The Trading Post | 09.09.25

September 09, 2025

Good morning,

Nasdaq hits record highs on AI euphoria, traders bet on Fed cuts after weak jobs data, Apple’s iPhone 17 reveal could shake up suppliers, Broadcom scores a monster OpenAI deal, and September is defying its bearish reputation.

Experience Wealth Builders HQ's elite trading programs completely free during Mastermind Week (September 8-12) and discover what it's really like to trade alongside seasoned professionals. 

Let’s jump in.

Pre-Market Performance

As of 09.08.25 market close.

Market News

  • Nasdaq closes at 21,798.70 record – Tech led gains with Broadcom (AVGO) +3.2% on $10B OpenAI chip order. Reuters

  • Fed cut odds locked in – Markets assign 88% chance of 25bp, 12% chance of 50bp cut after weak payrolls. CNBC

  • Apple’s iPhone 17 reveal today – Slimmer iPhone 17 Air debuts, ecosystem stocks in play. PCMag

  • M&A wave builds – EchoStar sells $17B spectrum to SpaceX, Novartis buys Tourmaline Bio, Teck merges with Anglo American. Reuters

  • Gold tops $2,650 – Precious metals surge on Fed expectations, September seasonality challenged. Reuters

A Message From Wealth Builders HQ

Learn to Trade Like the Pros Do — Completely Free 

Ever wondered what separates successful traders from the rest? This week, you can find out firsthand. 

Wealth Builders HQ is opening their doors to their highest-level trading programs during Mastermind Week (September 8-12). For five days only, you'll get unprecedented access to the Inner Circle, Mastermind Group, and Trading U—programs that typically require significant investment. 

What You'll Experience: 

  • Inner Circle Trading Lab: Live market analysis with professional traders (Mon, Tue, Fri @ 9am ET) 

  • Inner Circle Weekly Meetup: Real-time trade setups and market insights (Mon @ 7pm ET) 

  • Mastermind Group: Interactive coaching sessions with the full WBHQ team (Tue @ 8pm ET) 

  • Trading U: Proven strategies from 25+ year veteran Robert Roy (Wed @ 8pm ET) 

  • Trading Coaches Playbook: Roundtable discussions with fellow serious traders (Fri @ 12pm ET) 

This isn't about selling you anything—it's about showing you exactly how professional traders approach the markets. You'll see real strategies, real trades, and real results from traders who've been doing this for decades. 

Perfect if you're: 

  • Struggling to identify high-probability setups 

  • Unsure which strategies work in different market conditions 

  • Looking to learn from experienced, profitable traders 

  • Ready to move beyond theory into real-world application 

Seven free sessions. Zero obligation. Maximum value. 

Earnings We’re Watching

  • Core & Main, Inc. (CNM) - Tuesday (BMO) 

  • Oracle Corp. (ORCL) - Tuesday (AMC) 

  • Synopsys, Inc. (SNPS) - Tuesday (AMC) 

Trade Ideas

Visa Inc (V), Vistra Energy Corp (VST), Vanguard Total Stock Market (VTI), Consumer Discretionary Select (XLY)

TransMedics Group, Inc (TMDX), Tapestry Inc (TPR), ProShares UltraPro QQQ (TQQQ), Take-Two Interactive Software (TTWO)

Shopify Inc (SHOP), Sherwin-Williams Company (SHW), Snowflake Inc. (SNOW), Simon Property Group, Inc (SPG)

Nucor Corporation (NUE), ProShares Ultra QQQ (QLD), Sea Limited (SE), Shake Shack, Inc (SHAK)

General Electric Company (GE), SPDR Gold Trust (GLD), IQVIA Holdings Inc (IQV), Lam Research Corporation (LRCX)

Cadence Design Systems Inc (CDNS), Dollar General Corporation (DG), Digital Realty Trust Inc (DLR), Electronic Arts Inc (EA)

Amgen Inc (AMGN), Amazon.com, Inc (AMZN), Broadcom Inc (AVGO), Boeing Company (BA)

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

❝

It is not very unreasonable that the rich should contribute to the public expense, not only in proportion to their revenue, but something more than in that proportion.

Adam Smith

Why It Matters:

The father of capitalism basically shrugging and saying, “Yeah, progressive taxes make sense.” Markets reflect this every time there’s chatter about higher corporate or wealth taxes—growth stocks wince, tax-shelter plays smile. For traders, the lesson is simple: policy isn’t about fairness, it’s about flows. If governments squeeze the “rich,” capital doesn’t vanish—it rotates. Sometimes it’s into muni bonds, sometimes offshore accounts, sometimes, conveniently, into the very assets we’re trying to ride. Translation: don’t whine about the tax code—front-run it.