World Cup hits Bay Area in June, SF Pride closes the month, and the concert calendar is absurd
Giants lost last night 5-7 to Arizona. Today's the last game of the series at Oracle Park, 12:45 PM start. The Giants are 20-30 and struggling, but a Wednesday afternoon at Oracle Park is still hard to beat. Devers and Adames in the lineup.
Five World Cup group stage matches at Levi's: Turkey vs Paraguay (Jun 10), Qatar vs Switzerland (Jun 13), Austria vs Jordan (Jun 16), Jordan vs Algeria (Jun 22), Paraguay vs Australia (Jun 25). Plus 30+ Fan Zones at Thrive City, Pier 39, and China Basin Park. Once-in-a-generation Bay Area event.
SF's best free outdoor concert series kicks off June 14. Peter Cat Recording Co. (Indian indie rock meets psychedelia -- tailor-made for you) opens the season. Japanese Breakfast closes it June 28. Arrive 90 minutes early for a decent spot.
Marvell earnings tonight could move the whole semi sector; NVDA in your entry zone at $215
Street expects $0.80 EPS and $2.40B revenue (+27% YoY). Options pricing a 16.8% move either direction. MRVL at $208.26, already at all-time highs. Data center and custom silicon demand is the story. This sets the tone for the entire semi sector through end of May. Call at 4:45 PM ET.
NVDA $214.86 (-0.2%) -- in your entry zone, below the $236 high. ASML $1,632 (flat) -- up 53% YTD. TSM $412.32 (+1.9%). AVGO $422.01 (+1.9%) -- approaching $442 high. Your rotation thesis is playing out. First real execution window now that Memorial Day is past -- but MRVL earnings tonight creates event risk. Scale gradually.
AAPL $308 | MSFT $416 | GOOGL $389 (+1.5%) | AMZN $265 | META $612 | TSLA $434 (+1.8%) | NVDA $215. Q1 earnings up 45.7% combined, $125B on AI infra. GOOGL up 24% YTD with cloud revenue growing 63%. META at $612 still well below $796 high. Your $300K rotation plan's first window is open.
OpenAI is racing to IPO, Anthropic hit $900B, and AI infrastructure is where the real money is flowing
OpenAI preparing to confidentially file its S-1, aiming for September. Last private round valued at $852B. This comes days after Musk lost his legal challenge. Anthropic's revenue growth is catching up, adding urgency to go public first.
Led by CapitalG with NVIDIA and Google participating. Processes 25 trillion tokens weekly across 400+ models, serves 8M users. The routing/orchestration layer between enterprises and AI providers is quietly becoming critical infrastructure. Worth watching from an angel perspective.
First-mover in a category that doesn't exist yet. Every autonomous agent will eventually need to transact -- someone has to build the compliant financial rails. Exactly the kind of bet worth tracking.
Figure AI's robots ran for 200 hours straight; Tesla is converting car factories to robot factories
Figure 03 robots sorted 100,000+ packages autonomously using the Helix-02 neural network -- vision, touch, body awareness, movement control. No human intervention, no teleoperation. CEO Brett Adcock expected something to break. It didn't. Most convincing humanoid demo to date.
May 21 naturalistic demo vs. the December 2025 Miami stage disaster where Optimus dropped bottles. Fremont Model S/X line converts to a robot factory in ~5 weeks. Target: 1M units/year at $25K each. The improvement trajectory is the product.
China is treating humanoid robots like EVs -- flood the market with production capacity while Western companies are still doing demos. EngineAI has volume manufacturing capacity, not lab prototypes.
Ederson deal nearly done, Bruno locked in, and Carrick's summer rebuild accelerates
SportItalia and Fabrizio Romano both confirm the deal is done on all fronts. Five-year contract verbally agreed. At 26, he's one of Serie A's most complete midfielders -- energy, ball-winning, pressing. Direct Casemiro replacement, done before the window even opens.
21st assist in the 3-0 final-day win at Brighton. New contract through 2028 being negotiated. At 31, somehow having his best creative season ever. Build the right midfield around him and Ederson, and this team can challenge.
Both sides want this done. Barca want installments, United want more upfront. He barely featured under Carrick in the second half. Fresh start in Spain might be exactly what he needs.
Bleachers and 6LACK dropped strong records; SF's summer concert season is stacked
Dropped May 22 to the best critical reception Bleachers has had in years. Stadium anthems balanced with something more intimate. If you liked early Bleachers before the production got too maximalist, this is a reset.
Abrasive, chaotic, brilliant in stretches. If you liked SCARING THE HOES with Danny Brown, this continues pushing weirder. Not background listening.
70s-glam-meets-baroque-pop at SF's best venue. The Rubinoos open. Worth seeing purely for the musicianship. thefillmore.com