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

Finding the Signal is a business podcast hosted by Unknown Host, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Finding the Signal, a business show with 10 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Finding the Signal

  AI Networking - OCP Update

  Oct 14, 202548 minS0

  <p>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 be...

  ListenShow Notes
• 

  Episode #8

  Arista Networks - Analyst Day Thoughts

  Sep 15, 202521 minS1

  <p>$ANET hosted analysts recently and that market didn’t like what it heard. I think this dip is a buying opportunity.</p><p>Here is a summary of my investment research generated with NotebookLM.</p> <br/><br/>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

  ListenShow Notes
• 

  Episode #7

  Micron - Breaking the Cycle?

  Aug 12, 202520 minS1

  <p>$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. </p><p>Here is a summary of my investment research generated with NotebookLM. I’m more bullish than the price target stated here…</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit notesonthenoise.subs...

  ListenShow Notes
• 

  Episode #5

  Nebius - The AI Cloud Pure Play

  Aug 10, 202533 minS1

  <p>$NBIS crushed earnings last week. Here is why they aren’t just another cloud company, and why they will outcompete in cloud AI.</p><p>Here is a summary of my investment research generated with NotebookLM. </p><p>(Ignore the price target - it’s way too low)</p> <br/><br/>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

  ListenShow Notes
• 

  Finding the Signal

  Lemonade is Reinventing Insurance

  Aug 7, 202517 minS0

  <p>Lemonade $LMND isn’t new on the scene. But the insurance-tech company has started hitting some key milestones.</p><p>Here is a summary of my investment research generated with NotebookLM.</p> <br/><br/>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

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.