An ex-Citi analyst just dropped an interesting take: everyone's freaking out over the wrong numbers. According to this analyst, critics are completely overlooking what actually matters on the balance sheet.

The mainstream narrative? Totally off base, apparently. While most folks are laser-focused on surface-level metrics, this former Wall Street pro suggests the real story lies in different data points entirely. It's one of those moments where institutional experience clashes with retail sentiment.

What's being missed exactly? The analyst argues that the actual financial health indicators tell a wildly different story than what's being reported. Critics might be raising alarms, but they're supposedly looking at the wrong parts of the ledger.

Classic case of "read between the lines" in financial analysis. Sometimes the numbers that matter most aren't the ones making headlines.