Finding the Signal
Podcast from Notes on the Noise
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Recent Episodes
AI Networking - OCP Update
The recent news that both $META and $ORCL had selected $NVDA ’s Spectrum-X for their AI Ethernet fabric initially sent a shiver down my spine. On the surface, this looked like a significant…
S1E8 Arista Networks - Analyst Day Thoughts
$ANET hosted analysts recently and that market didn’t like what it heard. I think this dip is a buying opportunity.Here is a summary of my investment research generated with NotebookLM. This is a…
S1E7 Micron - Breaking the Cycle?
$MU just raised its Q4 2025 guidance. This puts Micron at a 2025 P/E ratio of around 15. Is Micron an emerging leader in High Bandwidth Memory (HBM) for AI applications? Is the stock seriously…
S1E5 Nebius - The AI Cloud Pure Play
$NBIS crushed earnings last week. Here is why they aren’t just another cloud company, and why they will outcompete in cloud AI.Here is a summary of my investment research generated with NotebookLM.…
Lemonade is Reinventing Insurance
Lemonade $LMND isn’t new on the scene. But the insurance-tech company has started hitting some key milestones.Here is a summary of my investment research generated with NotebookLM. This is a public…
S1E4 Fluence - Redefining the Energy Grid
The AI infrastructure boom is just getting underway. This requires a re-think of the energy grid as we know it. Fluence $FLNC provides grid scale battery solutions and is set to ride this tailwind.…
S1E3 Vertiv - Powering and Cooling the AI Supercycle
The AI infrastructure boom is just getting underway. I’m looking at other ways to ride the wave in addition to the obvious plays like Nvidia. Vertiv $VRT is one of those. Here is a summary of my…
What Went Wrong with UNH?
A lot has been said about the crash in UNH. There are plenty of dip buyers - I think they are wrong in.Here is a summary of my investment research generated with NotebookLM. In 5 minutes. This is a…
S1E2 Oscar Health Investment Analysis
I’m sure you’ve heard of Oscar Health ($OSCR). It’s doing the rounds as one of the current stock picks in the online investment community. But how many people actually know the business?Here is a…
S1E1 The Investment Case for Uber
The investment case for Uber. Why I believe uber stands to benefit the most from the autonomous vehicle revolution. This is a public episode. If you would like to discuss this with other subscribers…
Frequently Asked Questions
Finding the Signal has published 10 episodes since July 2025, covering topics in Business, Technology.
Finding the Signal is currently dormant with new episodes every 2 weeks. Average episode length is 19m.
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