The Trading Post | 08.07.25

Good morning,

Tech rips as U.S. chip stocks dodge the 100% tariff bullet, Fed speakers start laying rate-cut breadcrumbs, crude snaps back on a surprise draw, valuations keep climbing despite ugly macro, and QVC just took a $2.3B goodwill uppercut.

Power Option Plays has generated over $413K in profits this year with an 82% win rate in our sim account—and you can try it for just $9 for 30-days. 

Let’s jump in.

Pre-Market Performance

As of 08.07.25 market close.

Market News

  • Chips escape tariff carnage: Apple, Nvidia, AMD, and friends surged after news broke of select exemptions from the U.S.'s 100% chip tariff rollout. Reuters

  • Daly and Kashkari go soft: Two of the Fed’s louder hawks crack the door open for a September cut after weak jobs data. Markets now pricing 66% odds of a cut. FinanceFeeds

  • Crude pops on surprise 3MBL draw: EIA data showed a sharper-than-expected drop in inventories. WTI climbs back above $65. Investing.com

  • Valuations enter nosebleed territory: Despite rising recession odds, S&P 500 keeps grinding higher. Market is now officially a vibes-based economy. Fortune

  • Earnings roulette: Restaurant Brands (QSR) disappointed on guidance, while QVC took a casual $2.3B goodwill hit. Might be time to trade in the curling irons for puts. CNBC

A Message From Wealth Builders HQ

Crush the Market Like a Pro with Power Option Plays 

While most traders struggle to stay profitable, our Power Option Plays members are banking serious gains. The numbers don't lie: 

2025 Performance Results: 

  • $413,362 in total profits 

  • 106 completed trades 

  • 87 winning trades out of 106 

  • 82.1% win rate 

  • $3,889.64 average profit per trade 

Power Option Plays isn't just another alert service. It's a twice-weekly options education and alert system designed for active traders who want to follow a proven, repeatable plan. Each trade setup comes with educational context, so you learn while you trade. 

Since its founding, POP has maintained an average success rate above 70%, helping members generate millions in simulated profits using our systematic approach to swing and day trading options. 

What You Get: 

  • Biweekly recorded training sessions 

  • Real-time trade setups with actionable plans 

  • Focus on repeatable strategies using proven stock candidates 

  • Continuous education alongside live market examples 

  • Quarterly live Q&A sessions - "Mastering The Trade" 

Ready to join the winning team? Try Power Option Plays for just $9 during our 30-day trial period. 

All trading results shown are for educational purposes only. All trades referenced are simulated and not actual trading results. Past performance does not guarantee future results. Trading involves substantial risk and is not suitable for all investors. 

Earnings We’re Watching

  • Altice USA (ATUS) - Thursday (BMC) 

  • ConocoPhillips (COP) - Thursday (BMC) 

  • Crocs Inc. (CROX) - Thursday (BMC) 

  • Eli Lilly & Co. (LLY) - Thursday (BMC) 

  • Hertz Global Holdings, Inc. (HTZ) - Thursday (BMC) 

  • Hyatt Hotels Corp (H) - Thursday (BMC) 

  • US Foods Holding Corp. (USFD) - Thursday (BMC) 

  • Warner Bros. Discovery, Inc. (WBD) - Thursday (BMC) 

  • Warner Music Group Corp (WMG) - Thursday (BMC) 

  • Atlassian Corporation Plc (TEAM) - Thursday (AMC) 

  • Block, Inc. (XYZ) - Thursday (AMC) 

  • Consolidated Edison Inc. (ED) - Thursday (AMC) 

  • Expedia, Inc. (EXPE) - Thursday (AMC) 

  • GoDaddy Inc. (GDDY) - Thursday (AMC) 

  • Live Nation Entertainment, Inc. (LYZ) - Thursday (AMC) 

  • Motorola Solutions, Inc. (MSI) - Thursday (AMC) 

  • Take-Two Interactive Software, Inc. (TTWO) - Thursday (AMC) 

  • Twilio, Inc. (TWLO) - Thursday (AMC) 

  • Wynn Resorts ltd (WYNN) - Thursday (AMC) 

Trade Ideas

Consumer Discretionary Select (XLY), Airbnb Inc (ABNB), Autodesk, Inc (ADSK), American Tower Corporation (AMT)

Valero Energy Corporation (VLO), Vanguard Total Stok Market (VTI), Workday Inc (WDAY), Wynn Resorts (WYNN)

Progressive Corporation (PGR), TransMedics Group, Inc (TMDX), Targa Resources Corp (TRGP), Texas Instruments Incorporated (TXN)

Dick’s Sporting Goods Inc (DKS), Expedia, Inc (EXPE), Gilead Sciences Inc (GILD), Morgan Stanley (MS)

Airbnb Inc (ABNB), Autodesk Inc (ADSK), American Tower Corporation (AMT), Credo Technology Group Holding (CRDO)

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

To make money in the markets, you have to think independently and be humble.

Ray Dalio

Why It Matters:

If you're following the herd, you're late. And if you think you're smarter than the market, you're broke. Independent thinking gets you into trades before they're crowded. Humility keeps you from doubling down on stupid. The best traders know when to be contrarian and when to admit they were dead wrong—sometimes in the same hour.