G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

December 17 2025

This Hydrogen Stock Is Becoming Critical AI Infrastructure

Bloom Energy doesn’t generate power the way most people think about clean energy. Instead of relying on intermittent sources like wind or solar, Bloom’s solid oxide fuel cells convert natural gas or hydrogen into electricity on-site, 24 hours a day.

There’s no combustion, no dependence on weather, and critically for enterprise customers no exposure to grid instability.

December 16 2025

Where Is Tesla Headed Next Year?

G O’Fiachra The Burst

Tesla has rarely struggled for attention, but in 2025 it quietly fell behind. Over the past year, Tesla returned roughly 13%, trailing the S&P 500 and lagging most of its “Magnificent Seven” peers, a surprising outcome for a stock long viewed as a market leader. As 2026 approaches, the question isn’t whether Tesla has upside potential,

December 15 2025

Is IonQ The Best Bet on the Future of Quantum?

G O’Fiachra The Ivy

IonQ has been one of the biggest beneficiaries of renewed excitement around next-generation computing. Shares are up roughly 3x the S&P 500 this year as investors increasingly view quantum computing as moving closer to real-world use rather than remaining a purely academic pursuit.

The key question is whether IonQ’s rally reflects genuine long-term potential,

December 12 2025

Wall Street Gave Up, The Business Didn’t

G O’Fiachra The Spotlight

Most people still think of Docusign as a digital signature tool. That’s a mistake, and it’s exactly the gap management is trying to exploit.

Over the last year, Docusign has rolled out its Intelligent Agreement Management platform, which aims to solve a much bigger and more expensive problem: what happens after a contract is signed.

December 12 2025

Why Nvidia Still Looks Like The #1 AI Stock

G O’Fiachra The Ivy

Nvidia didn’t become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme.

Naturally, that raises an uncomfortable question: after a run like this,

December 11 2025

Nebius Stock Has Soared & Momentum Story Isn’t Finished Yet

G O’Fiachra The Burst

Nebius Group has become one of Wall Street’s most explosive AI infrastructure stories.

The company has carved out a valuable niche. It isn’t just selling hardware or renting generic cloud space. Nebius sits right at the bottleneck of the AI boom, the part of the stack where demand vastly exceeds supply.

December 10 2025

SoFi Is Up What’s Happening Under the Surface?

G O’Fiachra The Ivy

In a year when most analysts can’t look away from anything stamped “AI,” SoFi Technologies has become one of the market’s most surprising comeback stories.

The digital-first bank now commands a $30+ billion market cap, yet it still manages to slip past the radar of investors glued to megacap tech.

The stock is closing in on triple-digita gains this year,

December 9 2025

Alphabet’s Comeback Wasn’t Luck, But Classic Mispricing

G O’Fiachra The Burst

The speed of Alphabet’s reversal has surprised many investors, but the more interesting story is how such a dominant business ever became that cheap in the first place, and why the momentum it regained isn’t likely to stall heading into 2026.

Key Points

Alphabet’s rally stemmed from deep mispricing,

December 8 2025

Is This AI Stock a Buy Heading Into 2026?

G O’Fiachra The Ivy

CoreWeave sits in a new category analysts now call the neocloud. Rather than operating like traditional cloud providers built for broad, generalized workloads, neoclouds specialize in dense clusters of GPUs designed purely for AI training and inference.

In practical terms, CoreWeave is building industrial-scale AI factories, meaning customized data centers filled with Nvidia’s highest-end accelerators,

December 5 2025

AMD Is Positioning Itself for the Next Leg of AI Spending

G O’Fiachra The Spotlight

For much of the AI boom, Advanced Micro Devices has played the role of the talented understudy, high potential, often overlooked, and inevitably compared to Nvidia’s runaway success.

Over two years, AMD’s stock has surged more than 3x, yet Nvidia has soared over 12x. The gap speaks less to AMD’s capabilities and more to how dramatically AI data center spending favored Nvidia early on.

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