Finding the Signal

Podcast from Notes on the Noise

Your first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research. notesonthenoise.substack.com

Episodes

  1. AI Networking - OCP Update

    14/10/2025

    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 blow to the incumbent leader, Arista Networks, and by extension, a major setback for the open-source Ultra Ethernet Consortium. Spooked by the headlines, I tasked Gemini with multiple deep-dive analyses to break down the implications for a non-technical AI investor like myself. I then used NotebookLM to turn it into a podcast. The results were surprising, revealing a far more nuanced picture that is not the bearish signal I first feared. If you are an investor in Arista $ANET , Astera Labs $ALAB , or Credo Technology $CRDO , I highly recommend you listen to the following breakdown to understand why this development may not be a threat to your thesis. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    48 min
  2. Arista Networks - Analyst Day Thoughts

    15/09/2025

    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 public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    21 min
  3. Micron - Breaking the Cycle?

    12/08/2025

    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 undervalued against its AI peers? Or is this just another peak in the cyclicality of memory chips. Here is a summary of my investment research generated with NotebookLM. I’m more bullish than the price target stated here… This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    20 min
  4. Nebius - The AI Cloud Pure Play

    10/08/2025

    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. (Ignore the price target - it’s way too low) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    33 min
  5. Lemonade is Reinventing Insurance

    07/08/2025

    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 episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    17 min
  6. Fluence - Redefining the Energy Grid

    05/08/2025

    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. Here is a summary of my investment research generated with NotebookLM. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    23 min

  7. 23/07/2025

    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 investment research generated with NotebookLM. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    19 min
  8. What Went Wrong with UNH?

    22/07/2025

    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 public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    6 min

  9. 21/07/2025

    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 summary of my investment research generated with NotebookLM. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com

    21 min
  10. The Investment Case for Uber

    18/07/2025

    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 or get access to bonus episodes, visit notesonthenoise.substack.com

    18 min
  • 10 Episodes

About

Your first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research. notesonthenoise.substack.com

Information

  • Creator
    Podcast from Notes on the Noise
  • Years Active
    2K
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © jab232
  • Show Website
    Finding the Signal