HINDSIGHT CAPITAL MANAGEMENT
"Predicting the past with 100% accuracy since 2024."

To: Hindsight Global Investors
Date: June 15, 2026 at 07:00 PM EDT
Subject: The Knicks-Spurs Indicator Flashes Glowing Green

My fellow exit-liquidity providers,

Markets ripped on a peace deal, SpaceX is worth more than logic, and the only thing crashing harder than oil is the self-esteem of anyone who held puts over the weekend. Let’s get to the degeneracy.

[SPCX]: The market has decided a rocket company losing money is worth $2.5 trillion, or 129.5x trailing sales that one user politely called “terminal retardation.” Meanwhile, one regard shorted at the bottom and got absolutely demolished, while others are already pricing in the first trillionaire. External news: Iran deal signed, so at least the launchpad won’t get bombed.

[ROKU]: Fox is buying the streaming pioneer for $22 billion, and the subreddit’s consensus is that your TV will now be filled with MyPillow ads and cancel-culture ranting. One user’s eulogy was succinct: “Roku will now be shit.”

[NVDA]: The market’s favorite GPU printer is raising at least $20 billion in its first bond sale since 2021, because apparently $5 trillion in market cap isn’t enough pocket change for the next buyback bender. A top comment cuts to the chase: “why? they have so much money they use for buybacks.” External news confirms the bond offering details.

[MU / SNDK]: Memory stocks are the new AI crack—one degenerate keeps “coming back to MU” with a portfolio that somehow hit a million dollars while his phone battery died, and another is sitting on SNDK calls $1,000 in the money. External news confirms SNDK is up 600% this year, which means your next PS6 will cost a mortgage payment.

[TE]: A user with a $1M+ position in T1 Energy doubled down on calls because some random on the internet questioned his balls, citing an imminent Section 232 tariff on Chinese solar cells. External news shows even Leopold Aschenbrenner threw a bag at this, so you know the DD has the full regard seal of approval.

[Bers]: The “Bers” tag reached cult status after the Iran deal crushed every weekend put holder, with one user summing it up: “Bers should accept the fact casino only go right and up.”

[AMZN]: In the latest episode of “corpo wars,” Amazon allegedly snitched on its own investment, Anthropic, leading to a government crackdown on its models. One commenter nailed the power dynamics: “Alexa: I’m sorry, Dario, I’m afraid I can’t let you do that.”

[SPY]: A user YOLO’d $109k into 4DTE $744 calls on Friday, sweated through the weekend, and woke up to a peace deal that turned his net worth from “below $20k last month” to a screenshot-worthy fortune. The lesson? Scared money don’t make money—also, tax man is coming.

[NKE]: Some poor soul bought calls on the shoe company and is now desperately asking the sub to buy sneakers so he doesn’t have to hold the bag. The best advice he got: “Your only hope is they start making AI shoes.”

The takeaway? The market is pricing in infinite Knicks victories, infinite AI capex, and zero consequences. Enjoy the tendies while they last—the lockup expiry is undefeated.

Stay solvent (somehow),

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management