Daily refresh: SF events, investments, Man Utd, music, startups, robotics.
June 6-7 • Cow Hollow
Live music, food trucks, craft beer, family activities. Free. Get there early for parking.
June 27-28 • Civic Center
Parade Sunday, festival both days. Massive crowds, great energy. Book dinner now if you're going out after.
June 5 • Chase Center
City will be buzzing. Tickets are stupid expensive, but bars around Mission Bay will be packed.
Record close in sight
Shares hit $216.11, just shy of $216.61 record. IREN deal gives a five-year cloud revenue stream. Momentum is back.
$1,633 after guidance raise
Closed $1,632.90 on May 22, up 52.6% YTD. EUV monopoly plus AI capex equals pricing power. Your Tranche 2 entry would be up nicely.
Capex fear overblown
PE 22 with ad impressions +19% and price/ad +12% in Q1. Market hates the $125-145B capex guide, but AI glasses are real. Buyable dip.
Carrick's Red Devils finish with 71 points
3-0 win at Brighton closed it. Bruno Fernandes grabbed his record-breaking 21st assist. 20-11-7 is Champions League football and momentum.
£43m Atalanta midfielder verbally agreed
Club-to-club agreement done, contract settled. Ball-winner Casemiro replacement Carrick needs. Shrewd if they close before rivals wake up.
Blog Era Boyz is pure nostalgia bait
Two veterans trading neon hooks over boomy 2012-style beats. Shameless and it works.
Mt Joy and The Adicts back-to-back
Mt Joy May 22 at 8pm, folk-rock singalongs. The Adicts May 23 at 8pm, punk theatrics. Two crowds, same room.
Investors chased extremes
GRU Space lunar hotel and AI cattle herding got the most investor love. Generic SaaS got ignored.
AI hardware + foundation models
Parkway led with Nvidia, AMD, Intel Capital in. They want a universal human-machine interface.
No meaningful work in Tesla plants
May earnings call concession. Investors rotating to companies with actual revenue.
Humanoid deployment is real
Not full autonomy yet, but further along than most demos. Physical AI is leaving the lab.
Generated for Raunaq • May 26, 2026