G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

August 15 2025

Could Lemonade’s AI Insurance Engine Turn $1 Billion Into $10 Billion

After months of market jitters, earnings season has brought a wave of upbeat results, and stocks tied to improving outlooks are rallying hard.

Many investors who sat on the sidelines during the downturn are now realizing they may have missed some exceptional entry points.

But the best opportunities are about finding businesses with a runway long enough to turn today’s price into tomorrow’s fortune.

August 15 2025

Why Nuclear’s Next Frontier Could Be 240,000 Miles Away

G O’Fiachra The Ivy

This year, nuclear energy stocks have been some of the market’s best performers. Small modular reactor (SMR) developers like NuScale Power (SMR) and Oklo (OKLO) have been announcing a steady stream of partnerships, and Donald Trump, has pushed fresh executive orders aimed at accelerating the sector’s development.

Investors have plenty of reason to be excited but a surprising new catalyst has emerged,

August 14 2025

Palantir’s Run Feels Unstoppable, But for How Long?

G O’Fiachra The Burst

Palantir Technologies (NYSE: PLTR), the data analytics powerhouse, has been one of Wall Street’s most explosive success stories. Since its direct listing in late 2020 at $10 a share, the stock has soared by almost 18-fold gain. Over that same stretch, the S&P 500 hasn’t even doubled.

That kind of outperformance doesn’t happen by accident.

August 13 2025

Will Buffett’s 23-Quarter Streak Start Again?

G O’Fiachra The Ivy

For more than half a decade, Warren Buffett’s Berkshire Hathaway accumulated the same stock quarter after quarter, 23 straight times, to be exact. Then, without warning, the buying stopped last year.

It wasn’t because Buffett lost faith in the company. In fact, his recent moves suggest he’s been biding his time, waiting for the numbers and the price to line up again.

August 12 2025

Can You Retire On UPS?

G O’Fiachra The Burst

United Parcel Service has long been one of the world’s most trusted shipping giants, a backbone of global commerce that seems almost untouchable. But in the past half decade, shareholders have felt more turbulence than smooth sailing. The stock is down 46%.

That’s a sobering reality for a company many once viewed as a safe,

August 11 2025

Will Apple Catch Up To The Mag 7?

G O’Fiachra The Ivy

Apple shares climbed late last week on Wall Street’s growing belief that the company may have defused one of its biggest political risks, the ongoing tariff standoff with the Trump administration.

The breakthrough comes after Apple announced an eye-popping $600 billion investment in the United States, a figure that instantly turned heads in Washington and on Wall Street.

August 8 2025

Could Peloton Stock Deliver a 3-Bagger Comeback?

G O’Fiachra The Spotlight

Remember when Peloton (NASDAQ: PTON) was the crown jewel of lockdown-era stocks? In early 2021, shares soared above $160, but today, it’s trading below $7.

The plunge may be the death knell for most stocks but here’s what might surprise most investors, beneath the wreckage, there are signs of a quiet but serious transformation.

August 8 2025

This Move Might Reshape the Future of the Chip Industry

G O’Fiachra The Ivy

Lip-Bu Tan hasn’t been in the driver’s seat at Intel for long, but the new CEO is already making it clear that the era of open-ended spending is over. If Intel’s bleeding-edge chip manufacturing can’t justify its existence with real customer demand, it won’t get more money, period.

That kind of financial discipline might sound like corporate buzzkill,

August 7 2025

UnitedHealth Could Get Worse Before It Gets Better

G O’Fiachra The Burst

After a punishing first half of the year, UnitedHealth’s latest earnings report delivered another gut punch.

The stock, which had already been cut in half year-to-date by July 31, slid even further following the release.

Between deteriorating fundamentals, mounting regulatory pressure, and a brutal earnings revision, it’s fair to ask whether UnitedHealth finally hit bottom,

August 6 2025

Is Ambiq the Answer to AI’s Biggest Blind Spot?

G O’Fiachra The Ivy

AI might be the future, but that future has a power problem. For all the fanfare surrounding generative AI, one inconvenient truth continues to lurk in the background, which is it consumes an extraordinary amount of energy.

And unless someone cracks the code on power efficiency, scaling AI beyond the data center and into billions of edge devices will remain an expensive dream.

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