I would prefer that companies providing utility would be rewarded. I expect , however, that companies enabling administrative control (via AI , software, monopolization, surveilance, market capture) will actually be rewarded.

So in a better world Walmart should be a higher value, since they are feeding and supplying the entire country with food, tools, consumer goods, luxuries, furniture, etc.

But in reality Nvidia will be rewarded for enabling more administrative control.