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#253: These IPOs Could Shake Up the Market

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Manage episode 472422546 series 2867525
Content provided by MyWallSt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MyWallSt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The IPO market has been slow of late, but two big names are about to make their way to Wall Street. Mike and Emmet are here to give you their two cents on CoreWeave and Klarna on the eve of their big debuts.


CoreWeave is a cloud computing company focused on GPU-based infrastructure. It started as a Bitcoin mining operation but has ridden the wave of generative AI to the promised land, leasing its services to businesses with massive AI workloads. Its revenue has exploded, but its valuation is eye-watering, and its margins are suspect.


Klarna is the leader in the buy-now-pay-later space, expanding rapidly into the United States. Despite fierce competition from fellow upstarts and industry goliaths, it hopes to boost profits through an enthusiastic embrace of AI automation.


Both businesses are having their moment in the sun. Are they pursuing IPOs of opportunity or here for the long haul? Tune in to find out.


To celebrate St. Patrick’s Day, MyWallSt's investing services are 50% off.


This includes everything from beginner-friendly Invest and Invest Plus to Nexus, our high-powered, international service. Don't wait, sign up today on our website.

mywallst.com


Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro

05:36 Upcoming IPOs

06:34 CoreWeave: The Airbnb of AI Computing

10:21 Klarna: The Buy Now, Pay Later Giant

22:50 Klarna’s Use of AI

31:08 AI Thoroughbreds and Their Future

34:18 CoreWeave: A Financial Deep Dive

43:56 Klarna's Competitive Landscape

50:04 Scoring the IPOs Out of 10



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

259 episodes

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#253: These IPOs Could Shake Up the Market

Stock Club

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Manage episode 472422546 series 2867525
Content provided by MyWallSt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MyWallSt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The IPO market has been slow of late, but two big names are about to make their way to Wall Street. Mike and Emmet are here to give you their two cents on CoreWeave and Klarna on the eve of their big debuts.


CoreWeave is a cloud computing company focused on GPU-based infrastructure. It started as a Bitcoin mining operation but has ridden the wave of generative AI to the promised land, leasing its services to businesses with massive AI workloads. Its revenue has exploded, but its valuation is eye-watering, and its margins are suspect.


Klarna is the leader in the buy-now-pay-later space, expanding rapidly into the United States. Despite fierce competition from fellow upstarts and industry goliaths, it hopes to boost profits through an enthusiastic embrace of AI automation.


Both businesses are having their moment in the sun. Are they pursuing IPOs of opportunity or here for the long haul? Tune in to find out.


To celebrate St. Patrick’s Day, MyWallSt's investing services are 50% off.


This includes everything from beginner-friendly Invest and Invest Plus to Nexus, our high-powered, international service. Don't wait, sign up today on our website.

mywallst.com


Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro

05:36 Upcoming IPOs

06:34 CoreWeave: The Airbnb of AI Computing

10:21 Klarna: The Buy Now, Pay Later Giant

22:50 Klarna’s Use of AI

31:08 AI Thoroughbreds and Their Future

34:18 CoreWeave: A Financial Deep Dive

43:56 Klarna's Competitive Landscape

50:04 Scoring the IPOs Out of 10



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

259 episodes

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