CoreWeave IPO, $EEFT Investment Case, $IONQ Insider Buy, $LUNR Landing Setback, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- CoreWeave ($CRWV) IPO S-1: Everything You Need to Know
- Voss Value Funds: Euronet ($EEFT) Investment Case
- $IONQ Director Increases Stake with $2M Purchase
- Trending Tickers: $LUNR Landing Setback, $RDFN Buyout, and $INTC’s New CEO
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CoreWeave ($CRWV) IPO S-1: Everything You Need to Know
CoreWeave filed S-1 for its upcoming IPO under ticker CRWV, revealing the AI cloud provider’s explosive growth from $16M in 2022 to $1.92B in 2024 revenue. The former crypto mining operation, founded in 2017, has transformed into a specialized “AI hyperscaler” running 32 data centers with over 250,000 GPUs across a 360 MW infrastructure. Despite posting $863M in losses last year as it heavily invests in expansion, CoreWeave has secured major partnerships, with Microsoft accounting for 62% of revenue and a fresh $11.9B deal with OpenAI through 2030. The company is reportedly targeting a $35B valuation in what’s expected to be one of 2025’s most anticipated public offerings. Click here to read the full article.
Voss Value Funds: Euronet ($EEFT) Investment Case
In their Q4 2024 investor letter, Voss Value Funds highlights Euronet Worldwide ($EEFT) as significantly undervalued at historical lows (~5.4x 2026 EBITDA), challenging the market’s perception of a declining cash-based business. They note the ATM segment now represents only 19% of revenue while growth businesses like REN (real-time payments software) and Dandelion (B2B cross-border payments) gain momentum. Key catalysts include ATM take rate improvements following a Visa/Mastercard settlement, management’s raised guidance to “12-16%” EPS growth, and an evolving narrative from “secular decliner” to “fintech company.” Read the full article here.
$IONQ Director Increases Stake with $2M Purchase
Bill Scannell, a director at IonQ, Inc. and President of Global Sales & Customer Operations at Dell, has significantly increased his stake in the company. Scannell purchased 93,066 shares of $IONQ at $21.81 per share, totaling $2.03 million—boosting his vested holdings by 221.7%. This move follows the sharp decline in quantum computing stocks in early 2025, after their rapid surge at the end of 2024. See full transaction details here.
Trending Tickers: $LUNR Landing Setback, $RDFN Buyout, and $INTC’s New CEO
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- Intuitive Machines ($LUNR): The company’s IM-2 mission reached the lunar south pole, but its Athena lander touched down 250 meters off target and landed on its side, limiting its operational capabilities. Despite this, the mission provided valuable data for future lunar exploration in challenging environments.
- Rocket Companies ($RKT) & Redfin ($RDFN): Rocket Companies announced a $1.75 billion all-stock acquisition of Redfin, integrating its mortgage services with Redfin’s real estate platform. The deal is expected to enhance AI-driven home search and financing solutions while delivering long-term cost and revenue synergies.
- Intel ($INTC): Intel appointed Lip-Bu Tan as its new CEO, tasking him with leading the company’s turnaround amid challenges in semiconductor manufacturing and AI competitiveness. His leadership background at Cadence Design Systems suggests a focus on execution, customer-driven innovation, and rebuilding Intel’s foundry strategy.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
