The Trading Post | 08.29.25

August 29, 2025

Good morning,

Fed’s PCE inflation data looms as markets price 89% chance of September rate cut, Dell stumbles on weak margins despite AI server surge, Nvidia’s China chip sales disappoint investors, Marvell plunges 12% on soft guidance, and tech stocks pull back ahead of key economic data.

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Let’s jump in.

Pre-Market Performance

As of 08.28.25 market close.

Market News

  • Fed’s PCE Inflation Test: Core PCE expected at 2.9% YoY, markets pricing 89% odds of September cut after Powell’s dovish Jackson Hole tone. WSJ

  • Dell Stumbles: Record $29.8B Q2 revenue, but shares slide 5.8% on weak EPS guide and margin compression. CNBC

  • Nvidia China Hit: Beat on revenue, but no H20 chip sales to China sparks 4% after-hours drop. CNBC

  • Marvell Miss: Meets Q2 but guides soft Q3; stock down 12% premarket. Investors.com

  • Futures Fade: Nasdaq futures -0.5%, S&P -0.3% ahead of inflation data. Bloomberg

  • Europe Red: European markets down ahead of U.S. PCE release. CNBC

  • Asia Mixed: Japan flat, China lower, Korea higher into U.S. data. US News

  • Sector Rotation: Analysts see potential move from AI growth plays into defensive tech. Yahoo Finance

  • August Gains: Despite pullback, S&P up 2% MTD. Barron’s

A Message From Wealth Builders HQ

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Earnings We’re Watching

  • Alibaba Group Holding Ltd. (BABA) - Friday (BMO) 

Trade Ideas

Valero Energy Corporation (VLO), Vanguard Total Stock Market (VT), Technology Select Sector (XLK), Airbnb Inc (ABNB)

Roku, Inc (ROKU), SPDR S&P 500 ETF Trust (SPY), Thermo Fisher Scientific Inc (TMO), Visa Inc (V)

IQVIA Holdings, Inc (IQV), iShares S&P 500 Index Fund (IVV), Morgan Stanley (MS), Micron Technology Inc (MU)

Coinbase Global, Inc (COIN), Datadog, Inc (DDOG), Gilead Sciences, Inc (GILD), SPDR Gold Trust (GLD)

Airbnb, Inc (ABNB), Autodesk, Inc (ADS), American Tower Corporation (AMT), Apollo Global Management, LLC (APO)


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

❝

The most important rule is to play great defense, not great offense.

Paul Tudor Jones

Why It Matters:

Traders love to talk about their homerun trades, but Paul Tudor Jones is reminding us the game isn’t won with grand slams—it’s won by not striking out. Defense in trading means position sizing, stop-losses, and living to fight another day. Offense gets the glory, defense keeps the account funded. Blow-ups don’t come from missing a rally, they come from doubling down on a loser because you wanted to “get even.” The best traders aren’t swashbuckling pirates—they’re accountants with helmets on, making sure risk never takes them out of the game.