Who mentions $WMT most on Surfaced?

@tradexwhisperer (Trade Whisperer) mentions $WMT most — 16 mentions in the past 12 months.

When was $WMT first mentioned on Surfaced?

The earliest tracked mention of $WMT in the Surfaced archive was on Aug 26, 2025.

How many voices track $WMT?

29 FinTwit voices have mentioned $WMT 89 times in the past 12 months.

What kind of voices mention $WMT most?

$WMT is mentioned most by Long Research voices on Surfaced.

$WMT — FinTwit mentions on Surfaced

Recent calls

23 calls

@stocksavvyshayJul 6, 2026 · 8:50 PM

President Trump said $WMT will be lowering prices across multiple products. He specifically said the price of a pound of ground beef will fall by nearly 15%. https://t.co/tV0niocUL1

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@stocksavvyshayJun 23, 2026 · 12:20 PM

$WMT signed its first nuclear power agreement with $CEG for ~176MW of carbon-free electricity from Constellation’s Dresden facility in Illinois. Another proof point that large corporations are turning to nuclear for reliable long-term power. https://t.co/K5HKFHR0ID

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@jasonschipsJun 11, 2026 · 1:58 AM

Before agentic AI, all the build out was speculative. It is up to the hyperscalers' discretion to spend more money. Now after agents, tokens are hyperutility. For every $1 of token cost creates $9+ of consumer surplus. Therefore, the build out is self-sustaining as inference demand forces Cloud CapEx to continue. But it's not just merely self-sustaining; it is so powerful, so useful that it forces capital out of other sectors of the economy. AI becomes a capital black hole. Discount rates across the board should go up as the productivity drives real interest rates to the moon. No longer will be paying 50x PE for $WMT or $COST make sense. Or parking your cash in treasuries for 4%. Or $BTC/gold, which generates zero cash. In a way, this makes investing in non-AI assets just as risky as the frothy top performers of AI itself.

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@tsoh_investingMay 22, 2026 · 12:18 PM

$WMT Q1 FY27 call: "We hit our 1 millionth drone delivery in Q1 for the life of that program, with slightly over 40% of those deliveries completed in Q1. On average, these orders were air dropped to customer homes in just minutes. We're live in 66 locations across four states." https://t.co/znYJDho3MO

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@yasutaketinMay 22, 2026 · 8:15 AM

$WMT ウォルマート -7.27% 決算でガイダンスが予想に満たず「高所得層の消費者がディスカウント業態に流れる傾向が過去1年で加速」とコメント黄色信号 https://t.co/OJtEKG6VZt

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@stocksavvyshayMay 21, 2026 · 4:00 PM

$WMT is on track for its worst day since 2023 after warning the U.S. consumer is feeling pressure. Walmart also said if cost pressures persist that it expects “somewhat higher retail price inflation” in Q2 and the second half of the year. https://t.co/mkZlW58ycu

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@invesquotesMay 21, 2026 · 2:40 PM

Seeing the multiple at which $WMT trades means that $AMZN should spin-off retail (not AWS) to unlock value

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@unusual_whalesMay 21, 2026 · 2:09 PM

Walmart, $WMT, CFO: Customers are having "financial stress"

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@thevalueistMay 12, 2026 · 10:07 PM

$WMT (Wall Street Journal) -- Walmart said Tuesday it would cut or relocate about 1,000 corporate workers as it looks to combine more of its global-technology and artificial-intelligence product teams, according to people familiar with the situation. This past summer Walmart hired Daniel Danker, who was an Instacart executive, to fill a new role as head of global AI acceleration. Since then Danker and Walmart's head of global technology, Suresh Kumar, have reviewed their internal structures and decided to streamline some teams to operate more efficiently, the leaders said in a memo sent to staff Tuesday and viewed by The Wall Street Journal. "In some cases, we've had different teams working on similar problems," they said in the memo. Affected staff can apply for open roles within the company, they said. In recent years Walmart has continually trimmed some corporate staff as it consolidates units and asks workers to relocate to its main corporate hubs, often its headquarters in Bentonville, Ark. Earlier this year Walmart planned 100 layoffs at its Hoboken, N.J., corporate offices, according to a layoff notice that Walmart filed in New Jersey to comply with state law there. This time around, many of the affected staff have been asked to relocate to Walmart's Bentonville or Northern California offices, said the people familiar with the situation. Walmart is the country's largest private employer, with around 1.6 million U.S. employees, many hourly workers. Many large companies, including Meta Platforms and https://t.co/SpqvHNUxpK, have announced significant layoffs in recent months, often related to the need to invest heavily in artificial intelligence or planning for a time when more work is handled by AI. Walmart's changes are related to organizational structure and alignment, not handing over more tasks to artificial intelligence, said a spokeswoman for the company. Walmart has been on a sales-growth streak for years. Now it is investing heavily in technology, automation and AI efforts, while working to keep profits growing. It has worked to expand its profits beyond the sales of goods through new businesses such as advertising and by reducing expenses, said executives during its earnings presentation earlier this year. Walmart in recent months combined its global-technology platforms across various units such as its warehouse chain, Sam's Club, Walmart and its international business. "We believe this will result in our growth continuing to come at a much lower marginal cost than what it has historically," Walmart Chief Executive John Furner said during its earnings presentation. Write to Sarah Nassauer at Sarah.Nassauer@wsj.com (END) Dow Jones Newswires

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@thevalueistMay 11, 2026 · 1:23 PM

$WMT Walmart: The Trillion Dollar Tech Pivot and Investment Thesis. Walmart is running two businesses simultaneously, and the market is increasingly valuing the second one. The core retail operation — anchored by physical stores and grocery — remains the revenue foundation, but the strategic and valuation conversation has shifted toward the emerging high-margin layer: digital advertising, marketplace fees, and data monetization. That "2nd P&L" is still small relative to total revenue, but its margin profile is structurally different from retail, and its growth rate is what's driving the premium multiple. The physical network is being retooled rather than retired. Automation and generative AI investments are targeting fulfillment cost reduction and digital experience improvement — the goal is to make the store footprint a competitive asset in omnichannel execution rather than a liability against pure-play e-commerce. That's a capital-intensive bet, and the return timeline on warehouse automation and AI infrastructure is long enough that near-term margin improvement will be limited. The valuation debate is legitimate. Walmart is trading at a premium that reflects the technology platform narrative more than the traditional retail earnings base, and the transformation is still in progress. If the advertising and marketplace businesses scale as projected, the multiple is defensible. If execution slows or the margin inflection takes longer than expected, the premium is difficult to sustain on retail earnings alone. Leadership has been refreshed with executives who carry relevant expertise in omnichannel operations and technology platform management. That's an important signal — the skillset required to run a digitally integrated retail ecosystem is genuinely different from what built Walmart's original competitive advantage, and the composition of the new team reflects an understanding of that gap. The competitive framing as both defensive and offensive is accurate. Against legacy retailers, Walmart's scale and logistics infrastructure are dominant. Against Amazon, the contest is more nuanced — Walmart has the physical network advantage in grocery and same-day fulfillment, but Amazon leads in third-party marketplace depth and cloud-enabled data capabilities. The outcome of that competition will be a primary determinant of how much of the advertising and marketplace opportunity Walmart ultimately captures.

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@yasutaketinApr 21, 2026 · 8:18 AM

$AMZN の予想PERは32.1倍。一見高いようだけど、万年割高株だったこの会社にしては歴史的に低い水準。 EPS成長は順調。 AWS部門が高成長高利益率だから、Eコマース部門は実質タダで買えるとか言われてる。少なくとも40倍以上の $WMT や $COST より安い。 https://t.co/90QCT4wqAV

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@frenchie_Mar 27, 2026 · 3:24 PM

Tant que les marchés croient à un accord imminent US–Iran, ils tiennent, légèrement à la baisse mais ils tiennent. Mais le temps joue contre eux : chaque jour sans deal, le choc s’amplifie. À chaque moment de stress de marché, la Maison-Blanche sort la carte : « un accord est proche », comme on sortait « le virus va disparaître comme par miracle » en mars 2020. J'attend déjà avec impatience le nouveau-nouveau TACO de Trump. Mais côté Iran, l’incitation rationnelle est de laisser le temps jouer : Plus les pénuries sont aiguës côté pétrole, Plus le coût politique et économique pour Washington et ses alliés monte, Plus la capacité de négociation de Téhéran s’accroît. Les secteurs en "vert" sont ceux avec un pricing power réel moins exposés au fait que les taux remontent. $WMT est la ligne la plus fidèle pour avoir un portfolio équilibré dans ces cas là.

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@the_ai_investorMar 24, 2026 · 6:01 PM

$MU is not trading at 5x forward P/E, everyone. You all read that wrong. It’s about 4x now. About 10x cheaper than $WMT. No one will need DRAM or HBM anymore.

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@stocksavvyshayMar 18, 2026 · 11:28 PM

$WMT is reportedly disappointed with its OpenAI shopping partnership as ChatGPT’s Instant Checkout has underperformed expectations. In-chat purchases are converting at roughly one-third the rate of purchases made directly on Walmart’s site. https://t.co/9qsc2U73zS

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@yasutaketinMar 18, 2026 · 10:12 PM

$WMT はOpenAIとの提携結果に失望しており、この提携ではウォルマートの利用者がChatGPT経由で買い物をすることを可能にし、OpenAIはそれらの購入に対して手数料を受け取ることになっていた「コンバージョン率（ChatGPTによって提示された商品の購入に至った利用者の割合）は、チャットボット内で直接販売された商品の場合、外部サイトへのクリックが必要な場合と比較して3倍低かったと、ウォルマートでデザインおよび製品を担当するダニエル・ダンカー氏は述べている。簡単に言えば、インスタント・チェックアウトは失敗に終わった」 -- Wired OpenAIは最近、ニュースで話題に事欠かないが……

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@jerrycapFeb 17, 2026 · 12:47 PM

In 2000, people thought the internet would kill all retail. Twenty years later $WMT trades at 50x PE and a premium to Amazon who actually owns the internet.

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@aleabitoredditFeb 9, 2026 · 3:34 AM

I'm long $RDDT at $139. Reddit presents an incredible opportunity after the -44.9% drop last month. Blowout Q4 earnings, but likely short-term option chain + liquidity influencing price. Results TLDR: Q4 Revenue: $726M (70% Y/Y growth) Net Income: $252M Cash: ~$2.5 Billion, 0 Debt. Q1 2026 Guidance: $595M – $605M (52% – 54% YoY) Data licensing was only $36 Million of it (so this was all operational). This is $HOOD levels profitability and incredible blaance sheet. To have net income reach close to ~1/3 of revenue, while growing 70% Y/Y, is incredible. Modeled forward P/E may be around ~27-30 ( $WMT for reference 46+ now growing in line with inflation) Reddit is not going anywhere. You can't disrupt Reddit by vibecoding it with Opus 4.6 and Cursor, because the main point of it is network effect. Reddit is a money printer waiting for premiums to catch up.

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@the_ai_investorFeb 6, 2026 · 2:04 AM

What if $NVDA can only sell $400bn per year and cant grow fast anymore? I need to sell the stock and jump to $WMT https://t.co/mtcV7N0UJZ

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@aleabitoredditJan 22, 2026 · 10:34 AM

@MrAlexBags $WMT trades at 40.43 forward P/E. Yes, Walmart the bath towel reseller that's growing revenue 4.9% Y/Y in line with inflation. $MU trades at 11.6 forward P/E growing revenue 133% Y/Y, and EPS 319% Y/Y. There's a long way to go for Micron, looking at prices alone is a not the brightest way to invest since fundamentals are more important. Stocks make ATHs every day.

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@stocksavvyshayJan 12, 2026 · 11:34 AM

$WMT & $GOOGL owned drone delivery company Wing are expanding drone delivery to 150 additional stores with Houston launching January 15. Once complete, the rollout will make the service available to ~40M Americans across major U.S. metros. https://t.co/QyApjJq2r9

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@ftr_investorsJan 11, 2026 · 4:36 PM

$WMT $GOOGL Walmart is bringing its full shopping experience directly into Google Gemini, allowing customers to discover products, build carts, and complete checkout entirely within chat. 🛒🤖 https://t.co/jRpdgSyKQC

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@stocksavvyshayJan 11, 2026 · 3:04 PM

$WMT is partnering with $GOOGL to let shoppers purchase products directly through Gemini. It’s another signal that AI assistants are moving from answering questions to actually completing transactions inside everyday commerce. https://t.co/ZEq212pAFx

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@the_ai_investorDec 17, 2025 · 1:35 AM

$NVDA is much cheaper than $COST and $WMT in Forward PE (and growth of course). The stock has not earned any multiple expansion even though it's been a few X in the last few years. https://t.co/zE8NHfUKDg

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