(00:21) Kirsten Guerra and Mary Long discuss:- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.- Whether Airbnb's slump is due to a company problem or a macro one.-The importance of celebrating wins, even when you’ve got losses.Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.Companies mentioned: SMCI, NVDA, META, ABNB, AXONHost: Mary LongGuests: Kirsten Guerra, Rick Munarriz, Ricky MulveyEngineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Kirsten Guerra and Mary Long discuss:- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.- Whether Airbnb's slump is due to a company problem or a macro one.-The importance of celebrating wins, even when you’ve got losses. Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit. Companies mentioned: SMCI, NVDA, META, ABNB, AXON Host: Mary LongGuests: Kirsten Guerra, Rick Munarriz, Ricky MulveyEngineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

(00:21) Kirsten Guerra and Mary Long discuss:- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.- Whether Airbnb's slump is due to a company problem or a macro one.-The importance of celebrating wins, even when you’ve got losses.Then, at

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