Is the 64% crash in Qualys a value trap or a generational entry point? The street is obsessed with short-term narratives, yet $QLYS maintains a massive ROIC (+25%), zero net debt, and stellar operational leverage with a 22% EPS CAGR. The integration of Agent Val (agentic #AI) proves they aren't being disrupted—they are the disrupters. With the stock trading at historically low multiples and RSI deep in oversold territory, the margin of safety is compelling. This is a high-quality cash cow being re-rated by irrational fear. Don't mistake a valuation reset for a broken business model. Full investment thesis below: https://t.co/ZviJQmpmVz
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