Notes
散户大战华尔街~
$BYND 下一个 GEM~
Market Watch:
🌊 S&P Global joins @chainlink to bring stablecoin risk data on-chain
🌞 Powell hints at tightening liquidity & further interest rate cuts
🌀 Walmart $WMT x @OpenAI to enable shopping through @ChatGPTapp
🏄♂️ $BTC keeps momentum above $113K
#SmartDelivery

$WMT Walmart Q1 Results:
🔸 Adj. EPS: $0.61 (vs est. $0.58)
🔸 Revenue: $165.61B (vs est. $165.84B)
🔸 U.S. comp sales: +4.5%
Guidance & Outlook:
🔸 No Q2 EPS & operating income forecast (uncertainty cited)
🔸 Reaffirms FY26 EPS target: $2.61, revenue: $705.26B
🔸 Q2 net sales growth: +3.5% to +4.5% (constant currency)
Other Notes:
🔸 Walmart Mexico comp sales: +1.5% (vs +4.1% in Q4 FY25)
🔸 Walmart Canada comp sales: +0.9% (vs +5.8% in Q4 FY25)
#Upgrades - Feb 25, 2025
• $AMH: Citizens JMP Upgrades to Market Outperform from Market Outperform - PT $41
• $CSTM: Deutsche Bank Upgrades to Buy from Hold - PT $15 (from $11)
• $GLOB: Redburn-Atlantic Upgrades to Neutral from Sell - PT $150 (from $140)
• $PWR: BMO Capital Upgrades to Outperform from Market Perform - PT $316 (from $338)
• $TEO: JPMorgan Upgrades to Neutral from Underweight - PT $13 (from $10)
• $WMT: DZ Bank Upgrades to Buy from Hold - PT $110
• $XYZ: Morgan Stanley Upgrades to Equalweight from Underweight - PT $65
$WMT Guidance & Q4 Results:
📉 2026 FY Guidance:
🔸 Adj. EPS: $2.50–$2.60 (Est. $2.77)
🔸 Net Sales Growth: +3% to +4%
📉 Q1 Guidance:
🔸 Adj. EPS: $0.57–$0.58 (Est. $0.65)
🔸 Sales Growth: +3% to +4%
📈 Q4 Results:
🔸 US Comp Sales (ex-gas): +4.9% (Est. +4.66%)
🔸 Walmart US: +4.6% (Est. +4.36%)
🔸 Sam’s Club US: +6.8% (Est. +4.99%)
🔸 Adj. EPS: $0.66 (Est. $0.65)
🔸 US E-Commerce: +20% (Est. +17.9%)
🔸 Sam’s Club E-Commerce: +24% (Est. +11.7%)
🛰️即将迈入第一千个日子的 DePIN - @WorldMobileTeam
⚫️当大家都在 PVP 的时候,真正有长期潜力的项目反而容易被忽略,今天我们来看 @WorldMobileTeam 是如何改变电信产业模式的
WMT 用区块链技术结合电信,创造了一个去中心化的网络系统,搭配覆盖率更广的节点,让网路能够抵达传统电信到达不了的地方,他们也使用了@Starlink 的技术,帮助许多没有网路触及的地区连接上网,他们的服务已经运行9百多天,很快将迈入第1000个日子!
坚强的合作伙伴也是帮助品牌横向发展的关键之一 , @chainlink 、@InputOutputHK 、@base 、 @Toshi_base 都是目前提及到的合作伙伴, World Mobile 不只在 Web2 建设,Web3 的建设也是持续进行中!
⚫️相较同类型的Helium ,World Mobile 拥有更多的每日活跃用户(100K+ DAU),并且网路数据使用量是H 的20 倍以上, $WMT x @wmtoken 的市值是低于Helium 很多的,因为是依靠真实收入去创造市值、而不是反过来大量发币去营造高市值的假象,昨天半夜最新一波巴基斯坦的节点在三分钟完售也是因为市场相信这个产品三年来的表现才投入,我认为是少数算价值投资的项目之一! 不晓得 @aixbt_agent 怎么看 $WMTx 这个币?


#Downgrades - Nov 21, 2024
• $ADNT: BofA Securities Downgrades to Neutral from Buy - PT $24 (from $30)
• $GRAB: China Renaissance Downgrades to Hold from Buy - PT $5.40
• $RBC: BofA Securities Downgrades to Neutral from Buy - PT $335 (from $330)
• $SHOP: DZ Bank Downgrades to Sell from Hold
• $TRV: Janney Downgrades to Neutral from Buy - PT $280
• $ULTA: William Blair Downgrades to Market Perform from Outperform
• $WMT: DZ Bank Downgrades to Hold from Buy - PT $91
• $XPEV: Goldman Sachs Downgrades to Neutral from Buy - PT $12.50 (from $11.70)

















