Raunaq's World

The White Sox are terrible, so this should be a relaxing series at Oracle Park. Friday May 22 at 7:15 PM. Giants are 20-29 under new manager Tony Vitello -- not great, but the garlic fries don't care about the record.

Chris Redd is genuinely funny. Playing Cobb's May 22-23 with a 2-drink minimum. North Beach location means easy dinner pairing on Columbus Ave. Tickets

Chinatown Night Market on Grant Ave (2nd Fridays, next: June 12). Castro Night Market (3rd Fridays, next: June 19). Off the Grid at Fort Mason monthly with 110+ vendors. Plus new: Fridays on Front St. launches May 30.

Kara Walker's 'Fortuna and the Immortality Garden' features automated sculptures exploring race and power. Also: Matisse's 'Femme au chapeau' and new 'Memory and Matter' installation. SFMOMA

NVIDIA crushed: $81.6B revenue (+85% YoY), Data Center $75.2B (+92%). Q2 guide of $91B demolished the ~$87B Street estimate. $80B buyback, Vera Rubin on track H2. Stock sold off 2% because the bar is now in space. Your semi rotation plan timing looks excellent.

Apple broke through $300 for the first time on May 20 and hit an intraday ATH of $304.33 today. TSMC 3nm constraints are the only bottleneck -- Cook said demand was "off the charts." MacBook Neo sold out. $100B buyback machine keeps grinding.

ASML up 110% over the past year. TSM benefiting from insatiable 3nm/2nm demand. AVGO steady at $415 with $110B order backlog. CRWV bounced 6.2% to $107.58 but insider selling and competitive threats keep it in "stay away" territory. SpaceX IPO June 12 under ticker SPCX at ~$1.75T.

10 wins from 15 since replacing Amorim in January. Dragged United from 6th to 3rd, securing Champions League football. Two-year contract with a third-year option. The rebuild has a leader now. Final league table: Arsenal 82, City 78, United 68.

Elliot Anderson (Forest) is the leading midfield target. Federico Valverde (Real Madrid) given a "green light." Danilo from Botafogo at ~35M as the Casemiro replacement. Rashford's Barcelona option-to-buy at 30M remains contested. Budget reportedly 150M for midfield alone.

Sam Altman's move to own a piece of the entire YC ecosystem. Structured as an uncapped SAFE -- startups get compute now, OpenAI gets ~2% equity later. If these companies reach $100M valuations, the math is extraordinary for OpenAI.

General Catalyst leading. Modal makes AI model execution fast and cheap -- the plumbing that every AI startup needs. Doubled valuation from $1.1B. Q1 2026 saw $300B in VC total (81% AI), a 150% YoY increase. SpaceX targeting June 12 NASDAQ debut at $1.75T.

The largest humanoid deployment commitment ever. Hyundai building a US actuator plant for 350K units annually. First fleets ship to Georgia Metaplant and Google DeepMind. Atlas just demoed carrying a 100lb fridge using proprioception, not just vision.

On May 14, a Gatsby humanoid cleaned a random SF customer's apartment. Figure AI's F.03 robots autonomously cleaned a bedroom together using emergent coordination from a single neural network. Tesla Optimus Gen 3 is in production but behind Musk's original schedule. Physical AI market: $1.5B now, $15B by 2032.

Cryptic visual styled as a high-fashion invitation. Drake's new album dominated May 15 New Music Friday. Tomorrow: MGK x Wiz Khalifa's 'Blog Era Boyz' mixtape, LE SSERAFIM's 'PUREFLOW pt.1', Maisie Peters' 'Florescence'. Muse dropped 'Cryogen' on Bay Area radio.

Rhiannon Giddens at The Fillmore (June 25) will sell out. Tigers Jaw + Pool Kids at Great American Music Hall (June 9). Deorro at The Midway (June 5), ATLiens at The Midway (June 13), Leah Kate at Cafe Du Nord (June 12). Santana & Doobie Bros at Shoreline Aug 9.