Dear Player, Day 2️⃣ & the hype is still peaking! 🚀 Don't let the best vibe pass you by. Swing by Booth SH-2714 before doors close! Yostar Booth SH-2714 | July 2-5, 2026 | Los Angeles Convention Center, CA #Yostar# #StellaSora# #AzurLane# #Arknights# #MahjongSoul# #AnimeExpo# #AX2026#

UBS initiated $CRWV at Buy with a $120 price target citing “outstanding AI compute demand signals” and saying revenue per GW will march higher. The firm also says leverage and credit concerns may be peaking while the stock still trades at just ~3x 2027 revenue.

Glassnode: Bitcoin Remains in Deep Value, but Bottom Confirmation Signals Are Still Missing According to Glassnode, Bitcoin has traded below the True Market Mean of $76,600 and the short-term holder cost basis of $72,200 for about five months, keeping it in deep value territory while a confirmed bottom has yet to form. On-chain data shows long-term holder loss realization has risen from 15% of total realized value in early February to 43%, with daily realized losses peaking at $280 million, the highest level since December 2022. ETF outflows have narrowed from $193 million to $88.9 million per day but remain negative, while daily ETF trading volume of $650 million to $950 million is about 80% below the October 2025 peak, suggesting institutional demand has not stabilized. In derivatives, the options open-interest put/call ratio has fallen to 0.56, its 2026 low, indicating reduced short demand, though options skew still reflects demand for downside protection. Glassnode said Bitcoin may be in the later stage of a bear-market bottoming process, but confirmation would require cooling long-term holder selling pressure, stabilization in ETF flows, and a recovery above key cost-basis levels.

$MU just posted a blowout quarter. Tens of billions added to the top line, massive margin gains across every segment, and growth accelerating both year-over-year and quarter-over-quarter. Any concerns about "peaking margins" are overblown, @BrianSozzi says, especially with the stock still trading at just 8 times forward earnings. 📈 😮

New Yorkers, here’s what you need to know about this week’s nor’easter: The storm is expected to pass offshore, keeping the heaviest rain east of New York City. But we should still prepare for gusty winds, rain, and some high-tide flooding beginning today, peaking Friday, and potentially continuing through Sunday. If you live near the coast, move your car to higher ground or away from streets that regularly flood. Secure loose outdoor items, including furniture and garbage containers, that could be picked up by strong winds. Storm tracks can change, so please stay informed and be prepared. For emergency alerts, text NOTIFYNYC to 692-692.

As Google pushes AI deeper into Search, more users are seeking simpler, more traditional alternatives. DuckDuckGo reported that visits to its AI-free search page jumped 22.7% on average last week, peaking at 27.7%. The company also saw an 18% increase in US mobile app installs. This suggests not everyone wants AI-generated answers and many users still prefer clean results and more control over browsing. Though Google still dominates with roughly 85% US market share compared to DuckDuckGo’s 2%

The electron has no orbit, only a probability density sculpted by three integers. Bohr’s circles (radii scaling as n²) marked the first discrete radii. Quantum mechanics replaces them with the radial function Rₙₗ(r) and spherical harmonics Yₗᵐ(θ,φ). The product |ψ|² gives the cloud: n sets the energy and size, l the angular shape, m the orientation. For 1s (n=1, l=0, m=0) the cloud is a simple sphere peaking at the Bohr radius. Raise n or l and radial nodes appear; the 2p and 3d lobes emerge, each still normalized to unity. Three quantum numbers turn a classical path into a standing wave.

Elon Musk could have stopped working a long time ago. Ask him when he last took a real vacation and the answer tells you who he is. Elon Musk told The New York Times in August 2018 that he had been working up to 120 hours a week, and that he had not taken more than a week off since 2001, when malaria left him bedridden. He told Lesley Stahl on 60 Minutes the same year there was one week where he worked 120 hours and did not leave the factory, did not even go outside. He wanted the team to see that however hard it was for them, he would make it worse for himself. In November 2018 he put the standard in his own words on X: "There are way easier places to work, but nobody ever changed the world on 40 hours a week." When someone asked him what the correct number was, Elon Musk answered: "Varies per person, but about 80 sustained, peaking above 100 at times. Pain level increases exponentially above 80." Years later he said out loud what the factories already knew. At the Baron Investment Conference in 2022 Elon Musk said he had lived in the Fremont factory and the Nevada factory for three years straight, and that those were his primary residences. He slept on a couch, then on the floor under his desk, so the team would see him at every shift change. He called it damn uncomfortable and said he smelled like dust. He wanted them to know he was not off drinking Mai Tais on a tropical island. On November 14, 2022 he posted from San Francisco: "I've been at Twitter SF HQ all night. Will be working & sleeping here until org is fixed." Electric cars, reusable rockets, satellite internet, brain interfaces, tunnels under cities. Elon Musk had already built more than most people dream of, and when the hardest stretch arrived he still went and slept where the work was.

Gate's August rally is holding into September, but the leaders have changed 🔥 @Gate trading volume has not faded after the August rally. In the first half of September, average daily spot volume is $1.68B, 57% above the pre-rally baseline (Jul 1 - Aug 14), after peaking at $2.09B (+95%) during the rally itself (Aug 18-31). Perpetual markets account for $11.77B, 38% above the baseline and only 2% below its rally level of $12.1B. Spot remains the stronger side of the recovery relative to July, but it has given back about a fifth of its rally volume, while perpetual markets held steady. A look into the major coins shows that Bitcoin has cooled, while altcoins have taken over. Bitcoin spot volume is now 21% above the pre-rally baseline, down from +87% during the rally. Bitcoin has lost 8.4 pp of Gate’s spot market share since July. Ethereum has also slowed down. From +122% during the rally, to +69% above the baseline right now. Meanwhile, several altcoins are traded more in September, compared to the rally peak: - Spot: ZEC +201% (rally +145%), NEAR +181% (+69%), BNB +107% (+77%) - Perp: ZEC +745% (rally +310%), UNI +386% (+98%), BNB +171% (+82%) - Spot Market Share (September vs. July): SOL +1.6 pp, ETH +1.5 pp, XRP +1.1 pp, BTC −8.4 pp Looking at major altcoins, XRP shows the sharpest cooling in perps: from +174% volume increase in the perpetual markets during the rally, to only +30% right now. In spot it is still +138%. Next to it: Spot Volume is still growing faster than perpetual volume for most majors. SOL is +108% in spot versus +47% in perps, and XRP +138% versus +30%. The exception is BNB, where perp volume is up +171% against +107% in spot volume. Bitcoin and Ethereum have actually grown more since the rally (+40% and +46%) than their spot pairs. Overall, August’s rally started with Bitcoin and Etheruem, and has broadened in September. The two largest assets have handed the lead to SOL, XRP, ZEC, BNB and a rotating set of small caps, and spot is still the larger relative gain to July, though perps have held their August level more

Raymond James Raises $NVDA PT to $352 from $330 - Strong Buy Analyst comments: "NVIDIA has increased its visibility in CPUs even if they are not a new part of the story. However, CPUs represent a low-single-digit percent of NVIDIA’s sales — roughly 3% today. In the past, NVIDIA’s CPUs were tightly tied to its GPUs, but that should change, particularly with agentic use cases. While NVIDIA’s CPU revenue is becoming material within the CPU market, we expect it to reach approximately 5% of total revenue by CY28 in our model — still a single-digit portion, yet the growth is the fastest among the elements we model. We have extended our model through FY29/CY28 and refined our segment assumptions. Among the surprising conclusions from our market analysis is the prospect that NVIDIA could become the world leader in CPU revenue within several years. We have been disappointed with the stock’s year-to-date performance, with the shares up only 12%, largely matching the S&P 500 Index. The stock trades at a CY27 GAAP P/E of less than 15x, which is below the S&P 500’s 18.6x. The discount strikes us as fundamentally illogical considering that sales and net income growth still exceed 20% in our CY28 estimates. Typically, a company with sustainable growth, barriers to entry (e.g., CUDA, leading GPU performance), and healthy free cash flow trades at multiples above the overall market. Factors that may weigh on NVIDIA’s shares include a $5.2 trillion market cap that may limit further exposure, fear that the AI boom turns to a bust, decelerating growth, and peaking growth and margins. Our $352 price target, up from $330, is based on a 22x multiple applied to our new CY28 estimates. This represents a premium to the S&P 500’s ~19x CY27 multiple. Considering NVIDIA’s industry leadership and strong growth, the market premium is conservative. The median NTM P/E has been 35x over the past five years." Analyst: Simon Leopold