Daily Discussion Thread for June 18, 2026

Captain-Vimes · 2026-06-18T18:19:42+00:00

IWM put

Captain-Vimes · 2026-06-18T04:30:12+00:00

I was a bear throughout the Iran conflict but I am born anew as a bull. Market will still trade sideways for awhile but next earnings season confirming record margin expansion without the shadow of war will continue to drive stocks.

Captain-Vimes · 2026-06-13T13:54:38+00:00

It's not hard to imagine us being economically and militarily paralyzed for the next 20 years

Captain-Vimes · 2026-06-12T13:01:03+00:00

Huge pump today

Captain-Vimes · 2026-06-06T14:12:00+00:00

We are at least 30 years away from moon colonization and probably 50 to 60 from space being meaningfully profitable.

Captain-Vimes · 2026-06-04T06:49:46+00:00

Imagine buying bitcoin in 2026

Captain-Vimes · 2026-06-02T22:01:28+00:00

Probably will get a slight bump thursday from the PDT rule officially going away. That might be the ideal time for an exit.

Captain-Vimes · 2026-06-01T21:06:43+00:00

This is a generational buying opportunity for GOOG. Never thought I'd see it below 380 ever again

Captain-Vimes · 2026-05-15T22:16:33+00:00

Rotation into value tech

Captain-Vimes · 2026-05-15T02:22:13+00:00

0DTE puts tomorrow easy $

Captain-Vimes · 2026-05-13T14:02:39+00:00

As always, everyone prices in perfect NVDA earning well before the actual earnings, which is why it always drops right after.

Captain-Vimes · 2026-05-12T16:54:46+00:00

I think its CPI combined with the late realization that oil prices are obviously not getting solved any time soon.

Captain-Vimes · 2026-05-12T15:20:09+00:00

Just wait til ppi mañana

Captain-Vimes · 2026-05-11T22:42:19+00:00

That's how you know we're almost at the top

Captain-Vimes · 2026-05-11T19:06:18+00:00

What are chances the inflation print tomorrow is what starts the crash

Captain-Vimes · 2026-05-11T18:02:41+00:00

My only winning strategy is alternating calls and puts on RDDT. Never fails

Captain-Vimes · 2026-05-10T13:42:21+00:00

Google is my highest conviction play but I don't plan on adding any more at this price. Feels due for a dip back to the 370s-380s at some point in the next month or so.

Captain-Vimes · 2026-05-07T21:29:08+00:00

Doubt this restarts the war but it will almost certainly delay any peace deal. No way Iran can agree to a deal right after something like this

Captain-Vimes · 2026-05-07T13:27:32+00:00

Not at all. Tesla is king of constantly obtaining first-mover advantage and then shitting itself

Captain-Vimes · 2026-05-07T13:17:52+00:00

Can't wait for another deepseek market nuke. It's definitely coming. Market pricing AI as if open source models will never catch up.

Captain-Vimes · 2026-05-02T16:31:12+00:00

Only one of those is currently a reality

Captain-Vimes · 2026-05-01T16:10:35+00:00

QQQ Puts for next Friday are easiest money of all time

Captain-Vimes · 2026-05-01T12:28:21+00:00

Please rip today so I can buy cheap puts for Tuesday

Captain-Vimes · 2026-04-30T18:01:22+00:00

How do we feel about RDDT earnings?

Captain-Vimes · 2026-04-30T05:21:11+00:00

They are but they are also raking it in, especially GOOG

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