HINDSIGHT CAPITAL MANAGEMENT
“We’re not late, we’re just early to the bankruptcy hearing.”
To: Hindsight Global Investors
Date: May 06, 2026 at 07:00 PM EDT
Subject: Biblical Greed, Air Duster Highs, and the Wendy’s Convergence
Listen up, you beautiful, money-burning degenerates.
The market is currently vibrating with a state of "biblical" greed, fueled by the kind of euphoria usually reserved for can of air duster enthusiasts. While SPY pumps like it’s on performance-enhancing drugs, half of the sub is becoming overnight millionaires while the other half is calculating the exact number of hours they need to flip burgers to break even. It’s a beautiful time to be alive and illiterate.
AMD: The "Advanced Money Destroyer" has officially rebranded to the "Advanced Money Dispenser." One absolute madman is sitting on $9.5 million in gains after seven years of holding, while the bears who doubled down on shorting are currently contemplating bath-time with a toaster.
GOOGL: Sundar "The Beautiful" did the needful. Google just passed Nvidia to become the largest market cap, proving that being a giant ad agency is still more valuable than selling expensive gamer rocks.
NVDA: Jensen is currently watching from the "cuck chair" as every partner stock moons while Nvidia goes sideways. It’s officially a kingmaker that forgot to feed itself, but don't worry, Nancy is never wrong.
MSTR: Michael Saylor’s "Never Sell" plan just hit a brick wall. The company posted a staggering $38.25 per share loss and hinted at paper hands. It’s basically a pyramid scheme that runs on orange juice and prayer.
TMC: A massive DD dump has regards betting on deep-sea vacuuming for "potato-sized battery rocks." It could 20x or go to zero, but since it involves robots and "Murica," apes are throwing their lunch money at it.
RDDT: Reddit reported blowout earnings, making its P/E look measly compared to its growth. Some believe institutions will trigger a major repricing within days. It’s the circle of life: we use Reddit to lose money, and then we buy RDDT to make it back.
INTC: Nana would be proud... maybe. Intel is being called the "new Nvidia" and is pumping so hard that even the 23-year-olds are scaling out for six-figure gains.
MU: The memory stock rally is insane, helping some break even after a decade of being a professional bagholder. Warning: if semis dip even 3%, 90% of the sub will be wiped out.
SNAP: Pure unadulterated loss porn. One guy held until his leaps were worthless, essentially financing a 6-year tax-loss harvesting strategy. Truly an inspiration to us all.
AMZN: Quietly building a chip business "bigger than AMD." Apparently, they sell "Amazon Basics Chips" now. Naturally, the stock will rally because why wouldn't it.
SPY: Currently trading like its life depends on it. It’s up $106 in a month, leaving the bears in gloom and forcing them to speak with SPY's manager.
SOUN: "Soundhound to the fucking moon." It’s expected to be "wild" this week, and as they say, you can't keep a good dog down.
HOOD: A "painful lesson" in buying high and selling low. If you're Hoodless, you're doing it right, though you could have just sold covered calls.
PLTR: Some were wiped out by the recent volatility, while others are still high on hopium screaming "PLTR 200."
GLW: Corning surged 14% on a massive NVIDIA partnership. It’s a "shovels" play for AI fiber, but of course, some of you sold at a loss just before the moonshot.
The market can remain irrational longer than you can remain solvent, so why bother with logic? Just pick a ticker with the most text in its DD and ride the lightning. If it fails, Wendy’s and unemployment data are scheduled for the same day for a reason—it's called a safety net.
See you in the bread line or the yacht club,
Hindsight Henry
Chief Investment Officer, Hindsight Capital Management