TOPLEY’S TOP 10 October 03, 2025

1. The Updated JP Morgan Valuation Chart

https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets


2. But Profit Margins at All-Time Highs

https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets


3. Debt to Equity Ratio of AI Stocks

From Irrelevant Investor Blog

https://www.theirrelevantinvestor.com/p/animal-spirits-why-retail-is-outperforming


4. S&P All-Time Highs Q3 Ties Record Going Back to 1998

Q3 ATHs. “On virtually no one’s bingo card, the S&P 500 made 23 new all-time highs in the third quarter, tying the most for any quarter since 1998.”

Ryan Detrick – Carson Group


5. Exposure to AI vs. Labor Costs

https://x.com/GoldmanSachs


6. NVDA Added $2.5 Trillion in Market Cap Since April 2025

https://x.com/KobeissiLetter


7. Call Volume Last 20 Sessions…40 Million Contracts

https://x.com/LanceRoberts


8. Oil is the Cheapest it has been in the Last 70 Years when Denominated in Gold, with the Exception of Covid 2020

Oil is the cheapest it has been in the last 70 years when denominated in gold, with the exception of the Covid lockdown in 2020

https://themarketear.com/the-newsletter


9. China vs. World EV Production

http://www.semafor.com/


10. One Sentence on Business

https://x.com/elonmusk