Raunaq's World -- June 8, 2026

SF Events

Stern Grove kicks off Sunday. Belle & Sebastian, James Blake, and Bob Dylan all this week.

Belle & Sebastian: Tigermilk + Classic Songs

Wed June 10, 8 PM -- The Masonic

Full Tigermilk album performance plus deep cuts. The Masonic's acoustics are ideal for this. If late-90s indie pop means anything to you, this is essential.

Concert

James Blake -- Trying Times Tour

Thu June 11, 7 PM -- Greek Theatre, Berkeley

Ambient electronics, falsetto vocals, gut-punch bass drops. The outdoor Greek Theatre setting adds a layer of magic. One of the best live performers working today.

Concert

Stern Grove Festival Opens -- FREE All Summer

Sun June 14 -- 89th Season. Japanese Breakfast, Major Lazer, Patti LaBelle, Al Green ahead.

Peter Cat Recording Co. opens the season. 11 free Sunday concerts through August 16. Lottery tickets at sterngrove.org. Japanese Breakfast plays June 28 (same day as Pride).

Festival -- Free

Bob Dylan -- Rough and Rowdy Ways Tour

Sat June 13, 7 PM -- Greek Theatre, Berkeley

Nobel laureate still touring. Critics call this leg 'intimate, poetic, essential.' Every Bay Area appearance could be the last.

Concert

Investments

ASML ripped +6.5%. WWDC sank AAPL. Semis rebounding from Friday's selloff -- still in tranche territory.

NVDA

$208.64

+1.7%

AVGO

$396.60

+2.8%

ASML

$1,749

+6.5%

TSM

$426.80

+2.8%

CRWV

$102.37

+2.0%

AAPL

$301.54

-1.9%

TSLA

$408.95

+4.6%

ASML Monster Day: +6.5% to $1,749

The EUV monopoly keeps paying. 24 Buy ratings from 32 analysts.

Biggest mover in the semi stack today. Still below 52-week high but the momentum is back. If you're building tranche entries, ASML just left the station.

Semiconductors

AVGO Post-Earnings Slide: Down ~10% from June 4

$445 to $397 in a week. Starting to look like an overcorrection at 25.8x forward P/E.

Broadcom earnings didn't impress enough and the stock has been selling off since. At $397, it's approaching the kind of entry point outlined in your tranche plan.

Tranche Entry Zone

WWDC: Siri Gets Gemini, Apple Drops 1.9%

Tim Cook's final keynote. Market wanted Apple's own AI, got a Google partnership.

AAPL fell to $301.54. The Siri+Gemini reveal suggests Apple couldn't compete on LLMs. TSLA bucked the trend at +4.6% on robotics/autonomy momentum. CRWV bounced 2% as Anthropic's $1T IPO validates the AI compute thesis.

WWDC 2026

Manchester United

3rd place, 71 points. Carrick's summer rebuild: Ederson done, chasing Tonali (80M) and Tchouameni.

Ederson Deal Done -- First Summer Signing

Atalanta midfielder. Paperwork completed, signing expected this month.

Addresses the Casemiro-shaped hole. Brazil's World Cup schedule may affect timing, but the deal is locked. A proper defensive midfielder who controls games.

Transfer -- Done

Tonali Next: United Favorites at 80M

Plus Mateus Fernandes (~80M from relegated West Ham), Tchouameni, and five more targets.

Carrick wants a full midfield overhaul. Cucurella (Chelsea, 43M) and Lewis Hall (Newcastle, left-back) also on the radar. Rashford almost certainly won't return from Barcelona. Up to five more signings planned.

Transfer Window

Startups

Anthropic filed for IPO near $1T. DeepSeek raising $7.4B. YC W26 shattered records.

Anthropic IPO: Nearly $1 Trillion Valuation

Confidential S-1 filed June 1. $65B Series H closed. $100B+ committed to AWS.

Claude's maker is going public. Amazon and Alphabet hold equity stakes, but the infrastructure contracts are the story -- 10 gigawatts of contracted AI compute. Also secured $35B from Apollo and Blackstone for data center buildout.

IPO Filed

DeepSeek Raising $7.4B in First Outside Round

Tencent, CATL investing. Valuation: $52-59B.

China's AI champion finally taking outside money. The shift from chatbots to agentic AI requires too much compute for self-funding. Founder putting in 20B yuan of his own. V4 model redefined open-source but still lags top competitors.

Funding

YC W26: 10+ Companies at $100M+ Valuations

A hardware startup hit $27M ARR during the batch. Seed and Series A are now the same thing.

Corvera ($0 to $33K MRR in 4 weeks, CPG data via MCP), Haladir (logistics AI), Lab0 (enterprise implementation automation). All SF-based, all worth tracking for angel evaluations.

YC W26

Robotics

Nvidia's Computex was the robotics inflection point. Figure AI deploying at Catalyst warehouses. Jensen says 'very very close.'

Nvidia Computex: H2+ Humanoid Platform + Cosmos 3

Open reference humanoid design on Jetson Thor. World model that unifies simulation with robotic control.

The most significant robotics announcement since GPT. Also partnering with Hyundai ($5.9B 'AI Valley'), LG (humanoid motors/mechanics), and SK Group. The manufacturing supply chain for robots is forming in real time.

Physical AI

Figure AI Goes Commercial at Catalyst Brands

Humanoid robots heading into a real warehouse in Reno. Not a demo -- a deployment.

A real retailer putting robots on a real warehouse floor matters more than another demo video. Brookfield invested in both companies. Amazon also upgraded Proteus to understand natural language, with a $11.6B European push.

Deployment

Music

Taylor Swift broke Spotify records with Toy Story 5. Niall Horan's 'Dinner Party' is a warm surprise.

Taylor Swift -- 'I Knew It, I Knew You'

Written for Toy Story 5 with Jack Antonoff. Most-streamed country song by a female artist in a single day on Spotify.

Opens with a wistful harmonica and builds into something genuinely moving. Cute, charming, memorable -- and destined for an Oscar nom. Toy Story 5 arrives June 19.

New Release

Courtney Barnett -- 'Creature of Habit'

'Site Unseen' feat. Waxahatchee is the collab nobody knew they needed.

Her 4th album. More pop-oriented, but sun-kissed and twangy. If you missed this one from earlier in the year, go back.

Catch-Up