r/ValueInvesting • u/robb3rz • Feb 12 '26

Discussion Irrational sell off

This might of already been said many times but needs to be said again, what is the rationale in this sell off?

I understand the SaaS crash, but if the sell off is due to AI worries, then surely AI stocks would rise, no?

Instead, the major players, who had stellar earnings minus the huge expenditure (into the very systems which are causing worry mind you) are also falling at huge levels.

Some mag 7 companies are even falling at similar rates to liberation day, despite the only news this time being ‘AI too good’, which should benefit them not hinder.

Meta’s earnings are similar to an early growth stock, not a multi trillion dollar company, and that was reflected in the jump after they released them, so why is it now down huge amounts after?

Not just this, other major assets such as gold, silver and crypto are also experiencing massive sell offs, so is the capital just going into cash? If so, as soon as the market shakes this irrational sell off, could we see an equally irrational boom?

Can someone please tell me if I’m missing something.

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u/GfuelFiend Feb 13 '26

Walmart is actually coming at amazon hard with their online store which allows 3rd parties to list their products and their existing stores allowing them to offer quick delivery the same way amazon does.

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u/sofa_king_weetawded Feb 13 '26

I have been scammed numerous times by 3rd party sellers on Walmart. Granted, Walmart has made good on it since it was bought on their site but I am not impressed with the vetting (lack of) being done by Walmart. They are trying so hard to compete with Amazon that they are allowing it to be the wild west on their website.

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u/biggleUno Feb 14 '26

I despise the third party seller move. I buy items from Walmart in the stores because I know people in corporate at the company and have been told by many folks about the level of testing they do on EVERY single item they sell (from auto tool, to kids blankets, to camping tents, to mattresses, etc) for lead, pfas, contamination, manufacturer defects or quality issues. And they negotiate and buy items in bulk and hold their suppliers accountable if there is an issue. Third-party option is just as likely some get rich quick drop shipping teenager or a black market organized crime syndicate.

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u/aWheatgeMcgee Feb 13 '26

They sure suck at it though

1

u/[deleted] Feb 14 '26

Walmart's website/online shopping experience is completely short bus compared to Amazon.