Signal From Noise
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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Signal From Noise
Space Stocks, Pt. II: Shooting for the Moon – and Beyond
In 1959, authors Mae and Ira Freeman wrote a book geared toward young readers, "You Will Go to the Moon," suggesting that children at the...
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Signal From Noise
Space Stocks: The Companies Helping Us Reach Escape Velocity
The space race has expanded dramatically since its early days. Although NASA retains its status as a major space agency, no longer are state-sponsored space...
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Signal From Noise
AI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, _The New York Times_ did a piece on Nvidia. Naveen Rao,...
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