Walmart is overvalued at 50-60x free cash flow despite slow growth.
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The Unthinkable is about to Happen to Stocks | Get Ready!
Everything MoneyApr 18, 2026
The creator discusses the potential for a post-war boom in stocks, drawing parallels to historical market recoveries and the 1990s internet boom. They highlight the AI story's continued relevance and suggest that current market fears might present a significant buying opportunity, citing Bill Ackman's recent comments.
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Costco is too expensive, trading at 50-60x free cash flow with slow growth.
Adobe is becoming an interesting investment due to price corrections.
Meta is becoming an interesting investment as its price has corrected.
Nvidia is a significant player in the AI boom, with substantial investments in infrastructure driving demand for its services.
Alphabet is a major investor in AI infrastructure, with its growth prospects tied to the increasing demand for computing power.
Amazon is investing heavily in AI infrastructure, benefiting from the sustained demand for computing power.
Microsoft is a key player in the AI infrastructure boom, with significant capital expenditures supporting its growth prospects.
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COST
sell opened Apr 18, 2026
+4.56%