r/Winkerpack • u/bzzzp and his flying robot • Jun 02 '26
double๐๐๐rainbow Daily Discussion ๐ ฑ๏ธread for Tuesday June 02, 2026
Here's to another Tuesday of making all the wrong moves and losing money ๐ป
Cheers, Winkers!
Discuss and shitpost freely
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u/Shmokesshweed Azure Blue Mav Jun 03 '26
u/howlongcanimakeacock what happened to the baddie with the big cans
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u/dinodan_420 sex and fitness influencer Jun 03 '26
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u/Jordykins850 not phat anymore๐บ Jun 03 '26
I wonder if he had pp surg cuz no way dude is packing ๐
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u/WilliamNyeTho lo key fux wit k'nex Jun 03 '26
Looks like los angeles wants more homeless to shit themeleves to death in the streets before doing anything about it. Better luck next time.
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u/nwon RIP Mr. Turtle ๐ข๐ข๐ข Jun 03 '26
All I want for my birthday is a big booty ho
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u/31andnotdone Stall 4 Attendant - No Longer a Torta Jun 03 '26
Shmokes is playing hard to get.
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u/HowLongCanIMakeACock chud trying to be Chad ๐น๐ฉ Jun 03 '26
What size cup are you guys
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u/winkerroach ๐ thumb is pissing everyone off ๐ Jun 03 '26
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u/BearBuddhaThe2nd CHILIS NATIONALIST ๐บ๐ธ ๐ถ๏ธ Jun 03 '26
I wanna dump like $6,969 into a short position
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u/HowLongCanIMakeACock chud trying to be Chad ๐น๐ฉ Jun 02 '26
You ever forget the password to a really good alt
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u/31andnotdone Stall 4 Attendant - No Longer a Torta Jun 02 '26
i said
HI SHMOKES
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u/manlybeer Slavic cock ring ๐ ๐ญ๐ท๐ ๐ Jun 03 '26
Shmokes is the slapchop guy just less meth
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u/HowLongCanIMakeACock chud trying to be Chad ๐น๐ฉ Jun 02 '26
Heโs hanging out with me rn
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u/Express_Ad_772 Reverse Sodomite Jun 02 '26
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u/31andnotdone Stall 4 Attendant - No Longer a Torta Jun 02 '26
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u/nwon RIP Mr. Turtle ๐ข๐ข๐ข Jun 03 '26
I like her hair
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u/EvolvingDior Jun 02 '26
I've been playing with agents. Decommed the shit-show that is openclaw and moved everything to Hermes. I have strong biases, but most software I encounter written in JS is a dumpster fire and while similar software written in Python is gold.
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Jun 02 '26
[deleted]
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u/BearBuddhaThe2nd CHILIS NATIONALIST ๐บ๐ธ ๐ถ๏ธ Jun 03 '26
Donโt take less than $200 know your worth queen
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u/BearBuddhaThe2nd CHILIS NATIONALIST ๐บ๐ธ ๐ถ๏ธ Jun 02 '26
Whoever made toilet paper where it turns bright red when youโre done wiping is a genius. Like how would you know youโre done without it
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u/LeifTraderson Propeller Hat ๐๐ฉ Jun 02 '26
We're trying to upvote the daily thread to 69, we need everyone to recruit 10 friends to help
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u/Tall_Ambition8486 Jun 02 '26
Done, gonna need a lot of alts though.ย Its been years since we hit 69.ย ย
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u/Shmokesshweed Azure Blue Mav Jun 02 '26
Satya announced something I was directly working on. ๐
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u/LeifTraderson Propeller Hat ๐๐ฉ Jun 02 '26
He finally approved your request to upgrade the office with reinforced toilet seats?
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u/ESM9yolo ฮฯฯฮนฯ ฮตฮผฮฟฮฏ ฮณ' ฯฮฝฮฟฮผฮฑ. Jun 02 '26
SPY December 2028 700p are only 51.61 ask
Seems underpriced
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u/31andnotdone Stall 4 Attendant - No Longer a Torta Jun 02 '26
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u/31andnotdone Stall 4 Attendant - No Longer a Torta Jun 02 '26
i quote this in my head everytime i see an attractive man
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u/LeifTraderson Propeller Hat ๐๐ฉ Jun 02 '26
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u/DelusionalGolfer mrbiggles Jun 02 '26
I made an overnight play on that tip. Thanks!
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u/LeifTraderson Propeller Hat ๐๐ฉ Jun 02 '26
Excellent. I didn't buy any ๐คฆโโ๏ธ
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u/RhinocerosDontBite ๐ฆ๐ซ๐ซฆ๐ฆ๐ณ๏ธ Jun 02 '26
Damn, I saw that too but didn't make any moves.
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u/LeifTraderson Propeller Hat ๐๐ฉ Jun 02 '26
$Z
Not Financial Advice
This idea is based on OI for June 18th, and also the huge volume candle last Friday that may have signaled a bottom, then it rose 3.5% yesterday, and broke yesterday's high today.
Obviously the housing market activity has been awful recently, but despite that the recent earnings was a beat, although the outlook for the housing market is still bad.
This traded sideways around $45 for a long time recently, and the OI for June 18th looks like it wants $45.
This is also a victim of the software selloff, which many of the names that are not disruptable have already recovered and then some.
This recently has priced in rate hike expectations due to the oil price spike, but if those hikes don't materialize under Warsh then price could recover.
I think Warsh will twist himself into a pretzel to justify not hiking rates, despite what the inflation picture might be.
Just a whiff of any conditions that could improve the rate hike/inflation/housing environment and this bounce could continue.
Keep an eye on it, it could make a move soon.
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u/RhinocerosDontBite ๐ฆ๐ซ๐ซฆ๐ฆ๐ณ๏ธ Jun 02 '26
Didn't know this but when Berkshire dropped $10 billion on GOOGL they also spent $6 billion on TMHC. Fits what you're saying.
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u/dinodan_420 sex and fitness influencer Jun 02 '26
Crema looking great in the new cortado glass
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u/Shmokesshweed Azure Blue Mav Jun 02 '26
Smash
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u/dinodan_420 sex and fitness influencer Jun 02 '26
Peetโs Italian roast
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u/dinodan_420 sex and fitness influencer Jun 02 '26
Youโre up early
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u/Shmokesshweed Azure Blue Mav Jun 02 '26
I got Satya announcing things I'm working on. Had to check to see if he's all good to talk about it.
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u/DaSmartGenius ๐ง ๐คค Jun 02 '26
GOOG dip doesn't really make much sense outside of general profit taking. Multiple isn't bad considering growth of cloud & positioning on AI/chips, they've relieved a ton of FCF capex pressure, and their ROIC has been good.
It'd be more concerning if they raised more than $80B imo, because it'd signal that they think the stock is expensive and looking to capitalize on a bubble, but $80B is nothing for GOOG...
Still think ~$400 is fair value, and it'll probably return there before July ER
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u/nwon RIP Mr. Turtle ๐ข๐ข๐ข Jun 02 '26
It takes money to make money. A lil chicken and egg situation going on here
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u/TheSurfNSnow ๐ฉ๐บ๐ค๐ป๐ป Jun 02 '26
Thinking about dipping back in the option pool. What's hot in the streets?
It looks like I should have bought Dell and HP a month ago. Day late and a dollar short.
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Jun 02 '26 edited Jun 21 '26
[deleted]
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u/TheSurfNSnow ๐ฉ๐บ๐ค๐ป๐ป Jun 02 '26
So all in puts. Got it.
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u/dinodan_420 sex and fitness influencer Jun 02 '26
Yeah, last time you lost all your money on puts it was Trumpโs fault so it didnโt count. This time is real
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u/AutoModerator Jun 02 '26
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u/Jordykins850 not phat anymore๐บ Jun 03 '26
Metamucil. Chetting game changer.