The Trading Post | 07.23.25

July 23, 2025

Good morning,

Tesla earnings after the bell, Powell dodging political punches, jobless claims dipping, new-home sales collapsing, and Nvidia losing AI dominance to a chip underdog. Expect volatility, rotation, and a healthy side of cognitive dissonance.

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 07.22.25 market close.

Market News

  • Tesla Q2 Earnings Tonight: Implied move: ±7.8%. Options positioning hints at serious IV crush potential. Buckle up. IG

  • Powell vs. Politics: Chair Powell defended Fed independence as Trump labeled him "too slow" and threatened a regime change. Bonds flinched. CNN

  • Jobless Claims Hit 3-Mo Low: At 221K, the lowest since April. Late-cycle? Maybe. Sector rotation says yes. Trading Economics

  • New-Home Sales Collapse 13.7%: Homebuilders approaching key breakdown levels. Watch XHB, DHI, LEN. Reuters

  • Nvidia Slips on FuriosaAI News: South Korean challenger partnered with LG; AVGO enters fray. NVDA off -3%. Buy-the-dip or end of the AI momentum trade? Yahoo Finance

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.  

Earnings We’re Watching

  • AT&T Corp. (T) -Wednesday (BMC) 

  • Boston Scientific Corporation (BSX) -Wednesday (BMC) 

  • General Dynamics Corp. (GD) -Wednesday (BMC) 

  • Hilton Worldwide Holdings Inc. (HLT) -Wednesday (BMC) 

  • Chipotle Mexican Grill Inc (CMG) -Wednesday (AMC) 

  • CSX Corp. (CSX) -Wednesday (AMC) 

  • International Business Machines Corp. (IBM) -Wednesday (AMC) 

  • O’Reilly Automotive, Inc. (ORLY) -Wednesday (AMC) 

  • ServiceNow, Inc. (NOW) -Wednesday (AMC) 

  • T-Mobile US Inc. (TMUS) -Wednesday (AMC) 

  • Tesla, Inc. (TSLA) -Wednesday (AMC) 

Trade Ideas

Union Pacific Corporation (UNP), Vanguard Total Stock Market ET (VTI), Wynn Resorts Limited (WYNN), Block Inc (XYZ)

Sea Limited (SE), Simon Property Group, Inc (SPG), SPDR S&P 500 ETF Trust (SPY), Targa Resources Corp (TRGP)

iShares Russell 2000 Index Fun (IWM), Marriott International (MAR), Morgan Stanley (MS), Phillips 66 (PSX)

EOG Resources, Inc (EOG), FedEx Corporation (FDX), Gilead Sciences, Inc (GILD), iShares S&P 500 Index Fund (IVV)

Apollo Global Management, LLC (APO), Alibaba Group Holdings Limited (BABA), Builders FirstSource, Inc (BLDR), Chevron Corporation (CVX)

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

❝

Being contrarian is not enough. You have to be right.

Michael Steinhardt

Why It Matters:

Ah yes—the battle cry of every Reddit ape, permabear, and value investor still waiting on a Sears comeback. Going against the herd feels noble, but the market doesn't pay in moral victories. It pays in accuracy.

Being early is the same as being wrong. Being loud is not the same as being smart. And being contrarian? That only matters if you're also correct. Because fading the crowd with no edge isn't bold. It's just expensive.