HINDSIGHT CAPITAL MANAGEMENT
“We lose money faster than you can say ‘Diamond Hands’”

To: Hindsight Global Investors
Date: February 01, 2026 at 07:15 PM EST
Subject: 280p Graphics and 1080p Losses

Greetings, Fellow Bagholders and Future Wendy's Employees,

Welcome to another week of "How Is This Legal?" Last week was a huge week for degenerates, and by that, I mean we’re all collectively staring at earnings graphics that look like they were designed by a toddler with 280p resolution. The market mood is a delightful cocktail of sensory overload and pure tomfoolery, with half of you screaming "calls on everything" while the other half prepares to assess the damage at Friday's close.

THE TRENDING TICKERS

[RDDT]: Sentiment is reaching full port levels of insanity. Bulls are betting on continued user growth to send this to the fucking moon, ignoring the fact that many of us are too poor to even buy subscriptions.

[SLV]: After the largest single-day drop in history, the "Silver Gang" is looking a bit missing a leg or an arm. The CME hiked margins right after the puke, proving that banks hate you.

[BTC]: Our favorite magic internet coin is drilling so hard it might turn into an oil rig. Some regards are shorting the bottom, which is a perfect bottom signal for the rest of us.

[TSLA]: Elon has officially decided it’s no longer a car company. Apparently, it’s now a vaporware company or a robot maid company. Either way, the PE ratio is still making everyone hallucinate.

[NVDA]: Chaos reigned over rumors of a rugged OpenAI deal, but Jensen Huang quickly reminded everyone who’s in charge by confirming a massive investment. Believe it or not, calls.

[SNDK]: Being hailed as the best pure momentum play due to a tiny float and the AI memory bottleneck. Buy the $700 calls and pray you aren't the exit liquidity.

[PLTR]: Sentiment is so shit that the contrarians think it must moon. With an implied move of nearly 11%, expect plenty of loss porn by Tuesday.

[MSTR]: Michael Saylor is officially underwater and allegedly cleaning windshields for fiat coins. The Macro-Debt strategy is looking more like a Ponzi scheme every day.

[AMD]: Degenerates are sending it with $250 calls, convinced that AMD will RIP—and not the "Rest In Peace" kind—after seeing Intel’s shit earnings bid up.

[GFS]: Rumors of a short squeeze are swirling because institutions own 101% of the float. It’s either a genius move or a one-way ticket to bankruptcy.

[SpaceX]: With a fictional $1.5T valuation and cooked books that ignore depreciation, it’s the biggest IPO pump we've ever seen.

[ORCL]: Larry Ellison is liquidating 30k jobs to fund the OpenAI money pit. In this market, cutting workers is bullish.

[MSFT]: Apparently, Microsoft underperformed the S&P 500 for five years. Investors are calling it "Microslop" and suggesting we change the ticker to SLOP.

[GOOGL]: Bulls are all in, convinced Gemini monetization is going to pump this after earnings.

If you’re currently shitting bricks because you bought the silver dip, just remember: money isn’t real and Canadian currency is fake. If everything fails, there’s always a warm spot behind the Wendy’s dumpster waiting for you.

See you at the bottom,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management