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.

🤖 AI Signal (SOL) $SolanaOS CA: 5Rb7KdeRHrfvpmTmZrqQudnJE8iQGAWL2GBm51AZpump SolanaOS is on the pumpfun bonding curve of Solana, still working toward graduation; there is no clear theme beyond the name. A quoted post says the Solana Foundation officially dropped an operating system called "Solana OS," described as Windows/Linux but for official Solana; the GitHub page in the token's metadata describes Solana OS as firmware for the Solana Breakpoint 2026 badge. Public info: The Solana Foundation is a non-profit organization that supports the Solana blockchain ecosystem, funding developers and maintaining the network. What stands out is the deployer: 1456 tokens created including this one, with just one earlier graduation. Who is talking: ten accounts posted within a few minutes, all small. The biggest is Alpha_Wave1 at 8256 followers, and none is over 10K. Most posts are profit claims like 37x, many pushing a Telegram. One post claims burn and lock were done. Momentum since our signal is mostly churn: buys outrun sells on the pair, and volume is large against market cap. It ran up after our signal and now sits about level with our push price, somewhat below the peak. Holders carry the real risk. The top ten wallets hold 27.0%, and most of the top hundred buyers have already sold at least half of what they bought. Fresh wallets are a slice of holders, and half the holders are what we count as high-frequency traders. Mint and freeze authority are renounced, there are no taxes, and liquidity stays with the pumpfun program. The deployer has sold out entirely and now holds nothing; the best earlier token was FEEDINU, peaking at $34.7K. Two wallets from our smart-wallet list bought, the first 6 s after launch. Three wallets bought within 1 minute of each other. 📊 @ +2 min: MC $16.6K · Liq $14.3K · Holders 83 · 1h +496% · 1h Vol $25.8K 📈 now (+3 min): MC $15.7K · Holders 168 · 5m buys/sells 306/276 Signals on Telegram: Houndsbot Not financial advice. Analysis only · DYOR · Path since our signal (+17s): $16.6K -> $15.7K (0.94x now, peak 1.14x at +0s) #Solana# #memecoin# Follow @houndsmeme for the daily record.

$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%

🤖 AI Signal (SOL) $GIVE CA: HWcC2gJyYwoHimSoZBgffKwjGpTG8deCSAonwSkYpump Give is the second give-themed launch on Solana today, and memefundme (GIVE) was about three minutes old at our signal, still on the pumpfun bonding curve. The project's X account introduced memefundme: paste a GoFundMe link, launch a coin, and every trade funds the cause — claiming 100% of creator fees are locked to the cause on-chain, claimed automatically every 5 minutes, with 0% platform fee and every donation verified against the fundraiser's own public GoFundMe list. The project description says it lets anyone launch a (link omitted, see sources) coin for any GoFundMe, with creator fees locked to the cause and a public ledger. At our signal, four wallets bought within two minutes of each other, spending $792 in total. Attention is thin and scattered. The four posts that pair GIVE with this chain come from four different accounts; the biggest is @DegenWar01 with 3546 followers, and no account is over 10K. One post claims a 3.5x, another claims a 2x on a call, and a third claims growth from a $51 market cap. Since our signal, buys outnumber sells and the pair has run up and is holding above our push price, at or near its peak. It's still on the bonding curve, 89% of the way to graduation. On safety: mint and freeze authority are renounced, there are no buy or sell taxes, 100.0% of liquidity is locked, and top holders control 23.1%. The bundler and sniper batches from our earlier look have mostly thinned out. The deployer has created 11 tokens including this one, and the ones we tracked are all dead, peaking at $185K. The dev wallet was funded from an ordinary wallet and has sold out of this token. One wallet from our smart-wallet list bought 2 min 16 s after launch. 📊 @ +3 min: MC $17.1K · Liq $10.7K · Holders 168 · 1h +413% · 1h Vol $25.7K 📈 now (+3 min): MC $18.8K · Holders 209 · 5m buys/sells 288/203 Signals on Telegram: Houndsbot Not financial advice. Analysis only · DYOR · Path since our signal (+18s): $17.1K -> $18.8K (1.10x now, peak 1.14x at +10s) #Solana# #memecoin# Follow @houndsmeme for the daily record.

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.

$MOD $VRT $ETN $ECL Even after surging 27.4% after-hours on November 12 to $135.20 following Bloomberg's report of takeover talks with Samsung Electronics (005930 KS), Modine Manufacturing ($MOD) trades at 15.9x FY27E continuing Adjusted EBITDA ($7.71B pro-forma EV on a $485M midpoint), well below the 22.5x multiple Eaton ($ETN) paid in its $9.5B Boyd Thermal buyout (~$10.9B EV, or ~$195 per Modine share). Per Bloomberg citing people familiar with the matter, a deal could materialize within weeks, though no final decision has been made, talks could still collapse or draw rival suitors, and both companies declined to comment with zero SEC Form 8-K or KRX filings posted as of Friday's Seoul close (where Samsung ended at KRW 206,000, -0.96%). Yet unpacking both companies' latest filings reveals why this potential tie-up marks a structural watershed for AI data centers and the thermal supply chain. 1. Why Modine Was Pre-Cleaned as a Turnkey North American Target Just six weeks ago on October 1, Modine completed a Reverse Morris Trust spin-off of its legacy Performance Technologies automotive unit ($287.7M Q2 sales, +0.5% YoY) to Gentherm at a $946.4M valuation, collecting $156M in cash to trim September 30 net debt from $573.7M down to ~$418M pro-forma. What remains is a pure-play thermal asset: in Q2 FY27 (ended September 30), Data Centers revenue jumped 95% YoY to $439.7M and Commercial HVAC rose 23% YoY to $285.5M, underwriting FY27 continuing guidance of $3.1B to $3.2B in sales (+50% to 55% YoY) and $470M to $500M in Adjusted EBITDA, anchored by a $4B+ Airedale hyperscaler cooling reservation for 2027-2029 ($165M upfront payment). For Samsung, which posted a record KRW 107.4T (~$80.3B) Q3 operating profit and holds KRW 214.8T in cash, Modine's entire $7.71B after-hours EV equals less than nine days of Q3 operating profit while instantly adding US factories and hyperscaler qualifications to its EUR 1.5B ($1.7B) European FlaktGroup acquisition. 2. What a Deal Would Mean for AI Data Centers: Chip-to-Chiller Bundling If consummated, Samsung becomes the first HBM and logic foundry giant to own facility-scale liquid and air cooling directly. As rack power pushes CDU lead times out to 20 to 26 weeks, pairing sold-out 2027 HBM4 supply and Samsung's upcoming Taylor, Texas 2nm fab with Modine's US Airedale chillers and CDUs enables cross-layer bundling across silicon, advanced packaging thermal budgets, and data hall heat rejection. Samsung's balance sheet would also remove Modine's standalone working-capital friction (-$145.6M six-month free cash flow from capacity CapEx and inventory builds), accelerating multi-year capacity reservations for top US hyperscalers while tightening available Tier-1 cooling slots for smaller neoclouds. 3. What It Means for Thermal Companies: Extinction of the Standalone Mid-Cap Across the past 21 months, industrial titans have systematically absorbed independent liquid-cooling specialists: Schneider Electric bought 75% of Motivair ($850M), Bosch bought Johnson Controls and Hitachi's light-commercial HVAC assets ($8.1B), Vertiv ($VRT) acquired PurgeRite ($1.0B), Trane bought LiquidStack, Eaton closed Boyd Thermal ($9.5B), and Ecolab ($ECL) closed CoolIT Systems ($4.75B). Taking Modine private inside a $900B+ tech conglomerate would eliminate the last sub-$10B pure-play US data center cooling stock. Institutional desks priced that scarcity within minutes on Thursday night, bidding Vertiv ($80.7B regular market cap at $209.64) up 3.4% after-hours to $216.69 (peaking at $218.10, +4.0%). Asian HVAC rivals LG Electronics and Daikin would face urgent pressure to bid or partner in North America, while unscaled cold-plate startups lacking global service networks face margin compression as reference designs standardize.