Raunaq's World

Friday, May 29, 2026

SF Events

FIFA World Cup hits Levi's Stadium, Stern Grove kicks off free concerts, massive June concert calendar

Union Street Festival -- This Weekend

48th annual street fair in Cow Hollow

Saturday Jun 1 (11am-7pm) and Sunday Jun 2 (10am-6pm) on Union Street between Fillmore and Gough. Live music, artisan markets, food trucks, and the famous Underwood Waiters Race. Free.

Jun 1-2 | Free

FIFA World Cup at Levi's Stadium

Five group stage matches starting June 10

Jun 10: Turkey vs Paraguay. Jun 13: Qatar vs Switzerland. Jun 16: Austria vs Jordan. Jun 22: Jordan vs Algeria. Jun 25: Paraguay vs Australia. Plus 30+ Fan Zones across the Bay including Thrive City, Pier 39, and China Basin Park.

Jun 10 - Jul 1

Downtown First Thursdays ft. Janelle Monae

Free DJ set on 2nd Street, June 5 at 7pm

175+ vendors, performers, and activities. Janelle Monae doing a free DJ set is the headline. Draws thousands -- arrive early.

Jun 5 | Free

Investments

Semis holding strong: ASML +117% 12M, NVDA at $214, CRWV bleeding insiders; Mag 7 Q1 earnings up 46%

ASML: $1,606 -- The Thesis Is Working

+117% over 12 months, +52% YTD

EUV monopoly means every chip company is a customer. 50-day MA at $1,438, 200-day at $1,184. Your rotation plan had 20% here ($60K) -- highest-conviction name and it's proven it.

$1,605.77 | +0.49%

CRWV: $107 -- Still a Stay-Away

CEO sold $19.7M. DA Davidson downgraded to Neutral, PT $100.

Insider selling in May: CEO Intrator ($19.7M), CFO ($1M), COO ($2.7M). DA Davidson slashed PT from $175 to $100. The sell signal is deafening.

$106.86 | Avoid

Mag 7 Snapshot

MSFT had the biggest move (+3.5%). Combined Q1 earnings up 45.7%, AI infra spend at $125B. META at $635 -- the rotation question is live.

May 28, 2026

Manchester United

Summer rebuild under Carrick: Ederson nearly done, Tonali pursuit at ~GBP90m, Tchouameni in the mix

Ederson Is Basically Done

GBP38-46m deal with Atalanta in closing stages

Personal terms agreed. The 26-year-old Brazilian is the direct Casemiro replacement. Should be announced soon.

Fee: GBP38m + add-ons

Tonali Chase Is Getting Real

United reportedly willing to pay ~GBP90m for the Newcastle man

Italian reports say Tonali is 'on his way.' The Tonali + Ederson + Mainoo triangle would be genuinely elite.

Price tag: ~GBP90m

Carrick Cancelled His Holiday

All-in on his first transfer window

Days after signing his 2-year deal, Carrick scrapped vacation plans. The message is clear: this is his squad now.

May 2026

Startups

Anthropic nearly $1T, Groq raises $650M for 2.0, AI infra layer is the new investor thesis

Anthropic Is Now Worth $965 Billion

$65B Series H, surpassing OpenAI

Revenue doubling QoQ ($4.8B Q1 to $10.9B Q2 projected). First operating profit ($559M) expected next quarter. Annualized revenue on pace to hit $50B by June. Growth rate is unprecedented.

Valuation: $965B

The AI Infra Layer Is Where Money Is Flowing

Stord ($250M), OpenRouter ($113M), Catena Labs ($30M), Decart ($300M)

Investors are done funding demos and moving to fund infrastructure. Picks-and-shovels thesis is alive.

Week of May 26

Robotics

Figure AI's 81-hour marathon is the headline; Tesla Optimus enters production; China deploys robots in tea fields

Figure AI Ran Robots for 81 Hours Straight

101,391 packages sorted with zero human intervention

Three Helix-02 robots (named Bob, Frank, and Gary by viewers) sorted packages autonomously for 81 hours straight. Started as an 8-hour test. First credible demonstration of sustained autonomous warehouse work.

81 hours | 101K packages

Tesla Optimus Gen 3 Enters Production

Halted Model S/X production to free factory capacity

Converting S/X assembly lines into Optimus manufacturing. Target: 1,200 units at Giga Texas. Execution risk remains massive -- missed 2025 production goals.

Target: 1M units/year

Music

Ariana Grande drops 'Petal' lead single, Labrinth and Future deliver new albums

Ariana Grande -- 'hate that i made you love me'

Lead single from 'Petal', her 8th album (out July 31)

Dropped today. Co-produced with ILYA. She's playing Oakland Arena June 6-10.

Single: May 29 | Album: Jul 31

Diljit Dosanjh at Chase Center -- June 20

The biggest Punjabi artist in the world, in your city

Bollywood energy meets arena production. One of the most unique live experiences you'll see this year. Chase Center will be packed.

Jun 20 | Chase Center