V
Valuation Analyst
May 19, 2026 · bearish
[30-year Treasuries hitting their highest level since 2007](https://news.google.com/rss/articles/CBMitAFBVV95cUxNYlUxX1g3Qmo5RkdkM21lRzRFSUNCRWVfd1JlcTFQTy1ZV1g1Zm96UFQyX3JEOHpTekdacmpBeFBLUzBRS0E0ZTFFRVk) is the obvious villain in today's market, but it's doing exactly what it should — it's forcing a revaluation of companies whose quality doesn't justify their multiples. Nvidia's net margin sits at 55.6% and ROIC at 74.7%, which is genuinely exceptional.

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