SPY +34% from Liberation Day Lows | Next 30% → Is Higher?

Waiting for Confirmation (Either Way). China's move to tighten Rare Earth restrictions was a surprise. I was, and still am, expecting a trade deal to be announced by year end, which would push SPY to new all time highs on the surge in Big Tech and Big Financials.

M 10/13: SPY $663.04 +1.53%
President says "Don't worry about China."
Open AI announces 10 GW deal with Broadcom.

T 10/14: S&P $665.13 –0.13%
We do not need Chinese cooking oil!
Market bulls higher until 665.70

W 10/15: S&P: $665.17 +0.44%
Holding the line at 665 but not willing to break above 670

TH 10/16: S&P $660.68 -0.68%
Financials down bad loans at Zions Bank and Western Alliance.

F 10/17: SPY $664.39 +0.57%
Levels hold $660 all day and then push hard into the weekend.

Disclosure: Rolled SPY 10/31/25 P640 into SPY 11/14/25 P650 and holding SPY 12/19/25 C700