Too Compelling Not to Comment. $AMZN $300 Citron has followed $AMZN for 25 years. Today is the game changer where the ridiculous discount to $WMT multiple should close. For 4 years the market rewarded $WMT for stability and punished $AMZN for capex. Walmart looked like the adult in the room. Today, Jassy just showed you what that capex built….F$&@ ME! The most serious threat to NVIDIA's semiconductor dominance ever created. Amazon. $50 billion standalone revenue run rate. Triple digit growth. Trainium4 not even shipping and already sold out. Two customers tried to buy ALL of Graviton capacity for 2026. Amazon said no! This is another trillion dollar company hidden inside $AMZN. This does not exist in a single sell side model. Not one. The market spent 4 years punishing Amazon for building this. Now it's built. And $WMT still trades at 45x earnings for 4% revenue growth while $AMZN sits at 26x forward. $WMT sells potato chips. 45x earnings. $AMZN sells AI chips. 26x forward earnings. (And they do sell a lot of potato chips.) The chips are sold out. The multiples have to flip. F$&@ $WMT. $AMZN. $300.