Topley's Top 10

Retail Investors Single Stock Buying is Falling Sharply

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1. Retail Investors Single Stock Buying is Falling Sharply

Retail activity. "Retail's single-stock net buying has fallen to the lowest (on a 3-day rolling basis) since COVID".

VandaTrack via @kevrgordon

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2. Retail Investors are Not Bulled Up….Fear & Greed Index Showing Fear

CNN

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3. US Companies Record Buybacks

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4. Tech + Tech Related = 60% of Stock Market

BarChart

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5. Semiconductor Sector Outperformance Hits Internet Bubble Levels

Here are the only times in history where the Semiconductor Index gained more than 230% in a 14-month span:
-December 1998 – February 2000
-April 2025 – Today
That’s the entire list.

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6. China GIG Economy Trending to 320m People…..44% of Workforce is “Flexible Employment”

China’s gig economy nears half the workforce but worker protections lag behind
Over 44% of China’s workforce is now engaged in flexible employment. While closing the white-collar income gap, this massive shift exposes major gaps in workers’ rights and social security stability. Lianhe Zaobao correspondent Li Kang analyses the data.

ThinkChina.com

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7. The U.S. Had 20 Years of Flat Energy Demand Before AI Spike

NY Times

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8. Housing Starts Dropping

Bloomberg

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9. U.S. Homes See Lowest Turnover Rate in 30 Years

RedFin

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10. Robot Boat That Saved U.S. Helicopter Pilots

Google

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