Finding the Signal
Podcast from Notes on the NoiseYour 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
| Publishes | Daily | Episodes | 10 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Categories | BusinessTechnology | ||||
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Latest Episodes
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 extens... more
$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 ... more
$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... more
$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)
T... more
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These podcasts share a similar audience with Finding the Signal:
1. Spotlight On
2. Investor Intelligence
3. Chip Stock Investor Podcast
4. Ai World
5. Chit Chat Stocks
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Finding the Signal launched 3 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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