Category Archives: Daily Top Ten

TOPLEY’S TOP 10 September 02, 2025

1. 70% of S&P 500 Trading Above 200 Day Moving Average.

That shouldn’t be a surprise when for the first time this year, more than 70% of the S&P 500 stock are above the 200-day.

Source: Willie Delwiche


2. S&P Forward P/E Ratios by Sector.

https://www.barrons.com/articles/stock-market-outlook-f25a09ec?mod=past_editions


3. 2019-2025….9 of 11 Sector Market Caps Shrunk.

https://www.nasdaq.com/solutions/global-indexes/nasdaq-dorsey-wright/research-analysis-platform


4. Putting NVDA Valuation in Perspective. 

Bespoke Investment Group If you thought comparing NVIDIA to entire countries was wild, our next chart shows just how far ahead it is of some of America’s most iconic companies. With a market cap north of $4 trillion, NVIDIA is worth 6 Walmarts (WMT), 11 Costcos (COST), 20 McDonald’s (MCD), or 25 Citigroups (C). Taking it further, it could swallow 38 Nikes (NKE), 45 Starbucks (SBUX), or 50 Dells (DELL). At the extreme end, NVIDIA’s value equals about 60 UPS (UPS), 78 Chipotles (CMG), 94 Fords (F), 102 Targets (TGT), or 103 eBays (EBAY). Put simply, NVIDIA’s market cap isn’t just massive, it’s in a league of its own, making even household corporate giants look like small caps by comparison.

Bespoke https://www.bespokepremium.com


5. Foreign Central Banks Hold More Gold Than U.S. Treasuries.

Central banks vs. gold. “Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996.”

@tavicosta


6. Volatility has been Crushed, with the $VIX Showing its Biggest 20-week Decline in History.


7. IWM Small Cap Best August in 100 Years.

https://x.com/MikeZaccardi


8. Real Estate Still Ranks High as Investment for 21-44 Year Old

While crypto has been popular for wealthy Americans, real estate continued to hold greater appeal. And it’s the smart real estate entrepreneurs that know where to disrupt.

Take the $1.3T vacation home market1, where houses have traditionally been too expensive or too much hassle. After selling his own company to Zillow for $120M, Austin Allison applied his proptech expertise to create Pacaso: a co-ownership platform for luxury vacation homes.

Since inception, the company has generated $1B+ worth of luxury home transactions and service fees across 2,000+ owners. Well-known VCs have already invested — and until 9/18, Pacaso is offering everyday investors the chance to share in their growth at $2.90/share.2

http://www.chartr.com/


9. Scientists find musical link to boosting brain function for life

By CHRIS MELORE, US ASSISTANT SCIENCE EDITOR

Learning to play a musical instrument can protect your brain from aging, building up a defense against cognitive decline that lasts a lifetime.

Researchers from Canada and China discovered older adults who had spent years playing music were better at understanding speech in noisy environments, like a crowded room, compared to those who didn’t play music.

Their brains worked more like younger people’s brains, needing less energy to focus than older non-musicians’ brains had to use to make up for age-related mental declines.

Playing music was found to build up a person’s ‘cognitive reserve,’ which is like a backup system in the brain.

This reserve helps the brain stay efficient and work more like a younger brain, even as someone grows older.

Years of music training strengthened connections between brain areas that handle hearing, movement, and speech, making it easier to process sounds in tough situations, like when it’s hard to single out one voice in a crowd. 

Researchers said their findings debunked the idea that older brains always need to work harder to compensate for aging.

Instead, regularly practicing an instrument for about 12 hours a week, regardless of how well you play, can build up a ‘reserve’ that keeps the brain from having the think too hard unnecessarily. 

https://www.dailymail.co.uk/sciencetech/article-15054439/simple-hobby-boosts-brain-function-life.html


10. Tiny Thoughts Shane Parish

Luck writes the first chapter, but your actions write the rest. 

** 

Something I try to teach the kids is the concept of ‘one more.’ 

One more rep. 
One more step. 
One more minute. 
One more revision. 
One more practice test. 

It’s so easy to stop, but most of the value comes from one more. 

*** 

School often teaches that correct answers are obvious. Reality is the opposite. 

We drill kids on facts that seem obvious once known, never mentioning that almost all of them were buried behind a door of ‘that doesn’t make sense.’ Gravity baffled us for millennia. We didn’t think hand washing mattered, even the idea of germs causing sickness sounded insane. 

Every breakthrough started as heresy. But we teach kids to flee from the very feeling that precedes discovery.

https://fs.blog/about/

TOPLEY’S TOP 10 August 27, 2025

1. Earnings Still Trending Higher

EPS outlook. “S&P 500 forward earnings per share rose to yet another new record high during the week of August 21 as industry analysts raised their 2025 and 2026 earnings estimates.”

Ed Yardeni – Yardeni Research


2. NVDA Earnings Post Close Wed….History of Post-Earnings

Dorseywright


3. Chat GPT Threat to Google Search?  Google New Highs

StockCharts


4. Google Outperforming MSFT Since Chat GPT Launch

Bespoke


5. In Small Caps Last 5 Years….Value has Been Outperforming Growth

Y Charts


6. Nvidia’s new ‘robot brain’ goes on sale for $3,499 as company targets robotics for growth-CNBC

Kif Leswing@kifleswing

Key Points

  • Nvidia announced on Monday that its latest robotics chip module, the Jetson AGX Thor, is now on sale for $3,499 as a developer kit.
  • The company calls the chip a “robot brain.” The first kits ship next month, Nvidia said last week, and the chips will allow customers to create robots.
  • Nvidia CEO Jensen Huang has said robotics is the company’s largest growth opportunity outside of artificial intelligence.

Nvidia announced Monday that its latest robotics chip module, the Jetson AGX Thor, is now on sale for $3,499 as a developer kit.

The company calls the chip a “robot brain.” The first kits ship next month, Nvidia said last week, and the chips will allow customers to create robots.

After a company uses the developer kit to prototype their robot, Nvidia will sell Thor T5000 modules that can be installed in production-ready robots. If a company needs more than 1,000 Thor chips, Nvidia will charge $2,999 per module.

CEO Jensen Huang has said robotics is the company’s largest growth opportunity outside of artificial intelligence, which has led to Nvidia’s overall sales more than tripling in the past two years.

“We do not build robots, we do not build cars, but we enable the whole industry with our infrastructure computers and the associated software,” said Deepu Talla, Nvidia’s vice president of robotics and edge AI, on a call with

https://www.cnbc.com/2025/08/25/nvidias-thor-t5000-robot-brain-chip.html\


7. COIN -30% from Highs

StockCharts


8. Labor Day Steaks will be Expensive

Barchart


9. San Fran Homeless Citations up 25X

WSJ Last year, the U.S. Supreme Court granted cities more power to penalize people for sleeping outside, handing city leaders a new tool with which to clear homeless people from the streets.

WSJ


10. Appeal to System 1 thinking -INC

Daniel Kahneman, the Nobel Prize-winning psychologist, said the human brain makes decisions based on two ways of thinking, or what he called systems. System 1 is your brain’s autopilot. It assesses a situation quickly without a sense of voluntary control. System 2 takes its time. It’s more logical and deliberate. When people hear a message for the first time, System 1 kicks into action. It decides almost instantly, “Is this useful to me?” If the answer is yes, it pays attention. If the answer is no, it tunes out. 

One of the brain’s primary functions is to conserve energy, so it’s constantly scanning its environment to pay attention to those things that matter and ignore the rest. When the brain locks on to something important, System 2 takes over. It will look for logical arguments supported with facts, figures, data, and evidence. System 1, however, acts as the gatekeeper. 

The importance of audience-centric communication 

In audience-centric communication, it’s critical to make the benefit clear in the first 30 seconds of a presentation. If your listeners have to work too hard to decipher what you say and how it applies to them, you’ve lost their attention. It’s important to make your topic worth their mental energy. 

One easy way to get your audience locked in is to start with the benefit, and then back into the topic. For example, when I began a keynote presentation for an AI summit at MIT, I opened with this line: “Full disclosure. I am not here to tell you how to do your job.” Since the audience was made up of researchers who are deeply involved in the field of AI, it was important that I acknowledge the obvious—I’m not an AI scientist.

In my second sentence, just 14 seconds after I took the stage, I said, “I am here to elevate the job you do by giving you specific, tactical tools and techniques that will help you sharpen the most critical leadership skill that you can build today.”   

I could have used the first 30 seconds or so to talk about my books, credentials, or experience, but none of those things would have given the audience a reason to care. Those details support my ideas and lend credibility to my argument, but they won’t make it through the System 1 gatekeeper. Play to the gatekeeper first. Once you get your audience to lean in, you’ll have their attention, and they’ll be eager to hear what you say next. 

The opinions expressed here by Inc.com columnists are their own, not those of Inc.com.

https://www.inc.com/carmine-gallo/a-timeless-communication-tactic-steve-jobs-used-to-hook-any-audience/91228522?utm_source=newsletters&utm_medium=email&utm_campaign=INC+-+This+Morning+Newsletter.2025-08-25+-+8791&leadId=1548979&mkt_tok=NjEwLUxFRS04NzIAAAGcf_yNtpBSaqm54Ge5aywCtPRS9tbC1zU-pCHphDVE9A6g-wicMilEBlMSbr0BWJyW6WyMMnajCE3PHVwUQITOLw6nsbZfjfmXmjUuSJ2upUg

TOPLEY’S TOP 10 August 26, 2025

1. Bitcoin ETF IBIT Closes Below 50-Day


2. Microstrategy Fourth Time in 2025 Hanging Around 200-Day Moving Average…Still Down -37% from 2024 Highs

StockCharts


3. Ethereum Fastest Asset to $500B in History

Milk Road


4. First Day Trading IPOs Best in 20 Years

Callie Cox


5. 1995-2000 1400 Technology Stock IPOs ….Less than 10% Survived

Perplexity


6. It is Official…More ETFs than Stocks 2025

Bloomberg


7. Oh Canada!  Canadians Load Up on American Stocks

Dave Lutz Jones Trading Canadian investors have injected C$124 billion ($89.7 billion) into US stocks in 2025, even as Trump’s trade war disrupted the two countries’ longstanding, largely tariff-free relationship, according to data compiled by Warren Lovely at National Bank of Canada Financial Markets. That’s on track for the largest yearly inflow since at least the 1990s.

International Home Buyers Coming Back


8. Florida Condos Running Inventory Increases

NY Times-By Julia Echikson

The New York Times


9. Large Retailers Return $900B 2024

Sherwoodnews


10. Post Covid Widening in Wealth Gap

The Kobeissi Letter

TOPLEY’S TOP 10 August 21, 2025

1. Stock Buybacks Due for Seasonal Slowdown

@Callum Thomas (Weekly S&P500 #ChartStorm)Seasonal Buybacks: Interesting snippet on seasonality — the next couple of months have historically been a seasonal dry patch for buybacks. And indeed, it’s Sep/Oct which have historically tended to see the worst seasonal stockmarket performance.

Source:  @WarrenPies


2. First of Hot IPOs 2025-CoreWeave CRWV -50% from Highs

StockCharts


3. Retai Investors Buying 2 Handed—Professional Investors Flat

Retail vs. Pros flows. Retail flows are marching higher, Pros flows have been trending sideways.

John Marshall – Goldman Sachs via Zero Hedge


4. Reallocation Away from U.S. Stocks Already Reversing?

Barron’s


5. Global Investors Bought $163 Billion of U.S. Stocks in June

chartr


6. China Trade Surplus was $1 Trillion in 2024

Paul Krugman


7. Draftkings and Fanduel Performance “in football season” vs. “offseason”

Nasdaq Dorsey Wright

Nasdaq 


8. Private Equity Exits Running at Half of Last Years Count

WSJ-Following a binge of acquiring companies during the post-Covid deal frenzy, it is generally proving harder to now sell those companies on. There have been some notable initial public offerings this year of private-equity-backed companies, such as the roughly $1.4 billion IPO for cybersecurity company SailPoint. But the overall number of exits in the second quarter—which also includes sales to other financial sponsors or to corporations—slowed to about 10% below the typical prepandemic quarterly average, according to PitchBook.

The private-equity industry globally had an “inventory” of over 30,000 companies through the first quarter of this year, according to PitchBook. At last year’s pace of exits, it would take about eight years to clear that inventory, PitchBook estimates. https://www.wsj.com/finance/investing/private-equity-firms-stocks-are-struggling-despite-getting-into-401-k-s-759ad08d?gaa_at=eafs&gaa_n=ASWzDAhIF3ZRuFiL04sUAndx3YBw69LpEqZrO91c2AULQmFpu1chbIM8hHhIe-1TJos%3D&gaa_ts=68a6112c&gaa_sig=xrBjsViyf_iloYpulhAWnqH8qBeE4uDjpo5ABinCXnCWU7iN7-KoCzusLp2Hk_FEDFSCmSFXWTL5Nkq9nTTzJA%3D%3D

PitchBook


9. Mortgage Debt at Lowest Levels Since the 1950s

Mortgage debt is now 28% of the U.S. housing market value. That’s the lowest level going back to the 1950s.

Source: Bespoke


10. Student Loan Defaults Hit 10%

CNBC Kamaron McNair

CNBC LLC

TOPLEY’S TOP 10 August 20, 2025

1. Palantir Closing in on -20% Correction….It Has Not Even Broken 50-Day Yet

StockCharts


2. Coinbase -31% Correction Only Takes Stock Back to June Levels

Stock Charts


3. Target Down Pre-Market-Broke Below 5-Year Lows in April

StockCharts


4. Laggard Small Cap Russell 2000 50day thru 200day to Upside

StockCharts


5. Homebuilders Anticipating Lower Rates? +38% from Bottom….50day close to crossing above 200day bullish

StockCharts


6. Time on Market for Homes Hits 2015 Levels

Liz Ann Sonders


7. SPACs 41 of 59 IPOs Last Quarter

S&P Global


8. American Concerns About Artificial Intelligence

Reuters


9. Another Way to Look at Inflation Past 5 Years

Peter Mallouk


10. How to Sell Anything

Matt Gray