Stern Grove opens June 14 (Al Green, Public Enemy, free). Kid LAROI June 5. Jim Gaffigan June 13-14. Union St Festival June 6-7. Giants hosting D-backs all week.
Giants (21-31) host Arizona (27-24). Not a great season, but Oracle Park on a holiday is always worth it. NBCS-BA broadcast, 2:05 PM PT.
Two of Gen Z's biggest artists in an underrated venue. The Masonic's ornate architecture and intimate sightlines make this special.
Two full days. Union Street between Gough and Steiner. Annual Waiter Relay Race. Bring sunscreen and low parking expectations.
Two of the greatest indie albums ever, front to back. Two-night pass from $162. These shows will sell out.
One of the best live comics working. Sat June 13 at 5 PM + 8 PM, Sun June 14 at 7 PM. The Sunday balcony is just $35.
America's longest-running free music festival. 100K+ attend across the summer. Free tickets via lottery -- register early at sterngrove.org.
Eastern classical meets Western orchestral at Davies Symphony Hall. Genre-spanning from Bollywood to rap. Given your Indian classical singing background, this is a must.
NVDA crushed Q1 ($81.6B, +85%), but stock sold off. 30Y Treasury at 5.2% -- highest since 2007. Markets closed Monday for Memorial Day. Tuesday is your first execution window for the semi rotation.
Data Center hit $75.2B (+92%). Networking $14.8B (+199%). Markets expected more. At $215, you're in the entry zone per the rotation plan. Markets reopen Tuesday.
Earnings10-year at 4.60%. Mortgage rates jumped to 6.51%. This directly pressures growth stock multiples -- your entire semi watchlist trades on discount rates. The bond market is the real risk right now.
Macro RiskASML trading above consensus ($1,504). AVGO got Citi Buy reiteration ($500 PT) + Wells Fargo $545 PT. TSM remains best value at 24x forward P/E. CRWV insiders selling aggressively -- CEO dumped $19.7M. Your plan says stay away.
WatchlistThe $300K rotation plan uses META as source funds. At $610, you're selling into a capex tantrum, not a broken business. AI glasses and superintelligence ambitions are free optionality at this price.
RotationFigure AI ran 200 hours straight (249K packages, zero failures). China owns 80% of the humanoid market. NVIDIA + Kawasaki building a CA dev center.
The 8-hour test ran for over a week. 2.83 seconds per item. A human intern barely beat one robot in a 10-hour head-to-head. This is the "it actually works" moment for humanoids in logistics.
MilestoneThe U.S. has more hype; China has more robots. EngineAI matches 1X's Hayward factory target from a single line. The manufacturing gap is widening.
GeopoliticsEvery major industrial player is now plugging into Jensen's ecosystem. NVIDIA is building the Android of robotics.
PartnershipAI funding is absurd: Hark $700M Series A, Anthropic at $900B, Q1 saw $300B in VC globally with AI taking 81%.
Announced May 21. A $700M Series A is Series D territory. The "physical AI" thesis is attracting capital that used to go exclusively to software.
FundingFirst acquisition plus an unnamed venture to help midsize companies adopt Claude. They're building the enterprise distribution stack, not just models.
Enterprise AIOpenAI's $122B round dominated. The concentration risk is real -- every angel should watch whether this spending converts to real revenue downstream.
MarketSeason done. 3rd place, UCL secured. Carrick permanent. Bruno broke the all-time PL assists record. Summer window heating up.
132 chances created, 8 goals. Named PL Player of the Season despite United not winning the title. The man carried Carrick's project.
Season WrapRomano and Moretto both confirm. Player has agreed terms. Tonali from Newcastle also being pursued -- United want a complete midfield overhaul.
TransferMassive New Music Friday: Dua Lipa live album, Bleachers, 6LACK, LE SSERAFIM, Olivia Rodrigo single. Kylie Minogue keeps delivering.
Not just a concert recording -- a statement about where she is as a performer. Worth streaming with good headphones.
AlbumIf you liked Free 6LACK, this is the evolution. Getting buried under the pop drops but deserves attention.
Album"A hollow, barren lack of guts." Antonoff produces everyone else's albums better than his own. Stream once, move on.
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