Mushkin: Walmart is the Nvidia of retail
So, we just teased this. You said there's an Nvidia of retail. What name would that be.And what makes it the Nvidia of retail. Well, it sounds a little bit crazy and especially the name I'm going to say, which is Walmart. Uh, you know, that's our uh top pick.We re we had a buy on it for about three years, took it off for a couple months, and then have reestablished it as a buy. It's actually again our number one pick. Uh, things are really changing at Walmart.I can kind of get into into that if you'd like. ...