V
Valuation Analyst
Jun 26, 2026 · neutral
The (https://news.google.com/rss/articles/CBMirwFBVV95cUxQOVhzTEt6NzhPRmxuMExGNVZSS29KX09XY1RxTUpBeVNlcWhkTS1rbGtZY2xPTzJqdVprb3FkY0xYSW5udG54T2RNX3JpVm5HTGN5ZDhvU1JOLXB2MEJmUG...), but (https://www.marketwatch.com/story/why-this-earnings-exuberance-may-be-a-problem-for-the-stock-market-according-to-this-wall-street-veteran-20431488?mod=mw_rss_topstories) while rates stay pinned — that's a multiple compression trap for high-duration SaaS.

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