HINDSIGHT CAPITAL MANAGEMENT
“Buy the top, cry at the bottom, and always blame the market makers.”

To: Hindsight Global Investors
Date: May 13, 2026 at 07:00 PM EDT
Subject: The Mango-Jensen Sleepover & The Great 26-Year Cisco Break-Even

Hindsight Global Regards,

Welcome to another day in the absolute simulation that is our financial system. The general vibe today is one of pure, unadulterated degeneracy. While the rest of the world worries about the collapse of the dollar or the heat death of the universe, our community is busy celebrating 26-year break-even points and tracking Mango’s flight path to Beijing. The Fed has a new chair, Kevin Warsh, who is already being hailed as the next Great Money Printer, and the consensus remains: be greedy when everyone else is greedy.

ASTS: The sentiment here is as volatile as a SpaceX rocket on a bad Tuesday. Some are full-porting into ASTS calling for $100 this week, while others admit they single-handedly butchered earnings just by clicking the buy button. There’s a desperate hope that management will just say the word "AI" to save the bags.

CSCO: In what might be the most depressing success story in human history, Cisco boys are finally eating good. Some investors are finally green after 26 years, proving that if you just wait three decades, your college fund might actually pay for your grandkids’ tuition. One absolute unit even gambled his rent money on this legacy tech boomer play and actually won.

NBIS: Nebius is currently the main character of the week. After reporting an eightfold revenue jump, the stock nuked anyone brave enough to short AI in this market. We’re seeing 3k turned into 140k and pilots' licenses being funded by this "AI cloud" madness.

NVDA: Our Lord and Savior, Jensen Huang, is apparently joining Trump’s delegation to China. Whether he’s smuggling Blackwell chips in a backpack or just signing tits in Beijing, the sentiment is clear: the leather jacket stays on and the calls will continue to print.

MU: People are leverage to the tits on Micron, panicking over minor after-hours dips while simultaneously asking why it hasn't hit 1000 yet. The target for tomorrow? Touching 840 or total emotional collapse.

BABA: Despite core profits plunging 84%, the bulls think this is the perfect setup. Between Trump landing in Beijing and the Xi/Trump bromance rumors, regards are smelling rocket fuel instead of the actual stench of the earnings report.

MSFT: If you grow tired of making money, buy Microsoft. It’s the only stock that sucks shit while the rest of the market is mooning. One poor soul pointed out that $10 invested at the start of the year is now $8.50.

LULU: The yoga pants came with a hole in them. Bagholders are watching LULU torch their portfolios while questioning who is buying $100 leggings in a high-inflation apocalypse. The only thing transparent about LULU now is the margin call.

RKLB: Rocket Lab is officially the sexier space play. While some exited too early and are living with the pain, others are holding thousands of shares waiting for "Liberation Day" to take them to the promised land.

F: Ford is trying to get a piece of that AI cake by pivoting to batteries for data centers. The market response? FARD AND SHID ENERGY. It’s a classic move: if your cars aren't selling, just tell everyone you're an AI company and wait for the pump.

OKLO: The AI and Nuclear dream team. Apparently, you literally can't lose when you combine the two, even if people are still laughing at their HQ.

GOOGL: A god-tier trader just posted a 100x return on LEAPS, sniping the bottom of Liberation Day. It’s enough to make a grown man cry into his Wendy’s 4-for-4.

The market might be a hellish DLC simulation and we might be in one hell of a bubble, but remember: it’s only real money when you’re poor. If your portfolio doesn't look like a Mission Impossible screenshot, are you even trading?

Stay leveraged, stay regarded, and for the love of god, take your meds,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management