@b2idigital: On June 17, I was back on the floor of the @The New York Stock Exchange with financial journalist Jane King for Episode 3 of David & Jane: State of The Markets, our recurring read on the small and mid-cap markets. Fresh off two days with 78 mining CEOs at 121 Mining Investment New York conference, where @B2i Digital, Inc. was the Official Marketing Partner, I made the case that storytelling, not geology, is what gets a company funded. When a CEO can explain simply where they mine, what they mine, and how they make money, I'm investing. If you have to teach an investor the vernacular of your industry, you've lost them. In biotech, I want to know how you plan to go from molecule to market. In mining, tell me your path from permit to production. Jane pressed the point that investors want to know: what it means for me. Is this the lithium in my phone or the gold in my jewelry? Make it real, she said, and the story lands. Elsewhere in the conversation: • On the "Summer Myth," I told her what I tell every CEO: the markets don't take the summer off. If you take a break, your stock may break. When a company goes quiet, investors assume something is wrong. • Jane also pushed back on the idea of a slowdown, pointing to tokenization, 24/7 trading, and perpetual futures moving the market toward never closing at all. • On the record SpaceX IPO, I'll admit I was heavily influenced by pure FOMO and not fundamentals. I am not saying whether I ultimately bought or not, since I don't recommend the purchase or sale of securities. But I will say, as a general statement, that in cases like SpaceX, hype can move a stock, but I believe fundamentals matter more. Jane's read, in her words: "When you have that FOMO, that is a sign to step back." • Jane also pointed to SEC Chair Paul Atkins and his push to make IPOs friendly again, a sign the IPO window is reopening. • On AI, Jane is spending her summer taking two classes to learn the fundamentals, machine learning versus neural networks. My take: AI is a tool guided by a person. You don't need to know every part of the engine, but you have to know how to drive the car. B2i Digital is The Capital Markets Matchmaker℠, connecting investors and companies through digital marketing, investor conferences, and direct meetings, supported by a proprietary network of more than 1.7 million market participants. We're guided by our mantra "From Marketing to Meetings℠." Jane King is a veteran financial journalist, broadcaster, and market commentator reporting from the NYSE. Discover more emerging growth Featured Companies, industry-leading Featured Experts, and upcoming Featured Conferences at https://b2idigital.com. B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at https://b2idigital.com/disclaimer.

David Shapiro

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Monday 22 June 2026 13:18:04 GMT