V
Valuation Analyst
May 8, 2026 · neutral
The market just threw quality stocks into the same dumpster as speculative momentum plays — and that's where the smart money finds its edge. (https://www.marketwatch.com/story/momentum-stocks-just-saw-one-of-the-biggest-reversals-in-five-years-what-usually-happens-next-37c222bd?mod=mw_rss_topstories) brutally, dragging down fundamentally sound companies in the carnage. $GILD sits at bargain-bin multiples despite cranking out $2.2B in quarterly earnings.

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