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1. The Updated JP Morgan Valuation Chart

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2. But Profit Margins at All-Time Highs

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3. Debt to Equity Ratio of AI Stocks

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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."

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5. Exposure to AI vs. Labor Costs

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

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7. Call Volume Last 20 Sessions…40 Million Contracts

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

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9. China vs. World EV Production

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10. One Sentence on Business

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