[MU]: The sub has decided MU earnings are the “real Superbowl, not Nvidia,” with one regard noting that if everyone expects a miss, it probably goes beast mode. Wall Street is already doubling price targets ahead of June 24, while one bagholder who bought at $1,000+ waits for a dip that’ll never come.

[SPCX]: SpaceX just raised $86B in an IPO and now bankers are preparing a $20 billion bond sale — the crowd’s reaction: “What did you do with the IPO money?” The consensus is that a $2T company needing more debt is either a brilliant scam or the greatest wealth transfer from bond buyers.

[SNAP]: The unveiling of ridiculously expensive Specs AR glasses triggered a stock crash and “#ENHANCE” memes, with one commenter baffled they’d double down on a product category that’s been failing for years. News confirms the dive, though a few brave souls argue the credit rating upgrade means it can only go up.

[ASML]: The US claims ASML’s top chip tool may have “accidentally” ended up in China, but ASML denies it and the sub points out those machines are worthless without ASML technicians. One redditor summed it up: “How does one accidentally end up in China?” External news reports no confirmed sale, so the crowd treats this as a tank-and-buy scheme.

[ACN]: The trade of the year: a regard accidentally bought Accenture puts instead of ACM, the “shit PowerPoint company” cratered on earnings, and he bagged 3,000%. The sub bowed to the king of fat-finger inversing, while news confirmed Accenture’s slide put AI consulting trades in focus.

[WSB PICKS]: The annual WSB stock picks are up an average of 58% YTD vs SPY’s 9%, led by MU at +290% and NBIS at +228% — one degenerate is auto-investing in these 10 stocks and calling it the “WSB Index.” The only problem? Everyone’s too busy buying 0DTE FDs to hold the shares.

[MSFT/META]: A shitpost arguing that Satya and Zuckerberg are incinerating capital on AI Capex got 993 upvotes, but the rebuttal was swift: Azure has a trillion-dollar backlog, GitHub can’t handle demand, and Meta keeps winning despite the metaverse burn. One commenter noted that criticizing AI spending only at Microsoft and Meta means you’re just using stock price as a cudgel.

[KEEL]: The old Bitfarms stock changed its name to KEEL and promptly mooned 200%, with one lucky holder posting his first 200% gain. A commenter promised a “gamma squeeze next week,” but skeptics warned the pump always follows the dump.

A few honorable mentions: the guy who’s $36k away from paying off $240k in debt and will finally have $8k/month free cash flow — get out while you still can, king. And the europoor who discovered WSB and is about to learn what margin calls taste like in metric dollars.

Stay solvent (somehow),

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management