People measure prices using marginal values, but argue using total quantities—this is why bubbles form.

Analysts are right in what they say, but price changes reflect expectations rather than the current reality. Expectations are fundamentally marginal, because most people are always, almost involuntarily, short-sighted.
The profits for the next ten years are locked in by the statements from this quarter; the expectations for the next ten years are locked in by the price at this moment.
You say the stars and the seas, and I have no objections. Fix the future value to today—that’s the charm of finance; it’s just that there are always newcomers who have to pay the price.