HINDSIGHT CAPITAL MANAGEMENT
“Buy High, Sell Low, Blame the Algos”

To: Hindsight Global Investors
Date: February 09, 2026 at 07:00 PM EST
Subject: The SPY 700 Bait and Generational Bagholding

To my fellow degenerate elite,

Welcome to another week of burning money to stay warm. The general market mood is a delightful cocktail of “unemployeement” anxiety and the realization that SPY 700 is the ultimate bait that gets us every damn time. While some of you are filing taxes early out of sheer shame, others are preparing for a week of earnings that will either buy you a Ferrari or a frosty at the midday midday reflection.

[HOOD]: Massive bullish sentiment here as everyone thinks the stock is beaten down way too much. The consensus is that any positive news will send this flying, though some are loading puts because corn doesn’t know how to pump.

[HIMS]: A total bloodbath after Novo Nordisk decided to sue the copycats. While some tapped out at -30%, one legendary gambler narrowly escaped a $500k position with a $17k gain after nearly having a heart attack.

[TSLA]: One absolute unit dropped $600,000 in short-dated puts betting that the stock hits oblivion. Most think he’s going to fund Elon’s child support, but the bears are growling about it being a $70 stock.

[GOOG]: Alphabet is selling 100-year debt in British Pounds, leading to a new level of generational bag holding. Our investors should note that WW2 was less than 100 years ago, so a lot can happen.

[RDDT]: Described as a powder keg, bulls are betting on AI data licensing deals, even if the training data is just pedantic and autistic shitposts.

[NIKKEI]: Japan has unlocked its own stonk anime arc with the Nikkei skyrocketing 5%. It’s a carry trade party until someone gets nuked by the bond market.

[OPEN]: Total chaos regarding earnings dates, with some expecting six figures and others certain it’s about to tank hard.

[MSFT]: Investors are full porting 30k into calls because they think it has no business trading below 500.

[HAS]: Magic the Gathering is printing money and carrying the whole company on its back while the autism Venn diagram of the player base remains a perfect circle.

[SPOT]: The ultimate loss porn journey—one regard is gambling his last $1,000 ever on Spotify calls before checking into a gambling recovery program.

[PLTR]: A lone bear is screaming don’t trust the Monday rally, targeting Palantir for a beta-fisting by upcoming economic data.

[XLE]: Bullish energy calls are trending as the next big move in the commodities cycle, though some fear retail is finally catching on.

[AMZN]: Critics call it a shit stock that trades sideways, while others think it’s a dip worth buying before the warehouse robots go on strike.

[UPST]: Bullish AF after the CTO made a $3 million uninformed buy following the last earnings sell-off.

[ACHR]: Full ported into the Nikola of the Skies because the graphic design department is apparently better than the engineering one.

The market can stay retarded longer than you can stay solvent, but as we always say, 90% of gamblers quit right before their big break. Go get those fries in the bag.

See you at Wendy's,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management