Uploaded July 2025 | Updated September 2026, 2 weeks ago
🚀 Check out Lovable and use code LOGIC20YT for 20% off your first plan ➡️ https://lovable.dev/logically (code is valid until August 28, 2025)!
Walmart now makes more money than Microsoft, Meta, and Nvidia combined. They're the biggest company on earth by revenue, but they sell groceries. Low-margin, slow-growth, old-school retail. So how did their stock nearly double in 2023? And why are investors treating them like a tech company? For most of its history, Walmart's share price barely moved. Then came a subtle but massive pivot. As the hype around e-commerce plateaued, people rediscovered the value of in-person shopping—and Walmart leaned in. They launched Walmart+, built a data-rich mobile payment system, and transformed their stores into mini ad networks. With over 10,000 locations and massive foot traffic, their ad business—Walmart Connect—quietly became a goldmine. But whether they’re the next Amazon or just got ahead of themselves is still an open question.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - The Insane Economics Of Walmart
0:37 - The Sleeping Giant Wakes
3:59 - Retail To Tech Stock
9:45 - To The Moon, But Not Much Further
Resources: pastebin.com/GaZHJFJE
Disclosure: This video is sponsored by Lovable. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
🚀 Check out Lovable and use code LOGIC20YT for 20% off your first plan ➡️ https://lovable.dev/logically (code is valid until August 28, 2025)!
Walmart now makes more money than Microsoft, Meta, and Nvidia combined. They're the biggest company on earth by revenue, but they sell groceries. Low-margin, slow-growth, old-school retail. So how did their stock nearly double in 2023? And why are investors treating them like a tech company? For most of its history, Walmart's share price barely moved. Then came a subtle but massive pivot. As the hype around e-commerce plateaued, people rediscovered the value of in-person shopping—and Walmart leaned in. They launched Walmart+, built a data-rich mobile payment system, and transformed their stores into mini ad networks. With over 10,000 locations and massive foot traffic, their ad business—Walmart Connect—quietly became a goldmine. But whether they’re the next Amazon or just got ahead of themselves is still an open question.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - The Insane Economics Of Walmart
0:37 - The Sleeping Giant Wakes
3:59 - Retail To Tech Stock
9:45 - To The Moon, But Not Much Further
Resources: pastebin.com/GaZHJFJE
Disclosure: This video is sponsored by Lovable. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
