In what market? In cloud infrastructure I think it's safe to say Walmart is actually the smaller contender. Over time cloud infrastructure could subsume all o

In what market? In cloud infrastructure I think it's safe to say Walmart is actually the smaller contender. Over time cloud infrastructure could subsume all of retail, at least in theory. If that's the case wouldn't you rather own Amazon than Walmart? I'm not implying this is reality, I'm just saying predicting future potential is not as simple as current Market Capitalization might imply otherwise IBM would own the NASDAQ today.