“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”
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@fullportshowWalmart 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.
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Everything on WMTOct 619:47Long“That’s what got me to buy it by some Walmart calls, like I, I closed out of it yesterday”Pricing
“That’s what got me to buy it by some Walmart calls, like I, I closed out of it yesterday”
He bought Walmart calls after Meta blocked access for Amazon's agent, then closed them because the trade didn't follow through.
Sep 221:11:27Long“I bought calls for one year out on the bet that am that Walmart doesn’t stay asleep at the wheel here.”Pricing
“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.
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice. How the calls work