Podcast
Finding the Signal
Hosted by Podcast from Notes on the Noise · EN
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
notesonthenoise.substack.com
10episodes
Episodes
Newest firstAll episodes
AI Networking - OCP Update
Oct 1400:47:46Tap to summarizeThe 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 $CRDO , I highly recommend you listen to the following breakdown to understand why this development may not be a threat to your thesis. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
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Arista Networks - Analyst Day Thoughts
Sep 1500:20:37Tap to summarize$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
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Micron - Breaking the Cycle?
Aug 1200:20:06Tap to summarize$MU just raised its Q4 2025 guidance. This puts Micron at a 2025 P/E ratio of around 15. Is Micron an emerging leader in High Bandwidth Memory (HBM) for AI applications? Is the stock seriously undervalued against its AI peers? Or is this just another peak in the cyclicality of memory chips. Here is a summary of my investment research generated with NotebookLM. I’m more bullish than the price target stated here… This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
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Nebius - The AI Cloud Pure Play
Aug 1000:33:29Tap to summarize$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
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Lemonade is Reinventing Insurance
Aug 700:16:56Tap to summarizeLemonade $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
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Fluence - Redefining the Energy Grid
Aug 500:23:26Tap to summarizeThe 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
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Vertiv - Powering and Cooling the AI Supercycle
Jul 2300:19:03Tap to summarizeThe 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 $VRT is one of those. Here is a summary of my investment research generated with NotebookLM. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
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What Went Wrong with UNH?
Jul 2200:05:45Tap to summarizeA lot has been said about the crash in UNH. There are plenty of dip buyers - I think they are wrong in.Here is a summary of my investment research generated with NotebookLM. In 5 minutes. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.substack.com
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Oscar Health Investment Analysis
Jul 2100:20:59Tap to summarizeI’m sure you’ve heard of Oscar Health ($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
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The Investment Case for Uber
Jul 1800:17:39Tap to summarizeThe 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
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