Raunaq's World
Friday, May 22, 2026 -- Daily Briefing
SF Events
FoodieLand this weekend. Mt. Joy tonight. Giants vs White Sox. Metric + Broken Social Scene coming June 22.
FoodieLand Food Festival -- This Weekend
250+ vendors at Cow Palace, May 22-24
The massive FoodieLand festival runs through Sunday at Cow Palace. 250+ food vendors, artisan shops, live music. Fri 3-10pm, Sat/Sun 1-10pm. Highlights: cajun oxtail, dungeness crab mac & cheese, giant stuffed turkey legs. Kids 5 & under free.
May 22-24 | Cow Palace, Daly City
Giants vs White Sox -- Tonight & Tomorrow
Oracle Park, 7:15 PM tonight
The Giants host the White Sox at Oracle Park tonight (7:15 PM) and Saturday (1:05 PM). White Sox are bad this year. Perfect garlic fries weather.
May 22-23 | Oracle Park
Mt. Joy at The Fillmore -- Tonight
Indie folk-rock, one of the best live acts going
Mt. Joy plays The Fillmore tonight. Also upcoming: The Adicts (May 23), Kes (Jun 3), Toadies + Local H + Sparta (Jun 12), Rhiannon Giddens (Jun 25).
May 22 | The Fillmore
Metric + Broken Social Scene + Stars -- The Masonic
Canadian indie supershow, June 22
Three cornerstone Canadian indie bands on one bill. Basically an Arts & Crafts Records reunion. If you have any connection to 2000s indie rock, this is the event of the month.
Jun 22 | The Masonic | 7 PM
Investments
NVDA sold the news post-earnings. AAPL new ATH $304. Semi rotation window open.
NVDA: $219.51 (-1.8%) -- Post-Earnings Dip
$81.6B revenue (+85% YoY), Q2 guide $91B crushed Street
Classic sell-the-news despite monster numbers. $80B buyback, Vera Rubin on track H2 2026. At $219, better entry than $230+. Your 30% allocation ($90K) = ~410 shares.
52wk: $129-$237 | Earnings: May 20
AAPL: $304.99 -- New All-Time High Territory
First-ever close above $300 on May 20, ATH $304.33 on May 21
iPhone +21.7%, Services $31B record, $100B buyback. Cook says demand "off the charts" but TSMC 3nm constraints limit fulfillment. Ternus named successor for September.
ATH $304.33 | 52wk: $193-$303
Semi Rotation: Your Entry Window
ASML $1,592 (+2.7%) | TSM $407 (+1.4%) | AVGO $415 (-0.8%)
Post-NVDA earnings dip + tariff delay to June 2027 = clean entry for the $300K META-to-semis rotation. Limit orders at slight discounts to current levels would be the disciplined play.
Mag 7: GOOGL $388, AMZN $268, META $607, MSFT $419, TSLA $418
Manchester United
Carrick permanent (2yr deal). 3rd place locked at 64pts. Transfer window about to get wild.
Carrick Gets the Keys
Two-year deal, Ratcliffe approved, 10W from 15 since January
From 6th to 3rd. Champions League secured. Bruno called the change "needed." Carrick shifted to a 4-2-3-1, improved defensive organization, and got Bruno to 20 assists (club record). Arsenal are champions (76pts), City 2nd (71pts), United 3rd (64pts).
Transfer Watch: Valverde, Danilo, 100m West Ham Raid
Casemiro leaving on a free. Midfield rebuild incoming.
Real Madrid reportedly open to selling Federico Valverde after a dressing-room incident. United also targeting Botafogo's Danilo (~35m) and plotting a 100m double deal from West Ham. The summer window could be transformative with CL money flowing.
Robotics
Figure AI ran 81 hours straight. Atlas lifts fridges. Meta buys ARI for physical AI push.
Figure AI: 81 Hours, 100K+ Packages, Zero Errors
Livestreamed real warehouse deployment on Helix-02
First genuinely impressive sustained warehouse deployment from a Western company. Also ran a man-vs-robot challenge: 13,000 packages each in 10 hours. The intern won, but barely. BotQ factory now produces 1 robot/hour (24x scale-up in 120 days).
Boston Dynamics Atlas Heads to Factories
Lifts 100-lb fridges, production units shipping to Hyundai & DeepMind
Atlas demonstrated whole-body proprioception for heavy lifting. Hyundai committed to 25,000 units by 2028. Meta acquired Assured Robot Intelligence for humanoid whole-body control -- team joins Superintelligence Labs.
Startups
Q1 VC hit $300B (81% AI). Modal Labs $355M. SpaceX IPO June 12. Socket unicorn.
SpaceX IPO: June 12, Targeting $1.75T
Ticker SPCX on Nasdaq, biggest IPO in history
Confidential S-1 filed. Combined entity (Starlink + xAI). Elon retains 85% voting control. Also: Modal Labs raised $355M (AI infra), Socket hit $1B (AI security), Bloom Energy raised $2.6B (data center power).
Q1 2026: $300B in VC, AI Captures 81%
150% YoY increase, OpenAI's $122B round skews the data
Even excluding OpenAI, AI dominance is real. YC Startup School India saw $25K in free credits being resold at 20-40% discounts -- showing how critical compute access is for early-stage AI startups.
Music
Drake dropped three albums and got eviscerated. Charli xcx SS26 single. New Music Friday stacked.
Drake's Triple Drop: Critical Disaster
Iceman got 4.8/10 (Pitchfork), "light 2" (Fantano)
Three albums on May 15: Iceman, Habibti, Maid of Honour. Lost 8M streams in a single day. "A buffet of humiliation and self-serving delusion." He's chasing MJ's #1 singles record (both at 13) but the consensus is the juice is gone.
Charli xcx Drops "SS26" + New Music Friday
Also: MGK x Wiz Khalifa, LE SSERAFIM, Maisie Peters, Kylie Minogue
Charli's "SS26" dropped May 21 via a luxury-fashion-styled announcement. Follows the polarizing "Rock Music" single. Billboard 2026 dominated by Taylor Swift (14 weeks at #1) and Ella Langley (10 weeks). Stacked new releases this week.