# Walmart: a long call on Full Port, 2026-10-15

- **Walmart (WMT)**, long, medium conviction, at 33:56: "I think I closed my Walmart trade, like at the lows… if Amazon, uh, is going to block your agents, this is kind of Walmart’s game to lose here" Walmart trade thesis was that Amazon blocking agents benefits Walmart in price and speed; gmoney closed it near the lows but it seems to be playing out. https://fullportshow.com/episodes/2026-10-15/?t=2036

Episode: Hot PPI, Anthropic Slows, and Elon's AI Game Theory https://fullportshow.com/episodes/2026-10-15/
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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