HaiKhuu Daily Report - 07/31/2025
Good morning, and happy Thursday! Wow, these market conditions are going insane at the moment as a result of $MSFT and $META earnings yesterday. $SPY and both of those organizations are currently trading at all-time highs!
These market conditions are beautiful, and I genuinely hope that you all are able to realize a significant amount of gains during this strength. This is the beginning catalyst for the markets to become irrational, so now it is just a question of how irrational the markets will be, as well as how we expect to be able to capitalize on these conditions with confidence.
So, just continue to do what you can to make the most of these conditions, and let’s genuinely have an amazing time doing what we can to realize as many gains as possible. Today, hopefully, is going to be a hyper bullish day for the markets, but we will see what happens by close!
Just please, make sure to be level-headed, rational, and not FOMO into any positions.
Good luck trading today, and let’s see where $SPY takes us today!
The updated $SPY daily levels are as follows:
Conversion Line Support: $632.43
Baseline Support: $621.04
Psychological Support: $620
Daily Cloud Support: $594.40
Thoughts & Comments from Yesterday - 07/30/2025
Yesterday was honestly a disgusting day for the overall markets. Conditions were extremely neutral and gross until they weren’t, and traders had no great opportunities to trade with any comfort or confidence. Many traders did generate losses while watching and trading in the markets yesterday, but if I am just being completely honest, I do not blame any of those individuals, as it was an extremely tough day. I will blame someone if a substantial amount of losses were generated.
So, we started the day with $SPY opening at $636.00. Market conditions were strong at open and remained relatively strong throughout the entire morning. Conditions were better at times throughout the morning, but in reality, markets stayed within a $0.50 range for the majority of the day, going on for a breif moment breaking out, but there was nothing of ANY major significance that happened leading into FOMC, but that is completely fine and expected, but when FOMC came around, that is when things started to get sketchy.
Right at 2 pm EST, markets started to move ever so slightly as a result of the ongoing volatility. Rates remained unchanged, and conditions were looking alright, until you stack Trump talking while JP is talking, then it was an utter disaster. Markets dove, and $SPY went on to make the official low of the day, trading at $631.54, dropping approximately $6 from the top instantly, killing MANY traders in the process, before $SPY recovered ever so slightly, leading into close.
We officially ended the day with $SPY trading at $634.46, down $0.80 from the previous close, or down roughly 0.13%. I am not going to say that was an absolutely terrible day for the markets because I genuinelyt do not think that it was, $SPY only dropped 0.13% overall, so not many losses should have been incurred, it was just a matter of the fact that there was no great opportunities to trade or realize gains during that time. So, we see where the markets go from here and have an amazing time in the process!
S&P 500 Heat Map - 07/30/2025
Thoughts & Comments for Today - 07/31/2025
Today is going to be an insane and challenging day for the markets. $SPY is at an all-time high. There is strength in the markets due to $META and $MSFT, but the question is whether all other mega caps will follow suit, and if this strength will extend to different names. Or are we going to sell off and repeat what we’ve seen over the previous three trading days?
We do not know, but it will be interesting and challenging to attempt to justify both the current price and the level in the markets. The markets are irrational, but a serious question I have right now is, “Is there enough solvency to hold the markets at this point?” I believe the answer is yes, but the capital is not being actively deployed at the moment. People attempting to deploy capital are met with bearish momentum on allocations, despite markets trading at all-time highs.
It is challenging to justify allocating long in the markets at this point, at least in the short term. However, remember that despite the confusion, the strength in these conditions will continue to provide us with opportunities and confidence. The only thing we have to “hope” on is larger-scale economics, global politics, and a lotta bit of luck at this point.
Markets may drop here over the next couple of days. I am warning you all about this right now. We watch as $MSFT and $META correct from the insane rally, and then we see $AMZN and $AAPL have terrible earnings, leading into bad trade talk news? All could be catalysts for the markets to come down, and potentially, come down heavily.
You all know me. I have remained hyper bullish throughout the entire rally, but now I am starting to get skeptical in the short term, at least for the next couple of days. I'm wondering how we can survive and make the most of these current conditions.
But I am telling you all right now. If we come out of these earnings unscathed, Donald Trump can pull off one of the best trade deals in US history, and confidence comes back into US equities, that will be the confirmation of a golden age in the markets, where we will reach true euphoria again like 2021, and reach a state of genuine irrationatility in the markets. I am optimistic that this is a realistic possibility, but I am always skeptical when it comes to market conditions like these.
I just do not want anyone to take on a significant amount of risk at this point, because as I have consistently said, traders are genuinely going to have difficulties attempting to trade the short-term momentum. I’ve personally had some good trades, I’ve personally had some bad trades. It all comes down to timing, luck, and if there is momentum for your trade. If anything is wrong, enjoy the chop and disgusting conditions we are experiencing right now.
Please just be smart, continue to hold your strong equity positions, and do what you can to make the most of these conditions. The strength is luring traders in like a Siren, only to watch as a lot of them are met with losses at all-time highs.
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 07/31/2025 (ET):
Initial Jobless Claims - 8:30 AM
Employment Cost Index - 8:30 AM
Personal Income - 8:30 AM
Personal Spending - 8:30 AM
PCE Index - 8:30 AM
Notable Earnings for 07/31/2025:
Pre-Market Earnings:
CVS Health (CVS)
Cameco (CCJ)
Carpenter Technology (CRS)
Roblox (RBLX)
AbbVie (ABBV)
Norwegian Cruise Line (NCLH)
Bristol Myers Squibb (BMY)
Baxter International (BAX)
Builders FirstSource (BLRD)
Mastercard (MA)
After Market Earnings:
Apple (AAPL)
Amazon.com (AMZN)
MicroStrategy (MSTR)
Reddit (RDDT)
Coinbase Global (COIN)
Riot Platforms (RIOT)
Roku (ROKU)
AXT (AXTI)
Enovix (ENVX)
Bloom Energy (BE)
Wrap up
Hopefully, market conditions continue to remain strong and provide us with opportunities to generate and realize a significant amount of gains. I do believe that there will be a lot of opportunity and potential in the markets; it is just a matter of whether market conditions are going to continue to remain viable enough for us all to be able to generate some realized gains today! Let’s pray the markets don’t just instantly sell off from the top, and see what is in store for us today!
Good luck trading, and let’s see these all-time highs!