Hosted by Podcast from Notes on the Noise · 🇺🇸 US · EN · 10 episodes
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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
Podcast from Notes on the Noise hosts Finding the Signal, a business show with 10 episodes published.
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,
$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
$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
$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 tar
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
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 m
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 $VRT is one of those. Here is a summary of my investment research gener
A lot has been said about the crash in UNH. There are plenty of dip buyers - I think they are wrong in. Here is a summary of my investment research generated with NotebookLM. In 5 minutes. This is a public episode. If yo
I’m sure you’ve heard of Oscar Health ($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 investmen
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 bonu
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Finding the Signal is hosted by Podcast from Notes on the Noise. The show is categorised under business (technology) and has published 10 episodes.
Finding the Signal has published 10 episodes.
Finding the Signal regularly covers business, technology. It sits in the business category, with a technology focus.
Finding the Signal is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Finding the Signal hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Finding the Signal average 23 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Finding the Signal's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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