Raunaq's World

Sunday, May 24, 2026 -- Weekly Briefing

SF Events

Carnaval this weekend, Champions League Final watch party May 30, and a stacked June concert slate

SF Carnaval Festival & Grand Parade

This Weekend | Mission District | FREE

The 48th annual Carnaval takes over 17 blocks of the Mission. Five main stages, 50+ performing artists, 400 vendors, international food. The Grand Parade is the centerpiece -- if you haven't been, go.

May 24-25, Mission District

Wale + Smino at The Warfield

Tue May 26 | 8 PM

Smart hip-hop co-headline at The Warfield. Solid weeknight show if you're in the mood.

SOMA Nights Block Party

Thu May 28 | 5-9 PM | Folsom St | FREE

Monthly street party right in your neighborhood. Local food, pop-up vendors, art, DJs along Folsom Street (6th-12th). Walk there from your place.

Champions League Final Watch Party

Sat May 30 | 8 AM | Thrive City

UCL Final at Splash Sports Bar at Thrive City. United are back in the Champions League next season -- scouting the competition is practically mandatory.

Stern Grove Festival Opens Jun 14

Free Sundays: Peter Cat Recording Co. (Jun 14), Bomba Estereo (Jun 21), Japanese Breakfast (Jun 28)

SF's beloved free outdoor concert series returns every Sunday through summer. Gorgeous eucalyptus grove setting.

More June Highlights

Ron Funches at Cobb's (Jun 12-13) | Jim Gaffigan at The Masonic (Jun 13-14) | Diljit at Chase Center (Jun 20) | SF Pride (Jun 27-28)

The Fillmore, Masonic, and Warfield are all stacked. Princess Bride screening at Dolores Park Jun 12 (free). Fort Mason Night Market launches Jun 19. North Beach Festival Jun 20-21.

Investments

NVDA crushed earnings but sold off, 30yr Treasury hit 5.19%, markets closed Monday

NVDA: Record $81.6B Revenue, Stock at $215

Beat estimates on everything, stock sold off anyway

Q1 revenue $81.6B (+85% YoY), EPS $1.87 (beat by $0.11), $80B buyback. Stock ran from $165 to $230 pre-earnings and has pulled back to $215. Your entry zone thesis is alive. Markets closed Monday -- first execution window Tuesday. NVDA presents at TD Cowen Wed May 28.

NVDA $215.33 | ASML $1,632.90 (+53% YTD) | TSM $404.52 | AVGO $414.14

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

The macro gravity pulling against growth stocks

Goldman flagged rising yields as increasingly dangerous for equities. Barclays says bonds "are not cheap." The semi rotation plan should account for this headwind -- it won't last forever but it's real right now.

Mag 7 Snapshot

AAPL $308.82 | MSFT $418.57 | GOOGL $382.97 | AMZN $266.32 | META $610.26 | TSLA $426.01

GOOGL is the year's winner (+22.9% YTD) on Cloud strength. AAPL hit new ATH near $311. META still hasn't recovered from the April capex tantrum. CRWV at $105.49 with systematic insider selling -- stay away.

Manchester United

Season finale day at Brighton. Bruno one assist from all-time PL record. Ederson deal done.

Bruno's Date with History

20 assists, tied with Henry and De Bruyne -- one more breaks the record

Brighton away today. UCL secured, 3rd place locked. Carrick expected permanent. The only drama: can Fernandes get one more assist to break the all-time single-season record outright?

May 24, 3PM BST | Brighton (A)

Ederson from Atalanta: Done at £46M

First summer signing confirmed; Tonali pursuit underway

Moretto and Romano both confirmed the deal. Elliot Anderson heading to City at £125M, so United pivoted to a double deal: Ederson (done) + Sandro Tonali from Newcastle. Combined ~€150M midfield overhaul.

Robotics

Figure 03 ran 200 hours non-stop, BMW deployed humanoids in Germany, EngineAI hit 10K/year capacity

Figure 03: 200 Hours, Zero Failures

Endurance livestream that was supposed to last 8 hours kept going

Figure AI's warehouse demo starting May 13 ran continuously for 200+ hours. CEO Adcock expected something to break. Nothing did. Endurance in unstructured environments is the hardest problem -- and they just casually solved it on camera.

Kawasaki + NVIDIA Physical AI Center in San Jose

Plus Microsoft, Analog Devices, Fujitsu

Medical robots and personal mobility first. Right in your backyard. The CORLEO four-legged robot got a foundation model. Japan-US hardware-AI partnership deepening.

Startups

Hark raised $700M at $6B, Mind Robotics spun out of Rivian at $2B, Anthropic topped $30B

Hark: $700M Series A for AI Hardware

Brett Adcock (Figure AI CEO) backed by NVIDIA, AMD, Intel, Qualcomm

Personalized AI paired with custom hardware. First models and devices this summer. The "universal interface between humans and machines" pitch is ambitious but the investor roster is extraordinary.

YC Goes Crypto-Native with Stablecoin Payouts

USDC on Ethereum, Base, and Solana starting Spring 2026

First time YC has offered stablecoin funding. Faster and cheaper than wires, especially for international founders. Also: defense startups are now a prominent YC category.

Music

Drake dropped three albums, Bleachers returned, stacked New Music Friday

Drake: Three Albums at Once

ICEMAN + MAID OF HONOUR + HABIBTI, all May 15

Ice-sculpture reveal in Toronto. ICEMAN is the main event -- introspective bars about the Kendrick feud. Whether three projects was warranted is debatable, but the rollout was genuinely creative.

New Music Friday: May 22 Highlights

Bleachers, Olivia Rodrigo, Dua Lipa, 6LACK, LE SSERAFIM

Bleachers' "everyone for ten minutes" is the tightest thing Antonoff has made. Olivia Rodrigo premiered "The Cure." Kylie Minogue's "Light Up" is the sleeper pop single. Stormzy + Odeal's "24 Hours" worth a listen.