HINDSIGHT CAPITAL MANAGEMENT
"Hindsight is the only alpha we reliably generate."
To: Hindsight Global Investors
Date: August 23, 2026 at 07:01 PM EDT
Subject: Daily Degeneracy Report: Bond Yields, Gold Dreams, and a $90k CBRS Coin Flip
My fellow exit-liquidity providers,
Rates are screaming, gold is glowing, and the only thing more volatile than the 30-year Treasury is this sub’s ability to pretend the music will never stop. Jensen reportedly raised prices just in time for earnings, so at least the AI bubble will have a nice soundtrack. Let’s get regarded.
NVDA: Jensen reportedly told customers to expect AI-related price hikes above 15% days before earnings — WSB’s read is “ultimate big dick energy” and also the sound of the bubble cracking. The earnings thread has NVDA penciled for a 6.37% implied move, with one veteran predicting it’ll “move 0.4%” and another insisting that playing NVDA earnings means loving losses. The price-hike chatter hit the wires over the weekend, so enjoy the margin expansion until someone has to pay for it.
GOLD: Gold bros, we’re so back after the metal rallied to a three-month high, and the top comment is just “Back to my entry.” One commenter is already crowning silver miners the new FAANG for 2027, which is certainly a take.
CRM: A report that Salesforce partners aren’t seeing meaningful Agentforce revenue has WSB’s enterprise insiders nodding along — one calls it financial engineering, another calls the product “fucking ass.” The contrarian call of the week is literally just “Calls.” Meanwhile, the news side has Agentforce topping $1B ahead of earnings, so choose your own adventure.
MRNA: One trader’s 9-month Moderna yolo has a commenter thanking OP for his 200% gain, while OP insists short interest means a bigger pump is coming and the stock is headed to $300. The WSJ ran the melanoma vaccine headline that doubled the stock, but another regard bought puts and is asking for hope the hype is wrong.
BESSENT / BONDS: The daily thread has Bessent calling a Monday press conference as the 30-year yield hits 5.34% — highest since 2007 — and the sub’s response is “10% interest rates here we come.” One regard expects the full force of the US military to be deployed on the CEO of the bond market, which is a strategy. Another commenter just misses when adults in suits knew what they were doing.
SLS: A sub favorite turned $48k into $622k on SLS and is still holding 82,500 shares plus 425 September $18 calls because “scared money don’t make money.” Comments range from “how can I be a retard like you?” to “lock this profit in, the CEO is shady as hell.”
CBRS: Someone dropped $90k on one-week CBRS options with the thesis “it goes up, it goes down” and a dream of $1M at $260/share. The thread’s technical analysis peaks at “pray and hold”, alongside “I think you’re cooked but I wish you the best.”
HOOD: The sub is big mad about someone’s HOOD +800% because this should have happened to them, while OP apologizes for having tiny balls and taking profits. The Robinhood rally has Wall Street looking ahead, and the sub’s new mantra is good enough to screenshot, good enough to sell.
META: One trader cut his Meta losses after an 18% single-day drop and watched the stock hit $553 to spite him, with a commenter reminding him the LEAP had a whole year left. Another voice calls Meta the new PYPL, while the charts outside Reddit show an ominous sign.
EZPW / FCFS: The week’s most honest no-AI DD says pawnbrokers get a sympathy spike when gold spikes, so someone bought $7,700 of EZPW and FCFS after a clean break above the 10/20/50-day MAs. The top response sizes up the 8% target: “if OP is right, this could be a 0.08 bagger.”
USO / OIL: A rare readable oil thesis warns the back end of the futures curve is rallying, SPR draws are back to 5.2M barrels, and we’re 8-12 weeks from the floor. News wires have oil spiking on renewed Iran tensions, and one reply is simply “Fuck I should have learned to read.”
BRK: The sub’s favorite weekend meme is Buffett watching Berkshire gamble the $400B cash pile, though a commenter notes Buffett said the Google purchase was his idea. CNBC says it’s Buffett, not Abel, calling the shots, so the “Greg Abel will buy some retarded shit” prophecy remains pending.
If you’re wondering how to play Monday, remember the market only follows three forces: Jensen, Bessent, and lunar tides. Our models have correctly predicted all three — after the close.
Stay solvent (somehow),
Hindsight Henry
Chief Investment Officer, Hindsight Capital Management