$WMT is up over 16% this month, and I get why people are buying it while the market feels shaky. People still need groceries and household stuff, and I shop at Walmart myself because I'd rather save a few bucks where I can.

The AI shopping idea is interesting, too. Having an assistant restock boring things like detergent sounds pretty handy, but will it actually bring Walmart more sales?

My only hesitation is the price. A P/E around 44 feels pretty steep for a retailer, even one doing well. I like the business, but I don't wanna buy after this big run and then watch it pull back.