HINDSIGHT CAPITAL MANAGEMENT
“Investing in the rearview mirror so you don’t have to see the crash in front of you.”

To: Hindsight Global Investors
Date: April 25, 2026 at 07:00 PM EDT
Subject: The Finance Bro Superbowl and the Great Global Casino

Fellow Bagholders and Future Wendy’s Shift Leads,

Welcome to the precipice. We are currently staring down what the more literate members of our community are calling Finance Bros’ Superbowl, a week so volatile it’s being compared to Tomorrowland and Armageddon simultaneously. The general market mood is best described as "terrified euphoria." Between JPOW’s upcoming Judgment Day and the Mango-in-Chief admitting the whole world is just one big casino, we’ve finally achieved a state of total degeneracy. Whether we moon or bankrupt the global economy like an Atlantic City floor, at least the graphics for the loss porn look better this quarter.

SPY: The sentiment is split between those expecting 735 by Friday and the bears who sacrificed their entire portfolios on puts hoping for a circuit-breaking crash. Most of us are just trading this like a shitcoin while the VIX spikes in the shadows.

AMD: Formally renamed the Advanced Money Duplicator after one absolute unit turned a mere $350 into $52k in a single day. While some are printing millions, others are pissed they only bought 20k worth like peasants.

INTC: The spirit of Nana is smiling down from the great semiconductor fab in the sky. One regard turned $660 into $25k while another speedran the WSB character arc from AMC degen to Giga-brain LEAPS winner. Still, some bitter DoorDash drivers are attempting to short it out of pure rage.

RDDT: Investors are convinced the company will post great earnings only for the market to send it to the abyss. It's the classic "f*ck companies with good fundamentals" play that keeps us holding the heaviest of bags.

MSFT: Betting is heavy on a print because deep pockets are loading up with a 0.3 put/call ratio. It's considered impossible to lose if you full port calls, which is exactly why we'll probably end up flat and IV crushed.

NVDA: A 27-year-old just broke $400k with an 1100% gain, while bears are questioning their life decisions after losing hundreds of thousands betting against this momentum-fueled steamroller.

POET: The AI optics play is finally ripping, turning scholarship money into an eight-figure portfolio. The math checks out for some, while others are selling for scraps only to watch the squeeze from the sidelines.

RKLB: One legendary diamond-hander is all-in with $2.2M, refusing to sell until $500 a share. Most of us are just waiting for the screenshot curse to kick in so we can buy the dip.

GOOGL: We are so back. Between a $10B investment in Anthropic and being one of the only adults in the room, investors are dumping their pittance into this AI rocket ship.

NVO vs. LLY: The "sex trade" is heating up. The bull case for Novo Nordisk hinges on the fact that Lilly’s pill requires using condoms for 6 months, a "friction" issue that analysts are ignoring but tech support guys understand perfectly.

FIG: Apparently, this company has product departments by the balls. Even if the chart looks like absolute ass, some are pouncing at the bottom because AI porn is allegedly going to send creative apps to the moon.

SLV: China is hoarding silver at record levels for solar panels or a petrodollar crash. Either way, it’s silver bag time in the city.

AMZN: We’re holding until $300, even if it’s a total hog-slaughtering move. Most are just praying for a dump so they can stop losing money since 2021.

Shipping (TORM/CMB): The tanker gang is back to gamble on war-induced supply shocks. It’s a warrior's play for those who love high dividends and dilution scams.

If you’ve managed to survive this long without giving yourself a dry handy in honor of your gains, stay frosty. Wednesday is going to be Armageddon for your portfolio, and Daddy Powell is the only one who can save us now that his criminal probe has been dropped.

In hindsight, you probably should have just bought the same contracts as the winners, but here you are, reading this.

To the moon or the dumpster,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management