Wale at Warfield May 26. Human League Jun 5. Giants home stands. SF Design Week Jun 1-12. Pride month incoming.
Conscious hip-hop with actual bars. The Warfield's sound system makes hip-hop hit different. Great long-weekend move.
Don't You Want Me, Tainted Love, and Yazoo -- all in one night. Crowd will be slightly older and absolutely electric.
Theme is "Multitudes." Open studios, talks, workshops, startup showcases. Good networking for the AI/physical AI space. Free and paid events citywide.
Folk, blues, classical -- she plays banjo and viola da braccio. Fillmore is the perfect venue. Will sell out.
12:45 PM first pitch. Weekday afternoon baseball at Oracle Park when the sun's out is peak SF. Tickets from ~$36.
NVDA sells off post-earnings to ~$216. AAPL breaks $309 new ATH. ASML rallies +3%. CRWV below $108.
At $216, it's trading at the lower end of its post-earnings range. For the semi rotation plan (30% = $90K), these levels are a decent entry but patience could pay if the pattern extends.
Cook's "demand off the charts" + MacBook Neo sellout + $100B buyback driving momentum. TSMC 3nm constraints creating scarcity value.
~$300K exit means ~491 shares. 50-day MA $621, 200-day MA $639 -- selling below both is a fair technical exit for the semi redeployment plan.
Hyundai commits 25K Atlas robots. Tesla Optimus Gen 3 enters production. Gatsby launches $150 robot home cleaning.
Announced at a JPMorgan session. US actuator factory producing 350K units/year. Target cost: $30K/unit at scale -- below two years of US manufacturing payroll. The math works.
May 18 demo: 100-pound appliance lifting via AI-driven whole-body control. Production units committed for rest of 2026. First fleets shipping to Hyundai Metaplant + Google DeepMind.
First US company to deploy a humanoid for residential cleaning. The "Roomba for everything" future just got a lot more real.
Carrick confirmed permanent manager. Third place locked. Brighton away Sunday.
Contract until 2028 with option. INEOS considered Tuchel and Emery before Carrick proved himself. Steve Holland signed on as assistant. The coaching staff is set.
74,015 at Old Trafford for the home farewell. Fernandes equalled the club assist record setting up Mbeumo. Arsenal champions at 82 pts, City 2nd, United 3rd. Season finale at Brighton, Sun May 24.
TEAMtalk reports United are plotting a major raid on West Ham. With Champions League money and INEOS backing, the summer window will be busy. Specific targets TBC.
Anduril raises $5B at $61B. Anthropic eyeing $30B at $900B. Q1 2026 VC hit $300B globally.
Led by Thrive Capital and a16z. Revenue $2.2B in 2025 (doubled). Anchored by $20B Army contract and $185B Golden Dome program. IPO "definitely" coming per Palmer Luckey.
Total funding would exceed $197B. Alphabet and Amazon in the mix. The AI capital arms race has no ceiling. Worth watching for the IPO -- timing matters for your portfolio.
The shift is from foundation models to industrial deployment: infrastructure, energy, physical layers. YC S26 now funding defense/drone startups. China robotics hit $5.6B in 176 deals YTD.
Charli xcx drops SS26. Bleachers, Future Islands, MGK x Wiz drop albums. Strong singles week.
Dropped right after the Rock Music discourse. She reinvents herself faster than most artists drop a deluxe edition.
Bleachers' "everyone for ten minutes" is the weekend listen. Future Islands are swinging big. MGK x Wiz Khalifa's "Blog Era Boyz" is trying to bottle 2012.
Love him or hate him, the man still commands the conversation whenever he shows up.