Raunaq's World

400,000 people, five stages, 50+ local artists, and a 20-block Grand Parade with 3,000 performers. Free admission. The food alone is worth the trip.

One of the best live indie acts going, in a 1,315-cap room where the energy is always right. Friday night at The Fillmore is hard to beat.

Sunday afternoon baseball at Oracle Park. Saturday has a Chain Hat giveaway too -- tickets from $28.

Interactive mechanized sculptures in a volcanic glass garden. Visitors receive fortune readings from the automatons. Nothing else like it anywhere right now.

Forward P/E is still only ~27x, basically in line with the S&P. They restructured the data center business, hiked the dividend, and dropped a massive buyback. For the tranche plan, if it gaps up to new highs, the next entry point might not come until a broader market pullback.

Lower oil means lower inflation expectations, which means bond yields can ease, which means tech multiples can breathe. Goldman still sees $115 if talks collapse, so this isn't over.

TSM at 24x P/E remains the value play. CRWV at $101 is down 46% from its high after a messy Q1. For the tranche plan, CRWV and TSM offer the best relative value entry points right now.

One game left at Brighton to break the record outright. He's also got 8 goals in 34 league starts and won the FWA Footballer of the Year.

Third place is sealed, so the result is academic. But Fernandes needs one assist to break the all-time PL single-season record outright. Brighton are still fighting for European qualification.

Total funding exceeds $1B in under 12 months. a16z, Accel, Greenoaks, Redpoint, SV Angel all in. If you're evaluating physical AI deals, this is the comp that sets the ceiling.

Partners pushing everyone to ship faster with AI. Founders souring on Cursor, warming to OpenAI's Codex. Worth watching as Demo Day approaches for deal flow.

Serves roughly a third of all US startups. Four consecutive years of profitability in fintech. If you're investing in early-stage companies, you're probably already seeing Mercury on their bank statements.

Livestreamed, autonomous, no human intervention. They also raced an intern in a 10-hour challenge -- the human won by a narrow margin, which honestly makes the robot look better than the intern.

30,000-unit annual production capacity targeted by 2028. First deployments hit the Georgia Metaplant. This is the single biggest order signal the humanoid market has ever seen.

Projected to hold 9 of the Billboard Hot 100 top 10 spots. Pitchfork gave ICEMAN a 4.8, but Maid of Honour got an 8. The streaming numbers are absurd regardless of what critics think.

The Michael biopic crossed $700M at the box office. Billie Jean hit No. 1 on the Billboard Global 200 with 51.5 million streams in a single week. A song from 1983 is outperforming most new releases.

After the polarizing "Rock Music" rollout, Charli pivots into a satirical fashion-show concept. If Brat was her party album, this era looks like the philosophical hangover.