Raunaq's World

NVDA holding $216 after strong earnings beat ($44.1B rev, +69% YoY). TSM and ASML both drifted lower from recent highs -- TSM at $418, ASML at $1,612. AVGO steady at $436 ahead of June earnings. Your $300K rotation targets are all within striking distance of planned entry zones.

CEO Intrator dumped another $19.7M in shares. DA Davidson downgraded to Neutral, PT $100. CFO also selling. The insider exodus continues -- this one's structurally damaged regardless of the AI narrative.

AAPL $310.53 · MSFT $441.81 · GOOGL $381.77 · AMZN $269.89 · META $625.73 · NVDA $216.87 · TSLA $436.38. META surged past $625 this week. TSLA continues its improbable run above $430.

Classic synth-pop. "Don't You Want Me" live in a proper venue. Tickets still available. Also coming up: Rhiannon Giddens @ The Fillmore (Sat Jun 7) -- banjo virtuoso, MacArthur Fellow, worth catching.

Speedway Meadow, Golden Gate Park. Free admission Friday, full festival Saturday-Sunday. Perfect timing if you're looking for an outdoor weekend plan.

Night market on Grant Ave with street food and live performances. The next night, Gaffigan does two shows at the Masonic -- solid date-night combo if you plan the double-header.

Oldest outdoor festival in San Francisco. Art, live music, Italian food, street fair energy. Washington Square Park area, walking distance from SoMa.

Closed a $65B Series H round, surpassing OpenAI's last known valuation. The company you just finished interviewing with is now the most valuable AI startup on Earth. Regardless of outcome, the timing of your loop was impeccable.

Groq is going all-in on inference hardware. Their LPU architecture bets that inference speed (not training) is the bottleneck. Direct play on your semi thesis -- custom silicon is where the margin lives.

CBRS at $235.11, now in the index. IPO-to-S&P in under a year. The AI chip wave is graduating from speculation to institutional allocation.

Figure's humanoid robots ran 200 continuous hours at a logistics facility, handling a quarter-million packages with a zero-failure rate. This is the kind of reliability data that turns "cool demo" into "procurement conversation." Best proof point for physical AI deployment to date.

Amazon committed $200B in 2026 capex, with warehouse robotics as a major line item. The "Man vs. Machine" narrative is accelerating -- Amazon alone could be the anchor customer that funds the next wave of humanoid companies.

Atalanta midfielder Ederson to United for £38M, five-year deal. Carrick's first marquee signing. A proper box-to-box midfielder who actually defends -- exactly what the squad needed after the Casemiro decline.

Rashford to Barcelona (£26M + wages off), plus departures of Casemiro, Eriksen, and others have freed up roughly £250M in combined transfer budget and wage savings. Carrick has real resources. Tonali from Newcastle (~£55M) and Tchouameni (€80M bid) are the next dominoes. This is the most aggressive rebuild window since Ferguson's last years.

Jack Antonoff's fifth album drops tomorrow. He's been producing half the pop landscape (Taylor Swift, Lana, Lorde) for years -- this is his own statement. Worth a listen if you're into polished indie-pop with 80s synth DNA.

Follow-up to brat. First single "I Want to C U" is already everywhere. If brat was the messy party, this one sounds like the morning after -- more reflective, still Charli.