Raunaq's World

The nation's largest food festival hits SF tomorrow through Sunday. 250+ vendors, global flavors, artisan shops, live music. This is the premier food event of the month. Get tickets in advance -- it sells out.

Home stand opener. Friday night baseball at Oracle Park. Chapman, Adames, and Eldridge in the lineup. Garlic fries mandatory.

If you see one concert this summer, make it this one. Book now before it sells out.

4.9-star rated comedy club. 5-6 comedians per show, 70-90 minutes, full bar, no drink minimum. Best-reviewed comedy in SF right now.

Data center $75.2B (+92% YoY). Q2 guidance ~$91B. $80B buyback, $49B free cash flow. Vera Rubin on track. Stock fell 2% after hours because nothing is ever enough. At 24x forward earnings vs 5-year avg of 37x, the "sell the news" dip could be the entry. Goldman PT $250, Oppenheimer $265.

Services $31B record, iPhone +21.7%. The $300 barrier is gone. Next question is whether it holds.

ASML $1,585 (+2.2%, above consensus PT). TSM $407 (+1.4%). AVGO $411 (-1.5%). CRWV $107 (+5.7%, bouncing off sub-$100). GOOGL $389. AMZN $268. META $607. MSFT $419. TSLA $418.

Helix-02 AI, no teleoperation. Also ran a human-vs-robot 10-hour challenge where the intern barely won. 350+ machines built at BotQ. This is the most convincing real-world humanoid deployment demo to date.

Industrial-scale humanoid deployment with named production targets. Not a pilot. Boston Dynamics Atlas also demoed 100-lb industrial load lifting this week.

Revenue doubled to $2.2B. Building 10,000 missiles annually for the Pentagon. Leading the $185B Golden Dome interceptor program. Led by Thrive Capital and a16z.

Mind Robotics (Rivian spinoff) deploying AI robots in live factories. YC has ~200 companies building, with defense and drone startups now in the batch. Anthropic hit $559M profit and acquired Stainless.

Shaw, Cunha, and Mbeumo scored in a comeback win at Old Trafford. Season finale at Brighton Sunday May 24. Transfer window heats up: Valverde linked after Real Madrid dressing room incident, Casemiro confirmed leaving, 69m bid for Fernandes reported.

Drake's triple drop features Future and 21 Savage amid ongoing legal chaos. Charli xcx pivots from 'Rock Music' discourse with 'SS26' styled as a luxury fashion invite. Muse's 10th album The WOW! Signal comes June 26 with a North American tour.