G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

August 29 2025

Cava’s Dip Looks Tasty, Why This Sell-Off Could Be a Gift

Cava Group has done what its customers do best: dip. After hitting an all-time high near $172 last November, the shares have slid to the high-$60s, roughly a 60% slide from the peak, even though the business keeps putting up solid numbers.

That kind of disconnect tends to create opportunity for patient investors who care more about unit economics than headlines.

August 28 2025

1 Overlooked AI Monster

G O’Fiachra The Burst

Most investors think they need to hunt down small, speculative companies to ride the artificial intelligence wave. But the truth is, one of the best AI plays has been sitting in plain sight all along, Alphabet.

AI is here to stay, and Alphabet may be the most complete way to gain exposure.

Key Points

Alphabet builds chips,

August 27 2025

Buffett’s $19 Billion Oil Bet Looks Like a Fortress

G O’Fiachra The Ivy

It’s the rare oil major that seems built to outlast cycles, keep the dividend flowing, and, as Warren Buffett clearly believes, keep getting stronger.

The yield is about 4.4%, nearly four times what the S&P 500 pays and on paper that looks tempting, but high yields in energy can be a trap. The difference here is Chevron’s payout isn’t balanced on a knife’s edge.

August 26 2025

The Monopoly Behind AI Chips

G O’Fiachra The Burst

If you want to understand the real bottleneck in semiconductors, it isn’t wafers, fabs, or even chip designers like Nvidia. It’s the machines that etch impossibly small patterns onto silicon. And in that game, there’s just one winner, ASML.

ASML isn’t just another chip equipment supplier. It has something no one else on Earth can build,

August 25 2025

From Market Darling to Punchline and Back Again?

G O’Fiachra The Ivy

Every few years, investors rediscover Plug Power (NASDAQ: PLUG) and wonder if the long-suffering hydrogen pioneer is finally about to turn the corner. Today, it’s officially a penny stock, which means under $5 per share technically.

And that’s a painful reminder that, adjusted for reverse splits, Plug’s pre-dot com IPO price of $150 feels almost mythical compared to where the stock sits today.

August 22 2025

The Best-Kept Secret in AI Infrastructure? Hint: It’s Not Nvidia

G O’Fiachra The Spotlight

DigitalOcean (NASDAQ: DOCN) just pulled off something few small-cap tech companies have achieved in this market: record revenue, soaring profits, and a guidance hike that caught Wall Street flat-footed. The stock popped by almost a third after Q2 results, and yet, shares remain roughly 12% below where they started the year.

That gap between operational performance and valuation might be the opportunity hiding in plain sight.

August 22 2025

Is The Stock with Ticker AI Finally a Buy?

G O’Fiachra The Ivy

C3.ai shares are back at price levels investors haven’t seen since early 2023, and the reasons are downright concerning.

The artificial intelligence firm with ticker AI has endured a brutal year that began in January when the share price was cut in half. The torpedos keeping hitting the bow, as evidence by the latest business update that pointed to a steep revenue shortfall.

August 21 2025

Is Monday THE Operating System for Work?

G O’Fiachra The Burst

Monday.com sits right in the middle of this transformation, and if management gets its way, it won’t just be a participant. It wants to be the work operating system for the modern enterprise.

For companies running cross-functional projects, think engineering, sales, marketing, and operations all under one roof, Monday offers a centralized dashboard where tasks can be assigned automatically,

August 20 2025

1 Science Powerhouse To Own for the Next Decade

G O’Fiachra The Ivy

Thermo Fisher Scientific has a knack for thriving even in challenging markets. While the company isn’t entirely immune to today’s global headwinds, slower biopharmaceutical spending, tighter budgets in academic labs, and muted demand in China, it has weathered the storm far better than most of its peers.

The reason?

A combination of unmatched scale,

August 19 2025

The Giant at the Intersection of AI, Networking and Software

G O’Fiachra The Burst

Broadcom isn’t just another chipmaker riding the semiconductor cycle, it’s a carefully assembled portfolio of some of the stickiest, most profitable businesses in tech.

At its core, Broadcom has mastered the art of acquisition, folding niche leaders into its empire, stripping out inefficiencies, and using the resulting free cash flow to fuel dividends,

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