Walmart just proved why valuation matters.
Revenue beat. EPS beat. The stock still fell.
US comp sales growth slowed to 2.6%, the weakest in 6 years, while $WMT still trades near 38x forward earnings.
Even after another 10% drop, I wouldn’t touch it.
Great company. Terrible
Uber’s valuation has collapsed 70% since 2023, from roughly 55x free cash flow to just 16x today.
And $UBER is only the first.
Here are 7 stocks I’d buy today and the one chart that explains why each made the list: 🧵
$META HAS NOW CRASHED 12.5% IN JUST 5 DAYS.
More than $75 wiped off the share price as Wall Street panics over Meta’s aggressive AI spending.
Buying opportunity or the start of a much deeper crash?
