According to @QCompounding, over the long term stock prices track the evolution of intrinsic value driven by earnings growth, making structurally growing end markets the priority for capital allocation (source: @QCompounding on X, Dec 7, 2025). For trading, this implies screening for sustained EPS and revenue CAGR, margin expansion, and durable end-market growth to align positions with improving fundamentals (source: @QCompounding on X, Dec 7, 2025). Risk control should de-emphasize names with decelerating earnings versus rising prices, as prices historically revert toward fundamental trends (source: @QCompounding on X, Dec 7, 2025).