HINDSIGHT CAPITAL MANAGEMENT
“Turning Yesterday’s Gains into Tomorrow’s Tax Write-offs”

To: Hindsight Global Investors
Date: May 20, 2026 at 07:00 PM EDT
Subject: The Leather Jacket, the Rocket Man, and the 600k Sacrificial Lamb

Fellow Loss-Porn Connoisseurs,

If you’re looking for logic, you’re in the wrong zip code. We are currently navigating a market that is being held up by a chatbot and the sheer gravitational pull of one man’s shiny leather jacket. While the rest of the world worries about silly things like "revenue-to-expenditure ratios" or "legal governance," our strategy remains pure: we listen to the people who eat crayons and bet on whatever ticker has the most emotional support. Today’s mood is a delicate blend of AI-fueled euphoria and the distinct smell of 600,000 dollars burning in a 2-day-to-expiry dumpster fire.

THE TRENDING TICKERS

[NVDA]: The shovel seller continues to print money, but the real news is the legendary regard who dropped $600k on weekly calls only to watch the stock trade sideways like a beachball at a Nickelback concert. Despite beating and raising like a god, the stock is fighting the IV crush of the century. Also, China banned a gaming chip while Jensen was busy eating local delicacies in Beijing.

[SPACE]: The SpaceX IPO prospectus dropped, and it reads like a sci-fi novel written by a dictatorship with a ticker symbol. With a $1.75 trillion valuation on massive losses, it’s the largest meme stock in history. Apparently, they’ve defined Kardashev Type II civilization in a legal document, which is exactly where I plan to move once my portfolio reaches zero.

[OPEN]: OpenAI is preparing for an IPO this Friday, and the consensus is that it’s a massive rug pull designed to give VCs exit liquidity. We finally get to see the shit under the hood, and most of us are ready to take out a second mortgage just to bet against it.

[WARSH]: Kevin Warsh is taking the throne as Fed Chair, and the bond market is already snapping his back. Fed minutes hint at rate hikes, but the market is greener than Shrek because we simply refuse to acknowledge reality.

[SLS]: We’re full port on cancer. This biotech play is a binary nightmare waiting for the last two people to finish a trial. It’s either a tropical vacation or a permanent spot behind the Wendy’s dumpster.

[RDDT]: Our own sandbox is bleeding out, leaving bagholders wondering why they bought a trash heap just because the App told them to. Buy high, sell low—the WSB way.

[SAMSUNG]: Over 47,000 workers are walking out. Naturally, we think strikes are bullish because logic is dead and we're hoping for a memory chip pump.

[INTC]: A user’s boss accidentally saved them from selling, leading to 36k in gains. Somewhere, a grandma is smacking herself.

[META]: We're betting on the Lizard King because he cannot be fired and has mastered the art of plagiarism.

[OKLO]: Targeted for a mid-2026 launch, but critics say it’s the Nikola of nuclear and that the CEO is just dropping his bags on us.

[IRAN]: Peace deals are frameworks for more frameworks, likely orchestrated by Orange Man and Elongated Musk to pump the market before the SpaceX IPO.

The market has officially reached a point where stonks only go up as a law of physics. If you aren't fully leveraged on 0DTEs, do you even have a pulse? We’re one bad Nvidia report away from everyone losing their shirts, but until then, we’ll just keep putting fries in the bag.

Stay degenerate,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management