Contrarian Opinion: Tariffs, Inflation, and Recession Fears Could Be a Tailwind for This Retail Stock and Propel It to a $1 Trillion Valuation

President Trump's new tariffs could cause prices to rise for consumers and induce a period of slowing economic growth.

Apr 26, 2025 - 14:46
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Contrarian Opinion: Tariffs, Inflation, and Recession Fears Could Be a Tailwind for This Retail Stock and Propel It to a $1 Trillion Valuation

Right now, there are only seven public companies that are trading at a market capitalization north of $1 trillion. The exclusive list of trillion-dollar stocks includes Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta Platforms, and Berkshire Hathaway.

Beyond trillion-dollar stocks, the next three largest companies in the world as measured by market cap are Broadcom, Tesla, and Taiwan Semiconductor Manufacturing. Do you see any themes here?

With the exception of Berkshire, each trillion-dollar or near-trillion-dollar business dominates the technology sector. The next largest company after those referenced above is retail specialist Walmart (NYSE: WMT). With a market value of approximately $760 billion, Walmart is the most valuable non-pure-play technology business on the planet besides Berkshire.

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