Podcast
Going Public With Ross Mandell
Ross Mandell is a Wall Street veteran turned stock market educator, bringing decades of real-world market experience to a new generation of investors.
After spending years inside the financial world — navigating markets, capital, companies, and the realities of Wall Street — Ross now focuses on teaching investors how to think, analyze, and understand the market with greater confidence.
His approach combines experience, discipline, market history, and straight-talking education designed for investors who want to go beyond headlines and truly understand what moves stocks.
From individual companies and emerging sectors to IPOs, market psychology, and the bigger forces shaping Wall Street, Ross delivers education shaped by decades of experience in the market.
Wall Street veteran. Market educator. Investor mentor.
- Society & Culture chart
- #14
- Episodes
- 190
- Releases
- Twice a week
- Typical length
- 20 min
- On air since
- 2024
- Latest episode
- 1 day ago
Episodes
190 episodes, newest first
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12 min
ok chat, now make an seo based podcast summary
Episode 191
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell
Could Lumentum stock (NASDAQ: LITE) benefit from AI’s next bottleneck? On Going Public with Ross Mandell, Ross examines NVIDIA’s $2 billion investment in Lumentum and the growing importance of connections between AI chips. Discover why lasers and optical technology are central to his investment thesis as AI data centers demand faster communication between GPUs.
Ross breaks down the limitations of copper wiring and explains how fiber optics, optical transceivers, optical circuit switches, and co-packaged optics fit into the next generation of AI infrastructure. He also examines Lumentum’s revenue growth, profit margins, and the opportunity to supply critical components for expanding data center networks.
This LITE stock analysis covers Wall Street price targets, the recent stock pullback, and what to watch ahead of Lumentum’s November 5 earnings report. Ross weighs the bullish case against valuation risk, competition, volatility, and dependence on continued AI spending. Subscribe to Going Public with Ross Mandell for more analysis of AI stocks, company earnings, and the businesses powering emerging technologies.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
⏱️ Chapters
00:00 Lumentum Stock: The AI Infrastructure Opportunity
00:43 Why NVIDIA’s AI Server Racks Use Miles of Copper
01:34 AI’s Next Bottleneck: Connections Between Chips
02:08 Copper vs. Fiber Optics: How Lumentum Fits In
03:17 Lumentum’s Laser Opportunity Inside AI Server Racks
03:55 Lumentum Earnings: Revenue Growth & Profit Margins
05:23 Lumentum’s Reported Loss & Convertible Debt Explained
06:16 NVIDIA’s $2 Billion Investment in Lumentum
07:07 Optical Transceivers, Switches & Co-Packaged Optics
08:25 LITE Stock Pullback & Wall Street Price Targets
09:47 Lumentum Stock Risks: Valuation, Competition & Earnings
11:04 Ross Mandell’s Lumentum Investment Thesis
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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13 min
Lockheed Martin Stock: A Missile Boom at a Bargain Price?
Episode 190
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellIs Lockheed Martin stock (NYSE: LMT) a bargain as missile demand grows? On Going Public with Ross Mandell, Ross examines the investment case for a defense giant facing Washington budget uncertainty while orders expand. Recorded before the company’s October 22, 2026 earnings release, this episode explores whether the stock’s pullback created an opportunity for long-term investors.
Using Lockheed Martin’s second-quarter 2026 results, Ross breaks down its $230 billion backlog, $65 billion in new orders, and growing free cash flow. Discover how Patriot PAC-3 interceptors, THAAD missile defense systems, and F-35 sustainment contribute to the business. Ross also explains the book-to-bill ratio and why rebuilding missile inventories could support years of production growth.
This LMT stock analysis covers valuation, dividend income, Wall Street price targets, and the risks behind the bullish thesis. From congressional funding delays to fixed-price contract losses and cash-flow timing, Ross examines what investors should watch beyond the headlines. Subscribe to Going Public with Ross Mandell for more analysis of defense stocks, earnings, and long-term investing opportunities.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Lockheed Martin Stock: A Missile Boom at a Bargain Price?
01:01 Why LMT Stock Fell: Defense Budget Uncertainty
02:08 Analyst Upgrades & Lockheed Martin’s Stock Rebound
03:17 Lockheed Martin Q2 Earnings: Revenue & Cash Flow Growth
04:00 The $230 Billion Backlog & Book-to-Bill Ratio Explained
05:07 Patriot Missile Demand & U.S. Stockpile Replenishment
05:47 Lockheed Martin’s Patriot & THAAD Production Expansion
07:27 LMT Stock Valuation: Is 18 Times Earnings Attractive?
08:05 Lockheed Martin’s Free Cash Flow & Dividend
08:56 Wall Street’s Lockheed Martin Price Targets
09:21 LMT Investment Risks: Budget Delays, Margins & Cash Flow
11:09 Ross Mandell’s Lockheed Martin Investment Thesis
12:00 Q3 Earnings Checklist: Backlog, Cash Flow & ProductionHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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10 min
CoreWeave Stock: Founders Cash Out $3.3B, But Is It Time to Buy?
Episode 189
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCoreWeave stock (NASDAQ: CRWV) has fallen sharply while its founders have sold $3.3 billion in shares since the company’s March 2025 IPO. Is this AI infrastructure stock a buying opportunity—or a warning sign? On Going Public with Ross Mandell, Ross examines CoreWeave’s founder stock sales and why Goldman Sachs upgraded the stock to Buy while cutting its price target from $139 to $106.
Discover how CoreWeave’s NVIDIA-powered GPU cloud business serves the growing demand for artificial intelligence computing. Ross breaks down its debt-heavy expansion, GPU-backed financing, and approximately $104 billion in contracted backlog. He also puts the founders’ stock sales into context, including scheduled trading plans and their remaining ownership, while examining the tension between insider selling and retail investor buying.
This CoreWeave stock analysis explores the risks behind the AI infrastructure boom, including rising borrowing costs, customer concentration, and depreciating GPU equipment. Ross explains why investors should watch insider filings, bond yields, and earnings disclosures when evaluating the company’s outlook. Subscribe to Going Public with Ross Mandell for more conversations about AI stocks, Wall Street, and the businesses shaping the stock market.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 CoreWeave Stock: Buying Opportunity or Red Flag?
00:59 CoreWeave’s $3.3 Billion Founder Stock Sales Explained
01:38 How CoreWeave’s AI Cloud & GPU Business Works
02:50 How Much Have CoreWeave’s Founders Sold?
03:21 Scheduled Insider Selling & Remaining Founder Ownership
04:38 Why Retail Investors Are Buying the CoreWeave Dip
05:04 CoreWeave’s Debt Risk & Rising Bond Yields
05:51 Goldman Sachs Upgrades CRWV but Cuts Its Price Target
06:34 Goldman Sachs’ CoreWeave IPO & Lending Ties
07:21 CoreWeave’s Bull Case: GPU Financing & $104B Backlog
08:09 CoreWeave Stock Risks: Customer Concentration & GPU Depreciation
09:14 What to Watch: Insider Filings, Bond Yields & EarningsHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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11 min
Datadog Stock: Is It Too Late to Buy This AI Winner?
Episode 188
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellIs Datadog stock (NASDAQ: DDOG) still a buy after its strong rally? On Going Public with Ross Mandell, Ross examines how Datadog’s cloud monitoring and observability platform helps businesses track application performance, investigate outages, and manage increasingly complex AI systems. Explore why the growth of artificial intelligence could create a lasting opportunity for this software company.
Ross breaks down Datadog’s Q2 2026 earnings, including 36% revenue growth, $1.12 billion in quarterly revenue, and $279 million in free cash flow. He also explores its expanding AI customer base, Bits AI tools, and “land and expand” strategy, where customers adopt more products over time. With AI companies spending millions annually on its platform, Datadog is already participating in the AI infrastructure boom.
This DDOG stock analysis also covers premium valuation, share-price volatility, and the risk of reduced usage from Datadog’s largest customer. Ross explains his long-term investment thesis and the business metrics investors should watch to evaluate whether growth can meet expectations. Subscribe to Going Public with Ross Mandell for more analysis of AI stocks, cloud computing companies, and long-term investing opportunities.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Datadog Stock & the AI Infrastructure Opportunity
01:00 Datadog’s Founders & Cloud Monitoring Origins
02:09 How Datadog’s Observability Platform Works
03:15 Datadog Earnings: Revenue Growth & Free Cash Flow
04:02 Datadog’s Land-and-Expand Business Model
04:55 How AI Customers Are Driving Datadog’s Growth
05:57 Bits AI Tools & AI Agent Monitoring
06:39 Datadog’s Growth Beyond AI Companies
07:19 DDOG Stock: Valuation, Volatility & Customer Risk
08:56 Datadog Revenue Guidance & Growth Outlook
09:22 Ross Mandell’s Long-Term Datadog Investment Thesis
10:21 Going Public Patreon & Investor CommunityHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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12 min
CrowdStrike Stock: Why the AI Arms Race Is Just Getting Started
Episode 187
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCould CrowdStrike stock (NASDAQ: CRWD) become a major winner in the AI cybersecurity boom? On Going Public with Ross Mandell, Ross examines how AI-assisted cyberattacks and the rise of AI agents could increase demand for digital protection. Starting with the attacks on South Korean banks, he explores why CrowdStrike’s Falcon platform could play a growing role in securing businesses, cloud systems, and digital identities.
Ross breaks down CrowdStrike’s revenue growth, annual recurring revenue (ARR), Falcon Flex adoption, and free cash flow to assess the company’s long-term growth potential. He also discusses Falcon’s availability in the OpenAI Marketplace and CrowdStrike’s cybersecurity startup accelerator with AWS and NVIDIA, explaining how these initiatives fit into its broader AI security strategy.
This CRWD stock analysis also examines valuation risk, stock-based compensation, competition, and customer trust following the July 2024 outage. For investors researching cybersecurity stocks and AI investment opportunities, the episode outlines the growth drivers, risks, and business metrics worth watching. Subscribe to Going Public with Ross Mandell for more stock market analysis and investing insights.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 CrowdStrike Stock & the Rise of AI Cyberattacks
00:38 South Korean Bank Hacks: How Attackers Are Using AI
01:45 How CrowdStrike’s Falcon Cybersecurity Platform Works
02:52 CrowdStrike Earnings: Revenue & ARR Growth
04:04 Falcon Flex Growth & Customer Adoption
04:38 AI Agent Security & the OpenAI Marketplace
06:33 CrowdStrike Free Cash Flow & Profitability
07:18 The 2024 CrowdStrike Outage & Customer Trust
07:52 CRWD Stock Valuation & Investment Risks
08:21 Ross Mandell’s Long-Term CrowdStrike Stock Outlook
09:13 Key Business Metrics for CrowdStrike InvestorsHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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49 min
Steve Rifkind: The $500K Deal That Fell Apart Before New Edition
Episode 186
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellAfter a proposed $500,000 deal fell apart, Steve Rifkind found an unexpected opportunity with New Edition. On Going Public with Ross Mandell, the Loud Records founder shares the setbacks, relationships, and music marketing instincts that shaped his career in the music business.
From his family’s Spring Records to managing New Edition, Steve explains how he built connections through college campuses, radio stations, record stores, and street marketing. He recalls promoting Fatback Band’s “I Found Lovin’” and discusses why listening to your audience matters. The conversation also touches on Loud Records and Wu-Tang Clan, with practical lessons in branding, word-of-mouth marketing, and recognizing talent.
For entrepreneurs, independent artists, and business owners, this episode explores recovering from failed deals, building valuable relationships, and trusting your judgment. Steve also shares his perspective on artists building independently in today’s music industry. Subscribe to Going Public with Ross Mandell for more conversations about entrepreneurship, investing, and building a business.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/📲 Follow Steve On Instagram
https://instagram.com/steverifkind?xtok=MXZxZ2JiaHpibzgxYw%3D%3D⏱️ Chapters
00:00 Steve Rifkind Interview With Ross Mandell
04:53 Spring Records & Steve Rifkind’s Music Industry Roots
09:09 Surviving a Heart Attack at 51
15:06 Growing Up With Dyslexia & Facing School Bullies
18:25 Breaking Into the Music Industry at 18
22:58 Street Marketing: Building a Music Industry Network
25:37 Promoting Records in New York’s Nightclubs
28:48 Finding Hit Songs Through Audience Feedback
30:20 Fatback Band’s “I Found Lovin’” & Radio Promotion
32:53 A Rap Cartoon & a $500K Music Deal
35:33 Why Steve Rifkind’s $500K Deal Fell Apart
37:03 How Steve Rifkind Began Managing New Edition
41:45 Loud Records, Wu-Tang Clan & Fat Joe
45:18 Independent Artists: Building Without a Record Label
46:39 Discovering Music Talent & Understanding Your AudienceHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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59 min
She Spent $3 Million on a Machine to Make Water
Episode 185
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell
What makes an entrepreneur spend $3 million on a machine to produce water? Patriox founder Teresa Reile joins Ross Mandell on Going Public to discuss the production equipment she says cost $3 million, her oxygen-rich water business, and the journey from meeting an inventor in Hungary to bringing the product to the United States.
Teresa shares her entrepreneurial background, including the 48 companies she says she and her former husband owned. The conversation explores commercial rights, product pricing, and the plans discussed at recording for manufacturing in Georgia and a wellness spa in Florida. Ross and Teresa examine how a personal experience became the motivation for a new business venture.
The interview also covers Teresa’s accounts of prison rehabilitation work in Mexico, community projects in Buffalo, and her personal health journey. Join Going Public with Ross Mandell for a conversation about entrepreneurship, product development, and building a wellness brand. Medical statements and testimonials reflect the speakers’ claims and experiences; this interview does not establish their effectiveness or provide medical advice.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
📲 Follow Teresa On Instagram
https://instagram.com/prbytr?xtok=MXgwOXN1Z2EwcDY1cw%3D%3D
⏱️ Chapters
00:00 Meet Teresa Reile, Founder of Patriox
03:44 Owning 48 Companies: Teresa’s Entrepreneurial Background
07:52 Inside Mexico’s Prisons: Rehabilitation and Second Chances
15:10 Tackling Gang Violence and Rebuilding Homes in Buffalo
21:01 What Is Patriox Oxygen Water?
22:44 Teresa’s Cancer Surgery and Personal Health Journey
26:13 Discovering Oxygen Water and Traveling to Hungary
30:39 Partnering With the Inventor Behind Patriox
35:27 Oxygen Water Research: Teresa’s Account
37:39 The $3 Million Water Machine and Exclusive Business Rights
40:19 Patriox Pricing and Plans for a Florida Wellness Spa
44:53 Teresa’s Personal Experience With Oxygen Water
49:56 Oxygen and Mitochondria: Teresa’s Perspective
51:43 Bringing Patriox Manufacturing to the United States
54:35 Ross and Teresa Discuss the Business of Healthcare
57:45 Where to Find Patriox and the Meaning Behind Its Name
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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15 min
The One Stock That Could Win the AI Agent Race
Episode 184
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell
Could Okta stock benefit from the AI agent boom? In this episode of Going Public with Ross Mandell, Ross explores why identity security could become increasingly important as autonomous AI agents access company data, execute tasks, and interact with sensitive systems. Learn why he’s watching OKTA stock and believes the company’s opportunity could extend far beyond passwords and single sign-on.
The discussion covers Okta’s Auth0 acquisition, workforce and customer identity, and the expanding need to secure machines and AI agents. Ross breaks down Okta’s earnings, subscription revenue, contracted business, free cash flow, and improving profitability, examining whether the company can combine financial discipline with a new market for AI security.
Ross also addresses competition from Microsoft, past security incidents, and the risks of expecting an immediate return to rapid revenue growth. Discover why he believes identity and access management could become a critical part of the AI economy—and what Okta still needs to prove. Subscribe to Going Public for more stock market analysis, cybersecurity stocks, and emerging technology investment themes.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
⏱️ Chapters
00:00 Okta Stock: Who Controls AI Agents?
01:19 What Is Okta? Identity Security Explained
02:55 Okta’s Auth0 Acquisition: Workforce vs. Customer Identity
03:55 AI Agents and the Future of Identity Security
05:22 How Okta Could Secure the AI Workforce
06:26 Okta Earnings: Revenue Growth and Contracted Business
07:25 Okta’s Enterprise Customers and Switching Costs
08:05 Okta Free Cash Flow, Profitability and Growth Outlook
09:59 Okta Stock Risks: Microsoft Competition and Security Incidents
10:46 Why AI Could Multiply Demand for Identity Security
13:17 OKTA Stock Analysis: Is the AI Opportunity Priced In?
14:43 Join Ross Mandell on Patreon
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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12 min
NVIDIA's $235 Billion Buyback: What Does Jensen Huang Know?
Episode 183
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellWhat does NVIDIA’s $235 billion stock buyback authorization reveal about its future? In this episode of Going Public with Ross Mandell, Ross breaks down NVIDIA stock, Jensen Huang’s strategy, and why he views the expanded share repurchase program as a powerful bullish signal. Explore how the company’s AI business could support both continued growth and substantial returns of capital to shareholders.
Learn how stock buybacks can affect earnings per share, share count, and shareholder value. Ross examines NVIDIA’s free cash flow, stock-based compensation, valuation, and the AI infrastructure spending driving demand for its chips. He also explains why earnings growth matters when evaluating NVDA stock and compares NVIDIA’s approach with Apple’s buyback history.
From NVIDIA’s beginnings at Denny’s to its expansion into robotics, networking, and automotive technology, this episode explores the company’s evolution and the challenges ahead. Ross addresses concerns about AI spending and semiconductor boom-and-bust cycles while explaining why NVIDIA remains his biggest stock position. Subscribe to Going Public for more stock market analysis, AI stocks, and investing insights with Ross Mandell.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 NVIDIA Stock: The $235 Billion Buyback Story
01:05 NVIDIA’s Origins: Jensen Huang and the AI Revolution
02:16 NVIDIA’s $235 Billion Stock Buyback Plan
02:54 How Stock Buybacks Affect Earnings per Share
04:23 NVIDIA Free Cash Flow and AI Infrastructure Demand
05:25 NVIDIA Buyback Math: Share Count and Stock Dilution
06:17 What NVIDIA’s Buyback Signals About Its Future
07:02 NVIDIA Stock Valuation: Earnings Growth and P/E Ratio
07:54 NVIDIA vs. Apple: Buybacks and Shareholder Returns
08:56 NVIDIA Stock Risks: AI Spending and Chip Cycles
09:55 Why Ross Mandell Is Bullish on NVIDIA StockHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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15 min
Eli Lilly Stock: Why the Weight-Loss Boom Is Just Beginning
Episode 182
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellIs Eli Lilly stock still in the early stages of the weight-loss boom? In this episode of Going Public with Ross Mandell, Ross breaks down his bullish outlook on LLY stock and explains why Mounjaro and Zepbound could be just the beginning. Explore how diabetes treatments, obesity drugs, and the growing GLP-1 market fit into his investment thesis.
The discussion covers oral weight-loss treatments such as orforglipron, retatrutide’s clinical development, and Lilly’s plans to expand manufacturing and reach more patients worldwide. Ross examines the company’s earnings, revenue growth, and drug pipeline, explaining why he sees an opportunity extending beyond today’s blockbuster injections.
Ross also addresses Eli Lilly’s stock pullback, valuation, competition from Novo Nordisk and other drugmakers, and the execution risks investors should watch. Learn which developments he’s tracking—from clinical trial results and international expansion to production capacity and financial guidance—and why a strong business still needs to justify its stock price. Subscribe to Going Public for more stock market analysis, healthcare stocks, and emerging investment themes.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Eli Lilly Stock: The Next Phase of the Weight-Loss Boom
01:13 Eli Lilly’s History: From Insulin to Obesity Drugs
02:16 Mounjaro and Zepbound: Eli Lilly’s Revenue Growth
03:21 Orforglipron: The Oral Weight-Loss Pill Opportunity
05:20 Eli Lilly’s Manufacturing Expansion
06:12 Retatrutide Clinical Trials: The Triple-Action Obesity Drug
07:43 GLP-1 Research: New Data and Combination Treatments
08:22 Eli Lilly’s Drug Pipeline Beyond Weight Loss
09:07 LLY Stock Pullback and Revenue Guidance
10:16 Eli Lilly Stock Valuation and Novo Nordisk Competition
11:30 Why Ross Mandell Is Bullish on Eli Lilly Stock
13:18 Eli Lilly Stock: Key Catalysts and Risks to Watch
14:07 Why the Weight-Loss Boom Could Be Just BeginningHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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17 min
Ouster vs The AI Giants: Why I’m Buying Now
Episode 181
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCould Ouster stock benefit from the rise of physical AI? In this episode of Going Public with Ross Mandell, Ross explains why he owns OUST and how digital lidar gives robots, drones, and autonomous machines the ability to “see.” Explore his investment thesis as artificial intelligence expands into factories, farms, warehouses, and smart infrastructure.
The conversation covers Ouster’s Velodyne merger, revenue growth, Rev8 native color lidar, and support for the NVIDIA Jetson ecosystem. Ross examines autonomous agriculture through John Deere’s GUSS subsidiary, drone inspection, and industrial automation, explaining why he believes Ouster’s opportunity extends well beyond self-driving cars.
Ross also breaks down the OUST stock pullback, capital raises, shareholder dilution, competition, and the path toward profitability. Learn which customer deployments, software opportunities, margins, and earnings trends he’s watching—and why he remains bullish while acknowledging the risks. Subscribe to Going Public for more stock market analysis and insights into AI stocks, robotics, and emerging technology.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Ouster Stock: The Eyes of Physical AI
01:11 What Is Ouster? Lidar Technology Explained
04:18 Ouster’s Velodyne Merger Explained
06:25 Physical AI: Robotics and Industrial Automation
07:48 Ouster and John Deere’s GUSS: Autonomous Farming
08:27 Ouster Lidar for Drone Mapping and Inspection
09:26 Ouster Rev8: Native Color Lidar Explained
10:11 Ouster and NVIDIA Jetson: Robotics and Edge AI
11:09 OUST Stock Pullback: Price vs. Business Performance
13:01 Ouster Stock Risks and the Path to ProfitabilityHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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23 min
Why Uber Stock Could Be the Biggest Winner in Autonomous Vehicles
Episode 180
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCould Uber stock benefit from the robotaxi revolution? In this episode of Going Public with Ross Mandell, Ross breaks down Uber’s robotaxi strategy and why investors may be underestimating its future. This Uber stock analysis explores how its customer base, transportation network, and growing free cash flow could position the company for the next era of autonomous vehicles.
The discussion covers Uber earnings, insider buying, and autonomous vehicle partnerships involving Waymo, Zoox, Nuro, Lucid, and Rivian. Ross also examines Aurora Innovation and Uber Freight, explaining how driverless trucks could expand the opportunity beyond robotaxis. Discover why he believes Uber can benefit from multiple self-driving companies by connecting their vehicles with paying customers.
Ross weighs his bullish Uber stock outlook against competition from Tesla and Waymo, regulatory hurdles, capital spending, and the possibility that autonomous operators bypass Uber’s platform. Learn which financial results and deployment milestones he’s watching as this investment thesis develops. Subscribe to Going Public for more stock market analysis, and join Ross on Patreon for ongoing investing discussions.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Uber Stock: The Robotaxi Opportunity
02:02 Uber Earnings and Free Cash Flow Growth
02:57 Uber’s Customer Network and Data Advantage
04:10 Why Robotaxi Companies Could Need Uber
07:21 Robotaxis and Human Drivers: Uber’s Hybrid Network
08:07 Aurora and Uber Freight: Driverless Trucking
10:13 Uber’s Robotaxi Partnerships: Lucid, Nuro and Zoox
11:19 Uber and Rivian: Autonomous R2 Robotaxi Plans
12:29 Uber Stock Pullback: Price vs. Business Performance
13:10 Tesla and Waymo: Threats to Uber’s Future?
14:38 Uber Insider Buying: CEO Dara Khosrowshahi’s Investment
15:54 Uber Stock Analysis: Key Metrics to Watch
17:46 Autonomous Vehicle Rollouts and Uber’s Global Advantage
20:06 Uber Stock Risks: Competition, Spending and Regulation
21:10 Why Ross Mandell Is Bullish on Uber Stock
22:34 Join Ross Mandell on PatreonHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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24 min
Meta Stock: Can AI Agents Transform Its Advertising Empire?
Episode 179
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCan Meta Platforms (NASDAQ: META) turn its advertising empire into an even bigger AI business? In this episode of Going Public with Ross Mandell, Ross breaks down his Meta stock investment thesis and explores how AI agents could create new revenue opportunities across Facebook, Instagram, WhatsApp, and Messenger.
The conversation covers Meta’s Muse AI agent, digital advertising, subscriptions, business automation, and the potential to connect product discovery directly to purchases. Ross explains why he sees the company’s billions of users, established platforms, and advertising cash flow as advantages in the race to monetize artificial intelligence and online commerce.
Ross also examines the risks behind his bullish outlook, including heavy AI spending, competition, regulation, and lessons from Reality Labs. Discover why he owns Meta as a long-term investment and what he’s watching as its business evolves. Subscribe to Going Public for more stock market analysis, and join Wall Street Confidential on Patreon for deeper investing discussions.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Meta Stock: The AI Investment Opportunity
01:22 Meta Muse Explained: AI Agents vs. Chatbots
03:04 Meta’s AI Advantage: Billions of Users
03:54 JPMorgan’s Meta Stock Upgrade
04:26 Meta’s AI Subscriptions and New Revenue Streams
05:59 Meta Advertising Revenue and AI Growth
08:22 Meta Muse and the Future of AI Shopping
10:36 Meta Stock Valuation and Earnings Expectations
11:50 Meta AI Risks: Spending, Competition and Regulation
13:38 Mark Zuckerberg’s AI Strategy and Reality Labs
15:03 How Meta Could Monetize AI Agents
17:23 Meta vs. AI Startups: The Distribution Advantage
19:03 Why Ross Mandell Owns Meta Stock Long Term
20:58 Meta’s AI Spending: Lessons From Amazon and AWS
23:00 Meta Stock Outlook: The Next Five Years
23:29 Wall Street Confidential on PatreonHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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26 min
Driverless Trucks vs. The Bottom Line: Can Aurora Win the Long Haul?
Episode 178
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCan Aurora Innovation (NASDAQ: AUR) turn driverless trucks into a profitable business? On this episode of Going Public with Ross Mandell, Ross breaks down the Aurora stock investment thesis and explains how autonomous trucking could transform freight transportation, reduce operating costs, and create a major opportunity for AI investors.
Ross explores the Aurora Driver, FirstLight lidar technology, and the company’s relationships with Uber Freight, PACCAR, and Volvo. From commercial freight operations to the potential of a driver-as-a-service business model, he examines how self-driving trucks could increase fleet productivity and why scaling the business is Aurora’s next major challenge.
The opportunity comes with significant risks. Ross discusses Uber’s share sales, Aurora’s cash burn, potential shareholder dilution, and the safety and regulatory hurdles facing autonomous vehicles. Learn why he remains bullish on Aurora’s long-term potential and which financial and operational milestones he’s watching. Subscribe to Going Public for more stock market analysis, AI investing discussions, and company breakdowns.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Aurora Innovation Stock: The Driverless Truck Opportunity
01:59 Aurora’s Founders and the Autonomous Trucking Market
04:11 Uber’s Investment in Aurora Innovation
06:26 Autonomous Trucking vs. Robotaxis
08:28 Aurora Driver: PACCAR and Volvo Partnerships
09:36 FirstLight Lidar: How Driverless Trucks See
11:04 Commercial Driverless Trucks and Aurora’s Expansion Plans
12:18 Aurora’s Driver-as-a-Service Business Model
12:52 Aurora Stock Risks: Cash Burn and Operating Losses
14:27 Aurora’s 2026 Revenue Outlook and Growth Potential
15:30 Uber’s Aurora Stock Sales Explained
17:34 Building an Autonomous Trucking Network
19:18 Uber Freight and Aurora’s Driverless Partnership
20:33 AUR Stock Outlook: Why Ross Mandell Is Bullish
22:51 Aurora Growth Metrics Investors Should Watch
24:07 Driverless Truck Safety and Public TrustHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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21 min
Don't Miss This: Bloom Energy and the AI Power Boom
Episode 177
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCould Bloom Energy stock (NYSE: BE) become a major winner of the AI power boom? On Going Public with Ross Mandell, Ross examines how artificial intelligence and data center expansion are driving demand for electricity—and why Bloom’s solid oxide fuel cells and on-site power generation could give it an advantage.
From the Oracle partnership to Brookfield’s AI infrastructure financing, Ross breaks down the developments reshaping Bloom Energy’s investment story. The discussion covers revenue growth, the company’s planned S&P 500 inclusion, and why delivering power quickly could become a competitive advantage as AI infrastructure expands.
Ross also examines BE stock’s valuation, profit margins, manufacturing capacity, cash flow, and competition across the energy sector. Can Bloom turn growing demand into lasting earnings growth? Watch the full episode for the opportunities and risks behind this AI energy stock, and subscribe to Going Public for more stock market analysis and investing insights.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 AI Power Shortage: Why Bloom Energy Matters
03:18 How Bloom Energy’s Solid Oxide Fuel Cells Work
04:19 Bloom Energy Stock: From Clean Energy to AI Infrastructure
06:47 Bloom Energy’s Oracle Partnership Explained
09:27 Bloom Energy Earnings and 2026 Revenue Guidance
12:20 BE Stock Valuation: Opportunity and Risk
13:22 Can Bloom Energy Scale? Manufacturing, Margins and Cash Flow
14:00 AI Energy Competition: Fuel Cells, Nuclear and Natural Gas
14:54 AI Infrastructure Investing Beyond Semiconductor Stocks
16:02 Bloom Energy Stock Outlook: Growth vs. Expectations
17:38 Oracle and Brookfield: What Comes Next for Bloom Energy?
19:10 Bloom Energy Investment Thesis: What Ross Is Watching
20:14 Live Stock Market Analysis with Ross MandellHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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22 min
Goldman Sachs and the IPO Scam: What They Don't Tell You
Episode 176
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellCould Goldman Sachs be one of the biggest winners of the IPO boom? In this episode of Going Public with Ross Mandell, Ross breaks down Goldman Sachs stock (GS) and the business behind the headlines: collecting fees when companies go public, raise capital, and make deals.
Explore how IPO underwriting, mergers and acquisitions, institutional trading, and asset management contribute to Goldman's earnings. Ross discusses SpaceX, SB Energy, and AI infrastructure financing while explaining why a single IPO can create years of business for an investment bank.
Ross also examines stock valuation, capital requirements, market volatility, and the risks that could challenge his bullish outlook. This Goldman Sachs stock analysis explains what he looks for in an entry point and why even a great company can be a poor investment at the wrong price.
Topics Covered:
Goldman Sachs stock (GS) and the IPO market
How investment banks earn underwriting fees
SpaceX, SB Energy, and AI infrastructure
Mergers and acquisitions (M&A)
Trading revenue and market volatility
Asset and wealth management
Earnings, valuation, and bank regulation
Investment risks and buying on weaknessAbout Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 Goldman Sachs: The IPO Cash Machine
01:14 Goldman Sachs Stock vs. the S&P 500
04:18 Goldman Sachs Earnings Breakdown
07:22 Goldman’s IPO History: Ford, Microsoft & More
09:22 SpaceX, SB Energy & the IPO Market
12:35 Goldman Sachs Stock Valuation & Earnings Potential
15:01 Bank Regulation & Potential Capital Relief
17:17 Goldman Sachs Stock: The Investment Thesis
21:08 Ross Mandell’s Patreon & Investing CommunityHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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20 min
The AI Stock You Need to Watch Right Now (It's Not Nvidia)
Episode 175
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellIn this episode of Going Public with Ross Mandell, Ross delivers a deep dive into Micron Technology (NASDAQ: MU) and explains why he believes Micron stock could be one of the most overlooked AI stocks in the market. While Nvidia and other semiconductor companies dominate the artificial intelligence conversation, Ross argues that the AI revolution cannot function without one critical component: memory. He breaks down Micron’s role in the booming AI infrastructure market, why high-bandwidth memory (HBM) has become essential for advanced AI processors and data centers, and why increasing demand for memory could fundamentally change the way Wall Street values Micron.
Ross examines the history of MU stock, Micron’s highly cyclical past, and why the current AI memory boom may represent something different from previous semiconductor cycles. He explains how HBM, DRAM, AI servers, data centers, AI PCs, smartphones, autonomous vehicles, and robotics are creating massive new demand for advanced memory. Ross also discusses the relationship between supply constraints and pricing power, why semiconductor manufacturing capacity cannot be expanded overnight, and how Micron could benefit as AI infrastructure spending continues to accelerate. He also explains why the AI investment opportunity goes far beyond Nvidia and why companies supplying the critical infrastructure behind artificial intelligence may become some of the biggest winners of the AI boom.
Finally, Ross breaks down his bullish Micron stock analysis while addressing the risks investors need to understand ahead of Micron’s upcoming earnings. He discusses competition from SK Hynix and Samsung, the risks of semiconductor oversupply, geopolitical exposure, capital expenditures, HBM adoption, pricing, margins, and the dangers of chasing a stock simply because its price has already moved higher. Ross explains what he will be watching in Micron earnings, why investors should focus on future demand and economics rather than a single quarterly number, and why he believes AI may have permanently increased the strategic importance of memory. For investors researching Micron stock, MU stock prediction, AI stocks, semiconductor stocks, HBM memory, Nvidia alternatives, Micron earnings, and artificial intelligence investing, this episode breaks down the bull case, the risks, and the long-term opportunity.
Topics Covered
Micron stock analysis and MU stock outlook
Why Micron could be an overlooked AI stock
Micron Technology and the artificial intelligence revolution
Why AI needs high-bandwidth memory (HBM)
Ross Mandell’s bullish thesis on Micron
Why Wall Street may need to revalue Micron
The future of MU stock and AI memory demand
Artificial intelligence stocks and semiconductor investing
Why “where intelligence goes, memory follows”This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 — Micron Stock: The Overlooked AI Memory Opportunity
02:34 — Micron Stock History: Booms, Crashes and Memory Cycles
05:00 — AI Changes Everything: HBM Memory Explained
07:10 — Micron Earnings, Revenue Growth and Profit Margins
08:47 — Why the AI Boom Is Bigger Than Nvidia
11:44 — Market Risks, AI Valuations and September Volatility
13:02 — Micron Risks: Samsung, SK Hynix, Oversupply and Taiwan
14:07 — What Ross Is Watching in Micron’s September 30 Earnings
15:33 — Ross Mandell’s Bullish Micron Stock Thesis
17:51 — The AI Gold Rush: Why Micron Could Be a Major WinnerHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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20 min
IONQ Stock Analysis: Don't Buy Until You See This
Episode 174
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellIn this episode of Going Public with Ross Mandell, Ross delivers a deep IONQ stock analysis and explains why he believes IonQ could become one of the most important quantum computing companies in the market. Ross traces IonQ’s story from the early development of trapped-ion quantum computing to becoming the first publicly traded pure-play quantum computing company. He also explains why IONQ stock has experienced extreme volatility, falling from roughly $31 to near $3 before eventually recovering, and why he believes investors need to separate short-term stock price movements from the long-term potential of quantum computing technology.
Ross breaks down how IonQ’s trapped-ion quantum computers differ from the superconducting systems being developed by companies such as IBM and Google, including IonQ’s focus on qubit fidelity, connectivity, error correction, and scalability. He also examines IonQ’s aggressive expansion strategy, including its acquisitions of Oxford Ionics, SkyWater Technology, ID Quantique, Capella Space, Vector Atomic, and other companies designed to build a vertically integrated quantum computing ecosystem. Ross discusses IonQ’s reported revenue growth, cash position, government and defense-related work, semiconductor manufacturing capabilities, DARPA contract, and the company’s roadmap toward significantly larger quantum processors.
Finally, Ross gives his IONQ stock prediction and explains why his high-end price target is $100, while also addressing the substantial risks facing investors. IonQ continues to lose significant amounts of money, dilution remains a concern, valuations are aggressive, and the stock has already demonstrated that it can move 40% or more in a short period of time. Ross also discusses Q-Day, quantum encryption, cybersecurity, quantum computing stocks, position sizing, long-term investing, and why he believes the greatest opportunity may exist during the period when a transformative technology is real but the market still questions whether it will succeed. This episode is essential viewing for investors researching IONQ stock, quantum computing stocks, IONQ stock predictions, quantum computing investing, and the future of computing.
Topics Covered
IONQ stock analysis and IONQ stock prediction
Could IONQ stock reach $100?
Ross Mandell’s long-term IonQ investment thesis
What quantum computing actually does
Trapped-ion quantum computing explained
IonQ vs. IBM and Google quantum computers
Why qubit fidelity matters
Quantum optimization, logistics and climate modeling
Risks of investing in quantum computing stocks
IONQ stock volatility, dilution and valuation
Position sizing and long-term investment strategy
Why Ross believes IonQ could become a generational technology company
The future of IONQ, quantum computing and quantum stocksAbout Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 — IONQ Stock and the Quantum Computing Revolution
03:51 — IONQ Stock Crashes From $31 to $3
05:58 — Quantum Computing Explained in 90 Seconds
08:25 — Why IonQ Could Beat Other Quantum Computing Companies
11:13 — Why IonQ Bought SkyWater Technology for $1.8 Billion
15:43 — IONQ Stock Prediction: Could It Reach $100?
17:22 — Position Sizing, Volatility and How to Invest in Quantum StocksHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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26 min
The Most Underestimated AI Stock Isn’t Nvidia — It’s Amazon
Episode 173
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellIn this episode of Going Public with Ross Mandell, Ross breaks down why he believes Amazon stock (AMZN) may be one of the most underestimated artificial intelligence stocks in the market. While investors continue focusing on Nvidia, Microsoft, Alphabet, and other major AI stocks, Ross argues that Amazon is quietly building an AI ecosystem across Amazon Web Services (AWS), cloud computing, artificial intelligence infrastructure, proprietary AI chips, advertising, logistics, and autonomous transportation. He explains why looking at Amazon as simply an e-commerce company could cause investors to miss the much larger investment story developing beneath the surface.
Ross takes a deeper look at AWS growth, Amazon’s AI infrastructure spending, Anthropic and Claude, Amazon Bedrock, Trainium and Graviton chips, and the enormous demand for cloud computing created by the AI boom. He explains how Amazon’s investment in Anthropic could potentially create value across several layers at once—from its ownership interest in the AI company to Anthropic purchasing AWS computing capacity and using Amazon’s custom chips. Ross also examines Amazon’s growing advertising business, operating income, capital expenditures, free cash flow, and the key financial metrics investors should watch when evaluating AMZN stock beyond headline earnings.
Finally, Ross explains why he remains bullish on Amazon while also addressing the risks facing the company, including massive AI capital expenditures, competition from Microsoft Azure and Google Cloud, changing Anthropic valuations, economic weakness, and the possibility of slower AWS growth. He discusses potential Amazon stock price targets, the importance of distinguishing a temporary stock pullback from deterioration in the underlying business, and why Amazon could become a major “picks and shovels” winner of the AI revolution. For investors searching for Amazon stock analysis, AMZN stock predictions, AI stocks to watch, AWS growth, Anthropic stock exposure, or long-term technology investing, this episode offers Ross Mandell’s full investment thesis on one of Wall Street’s biggest companies.
Topics Covered
Amazon stock analysis and the long-term AMZN investment thesis
Why Amazon could be an underestimated AI stock
Amazon vs. Nvidia, Microsoft and Alphabet in artificial intelligence
Amazon Web Services (AWS) growth and profitability
How AI demand is driving cloud computing and data-center expansion
Amazon’s massive investment in AI infrastructure
Amazon’s investment in Anthropic
Anthropic, Claude AI and Amazon Web Services
How Amazon Bedrock fits into the generative AI ecosystem
Amazon Trainium AI chips and Graviton processors
Why Amazon wants alternatives to complete dependence on Nvidia chips
AWS contracted demand and Amazon’s capital expenditures
Amazon operating income, earnings quality and free cash flow
Amazon’s rapidly growing advertising business
Zoox, robotaxis and autonomous transportation
Amazon vs. Microsoft Azure and Google Cloud
Risks facing Amazon and AWS investors
Amazon stock valuation and potential price targets
Why stock pullbacks can create investment opportunities
Ross Mandell’s outlook for Amazon stock and the AI boomAbout Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/⏱️ Chapters
00:00 — Why Amazon Could Be the Most Underestimated AI Stock
02:43 — Amazon Stock Price, PullbHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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1 hr 6 min
She Built a $32M Deal from Pure Pressure
Episode 172
Show notes
Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandellIn this episode of Going Public with Ross Mandell, Ross sits down with Melissa Butterworth, founder of Advanced Strategic Partners, to break down the world of mergers and acquisitions, business acquisition, buying and selling businesses, medical diagnostics, entrepreneurship, and building wealth through deal-making. Melissa shares how she went from growing up on a dairy farm in Virginia to becoming a top producer in medical sales before getting fired — a moment that pushed her into building her own path in M&A.
Melissa explains how she found a gap in the laboratory and medical diagnostics industry, built relationships, found her first client, and closed her first major lab deal for $32 million, earning roughly $3.2 million from that transaction. She also discusses larger deals in the industry, including a deal close to $200 million, and gives insight into how successful business acquisitions, deal structure, buyer needs, equity, brokerage fees, and strategic partnerships work behind the scenes.
This conversation is also about resilience, discipline, faith, purpose, overcoming fear, women in business, and turning pain into success. Melissa opens up about being bullied, surviving a severe childhood accident, losing her father, starting a ministry, writing her book Clues, and helping women find their purpose through her Mel B Warrior for Women platform.
Topics Covered:
Mergers and acquisitions explained
How to buy and sell businesses
Melissa Butterworth’s $32 million M&A deal
Business acquisition and deal structure
Medical diagnostics, labs, and Labcorp
From getting fired to building an M&A business
Advanced Strategic Partners
Equity, brokerage fees, and strategic buyers
Women in business and entrepreneurship
How to turn pain into purpose
Discipline, fear, ego, and success
Melissa’s book Clues
Faith, ministry, and finding your purpose
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/📲 Follow Melissa on Instagram
https://www.instagram.com/melissacbutterworth?igsi=MW5kbWc5dWFzM2ZpcA==⏱️ Chapters
00:00 — Melissa Butterworth: Mergers, Acquisitions and Turning Pain Into Success
04:19 — Being Bullied, Standing Out and Building Confidence Through Sports
10:03 — Moving to Florida, College Life and Escaping Anxiety
15:00 — Turning Pain Into Purpose and Becoming Mel B Warrior for Women
20:37 — Medical Sales, Burn Victims, Labcorp and the Diagnostics Industry
25:51 — The $32 Million Lab Deal That Launched Her M&A Career
35:50 — Advanced Strategic Partners and Why Every Great Deal Almost Dies
40:07 — Ministry, Faith and Helping Women Find Their Purpose
49:45 — Why Ego Destroys Wealth, Success and Entrepreneurs
55:07 — Discipline vs Motivation: The Trait Every Millionaire Needs
1:01:03 — Melissa Butterworth’s Book Clues and the Hero’s Journey
1:05:01 — Melissa Butterworth’s Five-Year Vision for Global ImpactHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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