Tim Beyers, an investment analyst at The Motley Fool with a focus on restaurant tech, and Kirsten Guerra, a gamer expert specializing in Roblox, join the discussion. They dive into Toast's impressive year-over-year growth and its innovative point-of-sale systems boosting restaurant revenue. Tim explains why Toast's stock is undervalued, while Kirsten addresses Roblox's position against competitors and user safety concerns. Additionally, they explore Microsoft's advances in quantum computing and its implications for the tech industry.

David Meier and Deidre Woollard discuss the intangibles and Accenture's success in helping businesses advance. Kirsten Guerra and Mary Long explore the potential of Roblox as an investment and growing social phenomenon.

Kirsten Guerra, a stock trends expert, dives into SuperMicro's surprising stock drop despite impressive revenue growth. She weighs in on Airbnb's struggles, assessing whether they stem from internal issues or wider market conditions. Market analyst Rick Munarriz explores Roku's quest for profitability, examining its complex business model and partnerships. Financial commentator Ricky Mulvey highlights the significance of recognizing wins amid losses, emphasizing a balanced investment mindset.

Explore Super Micro's real business and its relationship with Nvidia in a discussion about the stock's recent performance, alongside insights into data center models and market dynamics in the tech industry.

Jim Gillies and Robert Brokamp discuss small-cap stocks, Costco's healthcare offering, and the forgotten aspect of Costco's valuation. Kirsten Guerra and Jason Moser talk about the benefits of using ETFs for diversification in investment portfolios and the difference between ETFs and mutual funds.