Raunaq's World

Saturday, May 23, 2026 -- Curated by Amika

SF Events -- Get Out of the House

Carnaval San Francisco -- This Weekend

48th annual, 17 blocks in the Mission, free

Five stages, 50 performing artists, 400 vendors. The Grand Parade is Sunday. One of SF's best street festivals and it's literally happening right now.

May 23-24 -- Mission District

SOMA Nights Block Party -- Your Neighborhood

Monthly street party, Folsom St 6th to 12th, free

Pop-up vendors, food, art, live music. Six blocks of Folsom shut down for the evening. This is in your backyard.

Thu May 28, 5-9pm

Brewfest at the Presidio

Craft beer + gorgeous views

4th annual beer festival benefiting national parks. Family-friendly outdoor event with Bay views and local breweries. Noon to 4pm.

Sat May 30, 12-4pm -- The Presidio

The Human League + Soft Cell + Alison Moyet

80s synth-pop triple bill at The Warfield

'Don't You Want Me' + 'Tainted Love' + 'Only You' on one stage. This might be the most fun concert of the summer.

Jun 5 -- The Warfield | Tickets

North Beach Festival -- 72nd Annual

SF's largest summer street fair, 200+ vendors, free

Nine blocks along Grant Avenue. Four beer gardens, Italian street painting, Blessing of the Animals, Father's Day weekend.

Jun 20-21 -- North Beach

SF Pride Weekend

One of the nation's largest LGBTQ+ celebrations

Two-day festival at Civic Center plus the massive parade with 200+ contingents. The whole city comes alive.

Jun 27-28 -- Civic Center + citywide

Investments -- Your Money

NVDA: $81.6B Revenue, Beat Everything, Still Sold Off

$215.33 (-1.9%) -- in your entry zone

Revenue +85% YoY, Data Center +92%, EPS $1.87 beat by $0.10. Q2 guide $91B. Added $80B buyback. Your rotation plan had NVDA at 30% ($90K). This post-earnings dip is exactly the entry you designed. Markets closed Monday -- Tuesday is day one.

May 22 close | 52w range $129-$237

30-Year Treasury at 5.19% -- Highest Since 2007

The macro headwind you can't ignore

Goldman Sachs warns rising yields threaten equities. BNP Paribas says CME odds of a Fed rate HIKE hit 50%. Mortgage rates jumped to 6.51%. This pressures all growth multiples.

30Y: 5.19% | 10Y: ~4.60% | Mortgage: 6.51%

ASML: Your Thesis Is Working

$1,632.90 (+2.57%) -- up 52.63% YTD

EUV monopoly thesis playing out in the price. Your plan had ASML at 20% ($60K). At $1,633 it's run hard. Might want to ladder in rather than full-size.

May 22 close

Manchester United

Bruno Fernandes: PL Player of the Season

20 assists (tied all-time record), can break it tomorrow

First United player to win since Vidic in 2010-11. 132 chances created -- 43 more than anyone else. He can make the record outright at Brighton tomorrow. Kickoff 8am PT.

May 23, 2026 | Sky Sports

Carrick Permanent, 3rd Place Locked

Two-year deal through June 2028

11 wins from 17 matches. United go from 15th to 3rd in one season. Champions League is back at Old Trafford. Now Carrick gets a real transfer window -- Ederson close, Tonali targeted.

Startups

Hark: $700M Series A at $6B Valuation

AI lab -- NVIDIA, AMD, Intel, Qualcomm, ARK all invested

Building a "universal interface between humans and machines" by pairing foundation models with custom hardware. That investor list is a who's who of AI infrastructure.

May 21 | Press release

Anthropic Rents All of xAI's Colossus 1

$1.25B/month for 300MW of compute

The compute arms race has entered "write a check for a billion dollars a month" territory. This is why Anthropic raised $30B at $900B.

May 20 | TechCrunch

Robotics

Figure AI: 200-Hour Autonomous Warehouse Demo

Planned 8 hours. Nothing broke. 101K packages sorted.

Figure 03 robots livestreamed sorting packages starting May 13 and just kept going. Zero human intervention. Most impressive real-world humanoid demo to date. BotQ factory now producing 1 robot per hour (24x scale-up in 120 days).

Sanctuary AI: First Commercial Humanoid at Retail

Canadian Tire store, 110 tasks in one week

First truly commercial humanoid deployment at a retailer. Stocking, sorting, customer-facing work. The $154B market projection feels less theoretical now.

Music

New Music Friday Highlights

Olivia Rodrigo, 6LACK, Bleachers, Kylie Minogue

Rodrigo's "the cure" is vulnerable and raw. 6LACK returned with a moody R&B album after 6 years. Bleachers delivered stadium pop. Kylie's "Light Up" is a summer banger. Strong week.

All released May 22

Upcoming SF Concerts Worth Your Time

Lemon Twigs, Rhiannon Giddens, Pomplamoose at The Fillmore

Lemon Twigs (Jun 17) for retro rock energy. Rhiannon Giddens (Jun 25) -- Pulitzer winner, transcendent live. Pomplamoose (Jun 26) -- local heroes headlining The Fillmore. All great shows.