Show notes
… and why the stock is “nowhere near fully valued.”(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.Companies discussed: TOST, MSFT, RBLX, META, SNAPHost: Mary LongGuests: Tim Beyers, Kirsten GuerraProducer: Ricky MulveyEngineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

