WMT
1Bull0Bear0Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
WMT is net bullish (1 bull · 0 bear)
Walmart is depicted as benefiting by acquiring and reselling products from the original producer (Costco) who the market is selling off.
Last spoke: 07/01/2026, 13:14 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- Basically pre-market right now with the Neoclouds like $NBIS in simpler terms. Costco: sells $5 chickens. Walmart: mass buys those rotisserie chickens and sells excess as “Walmart Chickens”. Stock Market: sells off Costco.
Ongoing takes on other optical names too
Beyond WMT, his viewpoint library also covers: