TOPLEY'S TOP 10

.

1. Following Up from Yesterday’s Charts Tech Stock Relative Performance History at Bottom of Channel

.

2. November–April after midterms has delivered 19 straight S&P 500 gains since 1950, averaging 15%.

November–April after midterms has delivered 19 straight S&P 500 gains since 1950, averaging 15%. Dave Lutz Jones

.

3. History of American Infrastructure Spending

.

4. Equal Weight Highest Outperformance Since 2009

.

5. Updated Tech Valuations

.

6. AMZN AWS Growth

.

7. Anthropic Partners Face Enormous Counterparty Risk

Barrons By Adam Levine Alphabet has the most complex relationship with Anthropic; it is mentioned 109 times in the prospectus. Alphabet is a distributor, a named competitor, and will be a greater-than-5% shareholder after the IPO thanks to multiple rounds of funding. It’s also a huge supplier. In addition to a Google Cloud contract for $115 billion, there’s a yet-to-be finalized cloud deal for Google’s tensor processing unit, or TPU, chips worth $125 billion to $150 billion. On top of that, Broadcom—which designs the chips with Google—is charging Anthropic $161 billion to rent TPUs.

Barron’s

GOOGL Stock -10% 2026

.

8. Russia Record Month of Losses

.

9. China Exported 1m Cars 2020 to 10m 2026

.

10. Inside the Billionaires’ War Against California’s Proposed Wealth Tax

The latest Silicon Valley billionaire club is a $333 million political ad machine that is heavily engaged in next week’s elections. By Theodore Schleifer and Erin Griffith

.

Did someone forward this email to you? Get your own:

Disclosure

Lansing Street Advisors LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (CRD #306882). You can read more about the Lansing team at www.lansingadv.com.

To the extent that content includes references to securities, those references do not constitute an offer or solicitation to buy, sell or hold such security as information is provided for educational purposes only. Articles should not be considered investment advice and the information contained within should not be relied upon in assessing whether to invest in any securities or asset classes mentioned. Articles have been prepared without regard to the individual financial circumstances and objectives of the persons who receive it. Securities discussed may not be suitable for all investors.

Please keep in mind that a company's past financial performance, including the performance of its share price, does not guarantee future results.

Material compiled by Lansing Street Advisors is based on publicly available data at the time of compilation. Lansing Street Advisors makes no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data and shall not have liability for any damages of any kind relating to the use of such data.

Material for market review represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or guarantee of future results.

Indices that may be included herein are unmanaged indices and one cannot directly invest in an index. Index returns do not reflect the impact of any management fees, transaction costs or expenses. The index information included herein is for illustrative purposes only.

The trademarks and service marks contained herein are the property of their respective owners.

The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Lansing Street Advisors may discuss and display charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions.