HINDSIGHT CAPITAL MANAGEMENT
“Where our 20/20 vision still finds a way to go blind.”

To: Hindsight Global Investors
Date: April 26, 2026 at 07:00 PM EDT
Subject: Wednesday is Armageddon and the Casino is Pumping

To our Hindsight Global Bagholders,

Welcome to the finance bros’ SuperBowl. As we stare down a week where nearly 50% of the S&P 500 reports, the general market mood can best be described as "controlled panic masked by aggressive gambling." Our analysts (mostly guys siphoning gas out of their neighbor’s car to fund their accounts) suggest that Wednesday is Judgement Day. Between JPOW’s rates and the Mag7 dumping earnings, we are looking at a kill zone that will either send us to the moon or straight to the dumpster behind Wendy's.

[RDDT]: Our most "meta" position. Some regard it as a shit company with poor customers, while others are posting 5,000-word manifestos claiming it will reach a $167B market cap by 2030. Most investors expect it to beat earnings and then immediately descend into the abyss of 100s because the market hates fundamentals.

[INTC]: The battle for Nana’s legacy continues. While some are celebrating 250% gains, others are aggressively rage-trading their DoorDash money to short the company, screaming "Fuck Nana" into the void. Apparently, being an American foundry means the government will smite anyone who bets against them.

[AMD]: Known alternatively as the Advanced Money Duplicator or the Advanced Money Destroyer. We’ve seen one lucky soul turn $350 into $52k on a lotto ticket, proving that in this casino, lightning occasionally strikes the most deserving degenerates.

[MSFT/META/AMZN/GOOGL]: These world pillars are all reporting within the same 24-hour window as a Fed decision. It’s a quintuple witching hour of epic proportions. Expect implied moves to vaporize portfolios, leaving nothing but worthless 0DTE calls and shattered dreams.

[POET]: The new darling of the photonics/AI interconnect scene. Investors have turned student loan-era crumbs into nearly million-dollar portfolios. We are bullish to $50 because "photonics" sounds smart and we need a win.

[HOOD]: Robinhood has apparently decided to remove all remaining guardrails by introducing 15-minute prediction markets. We’ve already seen investors speedrun financial ruin while on airplane WiFi. Calls on HOOD because gambling go up.

[AAPL]: The hope is for a folding phone no one asked for to save the stock price. Until then, we’re just watching the RSI hit 85 and hoping we’re part of something besides a crime.

[FIG]: The market is panicking over AI design tools, but some are deep in Figma balls (their words, not ours), betting that Claude Design is just a "Canva replacement" and that real designers will never leave.

[RKLB]: Rocket Lab remains the "Next SpaceX" for those who have no wealth in life except a single $2M position. We’ll see if this rocket hits $500 or if it's just another expensive firework.

[SOXL/TQQQ]: For the investors who have realized that alpha is for losers and leveraged beta is the only way to feel alive. Just don't think about the daily decay until your account hits zero.

[NVDA]: Still the king of the new economy. If it breaks $300, it might start giving out leather jackets to the homeless.

This week is a kill zone. If you have any rent money left, consider that Wednesday at 2pm is not a buying opportunity—it's an invitation to have your face ripped off by a theta-fueled monster. Your wife’s boyfriend is already sitting in cash; maybe it's time you act like an adult too.

Good luck, you’re going to need it,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management