Signal From Noise
Signal From Noise
Have Gold Prices Peaked?
Gold’s relentless, parabolic rise was once considered unthinkable by anyone who’s not a goldbug, but that is no longer the case. Even regular investors now...
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Signal From Noise
Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman
Quantum stocks might be having their moment and investment-focused observers might view this as cutting edge. But just as AI has its academic roots in...
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Signal From Noise
Beyond Quantum Supremacy: a Look at the So-Called Quantum-Stock Gold Rush
“_Quantum mechanics is counterintuitive. Its logic is very different from the logic we experience in our everyday life._" – Michel Devoret, Nobel Laureate in Physics...
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Signal From Noise
Magnets, Megawatts, and Monarchs: a Partial New Tech Roundup of 2025
The final December issue of _Signal From Noise_ is always devoted to scientific and technological advances that caught our attention throughout the year – innovations...
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Signal From Noise
Which Retail Stocks To Put Under Your Christmas Tree?
Recent earnings reports suggest that consumers of all economic backgrounds will keep spending money as long as they can spot a good deal. Some retail...
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Signal From Noise
Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
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Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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Signal From Noise
Are We On An AI Merry-Go-Round? Here’s My Take.
Once-in-a-generation amount of circular investments into artificial intelligence are like a merry-go-round right now. Investors, much like kids, are jumping over backwards for a ride....
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Signal From Noise
Why I Think Revenue Per Employee Is Going to Become Wall Street’s Hottest Metric
Wall Street loves non-GAAP measures of corporate success, whether it be EBITDA or free cash flow. In the age of artificial intelligence, my take is...
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