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Risenshine! Here is digest of signals harvested on 2026-05-07.
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Markets
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International - 05/07 |
-1.4493% +6.8063% MoM | -1.8193% +4.2026% MoM | -1.9182% +0.4534% MoM | -1.5182% +7.1455% MoM |
-1.5182% +7.1455% MoM | -0.8151% +3.4551% MoM | -1.7461% +10.4455% MoM | +0.0238% +5.9446% MoM |
-1.7171% +5.4465% MoM | -1.9194% +4.7493% MoM | -0.8847% +10.3292% MoM | -0.5601% +5.0733% MoM |
-0.4308% +6.7536% MoM | -0.2598% +5.3632% MoM | -0.2847% +31.6903% MoM | +0.041% +4.9462% MoM |
-1.1676% +1.4094% MoM | -0.0759% +0.3769% MoM | +0.2468% +8.7647% MoM | +0.4292% -0.4513% MoM |
-0.8097% +6.4639% MoM | +0.6293% +3.6177% MoM | -1.1827% +13.9943% MoM | -0.1781% +5.2746% MoM |
+0.674% +8.4034% MoM |
Commodities - 05/07 |
+0.4734% +0.2756% MoM | +3.1085% +9.6603% MoM | +0.3285% -2.6724% MoM | -0.3428% +4.5751% MoM |
-0.8197% +3.0359% MoM | -0.9684% +7.4576% MoM | -0.0932% +10.0499% MoM | +2.4402% -7.316% MoM |
-0.1356% +2.0222% MoM | -1.2436% +0.7877% MoM | -2.9609% +17.9041% MoM | -1.5734% +22.1589% MoM |
Favorites - 05/07 |
+2.7261% +7.0167% MoM | -4.1138% +82.3929% MoM | +2.0316% +13.4519% MoM | +2.0618% +19.0988% MoM |
+0.018% +35.5486% MoM | +10.2706% +14.1122% MoM | -0.92% +27.4547% MoM | +0.1343% +18.301% MoM |
-1.4011% +6.3247% MoM | -10.2402% +48.0606% MoM | -2.5927% +108.0514% MoM | -3.2906% +70.7334% MoM |
+6.6989% +65.6081% MoM | -6.4769% +47.1933% MoM | +0.553% +14.0434% MoM | -0.8099% -0.0561% MoM |
Sectors - 05/07 |
-0.2248% +11.0676% MoM | -0.7359% -1.5283% MoM | -0.4533% +3.4583% MoM | -0.6035% +6.5916% MoM |
-2.9159% +41.5028% MoM | -0.1298% -0.0761% MoM | -0.5012% +7.0492% MoM | +0.4108% +7.4634% MoM |
-2.6475% -3.7107% MoM | -2.2381% +27.4751% MoM |
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Gainers
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Robo.ai Inc. Warrant +177.2% Robo.ai Inc is a pioneering smart electric vehicle company which aims to integrate avant-garde design, life-style personalization, IoT connectivity, and autonomous driving technolo... | agilon health, inc. +116% Agilon Health Inc is a healthcare services company that partners with primary care physicians to support value-based care for senior patients. The company provides a platform that ... |
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Losers
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enGene Therapeutics Inc. Warrants -93.2% enGene Therapeutics Inc is a clinical-stage biotechnology company mainstreaming gene therapy through the delivery of therapeutics to mucosal tissues and other organs, to create new... | GD Culture Group Limited Common Stock -80.9% GD Culture Group Ltd operates and manages its business as a single segment and has one operating and reportable segment, the Virtual Content Production. The company has relentlessl... |
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Business
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Impact of the Iran war on global energy supplies and shipping in the Strait of Hormuz |
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🗺 Background:- The Strait of Hormuz is a strategic waterway through which approximately 20% of global oil supplies pass.
- Iran has repeatedly threatened to disrupt shipping in the Strait in response to sanctions and political disputes.
- The Iran war has heightened tensions and increased risk of supply interruptions since early 2024.
- Major energy producers and consumers depend on the stability of the Strait for uninterrupted oil and gas imports.
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🎩 Key stakeholders:- Key stakeholders include the Iranian government, led by Supreme Leader Ali Khamenei.
- Global energy companies such as BP, Chevron, and Saudi Aramco rely on the Strait for oil export routes.
- The United States Navy and allied naval forces maintain patrols to ensure maritime security in the region.
- Institutions like OPEC and the International Energy Agency monitor supply disruptions and market reactions.
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➡ Potential consequences:- Near-term oil price volatility may lead to spikes above $100/barrel, impacting global inflation.
- Supply chain disruptions could affect Asian and European economies which depend heavily on oil imports from the Gulf.
- Maritime insurers may further restrict coverage, raising costs for energy transport and diversification.
- Medium-term consequences might include increased investment in alternative energy and rerouting through other regional pipelines.
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The shifting dynamics of US and China sanctions: Analysis of China's countermeasures and legal innovations |
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🗺 Background:- US-China sanctions escalated sharply after the Trump administration blacklisted Chinese tech firms in 2019.
- China responded in 2021 by enacting its Anti-Foreign Sanctions Law, authorizing countermeasures against US and allied entities.
- Both countries increasingly use legal instruments to target each other's technology, defense, and financial sectors.
- Sanctions and countermeasures impact bilateral trade, supply chains, and global markets.
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🎩 Key stakeholders:- The US Department of Treasury and Commerce lead sanction enforcement against Chinese companies.
- Chinese firms like Huawei, ZTE, and SMIC have been primary targets of US sanctions since 2019.
- China's Ministry of Commerce and Ministry of Foreign Affairs spearhead legal innovation on counter-sanctions.
- Major US stakeholders include semiconductor firms such as Intel and Nvidia, facing restrictions on China sales.
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➡ Potential consequences:- Near-term, affected US defense and tech firms may see new export barriers, risking millions in lost contracts.
- Medium-term, bilateral sanctions risk further fragmentation of global supply chains and acceleration of 'de-Sinicization' in US markets.
- Legal innovations by China could prompt other states to adopt similar frameworks, broadening the global impact.
- Sanctions escalation may undermine existing international trade agreements and provoke retaliatory measures.
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Inside the OpenAI leadership battle: Legal and financial controversies in AI corporate structures |
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🗺 Background:- OpenAI was founded in December 2015 as a non-profit AI research organization and later transitioned to a capped-profit model to attract funding.
- The company operates under a unique dual structure: OpenAI non-profit governs the for-profit arm, OpenAI LP, raising legal and transparency concerns.
- Sam Altman was CEO until he was ousted and reinstated following a board dispute in late 2023, sparking ongoing leadership and governance debate.
- Rapid AI advancements have amplified scrutiny on corporate structures, prompting debates about accountability and ethical oversight.
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🎩 Key stakeholders:- Sam Altman, CEO, is central to ongoing governance and financial controversies at OpenAI.
- OpenAI's board includes executives and advisors such as Greg Brockman, Mira Murati, and Ilya Sutskever, whose decisions have driven recent disputes.
- Microsoft is a major investor in OpenAI, holding significant influence due to its multi-billion dollar funding.
- Regulators, including the U.S. SEC, are monitoring OpenAI's corporate structure for potential legal risks.
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➡ Potential consequences:- In the near-term, increased regulatory scrutiny could lead to mandatory restructuring of OpenAI's board and reporting practices.
- Medium-term consequences may include possible investor hesitancy, impacting funding rounds and limiting AI deployment initiatives.
- Changes in leadership or corporate structure could alter OpenAI’s collaboration agreements with companies like Microsoft.
- Legal actions from the SEC could set precedents affecting future AI governance and transparency requirements for similar firms.
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AI adoption and collaboration strategies among tech and investing giants |
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🗺 Background:- AI adoption has accelerated among major tech firms following breakthroughs in models like GPT-4, driving increased collaboration between companies and investors since 2023.
- Investment giants such as BlackRock and venture capital firms have prioritized AI innovation in their portfolios, with billions allocated to AI startups in the past year.
- Collaborative strategies include joint ventures, data-sharing partnerships, and cross-sector alliances aimed at scaling AI applications in both consumer and enterprise markets.
- Regulatory scrutiny has intensified globally, prompting tech and investment stakeholders to formalize standards for ethical AI usage and collaborative governance.
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🎩 Key stakeholders:- Microsoft, Google, and Amazon are leading AI adoption efforts, investing heavily in infrastructure and talent.
- Investment firms like Sequoia Capital, Andreessen Horowitz, and BlackRock are key financial backers in AI funding rounds.
- OpenAI, Anthropic, and DeepMind represent the forefront of AI research and development partnerships.
- Regulatory bodies including the U.S. SEC and European Commission drive oversight in collaborative AI ventures.
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➡ Potential consequences:- Near-term effects may include accelerated deployment of AI-powered solutions in fintech and enterprise sectors, increasing productivity and automation.
- Medium-term impact could involve rising market concentration as tech-investor alliances dominate research, innovation, and resource access.
- Cross-industry partnerships may drive faster regulatory responses and standardized protocols for responsible AI.
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Consequences of political instability and war on Russia's economic health and public opinion |
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🗺 Background:- Russia's economy has faced growing pressure since the invasion of Ukraine on February 24, 2022, leading to widespread Western sanctions.
- Political instability has increased with President Vladimir Putin's extended rule and suppression of opposition figures such as Alexei Navalny.
- War-related spending has caused Russia's federal budget deficit to hit 2.3 trillion rubles in 2023, according to official government statistics.
- Public opinion has fluctuated, with Levada Center polls showing around 70% support for government actions in Ukraine but growing concerns about economic hardships.
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🎩 Key stakeholders:- President Vladimir Putin remains the central figure in Russian political decision-making and military strategy.
- The Central Bank of Russia, led by Elvira Nabiullina, has had to manage currency volatility and inflation resulting from sanctions.
- Major Russian companies like Gazprom and Rosneft experienced a decline in export revenues due to global shifts away from Russian energy.
- Independent polling organizations such as the Levada Center monitor shifts in public opinion and economic sentiment.
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➡ Potential consequences:- Near-term, further Western sanctions could prompt additional ruble depreciation and rises in consumer prices.
- A prolonged conflict may drive capital flight and decrease foreign direct investment in Russia, harming growth.
- Medium-term, growing dissatisfaction could erode public support for Russian leadership, increasing protest risk.
- Major industrial firms may reduce workforce or halt expansion plans if economic uncertainty persists.
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Science News
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Collaboration between quantum and classical computing for molecular simulations: examining recent breakthroughs and future potential |
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🗺 Background:- Quantum computing leverages principles of superposition and entanglement to solve complex computational problems in molecular simulation.
- Classical computing methods, such as density functional theory (DFT) and ab initio calculations, remain foundational for molecular modeling.
- Hybrid quantum-classical algorithms, like the Variational Quantum Eigensolver (VQE), have been developed since 2016 to exploit strengths from both computing paradigms.
- Recent advances in quantum error correction and cloud-accessible quantum platforms have accelerated integration efforts since 2023.
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🎩 Key stakeholders:- IBM, Google, and IonQ are leading companies developing quantum hardware and hybrid simulation platforms.
- Key academic institutions include MIT, University of Toronto, and ETH Zurich, driving quantum algorithm research for chemistry.
- Collaborative projects such as the Quantum Molecular Design Consortium involve multinational cooperation between industry and universities.
- Principal researchers include Alán Aspuru-Guzik, John Preskill, and Yudong Cao, noted for quantum chemistry and hybrid algorithms.
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➡ Potential consequences:- Faster, more accurate molecular simulations could drastically accelerate pharmaceutical drug discovery within the next three years.
- Automotive and materials industries may benefit from advanced hybrid simulation techniques, reducing design time for new catalysts and polymers.
- Medium-term, quantum-classical collaborations are expected to enable simulation of larger, more complex organic and inorganic molecules previously beyond classical reach.
- Enhanced hybrid workflows may democratize access to high-fidelity molecular modeling for smaller labs and startups via cloud-based services.
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IPO growth in clean energy startups: analyzing Fervo Energy’s path and its implications for the geothermal market |
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🗺 Background:- Fervo Energy is a Houston-based geothermal startup co-founded in 2017 focused on enhanced geothermal systems (EGS) technology.
- Fervo uses horizontal drilling and hydraulic fracturing from the oil and gas industry to expand geothermal access beyond traditional volcanic or steam reservoir sites.
- The company’s flagship Cape Station project in Utah is anticipated to deliver up to 500 megawatts of clean electricity, with potential to scale to 2 gigawatts.
- Geothermal energy is gaining interest for its ability to generate 24/7 carbon-free power, complementing intermittent renewables like wind and solar.
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🎩 Key stakeholders:- Fervo Energy’s co-founders are Tim Latimer (CEO) and Jack Norbeck (CTO).
- Major cornerstone investors including Google are backing Fervo Energy’s upcoming IPO.
- Key joint bookrunners for the IPO are J.P. Morgan, BofA Securities, RBC Capital Markets, and Barclays.
- Utilities and tech companies are potential buyers for Fervo’s reliable carbon-free electricity, especially as AI-driven data center demand rises.
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💡 News facts:- Fervo Energy launched the roadshow for its initial public offering (IPO) on May 5, 2026, targeting up to $1.2 billion in proceeds and a $6.5 billion valuation; the company will list on Nasdaq under the ticker "FRVO" .
- Fervo Energy announced terms on May 4, 2026, offering 55.6 million shares in a price range of $21 to $24, with cornerstone investors set to purchase $350 million worth of shares (28% of the deal).
- Fervo’s Cape Station project in Utah is expected to begin delivering electricity later in 2026 and aims to become the world’s largest next-generation geothermal development, ultimately reaching up to 500 MW capacity.
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➡ Potential consequences:- Successful IPO could accelerate adoption of EGS technology and increase geothermal electricity generation across the U.S. in the near term.
- Institutional investor attention may drive further capital into geothermal startups and spur competitive innovation in the clean energy sector.
- Cost reduction targets ($7,000 to $3,000 per kilowatt) could make geothermal power economically competitive with natural gas by the medium term.
- If Cape Station is successful, it could demonstrate repeatable, scalable geothermal development models and enable multi-gigawatt projects nationally.
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The employment impact of AI advances: contrasting workforce concerns with statements from major industry leaders like Nvidia’s Jensen Huang |
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🗺 Background:- Artificial Intelligence advances are transforming workplaces, raising concerns about job displacement and automation.
- Nvidia’s CEO Jensen Huang has repeatedly discussed AI’s potential impact on employment at industry events since 2023.
- The debate centers around whether AI will augment human roles or replace them outright in certain sectors.
- Recent years have seen an acceleration in investments in AI by major tech companies, impacting recruitment policies.
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🎩 Key stakeholders:- Jensen Huang, CEO of Nvidia, is a prominent voice in the discourse on AI and jobs.
- Technology firms such as Nvidia, OpenAI, Google, and Microsoft are driving AI innovation and influencing employment trends.
- Labor institutions, including the International Labour Organization (ILO), are monitoring AI’s workplace effects.
- Academic researchers in economics and computer science are frequently cited in ongoing debate.
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➡ Potential consequences:- Near-term effects are likely to include increased demand for data science, engineering, and AI-related skills.
- Medium-term consequences may involve restructuring in traditional sectors such as manufacturing and services.
- Widespread adoption of AI could reduce routine jobs while expanding creative and technical occupations.
- There is potential for increased inequality between regions and industries depending on AI readiness.
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Projected adoption of Starlink internet services: dissecting supplier projections and their basis for rapid user growth through 2030 |
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🗺 Background:- Starlink, operated by SpaceX, is a satellite internet service aiming to provide global broadband coverage by deploying thousands of low-Earth orbit satellites.
- Supplier projections indicate rapid user growth, with estimates expecting over 40 million global subscribers by 2030.
- SpaceX began Starlink beta services in late 2020 and expanded commercial operations to more than 40 countries by 2023.
- The basis for growth includes increasing satellite density, expanded coverage, and competitive pricing versus terrestrial broadband.
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🎩 Key stakeholders:- Key stakeholders include SpaceX, led by CEO Elon Musk, as the primary supplier and operator.
- Telecommunications regulatory agencies, such as the FCC in the United States and counterparts globally, oversee Starlink's licensing and spectrum allocation.
- Potential rivals include OneWeb, Amazon's Project Kuiper, and traditional broadband ISPs such as AT&T and Comcast.
- Commercial and governmental customers, particularly in rural and underserved regions, represent primary target user groups.
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➡ Potential consequences:- Near-term consequences include accelerated internet adoption rates in rural areas, potentially bridging the digital divide by 2028.
- Medium-term effects may include disruption of the traditional ISP market, increased competition, and greater reliance on satellite broadband infrastructure.
- If projections hold, global coverage could empower remote work, education, and telemedicine, transforming regional economies by 2030.
- Regulatory scrutiny could intensify, particularly regarding spectrum allocation and cross-border service provision.
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Innovations in medical technology for dietary diagnosis: assessing the effectiveness and societal implications of smart underwear for lactose intolerance detection |
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🗺 Background:- Smart underwear for lactose intolerance detection combines biosensors with textile technology to monitor digestive biomarkers.
- Lactose intolerance affects approximately 65% of the global population with varying degrees of severity, according to the National Institutes of Health (NIH).
- Early detection of lactose intolerance can improve individual dietary management and reduce healthcare costs.
- Wearable diagnostic tools are increasingly used in personalized medicine since 2020, reflecting a trend toward non-invasive health monitoring.
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🎩 Key stakeholders:- Medical technology startups such as GutGuard and Sensoria Health are developing smart clothing for gastrointestinal monitoring.
- Research institutions including MIT and Stanford University are conducting pilot trials on wearable biosensing for digestive disorders.
- The Food and Drug Administration (FDA) regulates medical devices entering the U.S. market, including wearable diagnostic products.
- Patient advocacy groups like the American Gastroenterological Association (AGA) are promoting awareness of lactose intolerance innovations.
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➡ Potential consequences:- In the near-term, smart underwear for lactose intolerance detection may lead to improved patient adherence to dietary restrictions.
- Medium-term effects could include broader adoption of wearable biosensors for other gastrointestinal conditions.
- Privacy and data security concerns may arise as biometric monitoring becomes more integrated into daily life.
- Insurance companies might adjust coverage policies as proof of dietary adherence from wearable data becomes more accessible.
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Culture
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Hasegawa Tōhaku "The true essence of painting lies in capturing the spirit, not the form..." Hasegawa Tōhaku (1539–1610) was a prominent Japanese painter and founder of the Hasegawa school of painting. He is renowned for his mastery of ink painting and his innovative approach to traditional Japanese aesthetics during the Azuchi–Momoyama period.... | Ihara Saikaku "A person’s life is like a floating world, transient and ever-changing..." Ihara Saikaku (1642–1693) was a Japanese poet and creator of the 'floating world' genre of Japanese prose (ukiyo-zōshi). His works vividly depict urban life and the pleasure quarters of Edo-period Japan with humor and keen observation.... |
Wang Yangming "To know and not to do is really not to know..." Wang Yangming (1472–1529) was a Chinese philosopher, official, and military general who developed the Neo-Confucian school of thought known as the School of Mind. His innovative ideas on innate knowledge and the unity of knowledge and action influenced both philosophy and practical governance.... | Tokugawa Ieyasu "Life is like carrying a heavy burden; one must keep moving forward..." Tokugawa Ieyasu (1543–1616) was the founder and first shogun of the Tokugawa shogunate of Japan, which ruled from 1603 until the Meiji Restoration in 1868. His leadership unified Japan after a long period of civil war and established a long-lasting peace and order.... |
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NASA
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Supernova in a Sideways Spiral (2026-05-07)
Credits: NASA / APOD |
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Github
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Trading tools |
loman 117 stars #70 Control complex calculation flow for quantitative research and trading... | DLQuant 113 stars #71 Applying Deep Learning and NLP in Quantitative Trading... |
tiger_quant 105 stars #72 Java 实盘量化框架... | phandas 104 stars #73 A multi-factor quantitative trading framework for cryptocurrency markets.... |
Sea Vessels |
FishTrack 1 stars #70 This project uses GPS module and an arduino mega to track the loaction coordinates in the sea. Fishermen who go into the sea can make use of data from the organization called INCOI... | indra2001-Sea-Border-Alert-System-For-FisherMen-using-RSSI-AND-GPS 1 stars #71 we have been hearing about fishermen being seized by custody from other end and even killed. This is purely because of unawareness and unable to identify sea border between countri... |
javaOOPHomework 1 stars #72 All Vehicles (e.g car, bike, horse, boat, plane) have the following behavior: they can be started, stopped and driven for a number of kms Implement a hierarchy of Car classes w... | BoatRacing 0 stars #73 An F1‑style ice boat racing plugin for Paper with a clean, vanilla‑like GUI. Manage teams, configure tracks with the built‑in BoatRacing selection tool, run timed races with checkp... |
Air Vessels |
42fdr 6 stars #70 Python script to convert ForeFlight's exported flight tracks to X-Plane compatible FDR files... | PlanetScope_landslide_tracking 5 stars #71 |
piplane-tracker 5 stars #72 Raspberry Pi application for tracking planes with ADS-B support... | ARBarcodeTracker 5 stars #73 Detects and tracks multiple EAN-13 barcodes and marks them on an ARKit plane... |
Imagery |
SITTA 61 stars #70 Single Image Texture Translation for Data Augmentation... | mask2json 60 stars #71 a small tool for image augmentation, including mask files to json/xml files , image augmentation(flip,rotation,noise,...) and so on... |
Image-Augmentation-Using-OpenCV-and-Python 57 stars #72 Image Augmentation technique using OpenCV and Python... | advchain 57 stars #73 [Medical Image Analysis] Adversarial Data Augmentation with Chained Differentiable Transformations (AdvChain)... |
Video |
LongLive 1196 stars #70 [ICLR 2026] LongLive: Real-time Interactive Long Video Generation... | Show-1 1149 stars #71 [IJCV] Show-1: Marrying Pixel and Latent Diffusion Models for Text-to-Video Generation... |
wunjo.wladradchenko.ru 1144 stars #72 Wunjo CE: Face Swap, Lip Sync, Control Remove Objects & Text & Background, Restyling, Audio Separator, Clone Voice, Video Generation. Open Source, Local & Free.... | video-subtitle-generator 1137 stars #73 视频音频生成字幕，生成srt文件。无需申请第三方API，本地实现音频转文本。基于Transformer的视频字幕生成框架。A GUI tool for generating subtitle from videos and generating srt files.... |