Finding the SignalWhat Went Wrong with UNH?1×0:00Current time: 0:00 / Total time: -5:44-5:44Audio playback is not supported on your browser. Please upgrade.What Went Wrong with UNH?Why this is a fundamental structural downgrade and not a temporary blipNotes on the NoiseJul 22, 2025ShareTranscriptA 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.SubscribeDiscussion about this episodeCommentsRestacksFinding the SignalYour first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research. Your first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research. SubscribeListen onSubstack AppApple PodcastsSpotifyRSS FeedAppears in episodeNotes on the NoiseRecent EpisodesAI Networking - OCP UpdateOct 14, 2025 • Notes on the NoiseArista Networks - Analyst Day ThoughtsSep 15, 2025 • Notes on the NoiseMicron - Breaking the Cycle?Aug 12, 2025 • Notes on the NoiseNebius - The AI Cloud Pure PlayAug 10, 2025 • Notes on the NoiseLemonade is Reinventing InsuranceAug 7, 2025 • Notes on the NoiseFluence - Redefining the Energy GridAug 5, 2025 • Notes on the NoiseVertiv - Powering and Cooling the AI SupercycleJul 23, 2025 • Notes on the Noise