🛒 Walmart: The world’s largest retailer is quietly turning into a technology company

Walmart $WMT has always been seen as a boring safe bet. Low margins, huge revenues, a reliable dividend. But beneath the surface a transformation is taking place that fundamentally changes the company’s investment story. Advertising, e‑commerce, premium membership — Walmart has quietly copied...
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Microsoft $MSFT is one of those names where analysts are gradually revising price targets upward — and this time Wells Fargo moved the target from $625 to $650 while keeping the "Overweight" rating. It's not a big move, but it's a signal that confidence in the long-term story remains. Microsoft's AI business reached $37 billion in annualized revenue with year-over-year growth...
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How do you see $ASML?

Is it worth taking profits at its new highs and reinvesting into cheaper stocks? (e.g. $NVDA $META $UBER $MSFT…)

$NVDA, $META and $SPGI have good prices, right?

Should we buy, or wait?

We're already buying $SPGI and we want an even better price for $META and $NVDA. Is that right?

Are you still buying more now despite the massive run-up of many AI companies, or are you hoarding cash for a time when it all crashes?

Pinterest bets $4 billion on Amazon.

$PINS Pinterest has signed a five-year, $4 billion contract with $AMZN — the largest infrastructure commitment in the company’s history. Graviton and Trainium chips, a full bet on AI.

But the real story is with Amazon. Its chip business generates over $20 billion annually and is growing at triple-digit rates. Trainium2 offers a 30% better...
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