G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

October 13 2025

Why Nvidia Could Still Be in the Early Innings of a Historic Run

Nvidia didn’t just ride the AI wave, it built the surfboard thanks to the graphics processing unit that evolved from powering video games to becoming the computational engine of the AI revolution.

Today, roughly 92% of all AI data center processing runs on Nvidia chips, according to IoT Analytics. That kind of market share is virtually unheard of in hardware.

October 10 2025

Why Should Investors Pay Attention To This AI Powerhouse

G O’Fiachra The Spotlight

Workiva built its name on simplifying complexity. Its platform acts as a connective layer between dozens of disconnected business tools, from Excel and SAP to cloud databases, bringing them together into one cohesive workspace.

Think of it as a control tower for enterprise reporting, where data flows seamlessly instead of being manually copied and pasted across spreadsheets and systems.

October 10 2025

Billionaire Doubles Down on This AI Powerhouse

G O’Fiachra The Ivy

Lately, billionaire Philippe Laffont has been making bold moves. During the second quarter, Laffont sold part of his Amazon stake, trimming it by about 5% and turned his attention to a name most retail investors barely know, CoreWeave, a company that sits at the center of the AI infrastructure explosion.

Key Points

Laffont slightly reduced Amazon after strong gains,

October 9 2025

IBM’s Smart Move To Prove It’s an AI Powerhouse

G O’Fiachra The Burst

For years, IBM has worn the “missed opportunity” label in artificial intelligence. The company that built Deep Blue, the chess-playing computer, and Watson, the supercomputer, seemed perfectly positioned to dominate AI before anyone else saw it coming.

And yet, while those early breakthroughs made headlines, IBM failed to cash in.

October 8 2025

Why Realty Income May Be Standing on the Edge of a Major Comeback

G O’Fiachra The Ivy

Over the past decade, the S&P 500 has rocketed more than 4x but Realty Income, a mere 2x and change. Not disastrous, you’d still have more than doubled your money, but far from spectacular. Yet this may be exactly where the story gets interesting.

After years of lagging, the company known as “The Monthly Dividend Company” could be sitting at an inflection point,

October 7 2025

Why the Swoosh Might Be Turning the Corner Fast

G O’Fiachra The Burst

Analysts had written off Nike heading into its latest earnings report. The previous quarter was a mess, sales fell 10%, inventories piled up, and the brand that once defined performance and style looked a little out of step with both.

Yet this quarter, Nike did something investors didn’t expect by starting to look like Nike again.

October 6 2025

Is Micron’s AI Gold Rush a Perfect Storm?

G O’Fiachra The Ivy

Micron Technology soared by more than 42.98% over the last 30 days, a jaw-dropping rally even by tech’s feverish standards. The reason? Artificial intelligence and specifically, the voracious appetite for memory chips powering the world’s new AI data centers.

But beneath the surface of the AI euphoria, do the fundamentals justify the soaring share price?

October 3 2025

Berkshire’s $9.7 Billion OxyChem Deal Means What?

G O’Fiachra The Spotlight

Buffett’s firm has spent years amassing a giant stake in Occidental Petroleum (NYSE: OXY), starting with a $10 billion preferred stock and warrant package in 2019 that helped Occidental fund its acquisition of Anadarko.

By mid-2025, Berkshire had built that into a 32.7% equity position, making OXY one of its six largest holdings.

October 3 2025

Trump’s Post Just Sent Cannabis Stocks Soaring

G O’Fiachra The Ivy

It was President Donald Trump’s social feed that lit the spark on cannabis stocks this past week.

On Sunday, Trump posted a video on Truth Social highlighting the potential health benefits of hemp-derived CBD for seniors. He even floated the idea that Medicare could cover it one day.

The post came on the heels of another Trump remark just weeks ago that he was considering reclassifying marijuana at the federal level,

October 2 2025

Pfizer’s Big Win Means What For Investors?

G O’Fiachra The Burst

Pfizer just pulled off a big deal as it relates to the pharmaceutical landscape in the U.S. On Tuesday, the CEO announced a wide-ranging agreement with the Trump administration that will lower drug prices for many Americans.

At the center of this deal is a new government-backed portal called “TrumpRx”, a website designed to help patients access discounted prescription drugs by connecting them directly to manufacturers’ platforms.

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