Chit Chat Stocks 4 Hot IPO Stocks To Watch In 2025 (Circle Internet Group, CoreWeave, Chime, And eToro Group)
Jul 2, 2025
Tyler Crowe, a writer for Misfit Alpha, dives deep into exciting IPOs set to make waves in 2025. He breaks down CoreWeave's rapid growth in AI infrastructure and discusses Chime's innovative disruption of traditional banking. Tyler reveals insights on eToro’s international brokerage strategies and examines Circle's promising stablecoin model. With a focus on opportunities and risks in the evolving fintech landscape, this conversation uncovers valuable lessons for investors looking to stay ahead.
AI Snips
Chapters
Transcript
Episode notes
CoreWeave's AI Infrastructure Role
- CoreWeave is an AI-focused data center company using Nvidia GPUs initially meant for cryptocurrency mining.
- It positions itself independently from big cloud providers like Amazon and Microsoft by specializing in AI compute infrastructure.
CoreWeave's Heavy CapEx Explained
- CoreWeave's large capital expenditures reflect the costly physical infrastructure and specialized cooling systems required for AI data centers.
- This makes it more like a real estate or factory business than a typical software firm.
Chime's Banking Contractor Model
- Chime operates as a banking contractor, issuing cards and deposit accounts via partner banks without its own FDIC charter.
- Its target market is underbanked customers underserved by traditional banks due to profitability priorities.