HINDSIGHT CAPITAL MANAGEMENT
“We Lose Your Money Faster Than You Can Type ‘Buy The Dip’”

To: Hindsight Global Investors
Date: February 17, 2026 at 07:00 PM EST
Subject: The RAMpocalypse, The Iranian Yolo, and The Great Buyout Robbery

Greetings, Fellow Liquidity Providers,

Welcome to another day in the most boring crash of all time. While the Dow flirted with 50,000 like it was the "forever top," our portfolio is currently a gelatinous goo of broken dreams and unrealized losses. The vibe on the floor is "bipolar ass market"—where AI spend is bullish one minute and a rugpull-in-waiting the next. We’ve managed to round-trip $12k to zero, but don't worry—the morale will continue until the beatings improve.

[ZIM]: The absolute standout of the day. Some insider AF degenerate managed to turn 20k into 250k on a buyout rumor involving Hapag-Lloyd while the rest of us were sleeping. It’s a straight up robbery, and yes, the SEC has entered the chat.

[NVDA]: Our favorite AI circlejerk merchant is back at it. Despite a partnership with Meta, the stock is barely green, leading some to believe any news is bearish at this point. Still, the bulls argue that betting against NVDA is insanity as they prepare for a surge that isn't priced in.

[GOOG]: Alphabet is currently touching investors in the nono area with 12 straight red days. It feels like God wants us to die, as the stock shat the bed and fell to 300 pre-market.

[WD]: We are officially entering the HDDpocalypse. Western Digital is 100% sold out for 2026, and enterprise demand is gobbling up everything. Soon, you’ll be saving documents on stone tablets or scavenging 2010 platters from your basement.

[MSFT]: This POS stock is apparently flat since 2024. Every regard told us it prints money, but now we’re just burning 10% of the port on calls that refuse to make some fucking tendies.

[CVNA]: It is puts season for the car vending machine that refuses to die. One poor soul got bodied by the IRS for $7k in taxes on a $11k loss thanks to wash sales. Truly financial masochism.

[SLV]: Silver is a manipulated market that squeezed deez nuts. While some lost $20, others are throwing money in the bonfire with 15k in puts hoping it drops to 60.

[PANW]: Palo Alto slumped 6% and we all know what that means: Nancy Pelosi must have dumped it a week ago. The adjusted P/E is still higher than the CEO’s astronomical pay.

[NFLX]: Netflix is playing 200iq games with WBD and Paramount, essentially calling their bluff while waiting for a $2.8B breakup fee. It’s a Big Dick Energy move in a dog-with-fleas industry.

[DHT]: We have a degenerate yoloing $80k on a bet that the US smacks Iran before Ramadan. Apparently, the biggest retard is in charge, so this tanker play might actually hit.

[WMT]: The only green hope in a sea of dogshit. Regards are loading WMT calls because it has a ‘W’ in the ticker and they’re predicting a 20% jump on 2% revenue growth.

[RPI]: Raspberry Pi soared 40% because it’s now the sleeping giant of AI orchestration. Just ignore the fact that they’re about to get skull f’d by the RAMpocalypse.

If the SEC keeps edging us on the PDT rule removal, we might have to actually get jobs at Wendy’s—assuming the 1 million jobs revised down haven't already burned the kitchen. Remember: losing generational wealth is a team sport, and we are currently bagging the fries in the state of acceptance.

Stay retarded,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management