Reddit Posts
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
Testing sentiment and financial data extraction from news articles
Any advice from experienced investors
The $1.35 Trillion "Trump $5,000 Dividend" Proposal "Trade"
Are My WMT(Walmart) calls cooked?
Why did Walmart (WMT) fall ~9% even after a beat-and-raise?
Why Walmart was probably one of the most important stocks today
Nike - no matter how much bad news the floor will be $40 (ok under 40 for like 5 hours every now and then). A ton of potential upside.
Week Ahead Setup (Aug 17-21): Canada CPI, UK/Japan Inflation, and Retail Earnings (WMT, HD, BABA, DE)
Next week’s earnings are about to get interesting 👀
💸🚀 WMT 💸🚀If I Could Only Buy & Hold 1 Stock Heading Into the Eye of a Stock Market Storm, This Would Be It
$WMT calls tomorrow, although I doubt Trump has ever actually stepped foot in a Walmart.
CEG is literally printing glowing green money now. Walmart goes Nuclear? ☢️🛒
Constellation Energy ($CEG) and Walmart ($WMT) sign a 15-year nuclear PPA. Is the clean power premium spreading beyond Big Tech?
CEG is literally printing glowing green money now. Walmart goes Nuclear? ☢️🛒
Walmart (WMT) Q1 2026 Earnings: Revenue Beat, eCommerce +26%, Advertising +37%
Top stocks hitting 52-Week Highs/Lows - May 19, 2026 📈 📉
DIY direct indexing for Large capital gains ($450k+)
Although I missed the big pump, WMT helped me with small rally.
Walmart went up 230% in the last 5 years… why?
Walmart's ($WMT) Valuation Still Doesn't Make Any Fucking Sense
Taking a long on WMT, my target is $125, even though the statistical reading says it can go up to $131... what do you say?
Taking a long on WMT , my target is $125, even though the statistical reading says it can go up to $131… why do you say ?
Someone fucking explain why Walmart ($WMT) is at 47x earnings?
Oil Spike Adds Pressure to Stock Futures. What the Market Is Pricing In
Oil Spikes, Stock Futures Slide, Geopolitics Back on the Menu
Iran recent threat to US and Isreal could affect the global market
Amazon Overtakes Walmart as the World’s Largest Company by Sales
Walmart -3% premarket after Q4 earnings: EPS $0.74 vs $0.73 est., rev $190.7B vs $190.6B est., FY27 sales growth 3.5% to 4.5% vs 5% est.
Walmart posts strong holiday growth, but earnings outlook falls short of estimates
What to do with an investment that goes too well? WMT
I sold VZ, KO, MO, UPS, SBUX, WMT, MRK last 3 months FML
Should I sell all my VOO to pay for an engagement ring?
Walmart is reshaping the strategy: from basic staples to “affordable premium” home luxury 👜 $WMT
Rotating out of WMT/TGT, doubling down into AMZN/COST/HD: Is the "Big Box" model breaking?
If the Supreme Court rules against Trump and overturnes existing tarriffs, which stocks will benefit the most?
If the Supreme Court rules against Trump and overturnes existing tarriffs, which stocks will benefit the most?
If the Supreme Court rules against Trump and overturnes existing tarriffs, which stocks will benefit the most?
How did WSB's stock picks of 2025 perform?
Question about maxing Roth contribution before year end
$TLRY's economy of scale & bottom line effects are ENORMOUS if $WMT decides to buy in!!
Do you think $NVDA is overvalued?
AMZN: Black Friday narrative or the start of pricing in AWS's agentic AI ecosystem?
🍍 THE DAILY PINEAPPLE JUICE CYBER WEEKEND MARKET WRAP
🍍 THE DAILY PINEAPPLE JUICE CYBER WEEKEND MARKET WRAP 🍍
WMT is beating S&P500 by 10% for the year - how is it not 120+ already ?
(WMT) Walmart Q3 2026 Earnings Call | Live Transcript at 8:00am ET
Target drops 3% pre-market after cutting its full-year EPS outlook and warning of weak holiday demand as an affordability crisis hits consum
20% annual return is the ceiling for any long-term stock return
Decided to try these options thing out. They’re fun!
How to optimize long-term gains in my portfolio?
Which of these three retail stocks is the worst long-term play?
BYND THEORY MUST READ WHETHER A BEAR OR BULL
Mentions
Perhaps I can get you into a WMT?
Currently hiding in safety in MCD, COST and WMT. PE will easily be 100 before this 18 year bubble pops.
Prediction: WMT and AMZN will get into a bidding war to acquire RDDT You heard it here first on wsb
How to you know what a hype stock is any longer? fuggin' WMT was moving like a freight train looking for the moon. They're all hype stocks now. The real circular financing going on these days is what sector is retail going to FOMO now. Bitcoin, gold, rare earth, satalite phone, chips, bluechips... It just rotates.
I sold my winners like WMT and COST to add more into tech
Consumables man... I'm loading up on WMT. Will probably pick up some TGT along the way, but WMT is the play. Should've loaded up a couple months ago.
MCD and WMT puts are so obvious here
When building infrastructure that will become ubiquitous, the focus should not be on profits. You want profits, go buy WMT. I want growth. I want to get in on the ground floor of transformative tech. I got into big tech all throughout 2012 - 2018 and have made life-changing money. I'm looking to catch lightning twice in my lifetime. You don't have to agree. That's what makes a market.
WMT and KO Puts printed, exited that shit prob could have made more money
AAPL, WMT and COST consumer bubble stocks popping 🤣
yesterday MU dumped 20%. Today KO PEP WMT COST will dump 10% 🤌🤌🤌
SaaS is like WMT and AI is like AMZN if we were in 2000. Saas is dead other than a few special ones, AI will eat everything. AI is real deal but the AI stocks are a bubble.
I see your COST and I’ll raise you WMT!
Loaded up on WMT calls in anticipation that trading tomorrow will head towards safety in consumer products.
Yeah no surprise WMT is up post blue sweep. WMT generates real revenue from entitlements, and is explicitly considered a highly defensive stock. Your comment made me think something happened IRL or they made a press release that spooked investors...
Forget AI, WMT is the new bull stock
you don't understand that hedge funds can only have so much in cash so when yields went up they cycled into defensives thats why WM, WMT, ALL, PFE, MRNA, etc all went up and stayed up while AI sold off they have to cycle out of growth the yields went back down but they're not going to chase tiny profits just to trade the same shit you do
$WMT at 45x is such a bargain, no? /s
Not WMT I hope. Their PE is ripe for rerating
Money fleeing to AAPL WMT and COST only to find out they can be cut in half and still overvalued. When those safe havens get wrecked the market can heal.
WMT is going to be the best play ever
WMT earnings this month. I picked up a few. Let's see if she climbs
Sold NVDA and PLTR calls that I bought at worst possible time, waiting it out in cash and stocks. KO AAPL WMT holding up so far
Deep in WMT puts no business being 130
Bro even WMT and AAPL went red today
I love it man. the opportunities are out there. WMT was just $103 and there was absolutely no reason why. COST was just $880 too. companies like GOOG and MSFT will survive and thrive with or without AI. our job is to identify opportunities and roll with it.
Sold all my COST and WMT to buy VONG
I think the great thing about today is investors have an opportunity, in real time, to make decisions. as of today, the sp500 is positive YTD and YOY and most of the big AI companies are either even YOY/YTD or small losses. that means you can cash out today and never be affected by what happens in the future. I sold 1/3 and put it into WMT/COST. that way, I can't get burned big and I also don't have FOMO.
Should I sell my WMT?
It's staying where it is now because funds with huge amounts of capital have to rotate positions into what they deem to be more safe: Consumer staples, WMT, Apple (non-AI mag7, huge liquidity) etc. Reason being: They are not allowed to go to cash. I'm sure the story was a real thing but right now we're in the type of markets where everyone is running for some type of exit and they need stocks that act opposite to what is crashing, and that can absorb a lot of buying.
Drone delivery seems like such a tech bro story. WMT really going to deliver a $200 grocery order on a drone the size of a Corolla? The noise too should be fun.
People have been buying more bulk items since covid and with the lower purchasing power their customers are not going anywhere and are probably going to increase. It is not just them look at the 5 year on WMT
Here's a bit more irony just for fun. WMT was green this morning on a drone delivery story. Last time I checked drones require a lot of memory, storage, power, and data center infrastructure to run. [https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-11-05-2026/card/about-that-anthropic-ipo--HxROC02eSczLj6ht0MJz](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-11-05-2026/card/about-that-anthropic-ipo--HxROC02eSczLj6ht0MJz)
Great comment. SNDK dropped to a 2.8 FPE NFY this morning. MU was at a 3 FPE NFY. 85+ gross profit margins and LTAs out to 2031. I can't be the only one having a tough time buying more COST, WMT at 40-42 FPEs (NFY) with their 3 percent margins.
Mid teens P/E are "valuations so out of whack"? While WMT P/E is at 46?
Last two times money flooded into defensive stocks, WMT hit a peak around $133 in Feb and May. It got near there today before it started dropping. Time to sacrifice some chickens and light some black candles.
WMT up while everything tanks, then drops when recovery? So fake
Your "everything" meter is broken. WMT is flat, UNH is close to flat, COST is up. It still looks like an AI sector thing to me: directly AI-related stuff is down like 10%, companies that might be in the blast radius of AI bond defaults are down 3-5%, meme stocks are blowing up because the vibes are bad.
tech is boring and dead, all in on WMT! Lets go cheap shit!
tech is boring and dead, all in on WMT! Lets go cheap shit!
Meanwhile WMT with modest green gain
So we should go buy defensive value stocks like WMT, DE, TSN at 40 PE (with tiny margins and tiny revenue growth) instead of the companies experiencing booming revenues with massive net cash balance sheets trading at 20? How about AAPL at 40 pe with half of the revenue growth of GOOG at like 17 fwd PE? Since when did a low pe become a bad thing?
Nah I was just asking him how he believed that WMT (6% growth rate) was going to deliver value to current buyers at 45 PE lol. Just feels ridiculous now
Forward PE ratios on some of the most profitable and important tech companies in the world range from 5-7 for Samsung/SKKY/MU, to high teens low 20's for NVDA, GOOG, and TSM. The market has all but priced in the worst case scenario/peak earnings and are fully discounting future earnings as if these companies are doomed to inevitability slow from within the next 12 months, yet every one of them is telling us their demand vastly exceeds supply, baclogs booming (especially at hyperscaler cloud business aka where the largest demand for chips are) and likely will continue for multiple years. The markets fear around the AI supply chain trade has seemingly hit a fever pitch at the same time that earnings are unquestionably surging. NVDA is a better value than WMT and has been trading at a lower pe nearly all year and significantly lower forward PE ratio. Markets are certainly irrational right now
I agree, but probably wouldnt short AAPL. I do agree WMT COST KO JNJ and really slow growing defensive names are ridiculously overvalued
WMT calls. That's where we'll all shop by the eoy
the daily rotation from overvalued tech companies into value plays with 50+ PE like WMT, COST, as well as dividend king AAPL.
no no let me buy COST e WMT at 50 PE
Consider buying some $WMT since my port needs sum draining action
I did when yields were way higher I said WM VZ WMT and ALL and got fucking screamed at here by douchelords and then the market cycled into them the next week so idk If I'd fomo in yet I also said buy NFLX for red day hedge when it was 62 and I think RDDT will go back up so scream at me and then we'll talk again in a month
Boom. AI is deflated, hyperscalers have negative free cash flow. And WMT and COST trade at 40 PE. Nowhere to run
It literally does though! You’re paying for the security of consistent 5% growth. Sometimes it’s 6%, sometimes it’s 4%, but it’s not going to crash because a politician writes a bill banning its existence, or a hyperscaler re-engineered something, etc.. That’s the premium, same with WMT, etc.
The year is 2030. Semis have dropped another daily 10%, PE ratio 0.0005. Walmart has crossed 1,000 PE for the first time. I ask my personal AI / meat bag proxy slavemaster “Sam” if we can please open the blinds for once. He relents in celebration of the WMT gains. Down the street, the dark factory pulls in light like a black hole, a dark monolith that absorbs rather than emits light ever since the neighbors complained. I mumble to myself, “MU. it’s all cyclical….. any day now… any day now, the cycle will break.”
I don’t get it either but WMT calls have paid me like crazy this past month so I ain’t conplainin
market decides WMT COST worth 45x forward PE, make it make sense
WMT calls saved my AI port today
more SNAP? WMT also up bigly. Along with pepsi and coke
NVDA has a forward PE of 17 Or you can by WMT with a forward PE of 45
Exited out of my WMT calls. 3rd 10 bagger of my career. Bought at their last earnings when it drilled below $100. This may be my 2nd best day in the market with all my other plays.
yup, 50pe WMT, COST, growing 4% a year is super safe.
BREAKING: SPY to keep rallying based on STRONG BIG fundamentals of 40PE GROWTH giants like COST WMT. QQQ to get delisted.
WMT pumping on retardedly low volume
All of what you are saying is priced in to AI stocks now. Look at their PEs. Many now have lower PEs than WMT, SBUX. The fear and doom train only takes you so far.
WMT and BAC earnings fucked my portfolio way harder than this, this is nothing
It makes sense in the context that WMT is a bond-like asset. If you consider WMT's equity virtually as safe as a U.S. treasury, then a 46 PE should still give you treasury-like returns. Don't invest in WMT if you expect 10%+ returns going forward. But it doesn't necessarily mean there will be a crash either.
WMT is disruptable, it feels like Costco could gradually displace them
WMT at 40 P/E absolutely will, even if they're getting all the business.
Even Google coud go bust due to IA risks. WMT will be there until the end of the world. P/E doesn't show that.
WMT sucks, COST is the real thing.
WMT is one thing, how about AAPL? WMT doesn't have a $5T market cap
All the stocks that rallies yesterday, that defensive garbage like COST and WMT? All down today lol... didnt CNBC yesterday screaming about buying consumer staples?
Shoring is not as dangerous than most people think. Chances that you wake up and WMT is up 100% from a bubble valuation are quite low.
It's time to stock up on COST and WMT putssss
Halloween candy sales will pump WMT into earnings 🤡
Halloween candy sales are 50% off at WMT
All stocks are are in a bubble from defensive WMT to AI/tech stocks.
🤡🤡🤡 guys I found the AI bubble: AAPL WMT COST KO cannot keep this AI hype running for so long!!! They price in infinite growth, perfect execution and AI changing the world forever!!! Surely this time the numbers will never stop going up 🤡🤡🤡
WMT trading at 46 PE at 5% growth. Would probably take you 20 years of waiting before it reaches 20 PE
WMT? goddamn. You would think with poor consumer confidence that would be bad news
WMT getting close to that sell point. I would never, but for some.
All we need to do is short COST/WMT while convincing Wallstreet they have also gone balls deep on AI and they'll panic sell those too.
WMT’s PE is so wildly unjustified…
Not even AAPL is safe. It’s over. :screech: Only COST and WMT are safe
WMT being the defensive stock kills me.
Yeah but I'm doing pretty good on my WMT stock
Staples are just straight money printers right now. Regret not going in bigger on that WMT dip back at earnings.
Buy TSLA, WMT, KO, and SCHD. Can't go tits up.
too expensive, a lot of cash to do buybacks is also bearish af. Company is a bubble, lets buy AAPL WMT and KO at 40PE
no buy AAPL WMT COST KO, your money is safe in 40 PE stonks with 0 growth!
retarded investors tmrw will look at AAPL and be like: why the fuck are we buying a 40PE shitcompany with shit growth. And then look at WMT/COST/KO and be like: FUCK we are in a bubble. But then MMs will be selling AI stonks on top and so SPY will crash like 5% tmrw
WMT at $101 was such easy money, but most of Reddit couldn't stop whining about the P/E while 30% of their portfolio was in NVO.