The Trading Post | 09.23.25

September 23, 2025

Good morning,

Nvidia and OpenAI’s $100B power play sends markets into orbit, gold sets yet another record, Powell is set to talk dovish (or not), Congress flirts with another shutdown, and PMI data could shake Fed bets.

Brandon Wendell reveals the spread trading strategy that's won 87% of the time in his non-funded accounts, regardless of market conditions.

Let’s jump in.

Pre-Market Performance

As of 09.22.25 market close.

Market News

  • Nvidia to sink $100B into OpenAI – Mega data centers planned, GPU demand through the roof, utilities grinning ear-to-ear as stocks rip to fresh highs. Reuters

  • Gold tops $3,775 – Up 42% YoY as traders bet on more Fed cuts and stash bars under their mattresses. Reuters

  • Powell speaks at 12:35 ET – Markets leaning on a dovish tone; hawkish hints could spoil the party. CNBC

  • Government shutdown watch – Congress on recess until Sept. 29, funding runs out Sept. 30… good luck with that. ABC News

  • PMI data this morning – Manufacturing expected 51.8, services 53.8; a miss fuels rate-cut fever. Investing.com

A Message From Wealth Builderes HQ

Tired of directional trades that always seem to go the wrong way? Ready to break free from staring at charts all day while still staying profitable? 

Brandon Wendell, CMT, has spent 25 years perfecting a spread trading approach that delivers consistent results whether markets go up, down, or sideways. In his upcoming free training, "The Spread Spectrum," he's sharing the exact strategy that's proven successful 87% of the time in live trading accounts. 

What You'll Discover: 

Secret 1: Why spreads work in any market condition – eliminating the stress of trying to predict market direction 

Secret 2: How to identify the high-probability setups that have delivered an 87% win rate repeatedly 

Secret 3: A simplified trading approach that doesn't require constant monitoring or being chained to your computer 

This isn't theory – it's a battle-tested strategy from a Chartered Market Technician who's run hedge funds and taught thousands of traders. Whether you're struggling to find good trade candidates, frustrated by wrong-direction moves, or ready to bring enjoyment back to your trading, this training is designed for traders at every experience level. 

The best part? It's completely free. No credit card required, no deposit needed – just reserve your spot and discover how spread trading can transform your results while giving you your life back. 

Ready to trade with more confidence and less stress? Register for "The Spread Spectrum" and learn the strategy that's changing how traders approach the markets. 

Earnings We’re Watching

  • AutoZone, Inc. (AZO) - Tuesday (BMO) 

  • Micron Technology, Inc. (MU) - Tuesday (AMC) 

Trade Ideas

Vulcan Materials Company (VMC), Workday, Inc (WDAY), Apple, Inc (AAPL), Applied Materials, Inc (AMAT)

S&P Global Inc (SPGI), Constellation Brands Inc (STZ), TransMeedics Group, Inc (TMDX), Tapestry, Inc (TPR)

PulteGroup, Inc (PHM), Invesco QQQ Trust, Series (QQQ), Sea Limited (SE), Shake Shack, Inc (SHAK)

3M Company (MMM), Marathon Petroleum Corporation (MPC), Nucor Corporation (NUE), Progressive Corporation (PGR)

Electronic Arts Inc (EA), EOG Resources, Inc (EOG), Expedia, Inc (EXPE), Goldman Sachs Group, Inc (GS)

Builders FirstSource, Inc. (BLDR), CME Group Inc (CME), Dell Technologies, Inc (DELL), Dollar General Corporation (DG)

Apple, Inc (AAPL), Applied Materials, Inc (AMAT), Apollo Global Management, LLC (APO), Alibaba Group Holding Limited (BABA)

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

❝

A good trader has to have three things: a chronic inability to accept things at face value, to feel continuously unsettled, and to have humility.

Howard Marks

Why It Matters:

Healthy paranoia, permanent indigestion, and the ego of a housecat that just fell off the counter. Traders who believe headlines without questioning, or who ever feel “comfortable,” usually end up donating their capital to those who don’t. Humility is the anchor — because the market’s only job is to make you look foolish just when you thought you were smart.