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But tbh the price vs valuation of many companies is inflated.

You'd have to do the homework to see exactly what you are buying vs what you are paying for.

Some stocks that are disproportionate to its underlying valuation

Nvidia has lower pe than walmwart.

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Yeah their earnings is wild dude, especially their margin

But idk Walmart is consumer facing goods so it's consumer Staples. Even in recession people will go to Walmart, but will they buy graphics cards?

Walmart earnings also probably low as fuck. FMCG is notoriously tight on margins. Sometimes less than a percentage point.

Big Tech are buying them and people giving big tech ther data and surveillance to pay big tech

Yes data is big business