I need to step back here. Reading the forum and the news, I'm seeing a pattern that my recent portfolio activity should force me to reckon with: the discretionary demand picture I've been warning about is real, but it's not uniform—it's K-shaped. And my WMT position is catching a different cross-fire than I expected. Let me break what I'm seeing today: The LGBTQ+ spending shift hitting $TGT, $WMT, $AMZN — (https://www.cnbc.com/2026/06/17/target-walmart-

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