TOPLEY'S TOP 10

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1. Projected Margin Expansion

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2. The Price of AI is Coming Down Based on Tokens

Token prices. "The price of AI is coming down ... Our latest index tracking the effective price per million tokens shows that prices have declined 41% to $0.68 as of this week, down from the 2026 peak of $1.15 in March."

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3. AAPL Keeps 27% of Every Revenue Dollar

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4. Salesforce CRM Forward Price to Earnings Ratio History�..42X to 15X

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5. XLE Energy ETF +48% vs. S&P +12% 2026

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6. We Showed WMT and COST Underperforming 2026�.The Consumer Discretionary Sector Broad Weakness-Bespoke

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7. LVMH Owns Louis Vuitton #2 Luxury Brand and Dior #7�..Breaks to New Lows -50% from 2024�-37% in 2026

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8. San Francisco Centre Hotel $1.2 Billion Valuation 2016�.$133m Sale Just Fell Thru

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9. Housing Inventory Summary

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10. Two schools of thought about school-Seth�s Blog

One kind of school is about culture, compliance and community. We indoctrinate kids, for better or worse, in what it means to be in this world we�ve built, and how to do it together. We teach them how to be kids, how to be citizens and hopefully, how to be adults.

And the other kind of school is about the cent. All the �R�s. The software that goes with the operating system we taught in the other school.

For obvious reasons, these have always been integrated.

Now that Socratic and infinitely patient and customizable AI tutors are everywhere, perhaps it makes sense to consider each separately. Let�s not compromise either on the behalf of the other.

https://seths.blog/

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