Investment StrategyStack Capital's recent investment in CoreWeave offers further upside, as the company has already made an IPO filing and secured a significant contract with OpenAI.
IPO SuccessThe stock of CoreWeave has risen significantly since its IPO, contributing positively to Stack Capital's book value per share.
Valuation IncreaseShield AI experienced an uptick in valuations (+32% quarter-over-quarter) after its latest financing round, raising US$240M at a US$5.3B valuation.