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Risenshine! Here is digest of signals harvested on 2026-05-10.
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Markets
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International - 05/08 |
+0.3529% +2.1802% MoM | +0.4831% -0.2398% MoM | +0.9293% -2.3421% MoM | +1.2847% +4.4331% MoM |
+1.2847% +4.4331% MoM | +0.7748% -0.2266% MoM | +1.9717% +6.7273% MoM | -0.6679% +0.289% MoM |
+0.8436% +2.2948% MoM | +0.4297% -0.5608% MoM | +1.0441% +6.4615% MoM | +0.1344% +2.4484% MoM |
+1.3518% +3.1428% MoM | +0.0401% +1.1569% MoM | +1.9086% +25.8643% MoM | -0.2465% +2.1456% MoM |
+0.8025% -0.5508% MoM | -1.5957% -7.1019% MoM | -0.3616% +5.0243% MoM | +0.9645% -2.0733% MoM |
+0.4105% +1.8475% MoM | +0.1567% +0.0522% MoM | +1.4377% +11.8483% MoM | +0.2066% +3.36% MoM |
+0.7818% +3.1273% MoM |
Commodities - 05/08 |
+0.4842% -0.1749% MoM | +1.9693% +8.2111% MoM | -1.0224% +7.2323% MoM | +0.9662% +0.4808% MoM |
+0.6115% +4.0938% MoM | -0.8878% +5.2525% MoM | +2.4632% +8.5674% MoM | -1.03% -4.6029% MoM |
+0.9219% +3.4464% MoM | +1.2105% +5.2135% MoM | -1.9197% +7.3541% MoM | +0.9177% +17.5466% MoM |
Favorites - 05/08 |
-1.3528% +5.7373% MoM | +11.4405% +96.3549% MoM | -1.3428% +10.8968% MoM | +1.7494% +18.1898% MoM |
+0.6989% +36.3984% MoM | -5.4698% +3.0675% MoM | +0.5568% +23.2452% MoM | -0.6667% +11.7619% MoM |
-0.2648% +3.7177% MoM | -0.0188% +43.2207% MoM | +13.9573% +111.9084% MoM | +15.4926% +83.6132% MoM |
+8.1659% +71.8218% MoM | +6.3246% +48.6501% MoM | +2.0456% +13.2947% MoM | -0.7277% -5.9345% MoM |
Sectors - 05/08 |
+0.8256% +9.1138% MoM | -0.8499% -4.1291% MoM | -0.6014% +0.0781% MoM | +0.0225% +4.6418% MoM |
+5.6747% +40.4698% MoM | +0.4404% -3.7386% MoM | +0.4549% +5.5041% MoM | -0.4297% +2.4767% MoM |
+0.0613% -5.2008% MoM | +2.0823% +22.9646% MoM |
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Gainers
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eXp World Holdings, Inc. Common Stock +563% eXp World Holdings Inc is a cloud-based residential real estate company. The company owns and operates a cloud-based real estate brokerage and a technology platform business that d... | Mobia Medical, Inc. Common Stock +434.1% Mobia Medical Inc is a commercial-stage medical device company redefining stroke recovery for survivors living with life-altering motor impairments. The company develops, markets a... |
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Losers
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POMDOCTOR LIMITED American Depositary Shares -86.3% Pomdoctor Ltd is an online medical services platform for chronic diseases in China. With a focus on chronic disease management and pharmaceutical services, its business model forms... | Defiance Daily Target 2x Short RKLB ETF -69.9% ... |
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Business
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Impact of the Iran war on global supply chains and new shipping costs imposed by Iran |
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🗺 Background:- The Iran war has disrupted key oil and container shipping routes in the Persian Gulf since April 2024.
- Iran imposed new transit tariffs on all vessels crossing the Strait of Hormuz starting May 8, 2026.
- Global supply chains are affected due to increased risks and rerouting demand in the region.
- Major shipping lanes connecting Asia, Europe, and Africa are now subject to operational delays.
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🎩 Key stakeholders:- Maersk, MSC, and CMA CGM are the primary global shipping companies affected by Iran's new tariffs.
- The Iranian Ministry of Roads and Urban Development implemented the new shipping fee policy.
- The International Chamber of Shipping and OECD monitor implications for maritime trade.
- Major importers and exporters of oil, electronics, and automotive parts from Asia and Europe are directly impacted.
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➡ Potential consequences:- Near-term: Freight insurance premiums in the Gulf region are expected to rise by up to 15% in the next quarter.
- Near-term: Exporters may shift to Red Sea routes, raising transit times by 3-5 days.
- Medium-term: Increased shipping costs will add pressure to global inflation, particularly in the energy and electronics sectors.
- Medium-term: Logistical delays may undermine supply chain reliability for multinational manufacturers in Asia and Europe.
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Effects of soaring gas prices and travel cost inflation on American consumer behavior |
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🗺 Background:- U.S. gasoline prices rose to an average of $3.85 per gallon in May 2026 according to AAA data.
- Travel costs, including airfare and hotel rates, have surged by an estimated 15% year-on-year since 2025.
- Consumer spending patterns are shifting as Americans prioritize necessities and reduce discretionary travel.
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🎩 Key stakeholders:- Major oil producers like ExxonMobil and Chevron influence gas price trends in the U.S.
- Travel agencies such as Expedia and airlines including Delta and American Airlines are directly affected by travel cost inflation.
- Institutions like the U.S. Department of Energy and Bureau of Labor Statistics monitor fuel and travel cost impacts on the economy.
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➡ Potential consequences:- Near-term, U.S. consumers are expected to reduce non-essential travel and increase spending on groceries and utility bills.
- Medium-term, prolonged high gas prices may contribute to inflation persistence and prompt policy responses from the Federal Reserve.
- Travel sector firms may experience profit margin compression and layoffs if demand continues to lag.
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Hantavirus outbreak management strategies on cruise ships and international response |
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🗺 Background:- Hantavirus is a rare but potentially fatal virus transmitted primarily by rodents, posing unique risks in close-contact environments like cruise ships.
- On February 2026, reports of a Hantavirus outbreak emerged aboard several international cruise ships, prompting rapid public health interventions.
- Previous cruise ship outbreaks such as norovirus in 2019 highlight the vulnerability of maritime travel to infectious diseases.
- Global regulatory bodies, including the World Health Organization (WHO) and International Maritime Organization (IMO), have established emergency guidelines for disease outbreaks at sea.
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🎩 Key stakeholders:- The Centers for Disease Control and Prevention (CDC) and the World Health Organization (WHO) are coordinating international response efforts.
- Carnival Corporation and Royal Caribbean Group, major cruise operators, have implemented enhanced onboard medical screening protocols.
- Port authorities in Singapore, Miami, and Southampton are actively involved in quarantine and passenger management.
- International Maritime Organization (IMO) is overseeing regulatory compliance among affected cruise lines.
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➡ Potential consequences:- Near-term, cruise ship industry leaders anticipate significant financial losses due to itinerary suspensions and increased health protocol costs.
- Medium-term, international regulations for maritime health safety may be overhauled, requiring stricter onboard sanitation and disease surveillance.
- Affected ports could see reduced tourist arrivals as quarantine and screening measures intensify.
- Outbreak management failures might erode public trust, impacting bookings across the international cruise sector.
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Recent job creation trends in the US economy amid geopolitical shocks and economic uncertainty |
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🗺 Background:- The US job market has faced volatility due to global geopolitical shocks such as the ongoing Russia-Ukraine conflict and rising tensions in East Asia.
- Economic uncertainty has been increased by fluctuating oil prices and persistent inflation since 2022.
- The Federal Reserve has continuously adjusted interest rates in response to inflation and labor market resilience.
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🎩 Key stakeholders:- The Federal Reserve, led by Jerome Powell, is a major influence on job creation through monetary policy.
- Large employers such as Amazon, Walmart, and Tesla are frequently cited for hiring and layoffs linked to market shifts.
- The US Department of Labor tracks and reports monthly job statistics, affecting policy and business decisions.
- Economists from institutions like the Brookings Institution and Harvard University shape policy debates.
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➡ Potential consequences:- Slower job growth may lead to reduced consumer spending in Q2 and Q3 of 2026.
- Companies could focus more on automation and cost-cutting to offset labor market uncertainty.
- Further moderation in hiring may increase unemployment claims and influence Fed monetary policy.
- Medium-term, extended geopolitical instability could disrupt supply chains and labor demand across key US industries.
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Anthropic’s rapid growth and dependence on Elon Musk-owned data centers for AI compute |
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🗺 Background:- Anthropic is an AI company rapidly scaling products like Claude Pro and Claude Max due to increasing demand.
- Elon Musk merged SpaceX with his AI startup xAI in early 2026, consolidating data center infrastructure.
- Lack of available compute capacity is driving major AI firms to seek external partnerships for access to high-performance clusters.
- SpaceX’s Colossus 1 supercomputer in Memphis, Tennessee, was built in 2024 and features over 220,000 Nvidia GPUs.
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🎩 Key stakeholders:- Anthropic CEO Dario Amodei and Elon Musk, CEO of SpaceX and founder of xAI, are directly involved in the new partnership.
- SpaceX, now combined with xAI as SpaceXAI, owns the Colossus 1 data center and controls orbital compute ambitions.
- Amazon remains a major committed partner to Anthropic with existing multi-gigawatt compute deals.
- OpenAI and its CEO Sam Altman remain a competitive and legal focus for Musk, with ongoing litigation.
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💡 News facts:- On May 6, 2026, Anthropic announced a deal with SpaceX to use all 300 megawatts of compute capacity and more than 220,000 Nvidia GPUs at Colossus 1 in Memphis, Tennessee. [https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html, CNBC, May 6, 2026]
- The agreement will let Anthropic immediately scale AI product limits for Claude Code, Claude Pro, and Claude Max by doubling rate limits and removing peak hour caps. [https://www.aljazeera.com/economy/2026/5/6/spacex-backs-anthropic-with-data-centre-deal-amidst-musks-openai-lawsuit, Al Jazeera, May 6, 2026]
- Both companies expressed interest in developing multiple gigawatts of orbital AI compute capacity as part of the agreement. [https://www.forbes.com/sites/jonmarkman/2026/05/06/anthropic-just-signed-a-compute-deal-with-elon-musks-spacex/, Forbes, May 6, 2026]
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➡ Potential consequences:- Anthropic’s rapid expansion may outpace compute constraints through this deal, enabling quicker feature launches and market competitiveness.
- SpaceXAI’s emerging position as a third-party AI compute supplier could broaden its revenue amid plans for a high-profile IPO.
- Medium-term, orbital data center development could shift AI industry infrastructure, introducing new technical and environmental challenges.
- Near-term, other AI rivals may pursue similar cross-company deals due to scarcity, changing traditional notions of direct competition.
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Science News
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Impact of Artificial Intelligence on Workforce Reduction and Organizational Efficiency in Tech Companies |
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🗺 Background:- Artificial Intelligence has increasingly been implemented in tech companies to automate tasks and improve productivity since the early 2010s.
- Organizations such as Microsoft and Google have announced major workforce reductions in recent years, citing AI integration as a key factor.
- A study by McKinsey in 2023 found that automation technologies could affect up to 800 million jobs globally by 2030.
- AI-driven efficiency measures often reduce operational costs but also raise concerns about job displacement and skills gaps.
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🎩 Key stakeholders:- Tech giants like Microsoft, Google, and Meta are actively deploying AI to optimize workflows and reduce staffing levels.
- Sundar Pichai (CEO of Google) and Satya Nadella (CEO of Microsoft) are driving organizational shifts towards AI-led models.
- Institutions such as the World Economic Forum and MIT are monitoring and analyzing the socioeconomic impacts of AI adoption in industry.
- Labor unions and advocacy groups are emerging as key voices in discussions regarding ethical workforce reduction practices.
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➡ Potential consequences:- Near-term effects include increased organizational efficiency and rapid productivity growth, but also heightened job insecurity for non-specialized workers.
- Medium-term consequences may involve shifts in required skill sets, expansion of retraining initiatives, and potential socioeconomic polarization.
- Tech companies may face regulatory scrutiny and reputational risks as stakeholders demand ethical standards for AI-driven workforce decisions.
- The labor market is likely to see increased demand for AI specialists, prompting universities and training organizations to update curricula.
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Analysis of Recent US Government UFO File Releases and Anomalies Observed During Apollo Missions |
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🗺 Background:- On May 8, 2026, the Pentagon began releasing declassified UFO files on a public government website, some dating back to the late 1940s.
- The files include videos, photos, and official documents from agencies such as the State Department, Department of Defense, NASA, and FBI.
- Material from the Apollo missions, specifically Apollo 11, Apollo 12, and Apollo 17, features records of observed anomalies around the moon.
- These releases follow President Trump's 2026 promise to provide transparency and open public access to decades of previously classified UAP/UFO data.
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🎩 Key stakeholders:- Key stakeholders include the Department of Defense (Pentagon), NASA, the FBI, and the State Department.
- US Navy Rear Admiral Timothy Gallaudet and NASA Administrator Jared Isaacman have commented on the release and the scientific investigation of UAPs.
- Former Marine Corps Sergeant Roderick Castle presented findings on UAP/UFO at the National Press Club in Washington, DC, on May 8, 2026.
- President Donald Trump authorized the public release of thousands of pages of UFO files.
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💡 News facts:- On May 8, 2026, the Pentagon released 161 UFO files to the public, including records from Apollo moon missions and more than 400 UAP-related incidents spanning the 1940s to recent years. [https://abcnews.com/Politics/pentagon-begins-release-decades-unresolved-ufo-files/story?id=132780534] (Published: May 8, 2026)
- Among newly released documents, Apollo 17 astronauts reported "very bright particles or fragments" near their spacecraft in 1972, with speculation that the phenomenon might be attributable to ice or paint fragments. [https://news.cgtn.com/news/2026-05-09/Pentagon-begins-release-of-never-before-seen-UFO-files-1N0NhjaDOnu/p.html] (Published: May 9, 2026)
- Apollo 12 mission images from 1969 reportedly show a bright glowing object above the lunar horizon, described in the files as "unidentified phenomena," sparking renewed debate among researchers. [https://www.hindustantimes.com/world-news/us-news/apollo-photos-in-trumps-ufo-files-may-have-answered-most-pressing-question-are-aliens-real-101778253168407.html] (Published: May 8, 2026)
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➡ Potential consequences:- Near-term consequences include increased public and scientific scrutiny of UAP/UFO data, particularly material related to Apollo missions and military encounters.
- The ongoing rolling release of files is likely to spur further debate, policy proposals, and demand for transparency around extraterrestrial research.
- Medium-term, government and scientific agencies may expand inquiry and research funding into unexplained aerial and lunar phenomena.
- Potential shifts in military protocols and inter-agency cooperation on reporting and investigating UAP incidents are expected as more information surfaces.
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Effects of AI-Driven Data Center Expansion on the PJM Interconnection Power Grid |
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🗺 Background:- The PJM Interconnection is a regional transmission organization responsible for managing electricity supply for over 65 million people across 13 states and Washington D.C.
- AI-driven data center expansion has accelerated demand for power, with major tech companies planning new facilities that require gigawatt-scale electricity.
- In 2024, PJM experienced record load forecasts driven by new AI and cloud-computing data centers, outpacing traditional industrial growth.
- The increasing electricity consumption trends have raised concerns about grid reliability, resource adequacy, and infrastructure planning.
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🎩 Key stakeholders:- Major players include Amazon Web Services (AWS), Google, and Microsoft, which have announced data center expansion projects in PJM territory.
- Grid operators PJM Interconnection and regional utilities such as Dominion Energy and FirstEnergy are closely involved in planning and upgrades.
- Federal and state regulators like FERC and state public utility commissions oversee approvals and regulatory compliance for power supply and reliability.
- Local governments and environmental groups participate in discussions about land use, sustainability, and emissions impacts.
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➡ Potential consequences:- Near-term impacts include accelerated grid congestion and increased risk of capacity shortfalls during summer peaks.
- Medium-term, PJM may require billions in new transmission investment to maintain reliability and integrate new data center loads.
- There is anticipated pressure on regional policymakers to fast-track permitting processes and incentivize new renewable generation.
- Heightened environmental scrutiny is likely, as communities and advocacy groups challenge further fossil fuel infrastructure expansion.
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Economic Drivers Behind San Francisco's Housing Market Instability Linked to Tech Industry Wealth Accumulation |
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🗺 Background:- San Francisco's housing market has experienced volatility since the early 2000s, driven in part by the influx of tech industry capital.
- Between 2012 and 2023, local median home prices more than doubled, rising from about $650,000 to over $1.3 million.
- Tech company IPOs and acquisitions historically inject billions of dollars into the city, changing demand and affordability.
- The city ranks among the top U.S. housing markets for price growth and income inequality, according to Federal Reserve data.
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🎩 Key stakeholders:- Major stakeholders include tech giants like Google, Facebook (Meta), and Salesforce, each headquartered in the Bay Area.
- San Francisco city government, including Mayor London Breed, influences zoning and housing policy.
- Venture capital firms such as Andreessen Horowitz and Sequoia Capital drive wealth formation and investment.
- Residents, both tech workers and non-tech locals, are directly impacted by rising prices and displacement.
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➡ Potential consequences:- Near-term, continued tech IPO activity may drive further price escalation in high-end housing segments.
- Medium-term, displacement effects could intensify, leading to greater socioeconomic polarization and political unrest.
- Layoffs and reduced hiring could stabilize or modestly lower apartment rents, but home prices may remain insulated by tech wealth.
- City policy responses may include new regulations on housing development or tech-driven community investment.
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Abrupt Acceleration in Global Sea Level Rise in the Early 2010s Based on Satellite Observations |
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🗺 Background:- Sea level rise is a measurable increase in ocean surface height, tracked globally since the early 1990s by satellite altimetry missions like TOPEX/Poseidon and Jason.
- Satellite data indicate that global sea level rose by approximately 3.2 mm per year between 1993 and the early 2010s.
- In the early 2010s, scientists observed an abrupt acceleration in global sea level rise, with rates increasing beyond previous estimates.
- This acceleration is attributed to increased ice melting from Greenland and Antarctica as reported in multiple scientific studies.
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🎩 Key stakeholders:- NASA and European Space Agency (ESA) operate key Earth-observing satellites including Sentinel-6 and Jason missions.
- Lead research institutions include University of Colorado Boulder, Jet Propulsion Laboratory, and National Oceanic and Atmospheric Administration (NOAA).
- Key scientists involved are Dr. Steve Nerem (University of Colorado Boulder) and Dr. John C. Church (CSIRO), cited in sea level studies.
- Policy stakeholders include Intergovernmental Panel on Climate Change (IPCC), which utilizes sea level data for climate assessment.
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➡ Potential consequences:- Accelerated sea level rise could result in increased coastal flooding events and erosion within the next decade.
- Rising sea levels may threaten infrastructure and populations living in low-lying coastal regions.
- Medium-term impacts may include loss of habitat, saltwater intrusion into freshwater systems, and economic disruptions for coastal economies.
- The scientific community may intensify calls for urgent climate mitigation policies as rapid sea level rise is confirmed.
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Culture
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Cimabue "I do not paint for the sake of the brush but for the sake of the spirit..." Cimabue (c. 1240 – c. 1302) was an Italian painter and mosaicist from Florence, considered one of the first great Italian painters to break from the Italo-Byzantine style. He is often credited with laying the groundwork for the Renaissance style, influencing artists such as Giotto.... | Dante Alighieri "The darkest places in hell are reserved for those who maintain their neutrality in times of moral crisis..." Dante Alighieri (c. 1265 – 1321) was an Italian poet, writer, and philosopher, best known for his epic poem The Divine Comedy, which is widely considered the greatest literary work in the Italian language and a masterpiece of world literature. His work helped shape the modern Italian language and in... |
Roger Bacon "Experimental science is the foundation of all knowledge..." Roger Bacon (c. 1219/20 – c. 1292) was an English philosopher and Franciscan friar who emphasized empirical methods and is sometimes credited as one of the earliest European advocates of the modern scientific method. His works covered various fields including optics, alchemy, and languages.... | Frederick II, Holy Roman Emperor "He who would learn to fly one day must first learn to stand and walk and run and climb and dance; one cannot fly into flying..." Frederick II (1194 – 1250) was Holy Roman Emperor and King of Sicily, known for his cultural and scientific interests as well as his political and military leadership during the 13th century. He was a patron of the arts and sciences and was sometimes called 'stupor mundi' (wonder of the world) for h... |
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NASA
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Comet R3 PanSTARRS and Orion (2026-05-10) Credits: Luc Perrot
(TWAN) |
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Github
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Trading tools |
transformerquant 57 stars #100 A framework for training and evaluating deep learning models in Quantitative trading domain... | CQF 57 stars #101 This repository stores several Jupyter Notebooks that were developed while studying for the Certificate in Quantitative Finance.... |
Quantitative-Trading 56 stars #102 | ParadoxTrading 55 stars #103 Flexible quantitative trading framework... |
Sea Vessels |
boat_tracker 0 stars #100 Tracking app for boat hours... | boattracker 0 stars #101 GPS tracking of a boat... |
Osborn 0 stars #102 Live Tracking Osborn Sail Boat... | BoatTracker-backend 0 stars #103 Back-end for the boat tracking application for Courageous Sailing club... |
Air Vessels |
python-adsb-geozoning-tracker 3 stars #100 Track planes in and out of a geofence using python and pyModeS... | FR24-Feeder-Redesign 3 stars #101 Revamping FR24 Feeder's web interface for ADS-B data sharers on Raspberry Pi. Modernized design, real-time plane tracking info. ... |
confocal-z-stack-autofocus 3 stars #102 A matlab data processing pipeline to convert a stack of z slices from a confocal microscope into a single focused image, for purposes of tracking cells that may drift in the z plan... | Blender-live 4 stars #103 Blender-Live 1.3.6 — a real-time camera streaming and gyro tracking add-on for Blender. It lets you project a live phone or webcam feed directly onto a 3D plane, with built-in chro... |
Imagery |
CNN-Image-Classification-and-Flask-Deployment 29 stars #100 CNN based Image Classification on CIFAR-10 dataset, along with data augmentation and deployment of the trained CNN model using Flask. (Python)... | transforms 29 stars #101 Image augmentation with simultaneous transformation of keypoints, bounding boxes, and segmentation mask... |
ADNI-brain-MRI-alzheimer-WGAN-generation-and-classification 29 stars #102 Brain T1-Weighted MRI Images Classification and WGAN Generation (Alzheimer's and Healthy patients) for the purpose of data augmentation. Implemented in TensorFlow, trained on ADNI ... | Mosaic_data_augmentation_YOLO 28 stars #103 Implement mosaic image augmentation with YOLO format... |
Video |
awesome-text-to-video 732 stars #100 A Survey on Text-to-Video Generation/Synthesis.... | MagicDrive-V2 718 stars #101 [ICCV 2025] Official implementation of the paper “MagicDrive-V2: High-Resolution Long Video Generation for Autonomous Driving with Adaptive Control”... |
Hunyuan-GameCraft-1.0 714 stars #102 Hunyuan-GameCraft: High-dynamic Interactive Game Video Generation with Hybrid History Condition... | video-generation-survey 708 stars #103 A reading list of video generation... |