TOPLEY’S TOP 10 April 29, 2026

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.