Raunaq's World

San Antonio beat OKC 111-103 in Game 7. Victor Wembanyama is playing like a generational talent in his second season. This is the most compelling Finals matchup in years -- the future of basketball vs. New York's revival.

Turkey vs Paraguay (Jun 10), Qatar vs Switzerland (Jun 13), Austria vs Jordan (Jun 16), Jordan vs Algeria (Jun 22), Paraguay vs Australia (Jun 25). 30+ Fan Zones across SF including Thrive City, Pier 39, and China Basin Park.

Union Street Festival (Cow Hollow, two days of live music and food vendors) and the North Beach Italian Street Festival (pizza toss, tarantella dancing, accordion symphony). Both free, both Saturday-Sunday.

Jun 14: Peter Cat Recording Co. Jun 21: Bomba Estereo. Jun 28: Japanese Breakfast. The best free concert series in the Bay Area. Lottery for tickets opens 6 weeks before each show.

Analysts expect $22B revenue (+47% YoY), EPS $2.39. The last semi giant to report. Options pricing a 9% swing either direction. UBS raised PT to $490. Revenue guidance already raised above consensus. This is the week's main event for the semi thesis.

First major indicator for new Fed chair Kevin Warsh. Back-to-back payroll gains in March-April eased labor market concerns. Hot print strengthens no-rate-cut case; miss could trigger growth fears across semis and tech.

Jensen's RTX Spark/N1X announcement is moving markets today. Intel and AMD both down 3-4% pre-market. QCOM down 7.5%. NVDA up 1.5% pre-market. AAPL near ATH at $312. META at $635, still -9% over 30 days. CRWV at $110, named as Vera Rubin early customer.

Short-term: robots for infrastructure workers. Long-term: personal robots for everyone. Evolved from internal world simulation research led by Aditya Ramesh. TSLA dropped 1.3% -- Tesla just converted its Fremont Model S/X line to Optimus production.

128GB unified memory, co-designed with MediaTek, Blackwell GPU integrated. Jensen called it "the first completely re-engineered line of PCs in 40 years." Microsoft Surface Laptop Ultra is the launch vehicle. Can run 100B+ parameter LLMs locally.

Anthropic closed $65B at $965B, surpassing OpenAI. $47B ARR, first operating profit. SpaceX filed S-1 (ticker SPCX, $1.8T target, roadshow June 8). Cerebras priced at $185, hit $350 day one, now under $237 -- the template for hype-meets-gravity.

WSJ reports VC is turning to hardware bets. Eclipse portfolio raised $14B in 2026. Bezos co-founded Project Prometheus (physical AI). Kalanick's Atoms does robotics for food/mining. Snowflake acquired Natoma (MCP governance) -- validates the protocol infrastructure thesis.

Bruno Fernandes broke the PL single-season assist record with 21. Beat Brighton 3-0 on the final day. Carrick went from interim to permanent after 11 wins in 17 games. Top scorers: Mbeumo 11, Sesko 11, Cunha 10.

Advanced talks for Atalanta's Ederson (~GBP 35M). Adam Wharton coveted by United, Real Madrid, and Bayern. Rafael Leao declared he wants to leave Milan -- United, Chelsea, Liverpool in the mix. Casemiro and Onana both departing.

Two singles already charting globally. Also dropping June 5: Death Cab for Cutie "I Built You a Tower", Modest Mouse "An Eraser and a Maze", Lizzo "BITCH". Boards of Canada quietly released a new album May 29 -- their first in over a decade.

Robyn's only festival of the year. Dog Blood (Skrillex + Boys Noize) first show since 2019. Plus Four Tet, Fatboy Slim, Parcels, DJ Shadow's 30th Endtroducing anniversary set, and DESPACIO. 2-Day GA $380. portolamusicfestival.com