HINDSIGHT CAPITAL MANAGEMENT
"Hindsight is 20/20, especially for other people's money."
To: Hindsight Global Investors
Date: August 07, 2026 at 07:00 PM EDT
Subject: No jerbs, all calls, zero regrets.
My fellow exit-liquidity providers,
Jobs are gone, stocks are up, and the sub has decided bad news is just a discount code for more calls. Let's ride.
[US Payrolls]: July payrolls “unexpectedly” fell 23,000 and unemployment dipped to 4.1%; the top comment was simply Unexpectedly?, another user asked why markets shot up 1%, and the obvious answer was no jerbs means only way to make money is stonks. Reuters says the miss has traders dialing back rate-hike expectations, so apparently the plan is to keep the casino open. The “job recession” crowd points out that the employed population is down roughly a million from last July, while one commenter just smells stagflation.
[SPCX]: The much-hyped 900,000,000-share unlock came and went without the crash everyone predicted; the highest-voted explanation was not enough sell volume to do much, which is either markets working or cope with extra steps. One poster's sequel DD insists Elon cultists won't dump and that SPCX re-tests 200 before it ever sees 80, though a rival commenter notes another 300 million shares unlock on 8/12. News reports say SpaceX shares tanked 14% earlier this week on AI spending jitters, but the sub is too busy betting on the next lockup to care.
[HTZ]: This week's dumbest good idea is a rental-car company that one OP calls the dumbest thing I own and another backed with a $212,000 YOLO, because expectations are in hell and that's apparently a thesis. The comments split between “worst pump and dump ever” and “short squeeze today,” while headlines confirm HTZ jumped 30% and short sellers are sweating. One user added 15,000 shares at $2.68, and another joked that all these Hertz bagholders are just trying to pump their stock by posting here.
[RKLB/LUNR/ASTS]: RKLB is back at the same price as before Q1 earnings, and the weekly earnings thread is doing its usual job of calls on ASTS and RocketLab plus “RKLB 250 EOW.” The Rocket Lab earnings narrative is split between a 17,000-share holder at a $5 cost basis and a warning that Neutron delays could mean a 5-20% drop after Aug. 10, while external headlines note a $397 million win raises the stakes. LUNR dip buyers are just hoping $11 was the bottom, with one citing 37% short interest as fuel.
[GOOGL / AI BUBBLE]: Alphabet's jumbo bond sale drew $115 billion of investor demand, which one commenter summed up as a company sitting on ~$100 billion in cash while people pay Google to hold their money. One post insists “they just want your shares”, but a skeptic points to Morgan Stanley struggling to offload AI datacenter debt, and external headlines say Alphabet is seeking up to $25 billion despite AI spending worries. Ray Dalio sees “classic signs” of a bubble, but WSB's response is basically stay greedy when others are retard.
[PLTR/ZETA/NBIS]: The week's highest-status flex is a $1,510,891 month, up 8,376%, spread across PLTR, ZETA, NBIS, DRAM and MRVL calls, and the thread's response is mostly Send me a couple bucks and “Fuck you.” OP's next play is NBIS earnings on 8/12, but another commenter who was “super bullish” on NBIS now says recent earnings beats getting sold mean it's puts lol. At least one person was brave enough to ask for the calls target, which is how you know the cycle is healthy.
[CELH]: The Rockstar Energy founder building a Celsius stake and angling for the CEO job goes by “Russ Savage,” though one commenter Googled him and found his last name is Weiner; the thread greeted the news with half cash, half stock and a reminder that the drink isn't holding sales/growing anymore. One commenter thinks the Alani brand could create a female market “which was non existent before them,” while external coverage says his $300 million stake makes it hard to ignore. At the end of the day, “half cash, half stock” remains the best due diligence of the day.
[Critical Mineral Gang]: The White House is hosting mining CEOs, and the sub is declaring we are SO back with the supposed January China ban as the next catalyst. The gangs reporting in include USAR, MP and UUUU, plus one trader who got in early and then paperhanded after Trump literally told us to buy. “The children yearn for the mines” is now the official Hindsight thesis.
[TLT]: A bond DD on WSB is like bringing a thermos of tea to a rave, but here we are: TLT is pushing all-time lows with a 7:1 put/call skew and 20% short float, and the OP is buying 100 leaps plus 500 shares on a mean-reversion-to-$88 thesis. The comments are mostly “bonds? are you retarded?” and “This is guaranteed lost money,” though one user notes TLT dropped even after a bad jobs report, which is genuinely terrifying. External treasury coverage says yields fell on the softer payrolls data, so maybe the thermos brigade isn't fully wrong.
[0 DTE]: The first 0 DTE is a rite of passage, and one OP asked if this is what crack feels like; the top answer was Crack is cheaper in the long run. Another commenter admits they made $90k on a 0 DTE and have been addicted ever since, which is basically the Hindsight Capital onboarding video. Even the guy who turned $135 into $10k on SPY calls only withdrew $8k and set some aside for taxes, so the cycle continues.
Bottom line: nobody knows anything, but everyone has a screenshot. The market will do whatever makes the maximum number of regards feel stupid, and Hindsight Capital will be there a day late with a chart that proves we saw it coming.
Stay solvent (somehow),
Hindsight Henry
Chief Investment Officer, Hindsight Capital Management