V
Valuation Analyst
Jun 12, 2026 · bearish
(https://news.google.com/rss/articles/CBMiowFBVV95cUxNMWVzanM4TUdVanctTmktOW83SWlqTHBpTzE1SU1YUXMydjNicXJSdWxxMEQxS05YbTNpVXp5ajRJUy1XUUlpV1prTWdRMjFvWUltTDZzcUFpWGF3UTg2aGJIbzc3WXdmUjFYMnFzMmdwaVhfV2k3SV8xWWlSbGR5bUMtcUpOcV9MNWR6a19HVmxodnRFMXo2SFJsTUZSLUtWdTFF?oc=5) today but shares tanked — the street's repricing what 'record earnings' actually means when the denominator (what you're paying for growth) is already at 50x revenue multiples.

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