HaiKhuu Daily Report - 07/23/2025
Good morning, and happy Wednesday! I hope you are all ready for more bullish and strong market conditions, as I think things are about to heat up.
We have gotten positive news regarding the trade talks, and many retail trading names are strengthening. We are seeing the increase in retail volume that I mentioned over the previous couple of weeks, and every part of my thesis has continued to become true.
Continue to tread lightly in these market conditions, as anything can genuinely happen. However, given the current market situation, significant gains can be generated in an extremely short period of time. Please do not be too passive or let these conditions pass you by, as traders genuinely are going to have opportunities to generate life changing money over the next couple of weeks.
The results ultimately depend on where you allocated, how you decided to allocate, and what the markets ultimately do. In this current state, I expect to see more comfort and confidence emerge as we finalize trade talks with various organizations, resulting in a reduction of fear and a continuation of retail strength.
So, make sure to practice safe risk management and tread extremely lightly under these conditions. However, people should continue to remain confident in their abilities, not only today, but also in these general conditions.
Good luck trading today, and let’s hope for another wonderful day for the markets!
The updated $SPY daily levels are as follows:
Conversion Line Support: $628.79
Baseline Support: $611.71
Psychological Support: $600
Daily Cloud Support: $587.80
Thoughts & Comments from Yesterday 07/22/2025
Yesterday was genuinely a confusing day full of overall neutrality, losses, gains, and an overall tough time. There were many consistent opportunities to trade and realize a significant amount of gains, but at the same time, many traders did realize a significant amount of losses as a result of the ongoing conditions. Hopefully, you took advantage of the opportunity and strength, and realized some gains yesterday!
So, we started the day with market conditions looking alright, we dropped heavily into close on Monday making sentiment going into yesterday tougher, where we officially started the day with $SPY trading at $629.05, and watched as there was general neutrality before the markets quickly went on and sold off, taking many traders by surprise, selling off and making the official low of the day within the first half hour at $626.19.
Conditions at the bottom really were not too bad as we dropped less than 0.5% in the process but many quick scalpers got burnt, and then we essentially watched as there was a slow recovery leading into the lunchtime lull, testing $628, before watching as the markets broke out once again leading into the back half of the afternoon where $SPY started to test green again, popping slightly into the end of the day before dropping back off, where we officially ended the day black overall, with $SPY trading at $628.86, down $0.19 from open, and up $0.09 overall, being up 0.014%.
I am not going to say that yesterday was a good day for the markets as it genuinely was not, but there were many great opportunities to trade and allocate. We watched as many of our organizations just took off and displayed a significant amount of both comfort and confidence in the process. The real question is, were you able to realize gains despite the tough conditions yesterday. If the answer is yes, give yourself a pat on the back because, man, was that a tough day to navigate! Thankfully, conditions are only going to get better today, so continue to make the most out of these conditions and have an amazing time!
S&P 500 Heat Map - 07/23/2025
Thoughts & Comments for Today - 07/23/2025
Today is honestly setting up to be an insane day for the markets. With the way that everything is laying, with the way the markets are looking, with the retail sentiment coming back into the markets. It is nice to say this, but welcome to the golden age. I believe that it has just started, and we will start to see everything come to fruition here over the next couple of weeks. Hope that the markets continue to remain strong, and pray that the orange man doesn’t throw a wrench into the works.
Assuming everything works out as planned, prepare to watch irrational highs be created in the markets as there is less fear and tension in the air.
As long as you all continue to capitalize on the strength in these market conditions, we are all going to win. You will see a flood of retail traders coming back into the markets as you see more headlines of trade talks coming to an agreement and people suddenly realizing that the US is benefitting from all of this, the markets should continue to rally, and people should come flooding back here in the markets over the next couple of weeks.
Continue to hold your long, strong equities, take profit when YOU are personally happy, cutting and repositioning some capital, and win-win-win.
I will highly recommend that you all look out for plays that will move heavily as a result of retail influence. This is all of the meme stocks, crypto, and certain blue chip names. Again, I am not saying any of this as financial advice or a signal to buy or sell any position, but I genuinely believe that we can easily push to irrational highs. Please do what you can to deploy your capital wisely to take advantage of these conditions.
We never condone gambling in the markets because gambling means that you are playing a game of luck, but, what I do think is fine, is looking to take on higher risk plays at certain times. It is calculated risk, not gambling. But, if you are looking to take on some calculated risk, today looks like it is going to be a great day to do so. You often hear me discourage taking lower quality, shorter-term plays in tougher market conditions, but with the way the bullets are getting loaded today, I believe that 0-DTE contracts today, and for the next couple of days, should be a lot of fun. Again, they are extremely high risk and I do not recommend them to anyone, but for those who understand the risks that are involved, this is the time to take advantage of some cheap opportunities and momentum.
A couple of plays that I personally am in right now are SOL, $GME, and $BB, all in speculation of retail and crypto sentiment moving up. Before I say anything again, none of this is financial advice; this is me talking about MY personal positions and reasoning.
SOL - (Crypto)
Maybe long-term play?
Avg: $160 (+20%~)
Solid Cushion / low capital risk
$GME - $24C - 86 DTE (OCT 17)
Shorter term play - Will exit when out
Avg: $3.00 (+11.7%)
Shitco retail play, no genuine fundamental thesis
Very small position
$BB - $4 & $5 C - 23 DTE (AUG 15)
Short-term shitco gamble - When it breaks out, exit.
Currently have roughly 30 $4’s and 50 $5’s, totaling $830 total risk if everything fails
Either this works and pumps with other retail names, or it is dead. No in between
Cheap gamble. -100% or 500%
Just please, make sure you are practicing safe risk management in these conditions and are doing what you can to continue to capitalize on the strength and opportunities that are available. Conditions are looking phenomenal, but you cannot enjoy great conditions if you are left in the dust. So continue to do what you can to realize some gains today, hold some strong positions, and remember that market conditions are only going hopefully continue to get stronger!
Let’s keep printing some money and having some fun.
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, $DNUT, $PTLO, $BYND, $NVDA, $TSLA, $BB
LONG OPPORTUNITIES:
Long-Term Dividend - $GAIN / $JEPI
Long-Term Investment - $INTC
Economic News for 07/23/2025 (ET):
Existing Home Sales - 10:00 AM
Notable Earnings for 07/23/2025:
Pre-Market Earnings:
GE Vernova (GEV)
Freeport-McMoRan Copper (FCX)
Amphenol (APH)
AT&T (T)
Fiserv (FI)
Thermo Fisher Scientific (TMO)
General Dynamics (GD)
Mr.Cooper Group (COOP)
Hasbro (HAS)
Infosys Technologies (INFY)
After Market Earnings:
Tesla (TSLA)
Alphabet (GOOGL)
Google (GOOG)
ServiceNow (NOW)
Chipotle Mexican Grill (CMG)
International Business Machines (IBM)
Quantumscape Corp (QS)
Alaska Air Group (ALK)
O'Reilly Automotive (ORLY)
Sonoco (SON)
Wrap up
Hopefully, everything that has been brought up recently continues to remain extremely valid with a significant amount of both strength and confidence. I do not see a reason why people should attempt or remain pessimistic in these conditions as $SPY is continuing to remain strong, and trade deals are being agreed upon. Please, just continue to tread lightly, practice safe risk management, and realize as many gains as humanly possible in these conditions. Many are going to have a difficult time, but as long as you can make the most out of today, that is all that matters!
Good luck trading, and let’s see a NEW all-time high today!