Is CoreWeave (CRWV) The Best AI Stock in Brad Gerstner’s Portfolio?

We just covered the 10 Best Stocks to Buy According to AI Bull Brad Gerstner. CoreWeave (NASDAQ:CRWV) ranks #9 (see the 5 Best Stocks to Buy According to AI Bull Brad Gerstner).

Altimeter Capital’s Stake: $230,099,400

Companies are lining up to use CoreWeave’s (NASDAQ:CRWV) AI computing power because demand for AI infrastructure is far higher than supply, and CoreWeave gives them fast access to large-scale GPU capacity without building their own data centers. Recently, Meta signed a $21 billion expanded deal to secure long-term AI cloud capacity through 2032, while Anthropic signed a multi-year deal to run its Claude models on CoreWeave’s (NASDAQ:CRWV) infrastructure, adding another major frontier AI lab to its customer base.

CoreWeave also continues to work with major AI players like OpenAI, Perplexity, and Nvidia-linked infrastructure partners, showing that most leading AI labs are now using its platform in some form. CoreWeave (NASDAQ:CRWV) now has a $66.8 billion revenue backlog, and a big chunk of that money will show up as revenue in the next 2–4 years.

For 2026, CoreWeave (NASDAQ:CRWV) expects $12–13 billion in revenue, compared with roughly about $5 billion in 2025, more than double year over year.

RiverPark Large Growth Fund stated the following regarding CoreWeave, Inc. (NASDAQ:CRWV) in its fourth quarter 2025 investor letter:

“CoreWeave, Inc. (NASDAQ:CRWV): CRWV shares declined in 4Q25 following the company’s 3Q25 report. We believe CoreWeave’s purpose built infrastructure is uniquely positioned within the high performance cloud compute market. Its differentiated ….” (Click Here To Read The Letter in Detail)

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While we acknowledge the risk and potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CRWV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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