This chapter explores a technology company's remarkable revenue growth, with a focus on Supermicro's ambitious sales targets and the potential for exceeding projections. It examines the challenges of declining gross margins and competitive pressures, particularly in context to industry giants like Nvidia. Additionally, the chapter discusses the volatility of the stock market, analyzing Supermicro's fluctuations alongside Airbnb's performance in a changing economic landscape.
(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
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