We are living through a structural shift in markets — one accelerated by AI, but rooted in something older. Valuations are opinions. They move with sentiment, liquidity cycles, and narrative. They can be right for the wrong reasons, and wrong for a very long time.

The founder's conviction is straightforward: fundamentals do not bend to consensus. Revenue, margins, ownership structures, competitive positioning — these are observable facts, not inferences. They change slowly and signal durably. For a value investor willing to look past short-term noise, that matters more than any price target.

Bubble Intelligence was built on that premise — a research tool that starts with what companies actually do and own, not with what the market currently thinks they are worth.