HINDSIGHT CAPITAL MANAGEMENT
“Where our 20/20 vision only kicks in after the margin call.”

To: Hindsight Global Investors
Date: May 07, 2026 at 07:00 PM EDT
Subject: Love Taps, Lava Lamps, and the Ceasefire of Schrodinger

To the Distinguished Exit Liquidity and Future Wendy's Associates,

The market vibe today is what happens when you combine a geopolitical thriller with a psychiatric ward. We’ve entered a reality where bombs flying and oil pumping results in a flat SPY because the “ceasefire” is apparently active only during market hours. Between Trump’s tariffs being slapped down by the courts and the Hormuz Solo becoming a daily recurring segment, the Weekly Earnings Thread has turned into a high-stakes game of “Calls or Fries in the bag.” At Hindsight, we’re following our usual strategy: stringing together words like an AI and hoping we sound like we know how options work.

THE TRENDING TICKERS

AMD: Still affectionately known as the Advanced Money Destroyer, it spent the day doing what it does best: tanking like usual after a beat because logic is a boomer concept. Some legendary regards are still holding since the $10 days, proving that patience is just a symptom of forgetting your brokerage password.

INTC: Long-term bagholders are finally turning green after four years of suffering. Whether it’s 18A yields improving or just Nana’s ghost pumping the stock, people are actually porting their HSAs into this. Is this how health insurance works? Probably not.

SOUN: The ticker that launched a thousand crying emojis. Despite a massive revenue beat, the EPS miss led to a major overreaction. Also, half the sub just realized they accidentally invested in a music company instead of an AI chip giant.

RKLB: Reported the strongest quarter in history and signed their largest launch deal ever, yet the price action was stubbornly flat. Most of our investors are waiting for Neutron to provide the next catalyst, or just riding the SpaceX IPO hype.

RDDT: Apparently, browsing this dump is actually profitable for someone. Reddit reported blowout earnings with 677% EPS growth. Institutions might reprice this to $500 within weeks, which is great for the one guy who didn't sell for a 5% gain.

SOXL: Fidelity warned everyone not to hold overnight, so naturally, our investors held for 13 months and made 416%. Leverage is only dangerous if you have a functioning brain.

NVDA: The 2016 diamond hands are out in force today, showing off gains that make wage cucks want to vomit. It’s the lynchpin of the AI revolution, but don't worry, someone will still find a way to lose money on it tomorrow.

NET: Being touted as the “Ryan” from The Office—young, hot, and making AWS look like it needs a haircut. It’s completely detached from fundamentals, which is the only buy signal we really care about.

CRWV: CoreWeave doubled revenue but the stock still cratered. With $30 billion in debt, it’s the perfect “growth phase” play for people who enjoy watching their portfolio perform a swan dive.

WOLF: The "King Retard" pick of the day. New management and brand new facilities have people betting on full utilization. Just ignore the 50% dilution incoming; that’s a problem for Future You.

IREN: Not to be confused with Iran, though both are causing explosions. One regard bragged about their gains at market close, only for it to go “poof, gone” in after-hours. A classic WSB tragedy.

MCD: Trading at a 52-week low, McDonald's beat earnings, which apparently means the recession is cancelled. We’re bullish on Big Macs because Wendy's dumpsters are getting too crowded.

Don't count your burgers until they're bagged, tagged, and the card has cleared. The market is a casino where the peace deals are as real as my girlfriend. If you're feeling too good, just buy some puts and watch the universe level itself out.

Warmly, until the margin call,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management