Crude oil faces demand destruction of about 4 million barrels per day. Once the current war resolves (with a huge caveat), oil prices could fall below $65 per barrel. Backwardation in the futures curve already prices in lower levels around $75 later this year.
Walmart's premium valuation is not justified if it can't grow quickly, and Amazon offers a cheaper valuation with a stronger growth story. Walmart's ad revenue is growing but as a small portion of revenue. I'd rather buy Amazon at a cheaper valuation than own Walmart.