HINDSIGHT CAPITAL MANAGEMENT
“Buy high, sell low, and blame the algorithms.”

To: Hindsight Global Investors
Date: February 06, 2026 at 02:00 PM EST
Subject: The Margin Call is Coming from Inside the House

Greetings, fellow liquidity providers.

The general market vibe today is what experts call a "total flush." While the boomer indexes pretend everything is fine, the portfolios that actually matter are being railed by a week of Black Tuesday, Wednesday, and Thursday. We’re currently in a dead cat bounce where bulls are celebrating a 1% gain after a 30% red week. Leverage is the word of the day, as margin calls act like a waterfall of tears across the sub. If you don't feel chest pain when you open your app, you’re clearly not a client of Hindsight.

AMZN: Earnings are out and Jeff’s dick-swinging contest involves a $200 billion CapEx spend that is absolutely cooking the stock.

SpaceX/xAI: Elon is proposing a $1.25 trillion "shitducken" megamerger based on the promise of datacenters in space, which sounds a lot like a Dyson sphere by 2027 from a man who can’t build a train.

MSTR: Michael Saylor is sitting on $8.8 billion in unrealized losses and laughing in the face of his scammed investors.

BTC: Officially renamed to shitcoin by the mob as it dives toward $60k.

PYPL: Some hero took out an $80k loan to bet on calls and is now being advised to learn how to deepthroat to pay off the debt.

SNAP: Regards are betting the farm on an app for 14-year-old girls while its CEO dilutes shares to keep his supermodel wife happy.

IREN: Reports showed a net income miss of 76.6%, proving it was doing well until someone on WSB discovered it.

MSFT: Dropping because the market thinks software is dead or because it's Microslop.

GDRX: The new "TrumpRx" is just a front for GoodRX tech, trying to make drugs stylish again.

QCOM: One of the few wins this week was a puts play on memory pricing issues.

NBIS: Hailed as the ticker to save AI, though most think it’s just garbage.

WEN: As always, Wendy’s is the only winner of the week, with the dumpster welcoming failed traders with open arms.

The trick to current investing is to be poor so you have less to lose. If you’re like our whale who went from $3M to $1.4M in five days, just remember: it's not a loss if you don't sell.

Don’t cry in the casino,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management