The Trading Post | 07.10.25

July 10, 2025

Good morning,

Nvidia soars to a historic $4 trillion valuation, Trump fires tariff missiles at Brazil, TCS delivers a profit surprise but misses on revenue, Fed officials bicker over rate cuts like it’s Real Housewives: FOMC Edition, and the Nasdaq notches another record as tech refuses to take a breather.

Skip the hours of market research and let AI do the heavy lifting with Wealth Builders HQ's free collection of 10 professionally-crafted trading prompts. 

Let’s jump in.

Pre-Market Performance

As of 07.09.25 market close.

Market News

  • Nvidia Becomes $4 Trillion Titan
    Nvidia (NVDA) broke the sound barrier, topping a $4 trillion market cap — a first in history. The stock jumped 2.76%, riding the AI boom harder than a Reddit meme stock. Loop Capital thinks $6 trillion isn’t out of reach by 2028. CNN

  • Trump Slaps Brazil With 50% Tariffs
    Trump announced a 50% tariff on Brazilian imports starting August 1, proving that geopolitical chaos never goes out of style. Copper futures spiked on separate tariff chatter, and Brazil-focused ETFs like EWZ could feel the heat. CNBC

  • TCS Misses on Revenue, Beats on Profit
    India’s TCS posted Q1 revenue of ₹63,437 crore — a miss — but managed a profit beat. Blame “geo-political uncertainties,” says the CEO. Investors are left wondering if IT consulting is the next victim of macro malaise. Financial Express

  • Fed Officials Split on Rate Cuts
    The Fed minutes show only “a couple” of officials ready to cut rates now, while the rest sip coffee and wait for inflation to chill. Core PCE still sits stubbornly at 2.7%. Higher-for-longer vibes continue for bonds and rate-sensitive stocks. Finance Monthly

  • Tech Lifts Nasdaq to New Highs
    The Nasdaq rose 0.9%, and the S&P 500 added 0.6%, as investors collectively shrugged at macro worries. Nvidia’s record run fueled the rally, and QQQ momentum trades still look spicy — though some say profit-taking is overdue. Barrons

A Message From Wealth Builders HQ

Supercharge Your Trading Research with AI 

The markets move fast, and manual research can eat up precious trading hours. That's why the team at Wealth Builders HQ developed something game-changing: 10 AI-powered trading prompts that deliver institutional-quality market analysis in minutes, not hours. 

These aren't generic ChatGPT questions. Each prompt was crafted by veteran traders and coaches with over 100 years of combined market experience. They're designed to extract the exact information you need to make better trading decisions across stocks, options, and futures. 

What you'll get: 

  • Market sentiment analysis for key stocks and sectors 

  • Critical Fed updates and economic indicator insights 

  • High-probability trading opportunity identification 

  • Unusual options activity alerts 

  • Emerging sector analysis 

  • Earnings impact assessments 

Whether you're analyzing market sentiment before the open, spotting unusual options flow, or identifying emerging sector rotations, these prompts save you hours of research while delivering actionable insights. 

The best part? They're completely free.  

All trading involves risk of loss. Past performance does not guarantee future results. Always confirm information from AI-generated research.  

Trade Ideas

  • Amazon (AMZN)

  • Arista Networks (ANET)

  • Cadence Design Systems (CDNS)

  • ConocoPhillips (COP)

  • Salesforce (CRM)

  • Carvana (CVNA)

  • Futu Holdings (FUTU)

  • Gilead Sciences (GILD)

  • Alphabet (GOOGL)

  • ICON PLC (ICLR)

  • iShares Russell 2000 (IWM)

  • Lennar Corp (LEN)

  • Marriott International (MAR)

  • McDonalds (MCD)

  • Marathon Petroleum (MPC)

  • Morgan Stanley (MS)

  • NetApp (NTAP)

  • NXP Semiconductors (NXPI)

  • Progressive (PGR)

  • Simon Property Group (SPG)

  • S&P Global (SPGI)

  • Toll Brothers (TOL)

  • Visa (V)

  • Consumer Discretinoarey Select Sector SPDR Fund (XLY)

  • Block (XYZ)

Want to learn how we trade these? Learn the setup we call the “High Volatility Switchback” trade.

Get these ideas delivered to your inbox daily with Trade With Rob. It’s 100% free. Sign up here.

Daily Moment of Zen

❝

In trading and in life, it’s not about being right - it’s about not blowing up.

Howard Marks

Why It Matters:

Ah yes, the trader’s equivalent of “don’t die.” It’s a deceptively simple truth: you can be wrong a lot and still survive — even thrive — if you manage your risks. But one oversized ego trip, one “this time it’s different” bet, and suddenly your account (or your reputation, or your sanity) is dust.

Same goes for life. You don’t need to nail every career move, relationship, or life goal perfectly. You just have to avoid the catastrophic mistakes that wipe you out emotionally, financially, or spiritually.

So next time you’re tempted to double down because “you’re certain”… maybe remember: preservation beats perfection. And margin calls don’t care how sure you were.