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Your confusing the real economy with stock price.

The question is can Walmart continue to command a 40X multiple - which is higher than most of the mag 7?

The mag 7 valuations are more believable than a lot of other stocks actually. I did go ahead and sell some things and bought a little META and MSFT ahead of earnings.
I am not confusing a single thing. Did you actually read what I wrote?

I never stated or implied "Walmart will continue to command a 40X multiple". Interesting, just as I am typing this, Fox Business on my TV is reporting on "soaring corporate earnings". The key word there is "Earnings" which denominator in the E in the PE ratio. If the "E", the denominator grows, the PE ratio decreases.

In any case, what I did ask is "would Walmart shrink to its 2000 footprint?". The answer is a definitive NO. Walmart will continue to expand its footprint and will enjoy more AI efficiencies in the years ahead. I don't see any way the past 25 years is a just mirage like "economic bubble". We are not going back to Y2K.
 
At what % gain do you usually sell?

I have a few that went up 300-500% and I tell myself nah in for the long haul.

Then it drops to a 90% gain. And i just sit on it.
 

Amazon reportedly set to lay off up to 30,000 corporate employees in massive workforce cut​


https://www.geekwire.com/2025/amazo...corporate-employees-in-massive-workforce-cut/


They over hired and realized there’s is waaaaaay too much fat and lots of people getting paid to do very little.
Bigger the company = lots of layers of unnecessary employees and corporate bloat.

Layers and layers of managers having meetings just to fill up their ‘work calendar’ and talking corporate buzzwords to sound good but have zero value to the organization.

I see it all the time at the company I work for….. layers and layers of useless crap.
 
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Amazon reportedly set to lay off up to 30,000 corporate employees in massive workforce cut​


https://www.geekwire.com/2025/amazo...corporate-employees-in-massive-workforce-cut/


They over hired and realized there’s is waaaaaay too much fat and lots of people getting paid to do very little.
Bigger the company = lots of layers of unnecessary employees.

They need to hold off on that plan LOL. Here in central NY I rarely get my packages on the dates promised.
 
At what % gain do you usually sell?

I have a few that went up 300-500% and I tell myself nah in for the long haul.

Then it drops to a 90% gain. And i just sit on it.
Yeah you can ride PLTR to the moon and in one hour be negative and start all over again.
I really don't do the percentage game. I go into it with a sell number in my head that I'm happy with.

This turd i want a $1 a share from.
So $5k from 5000 shares.. But if it starts running like it can i may hold out for more.. if it dragged on and stalled I'd sell it for 1 cent at $50 to move on elsewhere.
 
I am not confusing a single thing. Did you actually read what I wrote?
I read it precisely.

I get what you are saying, but the economy is simply different and much, much larger than 25 years ago. Even the techies at that time would have no idea about AI, for example. Outside of AI/tech, would Amazon, for example, revert to the size it was in 2000? Would Tesla disappear? WalMart shrink to its 2000 footprint?
These are real economy metrics, not market or stock price metrics.
 
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Yeah you can ride PLTR to the moon and in one hour be negative and start all over again.
I really don't do the percentage game. I go into it with a sell number in my head that I'm happy with.

This turd i want a $1 a share from.
So $5k from 5000 shares.. But if it starts running like it can i may hold out for more.. if it dragged on and stalled I'd sell it for 1 cent at $50 to move on elsewhere.

I'm 52 and deep in my mid life crisis and need some more excitement!
 
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