rewriting the rules of their industries. Don't let this opportunity slip away.

Invest with conviction, but always consult your financial advisor. Past performance does not guarantee future results.