"The problem with Walmart (WMT) is they're going to be affected by the tariffs," says Melissa Armo. Following 4Q earnings that were above expectations, shares of WMT slid lower as investors react to a guidance miss. Armo says this stock "could keep going up" and maintain its bullish trend, but says it is "not a buy today." In terms of shopping experience, she prefers Target (TGT) stores over Walmart. In terms of Alibaba (BABA), she says zoom out on the chart and look at the long-term downtrend dating back to 2020.