1. Technology vs. S&P Breaks Above Internet Bubble All-Time High

Stock Market Media

2. Global Defense ETF -15% from Highs…Failed to Make New Highs

StockCharts

3. U.S. Home Construction ETF -20% from Highs with Interest Rates Remaining in Limbo

StockCharts

4. The House Always Wins in the End-“Sophisticated Pros Dominate Polymarket”

WSJ Instead, casual traders are bleeding cash while a small number of sophisticated pros—including trading firms with access to vast streams of data—eat their lunch, according to a Journal analysis of platform data and interviews with traders.

On Polymarket, the Journal found, 67% of profits go to just 0.1% of accounts. That means less than 2,000 accounts netted a total of nearly half a billion dollars. The Journal analyzed 1.6 million Polymarket accounts that have traded since November 2022. There are at least 2.3 million total accounts on the site.

WSJ

5. Odds of the Fed Lowering Rates Dropped to 8% Chance….30-Year Hits 5%

Business Insider

6. DJT Trump Media has Recorded a Net Loss of $1B Since IPO….Hires New CEO

Google

7. The Federal Government Collected $5.3 Trillion Last Year

USAFacts

8. Whey Protein Prices Surge 90%…GLP1 Use?

Reuters

9. Polymarket NBA Thunder Big Favorite

Polymarket

10. Mark Cuban 10 Rules for a Start-Up

Mark Cuban

TOPLEY’S TOP 10 May 05, 2026

May 5, 2026

Matt Topley

Daily Top Ten No Comments

1. We Just Had Fastest V-Shaped Recovery Ever

The Fastest V-Shaped Recovery Ever

S&P 500 sold-off by ~10% during the Iran conflict, and just 11 trading sessions later, it made a full recovery.

It constituted the fastest V-shaped recovery ever on record.

A16z News

2. Healthcare Stock Lag…Three-Year Chart S&P +83% vs. Healthcare ETF XLV +14%

Ycharts

3. Tom Lee Recommended IGV Software ETF Last Week….It Held the Same Level 4x in a Row

StockCharts

4. Negatives-Oil and Rates Moving Higher

Marketwatch

5. U.S. Oil Exports Surge

6. Venezuela’s Oil Exports Boom

Semafor

7. Size of Sovereign Wealth Funds

8. Nashville Housing Market Rolling Over…Supply 67% Above Average

Nick Gerli

9. 7.2M American Homes Sitting Empty Due to Owners Holding Off on Paying Capital Gains

NYT By Vince Dixon –Roughly 7.2 million single-family homes are sitting empty and being kept off the market, according to the real estate investment service Flock Homes, contributing to a nationwide housing shortage. But a closer look at these “zombie homes” shows that for many owners, selling just isn’t worth it.

NY times

10. Percentage of International Student Athletes in U.S. Division I Colleges

TOPLEY’S TOP 10 May 01, 2026

May 1, 2026

Matt Topley

Daily Top Ten No Comments

1. History of Big April Returns

Ryan Detrick

2. Earnings Per Share Growth AI Related Stocks vs. Non-AI Related

The Irrelevant Investor

3. AI Marketing Projected to Grow 25% CAGR

The Kobeissi Letter

4. Nasdaq Historical Day Wed…First Time in 28 Years

Jason Goepfert

5. Tesla Ownership Breakdown….Retail Investors Equal to Institutional

6. Military Long-Shot Polymarket Bets High % Winners

Dave Jones Jones Trading More than half of “long-shot” bets on military action made on Polymarket are successful, according to a new report that suggests prediction markets could pose a bigger threat than previously recognized to the security of sensitive information. FT reports that long-shot bets — defined as wagers of $2,500 or more at odds of 35% or less — on the platform had an average win rate of around 52% in markets on military and defense actions. That compares with a win rate of 25% across all politics-focused markets and just 14 per cent for all markets on the platform as a whole

7. Manhattan Office Leases 10-Year Highs

Why AI Startup Offices in NYC Are Flashy but Mostly Empty

AI firms are rushing to grab Manhattan’s most coveted office space, but desks outnumber employees. Some grow into them; others just want room to think. Isabelle Bousquette

WSJ Cash-rich AI startups are fueling a new boom in Manhattan’s commercial real-estate market. In 2025, artificial-intelligence companies signed leases for more than 845,000 square feet, according to real-estate-services firm JLL. This year, they are leasing at nearly double that rate, securing more than 414,000 square feet in the first quarter.

https://www.wsj.com/real-estate/commercial/why-ai-startup-offices-in-nyc-are-flashy-but-mostly-empty-6882ed3d

8. NY Pied-à-Terre Tax Needs Significant Rates to Earn $500 Million

By Laura Nahmias

Bloomberg

9. Trump Approval Rating

Reuters

10. America’s Best Non-Ivy Universities

Visual Capitalist

TOPLEY’S TOP 10 April 30, 2026

April 30, 2026

Matt Topley

Daily Top Ten No Comments

1. Expected Earnings Growth by Sector…Tech Still Leads

Chart Kid Matt

2. One-Year Returns…SMH Semiconductors +134% vs. IGV -10%(Software)

YCharts

3. Quantum Computing 6 IPOs 2026….A Handful of SPACS

Perplexity

4. Record Loss in Oil Barrels Per Day

Financial Times

5. Asian Countries Reliance on Persian Gulf Energy

Cresset

6. Brazilian E-Jet Maker $32B Backlog as Jet Fuel Prices Move Higher

Semafor

7. Future Nuclear Power Capacity by Country

8. Migration into Sun Belt States Reverses

Nick Gerli

9. Ukraine Shot Down 33,000 Russian Drones in March

By HANNA ARHIROVA

KYIV, Ukraine (AP) — Ukraine used interceptor systems to shoot down more than 33,000 Russian drones of various types in March, a record monthly figure since Moscow launched its all-out invasion more than four years ago, Ukraine’s defense minister claimed.

Meanwhile, Ukraine’s domestically developed long-range attack drones struck a Russian oil refinery and terminal on the Black Sea for the third time in less than two weeks, prompting the evacuation of local people and a Russian warning of possible “environmental consequences.”

Ukraine has developed cutting-edge and battle-tested drone technology that has proved essential in holding back Russia’s bigger army and has drawn military interest from around the world.

Interceptor drones as part of a comprehensive air defense system are now being sought by Middle East and Gulf countries amid the Iran war, according to Ukrainian officials.

Ukraine is scaling up supplies of interceptor drones to thwart Russian aerial attacks, and its military has introduced a new command within the air force to boost the country’s capabilities, Defense Minister Mykhailo Fedorov said in a post on Telegram late Monday.

https://apnews.com/article/russia-ukraine-war-drone-attacks-oil-06edbc9666fe0681fa0930affc475e9b

10. South American Countries Lead in Gun Death Rate

Pew Research Center

TOPLEY’S TOP 10 April 29, 2026

April 29, 2026

Matt Topley

Daily Top Ten No Comments

1. GOOGLE Exposed Stocks vs. Open-AI Exposed Stocks

Bloomberg

2. Will Elon Win Case Against Open AI Altman? Polymarket

Polymarket

3. NVIDIA Stock Breaks Out to New Highs After Big Sideways Move

StockCharts

4. EPS and Revenue Delivering

WSJ

5. Short-Term Speculation at Highs

Speculative options. “Animal spirits are back to ‘Red Hot’ – indicating an aggressive chase higher (one of the fastest speculative rushes in history).”

Macro Charts

6. History of 10% Gains in One-Month by XLK (tech etf)

Dorsey Wright There are 21 other instances where XLK gained more than 10% in a calendar month. In those prior instances, the fund typically cooled off, averaging flat performance over the subsequent six months and a modest 5.1% gain over the following year. However, previous instances occurred disproportionately during inflection points. One‑third of those episodes occurred during the dot‑com bubble period (Late-99 to Mid-02), with tech falling 30% or more each time over the next year, pushing averages meaningfully lower. By contrast, the remaining two‑thirds preceded highly bullish periods, averaging a 27.8% one‑year return outside of the dot‑com bubble. Regardless of whether the current environment ultimately proves to be bubble‑like or not, extreme months such as this tend to precede elevated volatility, both to the upside and downside. Given how extended semiconductors have become, the group may experience even greater volatility than the broader Technology sector.