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AI stocks can lose value even when the technology behind them keeps improving. On Going Public with Ross Mandell, Ross breaks down seven investing lessons from the AI stock sell-off and explains why stock valuation matters. Learn how overconfidence, crowded trades, and paying too much can turn enthusiasm for artificial intelligence into costly investment mistakes.

Following the November 5 sell-off that erased roughly $2.9 trillion in S&P 500 market value, Ross discusses NVIDIA, AMD, Micron, and concerns surrounding AI infrastructure spending. The episode explores margin trading, debt financing, portfolio diversification, and overlapping exposure across index funds and technology stocks. Ross also explains the difference between a struggling business and a strong company purchased at the wrong price.

Before buying the dip or reacting to a market correction, hear Ross’s framework for creating an investment plan: understand why you own each stock, what price would justify buying more, and what would cause you to sell. Discover his perspective on panic selling, risk management, and keeping cash available for future opportunities. Subscribe to Going Public with Ross Mandell for more stock market analysis, AI investing discussions, and investor education.

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 The $2.9 Trillion S&P 500 Sell-Off

01:49 What Triggered the AI Stock Sell-Off?

03:25 AI Stock Valuation: The Story vs. the Price

04:27 Bull Market Overconfidence & Crowded AI Trades

05:20 Margin Trading, Leverage & AI Debt Risks

06:21 Portfolio Diversification: Hidden AI Exposure

07:08 Good Companies at Bad Prices: Investing Lessons

08:16 Panic Selling vs. Stock Market Risk Management

09:06 How to Build an Investment Plan Before a Crash

10:08 AI Stock Outlook: Earnings Guidance, Regulation & Debt

10:43 Investor Mindset: Preparing for Market Corrections

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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

He sold his house—and wanted to learn how to invest in the stock market before putting the proceeds to work. On Going Public with Ross Mandell, a Belgian entrepreneur shares why he sought investing education, how mentorship helped him build a stock portfolio, and his experience learning about options trading. It’s a personal look at investing for beginners and the importance of understanding what you’re buying.

Ross and his guest discuss IONQ stock, quantum computing, and the growing demand for AI infrastructure. Hear why IONQ became the guest’s second-largest stock position, what attracted him to the company, and why Ross describes it as a speculative investment. The conversation also covers short selling, Nike’s business decisions, and different approaches to finding opportunities when markets rise or fall.

Beyond stocks, they explore entrepreneurship, American versus European business culture, and their expectations for the future of artificial intelligence. Throughout the episode, the conversation returns to education, taking action, and learning from experience. Subscribe to Going Public with Ross Mandell for more stock market discussions, company analysis, and conversations about building your knowledge as an investor.

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 Ross Mandell’s Investing Mentorship: From Belgium to Florida

02:15 Entrepreneurship, Luxury Rugs & Miami Real Estate

04:28 America vs. Europe: Business, Branding & Politics

09:01 Artificial Intelligence: Fear vs. Opportunity

11:25 Biotech Stocks & a Family’s Investing Experience

13:16 AI in Medicine, Quantum Computing & Longevity

17:53 Investing Communities & Learning Options Trading

21:38 Social Media Gurus, the Tate Brothers & FDC Miami

24:23 IONQ Stock: AI Demand & Quantum Computing

28:19 Short Selling: Why Investors Bet Against Stocks

29:59 Nike Stock: Business Strategy & Selling Put Options

31:33 The Future of Stock Trading: Tokenization & 24/7 Markets

33:15 Social Media Restrictions & European Politics

38:21 Selling His House & Learning to Invest in Stocks

41:08 Investor Mindset: Taking Action & Learning From Failure

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

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The Anthropic IPO raises a crucial question: is the company behind Claude AI worth buying at its opening price? On Going Public with Ross Mandell, Ross analyzes Anthropic’s rapid revenue growth, enterprise adoption, and valuation to explain why a great business can still be a poor investment at the wrong price.

Using Anthropic’s initial IPO filing, Ross examines its reported first-half losses, noncash accounting charges, operating cash flow, and expanding customer spending. The discussion also covers AI infrastructure, data center costs, long-term compute commitments, and competition with OpenAI, Google, Microsoft, and Amazon. Discover the opportunities and financial risks behind one of the most closely watched companies in artificial intelligence.

Before buying Anthropic stock at its public debut, understand the potential impact of insider share sales, founder control, IPO pricing, and market volatility. Ross shares his framework for evaluating the offering, managing position size, and avoiding an emotional opening-day purchase. Subscribe to Going Public with Ross Mandell for more AI stock analysis, IPO breakdowns, and stock market 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 Anthropic IPO: Buy Now or Wait?

01:24 Anthropic’s $80.7 Billion Loss & Accounting Charges

03:01 Revenue Growth & Enterprise AI Customers

03:46 Anthropic’s 900% Net Revenue Retention Explained

04:20 AI Compute Costs & Operating Profitability

05:00 Data Center Commitments & AI Spending Risks

06:09 Anthropic’s Founder Control & Corporate Governance

07:05 Customer Concentration & Revenue Risks

07:27 Insider Selling & Potential Nasdaq-100 Inclusion

08:48 Anthropic vs. OpenAI & Big Tech Competition

09:16 Anthropic IPO Valuation: Is It Too Expensive?

10:13 IPO Investing: Pricing, Position Size & Entry Timing

11:26 Ross Mandell’s Final Take on Anthropic Stock

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