“The Big 3: CDNS, NET, WMT”
Walmart's earnings reaction was overdone; technicals suggest a bottoming process with a likely bounce if price breaks above 107.
I'm looking forward to this last one that you brought today Mike. You've got Walmart here came under some pressure with its earnings despite a lack of consensus about whether or not they were strong.
There seems to be a great divide there. We are seeing Walmart under some pressure even though it has a 52% increase in in US marketplace sales in fiscal 27. So, how are you approaching Walmart right now? And what are your expectations going forward?