Giants crushed the White Sox 10-3 yesterday behind 14 hits. Today's the series finale before Arizona comes to town tomorrow for Memorial Day baseball. A nice Sunday afternoon at the ballpark.
BaseballDiljit at Chase Center is going to be electric. Floor seats are $1,600+, upper level starts around $123. 6-ticket limit per buyer because demand is insane.
ConcertThe 105th Statuto Race, live music, vendor fair, and enough Italian food to put you in a coma. Free admission on Columbus Ave between Stockton and Mason.
FestivalThe 30-year hit 5.19% intraday before closing at 5.13% on Friday. Driven by fiscal concerns, oil prices (Iran), and a global rate selloff. Every growth stock multiple compresses when the risk-free rate is here. Markets closed Monday for Memorial Day -- first execution window is Tuesday.
MacroNVDA -1.9% to $215.33 (in range). ASML +2.6% to $1,632.90 (+52.6% YTD). TSM -0.6% to $404.52. AVGO flat at $414.14 (+19.7% YTD). CRWV -1.9% to $105.49 -- CEO/CTO/CFO/COO all sold this week. Stay away.
WatchlistNamed Player of the Season on Saturday. Tied Henry and De Bruyne at 20 assists. One more at Brighton today and it's his record outright. Season finale kicks off 3pm BST (8am PT) -- nothing at stake except history.
Season FinaleVerbal agreement reached, contract terms agreed with the player. Direct Casemiro replacement. United also targeting West Ham's Mateus Fernandes for a potential ~116M pound midfield double signing. Carrick gets his new engine room.
TransferBuilding "advanced personalized intelligence" -- pairing foundation models with hardware. When every major chip company invests in your Series A, the signal is worth reading. San Jose-based, announced May 21.
Mega RoundRJ Scaringe's robotics company raised another $400M (Kleiner Perkins led). Using Rivian's factories as live training environments. 38% throughput improvement and 22% lower labor costs in early deployments.
RoboticsNot a demo, not a concept video -- a real pilot in a real BMW factory. AEON handles the boring logistics work while humans focus on complex processes. Exactly the deployment pattern that will scale.
Factory DeploymentKawasaki Heavy Industries and NVIDIA are building a joint center focused on medical and mobility robotics. NVIDIA Isaac continues its march toward becoming the de facto robotics OS.
PartnershipBleachers dropped "Everyone for Ten Minutes" (reviews split -- ambitious but maybe hollow). Drake surprised everyone with two albums on May 15. Kylie Minogue's "Light Up" and Lukas Graham's "Second Chance" are the standout singles. Paul McCartney also has a new album because he's 83 and still shipping.
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