Walmart (WMT)

Walmart reports earnings next week.

Some of the data was so impressive, it justified a deep dive.

We know Walmart's eCommerce segment is booming. Last quarter, U.S. eCommerce sales grew by 79% YoY.

What's driving this? Walmart.com, Grocery, and Walmart+.

• Walmart beefed up the third-party element of its online marketplace, adding on small-to-medium-sized businesses thanks to a partnership with Shopify.
• Walmart grocery delivery mentions increased +92% YoY in the last quarter.
• Sign-up mentions for Walmart+ increased 18% from the last quarter and continue to build. This is impressive, considering the massive influx of consumers during its September launch.

The moral of the story?

Walmart's massive physical presence is empowering consumers to engage with the retailer exactly how they want to...

Walmart Omnichannel Purchase Intent mentions increased +147% YoY in the last quarter -- surging during the Holiday season.

We're expecting a strong quarter.

PC Gaming: CRSR

The number of consumers talking about playing video games on a PC surpassed that of the top 2 consoles in 2019, and the gap has only widened since then.

PC Gaming mentions are still trending higher: +31% YoY in the past 90 days.

We’ve got our eye on a market newcomer, with direct ties to the PC gaming industry: Corsair Gaming (CRSR).

Shares of CRSR have exploded higher since the company’s September 2020 IPO.

The underlying data confirms...