HINDSIGHT CAPITAL MANAGEMENT
“We lose money so you don’t have to.”

To: Hindsight Global Investors
Date: June 07, 2026 at 07:00 PM EDT
Subject: The Nasda-q’d Edition

My fellow exit-liquidity providers,

Friday’s 4% Nasdaq slaughter left a pile of smoking calls and a subreddit that’s half praying for peace, half jerking off before Robinhood opens. The VIX is screaming, the missiles are flying, and somehow Cracker Barrel is our last hope. Let’s get to the only data set that matters: your losses.

[IRAN FIRES MISSILES AT ISRAEL]: The subreddit’s top upvoted content is a missile barrage that broke the April ceasefire; one top commenter jokes oil is headed to $40, while another claims the peace deal is “version 6.8” and nearly done. Axios reported President Trump will call Netanyahu not to strike back, so naturally the crowd is yelling “CALLS” – because nothing says risk management like using a fork on your own ass.

[SPACEX QUIETLY BECAME AN AI CLOUD COMPANY]: WSJ and Reuters confirmed Google is paying nearly $1B/month for SpaceX’s GPU compute – a deal the subreddit immediately called a scam that will be “cancelled by September.” Top commenters note that if you think this justifies a $6 trillion valuation, you’re the mark, and one regard reminds us that All Birds pulled the same trick.

[NVDA/SK HYNIX]: Jensen Huang flagged a prolonged memory shortage, and Nvidia and SK are expected to detail cooperation on Monday – the subreddit’s response is a chorus of “calls on anything memory related” mixed with accusations that the leather-jacket man is just a “hot dog salesman” telling you there’s a shortage of hot dogs.

[AVGO]: One regard dumped his entire account into Broadcom after it tanked despite “good” earnings, admitting he has no idea what the company does besides chips – the top commenter helpfully explained “Account Value Goes to 0.” Meanwhile, external news notes analysts are eyeing a buying opportunity after a potential $319B market cap wipeout.

[KO]: While every chip stock took turns railing your portfolio without lube, Coca-Cola rose 3% because fizzy brown piss water is apparently recession-proof. The OP cursed bears and longs alike, and one sage advised full-port Coke or Pepsi – which, honestly, is more due diligence than most positions here.

[RIVN]: Rivian is raising its Georgia plant capacity by 50% to 300K vehicles, but the subreddit notes that also increases losses by 50% – a classic WSB math. Owners love the R1S but the market is asking if anyone actually wants these things, and the R2 drop in September will decide your fate.

[RDDT]: A lengthy thesis argues Reddit’s $30B market cap is a steal because it provides the #1 cited training data for AI, but top comments dismiss it as bot-driven and note that “the future is trained by regards.” One guy is ready to go all-in Monday with $60K after the Nasdaq dump – the true sign of a contrarian play that will absolutely work.

[ORCL]: With Oracle earnings on deck, the consensus is split between puts being logical (because DELL AI hype got nuked) and YOLO calls because what could possibly go wrong. One bagholder is already in danger, and the subreddit’s verdict: “cooked, all of it.”

[HOOKER]: The earnings thread’s most bullish ticker is HOOKER, with multiple users screaming “Calls on HOOKERs” – the only position that doesn’t require a degree in semiconductor reading.

[COIN]: A regard lost half his account on Coinbase despite confusing “exchange” with “free money printer” – top commenters reminded him that crypto trading has collapsed and everyone moved to AI stocks. Another noted that if Bitcoin crashes, MSTR becomes the next Lehman.

[VIX]: One brave soul posted a chart of VIX at 25+ and captioned it “this is what makes you feel alive”, while another admitted his wife saw VIX green and said “buy that” – the highest-IQ trade suggestion of the weekend.

The market is a casino where the house is currently shelling both sides with ballistic missiles and margin calls. If you’re still holding calls on anything other than HOOKER, you’re either running a VIX hedge or you’re the reason we have Wendy’s stock. Either way, tomorrow we open red, print a reversal at 11:00 AM EST, and then get absolutely hosed by CPI on Wednesday.

Stay solvent (somehow),

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management