HINDSIGHT CAPITAL MANAGEMENT
"Yesterday's hindsight is today's beta."

To: Hindsight Global Investors
Date: July 26, 2026 at 07:00 PM EDT
Subject: Your Weekend Panic, Served Cold

My fellow exit-liquidity providers,

The sub spent the weekend watching a septuagenarian discover image generation while Iran (supposedly) begged for a ceasefire before the open. You are not ready for Monday.

TRUMP TRUTH SOCIAL / IRAN DEAL: The president's late-night Truth Social posts – described as "levels of boomer we never thought possible" – combined with claims that "Iran called and is begging for a deal" have the weekend thread praying for a TACO tweet before the bell. If this isn't priced in by 9:30, nothing is.

AI BUBBLE / FART STRATEGY: The Frequency AI Ratio Tracker (FART) has officially gone inverted, with AMD's homepage clocking a critical-level 6.85% AI-drool ratio. Meanwhile, the sub is debating whether the AI bubble is just scare tactics or a $750 billion annual CAPEX bill that no one can pay.

SPCX: Google disclosed a $94.1 billion SpaceX stake that turned $900 million into a 100x, but external news reports the rocket company's collapse lost Elon Musk $600 billion in a month. So congrats to the bagholders who thought they were "buying the dip".

CME SINGLE STOCK FUTURES: Starting tomorrow, degens can lever up on 55 single-stock futures including SPCX and PLTR, because options, margin, and 0DTE weren't enough ways to donate your rent—"a new way for us to lose money? call me in."

PARA/WBD: Paramount agreed to delay the Warner Bros. merger into 2027, giving Larry Ellison time to not have the money and Netflix a $2.8 billion breakup fee. One commenter notes this "has the potential to be huge" because it could drag Disney into antitrust crosshairs.

ORCL: Oracle signed a $7 billion Pentagon software contract – immediately followed by "stock is still a limp dick" and accusations of "welfare for the rich". The government chose the "highest cost, lowest quality option", which is on brand.

AVGO/SMSN: Samsung and Broadcom announced a $200 billion five-year semiconductor partnership – "bullish but here comes another dump on Monday". Because every good chip deal now signals a -10% open.

META/MSFT: Heading into earnings this week, both are down ~25% from ATHs, and the sub's thesis is that if CAPEX is raised "it's done". But since everyone is bearish, you know what that means – priced-in pump into a rug pull.

QCOM: Qualcomm's AI robot demo ended with the bot seizing on stage and being covered with a blanket "like it was a crime scene". The sub declares it "priced in, also bullish" and adds calls.

LMND/CPNG: The guy who turned $15k into $1.5M in two months now holds his entire bag in Lemonade and Coupang. The top comment: "Fucking lemonade and coupang? Holy shit." He says he'll pay off debt post-earnings, but we all know what "see you Monday" means.

SLS: One degenerate has full-ported biotech with 85,000 shares and a million-dollar yolo in September calls. "Full porting on biotech is insane. Congrats." The faithful are buying every dip because "fuck cancer."

The market is a casino where the house prints new degenerate instruments faster than we can lose the principal. Iran, AI FARTs, and a geriatric social media rampage are your catalysts. Good luck—you'll need it.

Stay solvent (somehow),

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management