TGT
Target Corporation
stock NYSE

forget WMT and TGT, I’d be watching the 10Y first if $1.3T actually got dropped into the economy

Where does WMT, TGT and COST get almost all their goods from?

Trump promised a $5,000 "Trump Dividend" at the Dallas midterm convention. He explicitly made it conditional on the election, saying, “*Here is my promise: if the Republicans win the House of Representatives and the United States Senate, both of them… because of our tremendous strength and success economically, I will issue a dividend to every adult citizen in the United States of America for $5,000.*” He claims we can afford it because “our country is making so much money,” but with the national debt past $40 trillion, a $1.35 trillion cash drop sounds like a hyper inflation bomb.
The wildest part for the markets is his domestic restriction: “*The only caveat I have is that the dividend that we're making must be spent in the United States of America. We don’t want you going to Canada to spend the money… We don’t want you going to China, to Germany.*” If that money is locked inside the US, it's an instant revenue cheat code for domestic retail giants WMT, TGT, COST.
On the other hand, the Fed would probably have to hike interest rates immediately to fight off the inflation spike, which would absolutely crush tech P/E multiples.
How do you even hedge against a $1.3T domestic cash drop?
Source: [CNBC](https://www.cnbc.com/2026/09/10/daily-open-trump-dividend-5000-midterms.html)

Crampon also said by TGT and WMT... guessing poots in order

Been looking at it too. I would say it is not the highest quality business so probably not good for long-term holding periods. but at these valuations could be a really good buy if dividend holds and they can recover a little bit. Big question here: can they recover or will the business erode furter?
If the business is going to erode further, price can go down even more. Brand matters for cars. They own some good brands: VW, Audi, Porsche, Bentley, Lamborghini, Ducati, Skoda, Seat. The cars they make are decent/good. High production costs are for sure biggest negative aspect here. Germany is a bad place to produce cars in 2026 it seems. Cars are cyclical by nature - so probably they will recover.
For me personally I think they probably will recover but also somehow hard to predict what will happen...
If there is someone out there who can predict a recovery, even slightly, I think there is ample opportunity to get a 2-3 year gain north of +20% incl dividends.
If they are able to get margins back up and eps back up to around 20EUR EPS, the stock is worth surely more than 150 EUR... which would be a double + 7% dividend if they can keep it up.
Similar setup to TGT at around 90 USD