Walmart stock is down nearly 8% in just 10 days—but is this a breakout or a trap? In this episode of Am I Catching a Falling Knife?, we dissect the bullish narrative around resilient sales growth and expose the margin pressures that could undermine it. Using real numbers, DCF models, and PEG ratios, we reveal why Walmart’s current price may be dangerously optimistic.

📊 Topics Covered: • Walmart’s grocery & e-commerce boom • Margin squeeze from rising costs • DCF valuation vs market price • Buy levels to watch: $90, $80, $70

⚠️ Not financial advice. Always do your own research.

Step into today’s Daily Market Narrative, where we decode the post‑Jackson Hole risk‑on frenzy without the financial jargon. 📉 Powell hints at rate cuts — markets cheer, SPY charts sparkle. 📈 Corporate earnings are up, consumer fears down… but is it all built on shaky Jenga blocks? Plus:

Private credit default warnings 🚨

Nvidia halts H20 chip production 🤖

Tariff confusion freezes mail deliveries 📦

Elon vs. Zuck in the AI chess match ♟️

Brits feeling bullish on their wallets 💷

US farmers caught between trade wars & bumper crops 🌾

Whether you’re a bull, a bear, or just here for the drama, this is the market wrap you can’t miss. 🔔 Subscribe for daily satirical yet sharp market insights that keep you informed and entertained.

Is Palantir Technologies (PLTR) a misunderstood AI titan—or just another overhyped tech stock? In this episode of Am I Catching a Falling Knife?, Dave breaks down Palantir’s recent pullback, its ambitious AI platforms like Gotham, Foundry, and AIP, and the market’s growing skepticism around its valuation.

We run a full DCF analysis, explore Wall Street’s shifting sentiment, and reveal our narrative-adjusted fair value of $16.08. Whether you're a retail investor or just curious about the future of AI in finance, this is a must-watch.

🔔 Subscribe for more deep dives into tech stocks, AI trends, and market psychology.