Massive week: Alabama Shakes, Margaret Cho, Champions League Final watch party, SF Porchfest, and June festivals stacking up.
This is the show of the week. One of the most powerful live performers in music, outdoors at the Greek. If you only do one thing, do this.
Monthly street party on Folsom from 6th to 12th. Food, vendors, art, DJs. Free. Walk over.
The biggest club football match of the year, watched outdoors at Chase Center plaza. Full day of soccer, music, food, drinks.
Wander the Mission while local bands play from front porches. Free, outdoors, charming. Pair with tacos from 24th.
Union Street Festival in Cow Hollow (one of the largest in SF) plus North Beach's Italian street festival with pizza toss and accordions. Both free, both all day.
Markets closed for Memorial Day. ASML ripping (+8.7% weekly), MRVL earnings Wed, Iran deal = tech tailwind.
Plan formed May 21, sat through Memorial Day weekend. Iran/Hormuz deal pushed oil down 4.5% (tech tailwind). MRVL earnings Wed creates event risk -- consider scaling in gradually. NVDA $215.33 is in entry zone.
EUV monopoly thesis playing out. Ended quarterly order disclosure. Your plan allocates 20% ($60K) here. The entry looks good from the $1,603 alternate entry level.
Custom silicon + data center AI driving growth. Options pricing in a big move. This will ripple across the whole semi sector. Consider timing your AVGO/ASML entries around it.
Season wrapped: 3rd, 71 pts, UCL secured. Carrick permanent. Ederson deal basically done.
Assist #21 came in the 3-0 win at Brighton on the final day. The man is 31 and playing the best football of his life under Carrick.
Romano and Moretto confirmed verbal agreement. Casemiro's replacement: younger, more mobile, more press-resistant. Atalanta manager confirmed talks with a "top club." Fee details being finalized.
Figure AI's 200-hour marathon stole the show. China controls 80% of humanoid output.
Three Helix-02 robots (Bob, Frank, Gary) sorted packages on livestream for 200 hours straight. CEO Adcock said there was a "high chance something would break." Nothing did. BotQ factory now at 1 robot/hour (24x scale in 120 days).
The US has better demos. China has better factories. This is the solar panel playbook applied to humanoids. EngineAI produces one T800 robot every 15 minutes.
Q1 2026: $300B global VC. AI captured 81%. Hark AI raised $700M Series A.
"Universal interface between humans and machines" -- pairing foundation models with hardware. The investor list is a who's who of compute infra. Worth watching if the hardware-AI convergence thesis is right.
Series H surpassed $30B. Karpathy hire from OpenAI adds fuel. The timing for anyone interviewing there is... notable.
Olivia Rodrigo's "the cure" went No. 1 instantly. Alabama Shakes at the Greek this week.
Released May 22, immediately topped Spotify Global and US iTunes. Previous single "drop dead" surged back into the top 10. She says the title has nothing to do with the band.
Anthemic pop-rock that actually commits to being loud. After years producing for Taylor and Lana, good to hear him build something that isn't someone else's house.