Bullish on Walmart due to e-commerce growth, AI search with Google, drone delivery, and upcoming earnings.
WMT — LONG The author is bullish on Walmart because its e-commerce is already a big profit driver, boosted by in-app shopping and store pickup, and new partnerships with Google on AI search and drone delivery should accelerate growth. Earnings are expected next month, and the main stated downside is tariff unpredictability. The author holds shares and January 2027 calls, intending to hold shares forever.
Also with news of WMT partnering with GOOG using ai searches and the news of walmart using drones as delivery should boost their e-commerce more and ecom is already a huge money maker for them with the whole shop in app and pickup at store instead of having to go inside.
This Reddit post, published January 12, 2026, features u/cherry_blossom_7471 discussing WMT. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/cherry_blossom_7471 · Tickers: WMT