TOPLEY'S TOP 10

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1. The Rate of Tech Change

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2. Semiconductor Index Holding Up with NVDA Sell Off

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3. AI Bounce Back Ex-NVDA

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4. One-Year Chart…S&P Value +24% vs. S&P +12% vs. Mag 7 +4%

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5. Healthcare vs. AI? XLV (Healthcare ETF) was Trailing AI by 5-1 in July 2026….Briefly caught up last Week…..XLV vs. ARTY (AI) 2026

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6. Kalshi Revenue Growth….$1.1B of Sports Bets in One Week

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7. ROBOTICS ETF Negative Return 2026…50day thru 200day to Downside

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8. American Households are Not Over Leveraged

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9. Median Disposable Income in Europe Much Lower than U.S.

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10. Venture Bets on Elizabeth Holmes

Here is Elizabeth Holmes's fundraising history for Theranos relative to her age:

Investors trusted a 26-year-old with almost $90 million in venture funding! I started a company when I was 37, and we've raised ~$6 million. The pressure I feel daily to provide a good outcome for the people who have trusted me with their money, and for my employees who have worked so hard to make this successful, has changed me as a person. I cannot imagine how I would have handled that kind of responsibility at 26, let alone with 15x the amount of money.

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