### Comment:
You're right on a lot of things, but I was actually trying to convince my group to recommend a Buy before thinking about it from the other perspective, where this incredible growth trajectory is priced in and we're entering macroeconomic headwinds. Even if Walmart will never be Amazon, they'll chip away at growth and margins. I'm more bullish on their cloud business.

### REPLY:
Ya. You have really good points. Oh well, I guess only time will tell :)

### END.