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Finding the Signal | Wave AI Podcast Notes

Finding the Signal cover

Finding the Signal

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

10 episodes

Episodes

Previous
1
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AI Networking - OCP Update

00:47:4610/14/2025

Arista Networks - Analyst Day Thoughts

00:20:379/15/2025

Micron - Breaking the Cycle?

00:20:068/12/2025

Nebius - The AI Cloud Pure Play

00:33:298/10/2025

Lemonade is Reinventing Insurance

00:16:568/7/2025

Fluence - Redefining the Energy Grid

00:23:268/5/2025

Vertiv - Powering and Cooling the AI Supercycle

00:19:037/23/2025

What Went Wrong with UNH?

00:05:457/22/2025

Oscar Health Investment Analysis

00:20:597/21/2025

The Investment Case for Uber

00:17:397/18/2025

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