G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

June 28 2024

Ignore This Under-the-Radar AI Stock At Your Peril

C3.AI was among the first stocks to bring the idea of artificial intelligence to the forefront of investors’ minds. But it was weighed down by short sellers pointing their arrows at it with claims that have since been contested and refuted.

Today, the company is looking to put those gloomy days in the rearview mirror and anticipates faster growth thanks to its pivoted revenue model,

June 28 2024

What The Heck Does Buffett Know?

G O’Fiachra The Ivy

Buffett seems to know something about where energy prices are going, but what is it? Why is he taking such a large stake in Occidental Petroleum when the share price has been drastically underperforming the broader-based market?

Up just 9.4% in the past 12 months and 4.3% so far this year, OXY is a laggard relative to the S&P 500,

June 27 2024

Did Jim Cramer Call The Top?

G O’Fiachra The Burst

Nvidia has been famous for its astonishing rally over the past year but on June 18, Jim Cramer came out and declared, “Nvidia, own it, don’t trade it, so far so good”

Literally the very next day the stock started to fall. And it reported its first full week loss thereafter.

June 26 2024

Billionaire Scooping Up This Under-the-Radar Stock

G O’Fiachra The Ivy

Last quarter the third largest buy in one billionaire’s portfolio was Natera. If you haven’t heard of it don’t fret, most people haven’t.

The fact that the stock has largely flown under the radar is very much to your advantage, in fact. It means that potentially the word isn’t fully out yet and so the upside opportunity is still substantial.

June 25 2024

1 Under-the-Radar Aerospace Stock Soaring

G O’Fiachra The Burst

When Stanley Druckenmiller revealed that his family office had taken a stake in Woodward, some head-scratching followed. What was one of the greatest investors in the world doing buying an aerospace and industrials stock?

With about 6 weeks of news being released that Woodward was among his top buys for Q1, the stock took off and perhaps it’s no surprise why as you’re about to find out.

June 24 2024

Is This Magnificent 7 Stock The Next AI Rocket Ship?

G O’Fiachra The Ivy

A lot of hoopla surrounds AI companies but remarkably Amazon has not been swallowed up by the tidal wave. At least not yet.

That may be about to change because Claude, its proprietary AI, has the potential to integrate into the Amazon ecosystem to drive efficiencies, accuracy, customer satisfaction, and most importantly financials.

June 21 2024

Why This Doctor Invests In Tesla Weekly?

G O’Fiachra The Spotlight

I met a doctor recently who has been buying up as much Tesla as he can get his hands on. Remarkably he told me that he buys shares of Tesla every single week, accumulating as big a position as he possibly can.

In light of Tesla shares falling this past week after Musk made some almost outlandish predictions –

June 21 2024

Midas Touch Billionaire Makes Wild 12-Month Claim

G O’Fiachra The Ivy

Vinod Khosla is perhaps not a household name but he’s often won the Midas award as a top venture capitalist with a finely tuned instinct for spotting what comes next.

His predictions for the coming 12 months are the stuff of nightmares for some companies and will be a boon for others. The profound implications for his forecast that the cost of compute will fall by as much as 90% will reverberate around the technology industry,

June 20 2024

1 Hot Stock Passes Super Stringent Screen

G O’Fiachra The Burst

In the research rooms of investment management firms, returns on invested capital are keenly focused on. Buffett often speaks of this metric as a proxy for what return to expect over the long haul.

So, I decided to run a screen to find stocks with ROIC percentages north of 15%. That’s a high hurdle all by itself that most companies will fail to meet.

June 19 2024

1 Billion Reasons to Buy This Under-the-Radar Stock

G O’Fiachra The Ivy

Urban air mobility was once the stuff of sci-fi movies but in 2009 Joby was built to bring the future to the present. It has built an EV takeoff and landing aircraft that has won votes of confidence from the likes of manufacturing giant Toyota.

The big idea behind the firm is to reduce traffic congestion by making sustainable air transportation affordable and safe.

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