The Trading Post | 07.11.25

Good morning,

Trump goes full protectionist on Canada with a 35% tariff threat, Bitcoin spikes to a record above $118,000, Delta soars on earnings, Nvidia joins the $4 trillion club, and TCS drags down India’s IT sector with weak results. Trade war déjà vu, anyone?

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 07.10.25 market close.

Market News

• Trump Escalates Trade War: The Donald is back swinging tariffs like a piñata stick, slapping a 35% levy on Canadian goods effective August 1 and threatening blanket 15-20% duties elsewhere. Dow futures took a 300-point dive, because apparently the market never learns that this dance usually ends in negotiations. Defensive sectors like utilities might be your new BFF while materials and industrials duck for cover. The loonie tumbled, opening doors for currency traders. Reuters

• Bitcoin Smashes $118,000: Bitcoin hit an eye-watering new all-time high above $118,000 as institutional cash poured in faster than influencers into meme coins. $1.2B in ETF inflows on Thursday alone. Analysts are now whispering targets of $140,000. Keep an eye on MicroStrategy, Coinbase, and Marathon Digital for proxy plays—and next week’s Congressional “Crypto Week” for regulatory fireworks. Euronews

• Delta Air Lines Pops 12%: Delta crushed Q2 expectations, posting $2.10 EPS vs. $2.05 estimates, and reinstated full-year guidance. That 12% pop lifted the whole airline sector. Consider United, American, and Southwest for a potential sympathy lift as corporate travel and premium services rebound. CNBC

• Nvidia Hits $4 Trillion: Nvidia just pulled off the financial equivalent of a mic drop, becoming the first public company to cross a $4 trillion market cap, closing at $164. AI remains the theme du jour, with Nvidia up 22% YTD and a monstrous 74% bounce from April lows. AMD, Broadcom, and TSMC might be worth a look for AI spillover trades. NY Times

• TCS Earnings Disappoint: India’s TCS reported a 3.1% drop in constant currency revenue as US-India trade tensions and client caution hit spending. The Nifty IT index fell over 2%, dragging Infosys, Wipro, and HCL Tech along for the ride. Watch for more potential downside ahead of HCL’s results on July 14 and Infosys on July 23. Economic Times

A Message From Wealth Builders HQ

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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. 

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• Market sentiment analysis for key stocks and sectors 

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

Trade Ideas

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

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Daily Moment of Zen

Why It Matters:

Peter Lynch might as well have been speaking directly to every trader staring at red candles on a chart while gripping their mouse in a death clutch. In markets, fear is a feature, not a bug—and it’s usually the most expensive emotion you’ll ever indulge.

Tariffs, crypto volatility, AI bubbles, disappointing earnings… there’s always something screaming at you to sell. But the real pros stay in the game, knowing the biggest gains often come right after the scariest headlines.

In trading as in life: panic is not a strategy. Keep your cool—or your wallet will catch the draft when you bolt for the door.