(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 Long Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
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