Raunaq's World
Saturday, May 30, 2026
SF Events
World Cup games at Levi's, SF Pride, North Beach Festival, Stern Grove season opens -- June is stacked
FIFA World Cup Comes to the Bay
Three group stage matches at Levi's Stadium
The World Cup is literally in your backyard. Three matches at Levi's Stadium in Santa Clara on Jun 19, Jun 22, and Jun 25. Tickets still available starting around $200. Once-in-a-generation event in the Bay Area.
Jun 19, 22, 25 -- Levi's Stadium
Stern Grove Festival Opens
Free Sunday concerts in the park -- SF's best-kept secret
World-class music in a gorgeous outdoor amphitheater, completely free. Every Sunday from June 14 through mid-August. Bring a blanket, get there early.
Sundays starting Jun 14
SOMA Nights Block Party
Monthly night market right in your neighborhood
Folsom Street between 6th and 12th transforms into a street party with local food, pop-up vendors, art, and live music. Free. Literally a few blocks from your place.
Thu Jun 25, 5-9PM
Investments
MSFT surged 5.4%, AVGO kissing ATH at $447, CRWV insiders dumping $107M
AVGO Kissing All-Time Highs
$446.77 -- within $2 of 52-week high, up 4.7% Friday
Broadcom just keeps going. +82% over the past year, 28/32 analysts rate it Buy. Your rotation plan has AVGO at 10% ($30K) -- this may be the last entry under $450.
AVGO $446.77
NVDA Pulling Back From $236 High
$211.14 (-1.5%) -- your rotation plan allocates 30% here
NVIDIA hit $236 this month then faded. Pullback to $211 might be the entry. DELL's AI server blowout ($29B segment, nearly tripled) validates downstream demand.
NVDA $211.14
CRWV: Insiders Dumped $107M
Board members selling big while Q1 loss hit $740M
Revenue backlog is $99.4B but debt is $25B with $10B in leases. The 'stay away' thesis from your notes looks right.
CRWV $109.53
Manchester United
Transfer window heating up: GBP 250M freed, Ederson near done, Tonali the big swing
Ederson Is Almost a Red
Personal terms agreed, GBP 35M deal in closing stages
Atalanta midfielder set to become Carrick's first signing. Replaces Casemiro's grit without the GBP 100M price tag. Contract expires 2027, limited leverage for Atalanta.
GBP 35M
Tonali: The Big Swing
United reportedly willing to pay near GBP 90M for Newcastle's Italian maestro
Italian reports say he's 'on his way.' Buy both Ederson AND Tonali to overhaul the entire midfield in one window. Statement summer if it happens.
~GBP 90M
Rashford Clock Is Ticking
Barcelona have 17 days to trigger the GBP 26M clause
14 goals, 14 assists on loan. Barca want him but are trying to renegotiate. United won't budge or accept another loan. His wages jumped 25% after UCL qualification.
17 days to deadline
Robotics
Figure AI's 24-hour marathon proves humanoids are real; Computex adds robotics zone
Figure AI's Robots Worked a 24-Hour Shift
Bob, Frank, and Gary sorted 28,000 packages autonomously
Three Helix-02 humanoids ran at near-human speed (~3 sec/package) with zero remote control. Self-recovery on errors is the real breakthrough -- robots that can reset themselves change the economics entirely.
28,000+ packages sorted
Tesla Optimus Gen 3 Enters Production
Model S/X line converted to robot assembly
Redesigned hand, FSD-v15 chip, 24hr battery. But they lost their head of robotics, and v2.5 still relies on teleoperation. Musk's $1T comp package requires 1M robots.
Mid-2026 debut
Startups
Anthropic hits $965B; VC pivoting hard to physical tech
Anthropic Worth More Than OpenAI
$965B valuation on $65B Series H -- fastest value growth in VC history
Q2 revenue >$10.9B, first operating profit, run-rate crossed $47B. Claude Code turned Anthropic from also-ran to front-runner. IPO likely this year.
$965B valuation
VC Is Going Physical
Paradigm backs sheet metal company; SaaS 'isn't interesting anymore'
Crypto fund Paradigm invested in SendCutSend (robot/data center parts). Jensen Huang: physical AI addresses a "$50T industry void of technology." The shift is real.
WSJ report
Music
Dogstar, Black Keys, Shinedown dropping this week; Fillmore stacked through June
Rhiannon Giddens at The Fillmore
MacArthur genius, Pulitzer winner, live in SF
One of the most important American musicians alive. Her work spans banjo, fiddle, opera, and the African roots of country music. If you see one concert this month, make it this one.
Thu Jun 25 -- The Fillmore
Alex Isley at The Fillmore
Neo-soul royalty on the 'When The City Sleeps' tour
Daughter of Ernie Isley with a voice that melts everything. Intimate and powerful live performer. This is the SF show to prioritize if you like soul and R&B.
Thu Jun 18 -- The Fillmore