HaiKhuu Daily Report - 07/29/2025
Good morning, and happy Tuesday! I hope you are ready for another WILD day for the markets! $SPY is currently displaying strength during the pre-market session, with $SPY trading above the previous all-time highs. Conditions are looking great, opportunities are amongst us, and as cocky as this sounds, my thesis has only continued to play out perfectly leading into these trade talks, and I hope you all have printed in the process.
We've all managed to generate a significant amount of potential in a short period under these conditions, and I hope you've all had a great time.
We have Jerome Powell & FOMC TOMORROW, and the markets are currently pricing in a 98% chance of NO rate cut. So, this will be interesting to see where the markets go and how they react to JP TOMORROW.
BUT, that is going to heavily impact the markets today. Please go into today with the expectations that conditions are strong and that we are going to make a new all-time high, but expect to see lower volume across the board, choppier conditions, and then, at times, simply a lack of momentum. Please continue to practice risk management, as I expect that conditions will be tougher to navigate today, but hopefully, they should continue to provide us with opportunities to trade and realize some gains!
Good luck trading today, and let’s continue to see NEW all-time highs!
The updated $SPY daily levels are as follows:
Conversion Line Support: $628.04
Baseline Support: $614.96
Psychological Support: $620
Daily Cloud Support: $595.30
Thoughts & Comments from Yesterday - 07/28/2025
Yesterday was a wild and confusing time for the overall markets. Conditions were alright as $SPY did go on to make a new official all-time high, but on an intraday basis, as I have warned, it has been extremely tough and difficult to navigate with any sort of confidence or certainty. The opportunities to generate any sort of significant capital were far and few between, but again, such is life in strong market conditions!
So, we started yesterday with $SPY opening at $637.49. market conditions were okay, and watched as $SPY went on to make the official all-time high, trading at $638.04. Conditions remained extremely tight for the following four hours, and I watched as $SPY went from the all-time high to slowly chopping down to make the official low of the day.
I wish there were more momentum or opportunity to discuss, but the market literally dropped $0.50 an hour for multiple hours straight, eventually reaching the official low of the day at $635.54.
Conditions remained extremely neutral and relatively bearish for the majority of the power hour. Markets were less than ideal, but such is simply life.
Thankfully, in the final half hour of the day, the markets rallied back, recovering the majority of the losses, and officially ended the day with $SPY trading at $636.94, up $0.16 for the day, or up 0.02%.
I am not saying that market conditions were pretty yesterday, but $SPY did go on to make a NEW all-time high, and traders were provided with many great opportunities to trade on an intraday basis. It was tough attempting to capitalize on the available opportunities, but if you were lucky or scaled your positions extremely well, you should have had a wonderful time. So, let’s see what the markets have in store for us and prepare accordingly for the day!
S&P 500 Heat Map - 07/28/2025
Thoughts & Comments for Today - 07/29/2025
Today is honestly looking like a great day for the markets with a significant amount of strength appearing across the board at the moment. Markets are moving up, and at the time of writing this report, $SPY is above the previous all-time high. I genuinely hope that you all are excited about these conditions and are ready for the volatility and insanity to continue.
As I have said before, we do have Jerome Powell speaking TOMORROW, and there is a 98% statistical chance that rates remain the same at this point, so please take this into account when you are looking at positions, not only tomorrow, but today too. Volume and momentum are going to be heavily impacted by this as people prepare their positions accordingly and do not know how to navigate, so there will be irrational buying and selling in the process. So, whatever you end up doing and however you end up allocating today, just know that I personally am expecting today to be one of those days that will be tougher to navigate, not due to bad market conditions, but as a result of everyone hesitating to be the first one out of the gate.
We will reiterate that, despite the optimistic market conditions and my bullish stance, I do not believe these conditions will be easy to navigate, nor will traders consistently realize gains. We continue to get headlines of markets hitting new all-time highs, but it doesn’t feel like it yet, despite it happening. The signals indicate we are in extreme greed, but there is no euphoria or excitement from retail yet. However, retail is growing rapidly, and as a result, more liquidity will be introduced to the markets.
Be careful when navigating the short term, both today and in general. At all-time highs, you are stuck in a tough paradox. Do you buy when the markets are at all-time highs and hope they continue to rise? Or do you wait for a reversal and wait for your entry, to possibly miss out on the play as a whole? Obviously, this is a battle that you have to pick, but it is something that we genuinely have to consider when attempting to trade in these conditions.
People attempting to allocate long in these conditions will struggle, those trying to capitalize on short-term market momentum will face challenges, and navigating this situation will be tough for everyone. None of this short-term momentum is anything of significance that justifies taking on a significant amount of risk in the short term, and it will only result in traders losing in the process. Navigate accordingly, remain fluid with your positions, and just have a great time.
Despite all the warnings, I believe these market conditions are extremely favorable and will generate significant gains, or at least provide us with substantial potential opportunities to realize some gains. Anyone who is not doing what they can to capitalize on these market conditions is sleeping on the opportunities that are available to us, and you will watch as they all simply pass you by.
If I see any opportunities, or if I decide to get into any other plays, I’ll announce what I see in the HaiKhuu Discord.
My Personal Watchlist:
Note, just because something is on my watchlist does not mean it is a signal to buy or sell any equities
Watchlist:
$SPY, $JEPI, $INTC, SOL, $RIVN, $TSLA, $NVDA, $BRK/B
LONG OPPORTUNITIES:
Long-Term Dividend - $GAIN / $JEPI
Long-Term Investment - $INTC
Economic News for 07/29/2025 (ET):
Retail Inventories - 8:30 AM
Wholesale Inventories - 8:30 AM
Consumer Confidence - 10:00 AM
Job Openings - 10:00 AM
Notable Earnings for 07/29/2025:
Pre-Market Earnings:
UnitedHealth Group (UNH)
SoFi (SOFI)
Paypal (PYPL)
Boeing (BA)
United Parcel Service (UPS)
Spotify (SPOT)
Merck & Co (MRK)
Nucor (NUE)
Lithia & Driveway (LAD)
Procter & Gamble (PG)
After Market Earnings:
Visa (V)
Marathon Digital Holdings (MARA)
Booking Holdings (BKNG)
Starbucks (SBUX)
Cheesecake Factory (CAKE)
Seagate Technology (STX)
Teradyne (TER)
PPG Industries (PPG)
Republic Services (RSG)
Avis Budget Group (CAR)
Wrap up
Hopefully this is not a repeat of the previous couple of days that we’ve seen with a significant amount of strength in the pre-market session that is only going to be sold off by the middle of the day with choppy and slow conditions making today a tough repeat that we’ve seen recently, but in the case it happens, don’t say I didn’t warn you!
So, make the most of these great conditions. Hopefully, we'll start to break out soon, and we can all realize significant gains in the process.
Much love, and good luck trading today everyone! Let’s realize a significant amount of gains!