Going Public With Ross Mandell

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.

  1. 13h ago

    Lumentum Stock: NVIDIA's $2 Billion Bet on AI's Next Bottleneck

    Join Ross’s Patreon Community for exclusive content and LIVE events  https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator 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 pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Lumentum Stock: NVIDIA's $2 Billion Bet on AI's Next Bottleneck

  2. 4d ago

    Lockheed Martin Stock: A Missile Boom at a Bargain Price?

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorIs 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 Lockheed Martin Stock: A Missile Boom at a Bargain Price?01:01 Why LMT Stock Fell: Defense Budget Uncertainty02:08 Analyst Upgrades & Lockheed Martin’s Stock Rebound03:17 Lockheed Martin Q2 Earnings: Revenue & Cash Flow Growth04:00 The $230 Billion Backlog & Book-to-Bill Ratio Explained05:07 Patriot Missile Demand & U.S. Stockpile Replenishment05:47 Lockheed Martin’s Patriot & THAAD Production Expansion07:27 LMT Stock Valuation: Is 18 Times Earnings Attractive?08:05 Lockheed Martin’s Free Cash Flow & Dividend08:56 Wall Street’s Lockheed Martin Price Targets09:21 LMT Investment Risks: Budget Delays, Margins & Cash Flow11:09 Ross Mandell’s Lockheed Martin Investment Thesis12:00 Q3 Earnings Checklist: Backlog, Cash Flow & Production Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Lockheed Martin Stock: A Missile Boom at a Bargain Price?

  3. Oct 26

    CoreWeave Stock: Founders Cash Out $3.3B, But Is It Time to Buy?

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorCoreWeave 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 CoreWeave Stock: Buying Opportunity or Red Flag?00:59 CoreWeave’s $3.3 Billion Founder Stock Sales Explained01:38 How CoreWeave’s AI Cloud & GPU Business Works02:50 How Much Have CoreWeave’s Founders Sold?03:21 Scheduled Insider Selling & Remaining Founder Ownership04:38 Why Retail Investors Are Buying the CoreWeave Dip05:04 CoreWeave’s Debt Risk & Rising Bond Yields05:51 Goldman Sachs Upgrades CRWV but Cuts Its Price Target06:34 Goldman Sachs’ CoreWeave IPO & Lending Ties07:21 CoreWeave’s Bull Case: GPU Financing & $104B Backlog08:09 CoreWeave Stock Risks: Customer Concentration & GPU Depreciation09:14 What to Watch: Insider Filings, Bond Yields & Earnings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    CoreWeave Stock: Founders Cash Out $3.3B, But Is It Time to Buy?

  4. Oct 22

    Datadog Stock: Is It Too Late to Buy This AI Winner?

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorIs 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 Datadog Stock & the AI Infrastructure Opportunity01:00 Datadog’s Founders & Cloud Monitoring Origins02:09 How Datadog’s Observability Platform Works03:15 Datadog Earnings: Revenue Growth & Free Cash Flow04:02 Datadog’s Land-and-Expand Business Model04:55 How AI Customers Are Driving Datadog’s Growth05:57 Bits AI Tools & AI Agent Monitoring06:39 Datadog’s Growth Beyond AI Companies07:19 DDOG Stock: Valuation, Volatility & Customer Risk08:56 Datadog Revenue Guidance & Growth Outlook09:22 Ross Mandell’s Long-Term Datadog Investment Thesis10:21 Going Public Patreon & Investor Community Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Datadog Stock: Is It Too Late to Buy This AI Winner?

  5. Oct 17

    CrowdStrike Stock: Why the AI Arms Race Is Just Getting Started

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorCould 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 CrowdStrike Stock & the Rise of AI Cyberattacks00:38 South Korean Bank Hacks: How Attackers Are Using AI01:45 How CrowdStrike’s Falcon Cybersecurity Platform Works02:52 CrowdStrike Earnings: Revenue & ARR Growth04:04 Falcon Flex Growth & Customer Adoption04:38 AI Agent Security & the OpenAI Marketplace06:33 CrowdStrike Free Cash Flow & Profitability07:18 The 2024 CrowdStrike Outage & Customer Trust07:52 CRWD Stock Valuation & Investment Risks08:21 Ross Mandell’s Long-Term CrowdStrike Stock Outlook09:13 Key Business Metrics for CrowdStrike Investors Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    CrowdStrike Stock: Why the AI Arms Race Is Just Getting Started

  6. Oct 15

    Steve Rifkind: The $500K Deal That Fell Apart Before New Edition

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorAfter 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/📲 Follow Steve On Instagramhttps://instagram.com/steverifkind?xtok=MXZxZ2JiaHpibzgxYw%3D%3D⏱️ Chapters00:00 Steve Rifkind Interview With Ross Mandell04:53 Spring Records & Steve Rifkind’s Music Industry Roots09:09 Surviving a Heart Attack at 5115:06 Growing Up With Dyslexia & Facing School Bullies18:25 Breaking Into the Music Industry at 1822:58 Street Marketing: Building a Music Industry Network25:37 Promoting Records in New York’s Nightclubs28:48 Finding Hit Songs Through Audience Feedback30:20 Fatback Band’s “I Found Lovin’” & Radio Promotion32:53 A Rap Cartoon & a $500K Music Deal35:33 Why Steve Rifkind’s $500K Deal Fell Apart37:03 How Steve Rifkind Began Managing New Edition41:45 Loud Records, Wu-Tang Clan & Fat Joe45:18 Independent Artists: Building Without a Record Label46:39 Discovering Music Talent & Understanding Your Audience Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. Oct 12

    She Spent $3 Million on a Machine to Make Water

    Join Ross’s Patreon Community for exclusive content and LIVE events  https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator   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   https://patriox.us/   ⏱️ 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 pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. Oct 8

    The One Stock That Could Win the AI Agent Race

    Join Ross’s Patreon Community for exclusive content and LIVE events  https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator   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 pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The One Stock That Could Win the AI Agent Race
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About

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.

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