HINDSIGHT CAPITAL MANAGEMENT
“Buying the top so you don’t have to.”

To: Hindsight Global Investors
Date: February 08, 2026 at 07:00 PM EST
Subject: The "Hot Girl" Recession & The Boner Pill Bloodbath

Distinguished Exit Liquidity,

The market vibe is currently a cocktail of Super Bowl-induced delirium and the realization that "character development" is just a fancy term for losing your entire inheritance. While most of you were sweating over prop bets, our proprietary "Recessionary Hottie Index" flashed a code red: multiple reports of hot white girls delivering DoorDash suggest the economy is about to get beta-fisted by upcoming CPI data. Whether you're addicted to 3x leverage or just poor and going to work, here is where the money is currently dying:

[HIMS]: Our favorite telehealth dropshipper is currently more fried than a KFC 3-piece after the FDA and DOJ decided to poke the bear. Apparently, mass-marketing Chinese Ozempic knock-offs wasn’t the legal "sure thing" management's lawyers claimed.

[RDDT]: Sentiment is a powder keg as we wait for the Anthropic lawsuit to settle. Half the sub is loading shares at every dip, while the other half is realizing the platform is filled with propaganda bots. We're officially RDDTARDED.

[QQQ]: One legendary degenerate turned $300 into $16,000 and decided the best move was to go in raw with calls expiring Monday. We expect him to have a new box next to ours by Tuesday.

[PLTR]: Bears are betting the farm on puts, claiming any Monday rally is just exit liquidity for the big boys. The thesis? If the UberEats girl is hot, your portfolio is toast.

[HOOD]: Despite being beaten down, the easy calls crowd thinks earnings will send this flying. Most of us just want to get fked by HOOD one last time for old time's sake.

[NBIS]: The new AI hope. Some are full porting calls because the CEO "literally can't go tits up." It’s basically a prayer circle at this point.

[RACE]: Ferrari calls are trending solely because regards want to drive one VROOOOMM. Groundbreaking fundamental analysis as always.

[BULL]: The negative sentiment on Webull is reaching critical mass. Between the constant rugging and delisting fears, it’s a true test of who can HODL the longest while their phone battery dies.

[OPEN]: Management is promising a BIG money mover, but investors are mostly just preparing to add another -33% to their ports.

[SPY]: After a red day, the brave are grabbing calls, hoping for Shrek green candles. Just remember: it’s not a loss until you click sell.

[SHOP]: Expected to have earth-shattering profits only to tank into a black hole because the market doesn't care.

[CORN/BTC]: The weekend pump is being viewed as manipulation to create more exit liquidity. It keeps disappearing into thin air faster than my interest in a savings account.

Remember, if you’re tired of living this way, you can always transfer your retirement into a day trading account. What’s the worst that could happen? You end up selling yourself behind a Wendy’s? That’s just a career pivot.

Inversely yours,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management