Dan Mandy

Lots of people have been contacting me about yesterday's stock market action. After 3 years of confidently chanting "AI is not a bubble!!", I recently stated my belief that certain segments of the stock market have entered bubble territory... but I do NOT believe "the bubble" is about to pop. First of all, capex spending forecasts continue to INCREASE. Industry giants which were hoarding cash and doing buybacks are now pouring trillions into the economy (and raising money to pour even more). This is a big tailwind for economic growth (and corporate earnings, if you didn't notice this past quarter). Individuals have not yet tapped a meaningful percentage of what AI can do for their lives. Meanwhile, with the emergence of agentic AI, corporations are scrambling to see what it means for them (positively or negatively). So, they're spending on capex too. That's not a 3 month process. It's a massive investment wave, which is economically bullish. Of course, many valuations have become stretched, but TBH I'm not God to know with surety which ones! It really depends on how much more AI has to offer... and its new capabilities have surprised me each step of the way (and I've been a bull the whole way). It's true that a growing number of people are pontificating about "the end of the AI bubble" this week, but I've been hearing that for 3 years. Everyone's an expert. Meanwhile, bigger/smarter entities (like GOOGLE) are putting their money on AI. If they didn't believe in AI, they'd stop spending and watch OpenAI, Anthropic, etc. blow themselves up. I DO believe this will end in a bear market, but so what? It always does! Until then, you can count on Wall St to bang the drum until it breaks. They're all about the money, so they'll sell the story until the book bursts into flames... and then they'll sell THAT to the public. Personally, I think the story remains very much intact. There WILL be bumps in the road (check out the crazy corrections that occurred in 1998/1999!), but as long as the big guys keep raising capex forecasts, I don't know how anyone can say this is over. The money is flowing, just like in 1998 and 1999. The difference is that there's a lot more immediate ROI this time around. In 1999, I was the head of Investment Research at AMR Research (one of the world's top Software/Internet consulting firms on the planet) and personally saw RFIs and RFPs fall off a cliff in November of 1999. That foretold the end. QQQ was at $67. Four months later QQQ topped out... ...at $120. Here in June 2026, we don't yet see signs of slowing spending. There ARE many people and corporations adjusting their spending, but there are also many ramping it up (mine keeps going higher and is more likely to double than get cut). This is why capex forecasts keep going up. That's the statistic that tells you what you need to know. I'm not saying to let things blindly ride. Being cognizant of the potential for a bursting bubble is healthy. Just understand that bull markets take two steps forward followed by a scary step back. Accordingly, IDK if this "correction" is over, but I doubt the bull market is. _________________________ 🔥𝟏𝟓+ 𝐲𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO priority ideas closed at a loss since MAY... of 2024 ! Highlighted $AEHR @ 3, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70, $KRKNF at $0.60 (and dozens of other documented multi-baggers). 🚀 tinyurl.com/MarkG1P No subscriptions, sponsorships, advertisements, or gimmicks. Every Friday on Stock Talk Live 💪🏽 tinyurl.com/MoneyMarkLive All from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Lived one town from Roaring Kitty 😹 $AEHR, $AVEX, $CLFD, $CRM, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $IDN, $INFU, $IREN, $ITMSF, $IWM, $IZEA, $KRKNF, $KRMD, $MU, $NVDA, $OKTA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

🚨𝐖𝐡𝐚𝐭'𝐬 𝐌𝐲 𝐍𝐄𝐖 𝐀.𝐈. 𝐏𝐢𝐜𝐤?🚨 Find out at 2PM, as the 30-year Wall Street technology and A.I. vet reveals the pick and answers YOUR Q&A with our global audience of 1O,OOO investors... on Stock Talk Live! tinyurl.com/MoneyMarkLive 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤: Is the market safe now? What are the best A.I. stocks to buy? Watt's next for the $WATT rollercoaster ride? Why was I targeted in the latest short report? How did the $OPTX earnings call go? All the latest A.I. news & analysis. Plus, YOUR Q&A! 𝐓𝐡𝐞 𝟑𝟎 𝐲𝐫 𝐯𝐞𝐭 𝐂𝐫𝐚𝐦𝐞𝐫 𝐩𝐚𝐢𝐝 𝐟𝐨𝐫 𝐩𝐢𝐜𝐤𝐬 𝐢𝐬 𝐋𝐈𝐕𝐄 𝐚𝐭 𝟐𝐏𝐌!!! youtube.com/@MoneyMarkStocks 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Nailed $DWAC before it was  $DJT * Lived one town from Roaring Kitty 😹 $AEHR, $ALAR, $AMPL, $ARAAF, $ATGN, $BCHT, $BCHTD, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $ECOR $GAIA, $GEODF, $GKPRF, $GLD, $IDN, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $SNES, $TPCS, $TSSI, $VTSI, $WATT

Gentlemen, going LIVE in a few minutes to address your firm and your report. Link below. Another short report is out on $WATT. Let's talk about the report (facts and fiction), and the connection between @FugaziResearch, The Friendly Bear, and David Capablanca @reverselong I will also answer all of YOUR questions. It WON'T be what you expect !!! Personally, I'd love to connect with David (I've already said publicly that we can debate WATT, if he's willing). youtube.com/@MoneyMarkStocks

🚨𝐈𝐬 𝐓𝐡𝐞 𝐀.𝐈. 𝐏𝐚𝐫𝐭𝐲 𝐎𝐯𝐞𝐫?🚨 Are banks about to tank the market? Find out with our 1O,OOO global followers @ 2PM ET on Stock Talk Live! tinyurl.com/MoneyMarkLive THIS WEEK: What are my new buys and top A.I. holdings? Which stocks look best to buy on this pullback? Are rare earths are still worth buying? $UAMY? $LPTH? $ARAAF? $GEODF? $ATXRF? As always, we'll share the latest A.I. news & analysis. Plus, OUR LATEST AI MOVES & YOUR Q&A! 𝐓𝐡𝐞 𝟑𝟎 𝐲𝐞𝐚𝐫 𝐯𝐞𝐭 𝐰𝐡𝐨 𝐂𝐫𝐚𝐦𝐞𝐫 𝐩𝐚𝐢𝐝 𝐟𝐨𝐫 𝐩𝐢𝐜𝐤𝐬 𝐠𝐨𝐞𝐬 𝐥𝐢𝐯𝐞 𝐚𝐭 𝟐 𝐏𝐌! youtube.com/@MoneyMarkStocks 🚨𝐔𝐏 𝟏𝟒𝟕% 𝐈𝐍 𝟐𝟎𝟐𝟓 !!!🚨 The Official Portfolio hasn't had a losing pick since MAY... of LAST year! 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 What do you expect from the analyst who helped Wall Street navigate the Internet bubble? $AEHR, $ALAR, $AMPL, $ARAAF, $ATGN, $CTLP, $CURI, $CXDO, $DRSHF, $ECOR $GAIA, $GEODF, $GKPRF, $GLD, $IDN, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $SMCI, $SNES, $SPY, $STX, $TLT, $TPCS, $TSSI, $VTSI

🚨MY LATEST BUYS... on Stock Talk LIVE @ 2PM!🚨 Today...... ALL MY STOCKS !!! youtube.com/@MoneyMarkStocks My "non-official picks" have been killing it $ORCL $ARAAF $MOB etc. So today, forget my OFFICIAL picks. Let's discuss ALL THE OTHER stocks I own (which MIGHT be my next OFFICIAL picks). 😉 Plus, my weekly AI update, including the $NVDA investment in $INTC 🔥 Join 1O,OOO+ global followers as Stock Talk Live goes live at 2PM ET !! tinyurl.com/MoneyMarkLive 🚨NO losing picks since May.... of LAST YEAR !🚨 The multi-bagger madness continues. Just another week of proving that a 30-year Wall Street vet knows a "little" bit more than the 10,000+ 🤡🍑click-baiters out there🔥😂 It all goes down in 20 minutes... on this week's edition of Stock Talk LIVE !! youtube.com/@MoneyMarkStocks 🔥15 years of 40% annual returns!!🔥 What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Nailed $DWAC before it was  $DJT * Lived one town from Roaring Kitty 😹 $AEHR, $ALAR, $ATGN, $CURI, $CXDO, $DRSHF, $ECOR $GAIA, $GEODF, $GKPRF, $GLD, $IDN, $IWM, $KRKNF, $MOB, $MU, $NVDA, $SMCI, $SNES, $SPY, $STX, $TLT, $TPCS, $TSSI

Yes, I really did pick 20 triples in 2009-2013. seekingalpha.com/article/189… Well, 19... but the other 6 stocks in that article ALL tripled, so let's call it even :^) $AEHR $ALAR $ATGN $CTLP $CXDO $EVLV $GEODF $IRIX $IWC $KRKNF $LRCX $MRVL $MU $NVDA $QIPT $STX $TPCS $TSSI $VTSI

Last 10 picks ⬆️150% annualized 🔥 30+ years of Wall Street experience at work 😮‍💨 That's why 1,OOO+ tune in to my weekly show tinyurl.com/MoneyMarkLive This Week: $AEHR $ALAR $ATGN $CTLP $CXDO $EVLV $GEODF $IRIX $IWC $KRKNF $LRCX $MRVL $MU $NVDA $QIPT $STX $TPCS $TSSI $VTSI

10 straight winning picks. We’ve officially gone alien! 🔥🚀 See why yesterday’s show set a record 🥳 tinyurl.com/MoneyMarkLive $AEHR $TPCS $SMSI $DCGO $HGBL $CALX $CLFD $CTLP $QIPT $CVI $PESI $INFU $XXII $RTX $GEODF $GLD $GAIA $VOXR $ATGN $OSSIF $VOXR $IWM $RWM $TLT $SH $VRSSF

Which A.I. play won a major UNANNOUNCED gvt contract? Find out on yesterday’s record-setting show 🥳 🔥🚀 tinyurl.com/MoneyMarkLive $AEHR $TPCS $SMSI $DCGO $HGBL $CTLP $QIPT $CVI $PESI $INFU $XXII $RTX $GEODF $GLD $GAIA $VOXR $ATGN $OSSIF $VOXR $IWM $RWM $TLT $SH $VRSSF $XELB