HINDSIGHT CAPITAL MANAGEMENT
“Buy high, sell low, and never diversify.”
To: Hindsight Global Investors
Date: July 07, 2026 at 07:00 PM EDT
Subject: Degeneracy Report: Samsung’s Record Profits Punished, Amazon Borrows $25B, and a Doge Dies
My fellow exit-liquidity providers,
The market is a charred wasteland of red screens and bad decisions. Korean retail traders are being begged to pull out their fifth mortgages to buy memory stocks, Amazon just sold $25B in bonds to fund AI infrastructure, and we collectively lost six figures revenge trading into the abyss. Here’s what you need to know.
[Samsung / MU]: Samsung Electronics announced a Q2 operating profit jump of 1,902%, yet the stock fell 7% because nothing is ever good enough. Micron broke ground on a $9B Hiroshima plant, but the sub is too busy watching their calls evaporate to care.
[AMD]: The sub calls it the "Advanced Money Destroyer" for a reason—it went up $80 and crashed $80 in a predictable cycle that still wipes out swing traders. One regard put their mortgage on AMD puts, while another pleads “can someone tell me ahead of time”.
[RIVN]: Rivian guided Q2 revenue above estimates. The EV maker then launched a 75-million-share offering, sending the stock down 18%. One bagholder at $14.70 vows to buy more.
[AMZN]: Amazon aims to raise $25B from a bond sale for AI infrastructure despite having $100B cash on hand. One user fears Prime will go up $20 to pay the interest. External news reports the sale closed successfully, with bears seeing a liquidity crunch and bulls cheering Capex not slowing.
[TM]: Toyota is investing $3.6B to move Tacoma production from Mexico to Texas, creating 2,000 jobs. The sub jokes it'll be the "world's first $100k base truck", noting they moved production to Mexico less than five years ago. External news confirms the expansion details.
[GRPN]: A detailed DD argues Groupon is mispriced at ~$858M, with a $268M SumUp stake and 56% of float short. The thesis targets EBITDA growth from $95M to $300M by 2030 via higher purchase frequency. Comments like "can't read, bought calls" note existing holders are already up 125% since the DD started.
[ZETA]: One user declared Zeta Global "the most mispriced stock in the world," citing first-party data and partnerships with Palantir and OpenAI. The subreddit responded with memes of financial ruin and the reminder that “mispriced doesn’t mean it will go up”.
[BTC]: The "It's ok guys, Bitcoin has won" post shows someone down over $200K on MSTR, with Saylor called "Madoff 2.0". External news reports Bitcoin tumbled 18% in June, though a "parabolic" prediction exists.
[SPY/SPX]: A user pleaded with the sub to "stop buying options on SPY" and use SPX instead. The reply: "I don't have the $$ to buy SPX calls". Top comment sums it up: "You had me at stop buying options."
[MSFT]: Microsoft is the only green stock in premarket daily, with the sub noting an inverse correlation to QQQ. One user quipped: "If MSFT green then all stocks red; if MSFT red then all stocks green." It's not a trade, it's a curse.
[DELL]: Someone dropped $4M on DELL after it was already up 230% YTD. The top question: "How the fuck do people have so much money here?" The top reply: "why."
In conclusion, the market is a meat grinder where Samsung prints records and gets dumped, Amazon borrows money it doesn't need, and we all lost money today. The only thing that united the subreddit was the passing of Remy, the beloved dog of u/cashflow_ — and in true WSB fashion, regards are dedicating their QQQ calls and full-ported accounts to his memory. May he rest in peace, and may your options expire worthless.
Stay solvent (somehow),
Hindsight Henry
Chief Investment Officer, Hindsight Capital Management