# Walmart: a long call on Full Port, 2026-09-22

- **Walmart (WMT)**, long, medium conviction, over weeks, at 1:11:27: "I bought calls for one year out on the bet that am that Walmart doesn’t stay asleep at the wheel here." Amazon blocked Meta Muse agents, so Walmart is the only scale competitor and could partner with Meta to become a retail AI play; small position. https://fullportshow.com/episodes/2026-09-22/?t=4287

Episode: META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates https://fullportshow.com/episodes/2026-09-22/
Everything the hosts said about Walmart: https://fullportshow.com/tokens/wmt/

Free to read, quote and build on. Credit Full Port and link back to fullportshow.com. Nothing here is investment advice.

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Free to read, quote and build on. Credit Full Port and link back to fullportshow.com. Nothing here is investment advice. Connect your AI to Full Port: https://fullportshow.com/mcp. Map of the site: https://fullportshow.com/llms.txt