The Trading Post | 10.31.25

Good morning,

Amazon’s back in beast mode, Apple’s printing money, oil’s drowning in oversupply, and Powell’s trying to convince us he’s “data-dependent” despite not having any data. Let’s dive in before October ghosts us.

Master SPX trading in just 5-6 hours per week with Brandon Wendell's proven strategy that thousands of traders are already using—register for this free training now.

Let’s jump in.

Pre-Market Performance

As of 10.30.25 market close.

Market News

• Amazon & Apple Save Tech’s Soul (Again)

  Amazon +13%, Apple +3%, Meta -11%. The tech trinity broke up this week.
  AWS growth roared back 20% YoY—the fastest since 2022—proving AI demand actually pays bills. Apple, meanwhile, guided higher for the holidays despite supply snags in China. Netflix joined the fun with a stock split to make its price look friendlier to retail traders. Reuters

• The FED Cuts—And Immediately Regrets It

  The Fed trimmed 25 bps to 3.75–4.00% but Powell basically said, “Don’t count on December.” The real drama? The Fed’s flying blind thanks to missing data from the government shutdown. Two officials even dissented, one wanting more cuts, one wanting none. Reuters

• Trump-Xi Trade Truce: All Talk, No Tea

  The U.S. halved its “fentanyl tariff” to 10%, China paused rare earth export controls, and both sides promised to behave for 12 months. The market cheered, but traders know the script—this is déjà vu from 2019. CNN

• Big Oil Wins In A Losing Market

  Crude may be down for the third month straight, but Exxon ($7.5B profit) and Chevron ($1.85/sh EPS) are thriving. Permian and Guyana output hit records, and dividends are climbing even as oil slides near $60. Reuters

• NVIDIA Lands 250K GPU Deals In Korea

  Nvidia secured orders from Samsung, SK Group, and Hyundai—over 250,000 GPUs for AI manufacturing, automation, and mobility. Samsung’s 50K GPU “AI Megafactory” will even use Nvidia chips to build more chips. CNBC

A Message From Wealth Builders HQ

Trade Smarter, Not Harder: Master SPX in Less Time 

What if you could generate consistent income from trading while reclaiming most of your week? 

Brandon Wendell, a Chartered Market Technician with 25 years of trading experience, is hosting a free training that reveals how to trade SPX options effectively in just 5-6 hours per week. 

In this session, you'll discover: 

The SPX Success Formula – A straightforward strategy that hundreds of traders use daily to create consistent cash flow without constant market monitoring. 

Time Freedom – Learn how to consolidate your entire week's trading into less than six total hours, freeing you to focus on what matters most in your life. 

Simplified Candidate Selection – Get a head start on identifying positions that are analytically positioned to move, dramatically reducing your research time. 

This training is perfect if you're tired of complex strategies that consume your day, if you're seeking consistency over home runs, or if you want a proven approach that actually works without the constant stress of monitoring trades. 

The best part? This is completely free—no credit card required, no obligation to buy anything. 

Brandon has taught thousands of students over his 20+ years as an instructor, and he's breaking down the exact system he uses in his personal trading. 

Earnings We’re Watching

• AbbVie Inc. (ABBV) - Friday (BMO) 

• Charter Communications Inc. (CHTR) - Friday (BMO) 

• Exxon Mobil Corp. (XOM) - Friday (BMO) 

• Shell plc (SHEL) - Friday (BMO) 

• Shopify Inc. (SHOP) - Friday (BMO) 

Trade Ideas

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

Why It Matters:

Bogle didn’t just invent index investing — he invented the polite way of calling most investors their own worst enemy.

Expenses quietly drain your returns like a leaky faucet; emotions kick down the door and flood your portfolio. Together, they form the perfect one-two punch of underperformance.

Every chart-chasing trader eventually learns this: fees are predictable, fear isn’t. High turnover, late entries, early exits — they all cost more than a management fee ever will. That’s why disciplined traders treat emotion like slippage and control it the same way — with rules, stops, and patience.

The real alpha isn’t beating the market; it’s beating yourself long enough to let compounding do the heavy lifting.