Going Public With Ross Mandell

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Is 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 Community

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Join Ross’s Patreon Community for exclusive content and LIVE events 
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Could 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 Investors

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After 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 Audience

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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

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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

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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 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 Stock

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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 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 Beginning

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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 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 Profitability

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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 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 Patreon

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 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 Patreon

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