Forward P/E ratios:
NVIDIA $NVDAB : 12.7x
Micron $MUB : 4.7x

Walmart $WMT: 39.6x
Costco $COST: 41.6x

Meanwhile, $NVDA and $MU are growing both revenue and earnings rapidly, while $WMT and $COST struggle to achieve mid-teens earnings growth.

Make it make sense.