Why This Billionaire Investor Ditched Super Micro for CoreWeave AI Stock

TLDR Coatue Management’s Philippe Laffont sold all Super Micro shares and bought CoreWeave in Q2 2025 CoreWeave posted 134% revenue growth in Q3 with new OpenAI and Meta contracts Company increased credit facility to $2.5 billion in November 2025 Super Micro margins fell for four straight quarters despite profitability promises Analysts project 90% annual revenue [...]

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