Raunaq's World
Thursday, May 28, 2026 -- Daily Briefing
SF Events -- What's Happening
FIFA World Cup lands at Levi's in June, Pride takes over the city, and the concert calendar is ridiculous.
SOMA Nights Block Party -- TONIGHT
Free on Folsom St (6th-12th), 5-9pm
Monthly street party in your neighborhood with local food, pop-up vendors, art, and live music. Walk over.
Thu May 28 | Free
FIFA World Cup at Levi's Stadium
5 matches starting June 10, 30+ Fan Zones across SF
Turkey vs Paraguay (Jun 10), Qatar vs Switzerland (Jun 13), Austria vs Jordan (Jun 16), and more. Fan Zones at Thrive City, Pier 39, and China Basin Park.
Jun 10 - Jul 1
The Human League + Soft Cell + Alison Moyet
The Warfield, June 5
Three synth-pop legends on one bill. 'Don't You Want Me,' 'Tainted Love,' and 'Only You' in one night. Will sell out.
Stern Grove Festival -- Free Concerts
June 14, 21, 28
Peter Cat Recording Co. (Jun 14), Bomba Estereo (Jun 21), Japanese Breakfast (Jun 28). Free, outdoors, in the redwoods. Arrive early.
Investments -- Market Snapshot
All three indexes hit record closes May 27. Oil crashed 5% on Iran deal hopes. MRVL guided up on exceptional AI bookings.
Triple Record Close + Oil Crash
Dow, S&P, Nasdaq all at ATH | WTI -5.5% to $88.68
Iran's state broadcaster reported a draft nuclear framework -- oil plunged to lowest since April 17. Lower oil is bullish for tech multiples. All three indexes at record highs.
Semi Watchlist: All Green
NVDA $214.66 | ASML $1,612 | TSM $423 | AVGO $427
ASML up 117% in 12 months. MRVL beat and guided Q2 to $2.7B vs $2.6B consensus -- "exceptional AI bookings." MSFT surged 3.3% to $426. META holding at $633.
CRWV: Stay Away
$106.38 | CEO, CFO, COO all selling
CEO Intrator sold $19.7M (May 19). COO dumped 24.7% of his position (May 20). CFO sold $1M (May 20). DA Davidson downgraded to Neutral. Insider selling is relentless.
Manchester United
Ederson close at GBP 38M, Tchouameni EUR 80M bid prepared, Leao at a discount, Casemiro exits.
Ederson Deal Almost Done
GBP 38M from Atalanta -- Carrick's first signing
Personal terms agreed, GBP 35M upfront. The engine-room midfielder Carrick needs -- a destroyer who can carry the ball forward.
Tchouameni EUR 80M Bid + Leao at EUR 60M
United going big on midfield and left wing
Real Madrid's Tchouameni would fill the Casemiro-shaped hole. Milan's Leao at EUR 60M is a steal for a 26-year-old who can single-handedly destroy a defense. If both land, this is the best summer window in years.
Startups & AI
Anthropic projecting $10.9B Q2 revenue. Hark raised $700M. Infrastructure layer is eating everything.
Anthropic Is Printing Money
$10.9B Q2 projection, $559M operating profit
More than double Q1's $4.8B revenue. Claude Code driving enterprise adoption. The $900B valuation suddenly looks reasonable.
Hark: $700M Series A at $6B
NVIDIA, AMD, Intel, Qualcomm, Salesforce all participated
New AI lab pairing foundation models with hardware. $700M is one of the largest Series A rounds ever. The investor list is a semiconductor industry summit.
Robotics
Figure AI robots ran 200 hours nonstop. EngineAI producing 10K humanoids/year. China giving robots digital IDs.
Figure AI: 200 Hours Continuous
8-hour test kept running. Nothing broke.
Three Figure 03 robots -- Bob, Frank, Gary -- sorted packages autonomously for 200+ hours on a livestream. BotQ factory now producing one robot per hour, 24x faster. 350+ units in 120 days.
China: 28,000 Robots Registered
National digital ID system for humanoids
29-character codes tracking safety, ownership, and performance. EngineAI has capacity for 10,000 T800 humanoids per year -- one every 15 minutes. This is what a government-backed robotics ecosystem looks like.
Music
Ariana Grande drops tomorrow. Labrinth follows up Euphoria. SF's June concert calendar is absurdly stacked.
Ariana Grande's New Single Tomorrow
'hate that i made you love me' -- May 29
Drops alongside Labrinth's 'COSMIC OPERA ACT II' and Future's 'Game Time.' She also has a five-night residency at Oakland Arena June 6-10.
Diljit Dosanjh at Chase Center
June 20
The global Punjabi superstar brings the Dil-Luminati tour to SF. Expect Bhangra, pop, and 18,000 people losing their minds. Will sell out.