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

에피소드

  1. AI Networking - OCP Update

    2025. 10. 14.

    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

    48분
  2. Arista Networks - Analyst Day Thoughts

    2025. 09. 15.

    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

    21분
  3. Micron - Breaking the Cycle?

    2025. 08. 12.

    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

    20분
  4. Nebius - The AI Cloud Pure Play

    2025. 08. 10.

    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

    33분
  5. Lemonade is Reinventing Insurance

    2025. 08. 07.

    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

    17분
  6. Fluence - Redefining the Energy Grid

    2025. 08. 05.

    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

    23분

  7. 2025. 07. 23.

    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

    19분
  8. What Went Wrong with UNH?

    2025. 07. 22.

    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

    6분

  9. 2025. 07. 21.

    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

    21분
  10. The Investment Case for Uber

    2025. 07. 18.

    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

    18분
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소개

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

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  • 제작진
    Podcast from Notes on the Noise
  • 방송 연도
    2025년
  • 에피소드
    10
  • 등급
    전체 연령 사용가
  • 저작권
    © jab232
  • 웹사이트 보기
    Finding the Signal