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. 3d ago

    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

  2. 6d ago

    NVIDIA's $235 Billion Buyback: What Does Jensen Huang Know?

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator What 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/ ⏱️ Chapters00:00 NVIDIA Stock: The $235 Billion Buyback Story01:05 NVIDIA’s Origins: Jensen Huang and the AI Revolution02:16 NVIDIA’s $235 Billion Stock Buyback Plan02:54 How Stock Buybacks Affect Earnings per Share04:23 NVIDIA Free Cash Flow and AI Infrastructure Demand05:25 NVIDIA Buyback Math: Share Count and Stock Dilution06:17 What NVIDIA’s Buyback Signals About Its Future07:02 NVIDIA Stock Valuation: Earnings Growth and P/E Ratio07:54 NVIDIA vs. Apple: Buybacks and Shareholder Returns08:56 NVIDIA Stock Risks: AI Spending and Chip Cycles09:55 Why Ross Mandell Is Bullish on NVIDIA Stock Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    NVIDIA's $235 Billion Buyback: What Does Jensen Huang Know?

  3. Oct 1

    Eli Lilly Stock: Why the Weight-Loss Boom Is Just Beginning

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Is 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/ ⏱️ Chapters00:00 Eli Lilly Stock: The Next Phase of the Weight-Loss Boom01:13 Eli Lilly’s History: From Insulin to Obesity Drugs02:16 Mounjaro and Zepbound: Eli Lilly’s Revenue Growth03:21 Orforglipron: The Oral Weight-Loss Pill Opportunity05:20 Eli Lilly’s Manufacturing Expansion06:12 Retatrutide Clinical Trials: The Triple-Action Obesity Drug07:43 GLP-1 Research: New Data and Combination Treatments08:22 Eli Lilly’s Drug Pipeline Beyond Weight Loss09:07 LLY Stock Pullback and Revenue Guidance10:16 Eli Lilly Stock Valuation and Novo Nordisk Competition11:30 Why Ross Mandell Is Bullish on Eli Lilly Stock13:18 Eli Lilly Stock: Key Catalysts and Risks to Watch14:07 Why the Weight-Loss Boom Could Be Just Beginning Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Eli Lilly Stock: Why the Weight-Loss Boom Is Just Beginning

  4. Sep 28

    Ouster vs The AI Giants: Why I’m Buying Now

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Could 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/ ⏱️ Chapters00:00 Ouster Stock: The Eyes of Physical AI01:11 What Is Ouster? Lidar Technology Explained04:18 Ouster’s Velodyne Merger Explained06:25 Physical AI: Robotics and Industrial Automation07:48 Ouster and John Deere’s GUSS: Autonomous Farming08:27 Ouster Lidar for Drone Mapping and Inspection09:26 Ouster Rev8: Native Color Lidar Explained10:11 Ouster and NVIDIA Jetson: Robotics and Edge AI11:09 OUST Stock Pullback: Price vs. Business Performance13:01 Ouster Stock Risks and the Path to Profitability Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Ouster vs The AI Giants: Why I’m Buying Now

  5. Sep 24

    Why Uber Stock Could Be the Biggest Winner in Autonomous Vehicles

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Could 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/ ⏱️ Chapters00:00 Uber Stock: The Robotaxi Opportunity02:02 Uber Earnings and Free Cash Flow Growth02:57 Uber’s Customer Network and Data Advantage04:10 Why Robotaxi Companies Could Need Uber07:21 Robotaxis and Human Drivers: Uber’s Hybrid Network08:07 Aurora and Uber Freight: Driverless Trucking10:13 Uber’s Robotaxi Partnerships: Lucid, Nuro and Zoox11:19 Uber and Rivian: Autonomous R2 Robotaxi Plans12:29 Uber Stock Pullback: Price vs. Business Performance13:10 Tesla and Waymo: Threats to Uber’s Future?14:38 Uber Insider Buying: CEO Dara Khosrowshahi’s Investment15:54 Uber Stock Analysis: Key Metrics to Watch17:46 Autonomous Vehicle Rollouts and Uber’s Global Advantage20:06 Uber Stock Risks: Competition, Spending and Regulation21:10 Why Ross Mandell Is Bullish on Uber Stock22:34 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.

    Why Uber Stock Could Be the Biggest Winner in Autonomous Vehicles

  6. Sep 21

    Meta Stock: Can AI Agents Transform Its Advertising Empire?

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Can 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/ ⏱️ Chapters00:00 Meta Stock: The AI Investment Opportunity01:22 Meta Muse Explained: AI Agents vs. Chatbots03:04 Meta’s AI Advantage: Billions of Users03:54 JPMorgan’s Meta Stock Upgrade04:26 Meta’s AI Subscriptions and New Revenue Streams05:59 Meta Advertising Revenue and AI Growth08:22 Meta Muse and the Future of AI Shopping10:36 Meta Stock Valuation and Earnings Expectations11:50 Meta AI Risks: Spending, Competition and Regulation13:38 Mark Zuckerberg’s AI Strategy and Reality Labs15:03 How Meta Could Monetize AI Agents17:23 Meta vs. AI Startups: The Distribution Advantage19:03 Why Ross Mandell Owns Meta Stock Long Term20:58 Meta’s AI Spending: Lessons From Amazon and AWS23:00 Meta Stock Outlook: The Next Five Years23:29 Wall Street Confidential on Patreon Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Meta Stock: Can AI Agents Transform Its Advertising Empire?

  7. Sep 17

    Driverless Trucks vs. The Bottom Line: Can Aurora Win the Long Haul?

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Can 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/ ⏱️ Chapters00:00 Aurora Innovation Stock: The Driverless Truck Opportunity01:59 Aurora’s Founders and the Autonomous Trucking Market04:11 Uber’s Investment in Aurora Innovation06:26 Autonomous Trucking vs. Robotaxis08:28 Aurora Driver: PACCAR and Volvo Partnerships09:36 FirstLight Lidar: How Driverless Trucks See11:04 Commercial Driverless Trucks and Aurora’s Expansion Plans12:18 Aurora’s Driver-as-a-Service Business Model12:52 Aurora Stock Risks: Cash Burn and Operating Losses14:27 Aurora’s 2026 Revenue Outlook and Growth Potential15:30 Uber’s Aurora Stock Sales Explained17:34 Building an Autonomous Trucking Network19:18 Uber Freight and Aurora’s Driverless Partnership20:33 AUR Stock Outlook: Why Ross Mandell Is Bullish22:51 Aurora Growth Metrics Investors Should Watch24:07 Driverless Truck Safety and Public Trust Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Driverless Trucks vs. The Bottom Line: Can Aurora Win the Long Haul?

  8. Sep 14

    Don't Miss This: Bloom Energy and the AI Power Boom

    Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Could 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 Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/ ⏱️ Chapters00:00 AI Power Shortage: Why Bloom Energy Matters03:18 How Bloom Energy’s Solid Oxide Fuel Cells Work04:19 Bloom Energy Stock: From Clean Energy to AI Infrastructure06:47 Bloom Energy’s Oracle Partnership Explained09:27 Bloom Energy Earnings and 2026 Revenue Guidance12:20 BE Stock Valuation: Opportunity and Risk13:22 Can Bloom Energy Scale? Manufacturing, Margins and Cash Flow14:00 AI Energy Competition: Fuel Cells, Nuclear and Natural Gas14:54 AI Infrastructure Investing Beyond Semiconductor Stocks16:02 Bloom Energy Stock Outlook: Growth vs. Expectations17:38 Oracle and Brookfield: What Comes Next for Bloom Energy?19:10 Bloom Energy Investment Thesis: What Ross Is Watching20:14 Live Stock Market Analysis with Ross Mandell Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Don't Miss This: Bloom Energy and the AI Power Boom
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4
out of 5
27 Ratings

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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