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Risenshine! Here is digest of signals harvested on 2026-06-01.
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Markets
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International - 06/01 |
-0.138% +4.7011% MoM | -0.0652% +3.8401% MoM | -0.1489% +1.0987% MoM | +0.2025% +5.4904% MoM |
+0.2025% +5.4904% MoM | +0.2423% +5.5404% MoM | +0.1195% +8.0419% MoM | 0% +4.6622% MoM |
-0.4064% +5.989% MoM | +0.0949% +4.8926% MoM | +1.9807% +7.0983% MoM | +0.1715% -4.104% MoM |
+0.2805% +5.4925% MoM | -0.267% -0.1439% MoM | +0.4299% +13.6821% MoM | +0.1734% -1.4078% MoM |
+0.2039% +3.6191% MoM | +0.3697% -15.814% MoM | -0.7642% -3.2837% MoM | +0.1033% +0.0516% MoM |
-0.5094% +2.8978% MoM | -0.8763% +1.7999% MoM | +0.0945% +3.6432% MoM | +0.235% +0.0261% MoM |
+0.106% +3.708% MoM |
Commodities - 06/01 |
+1.0539% +0.5811% MoM | -0.0439% +3.6245% MoM | -1.2922% -12.5466% MoM | 0% -0.9873% MoM |
-1.1965% -3.6762% MoM | -0.4444% +5.4283% MoM | -0.512% +9.2187% MoM | +0.3364% +8.9498% MoM |
-1.5376% -6.2238% MoM | -1.8884% -3.3884% MoM | +0.0197% -7.3215% MoM | -0.4% +0.0344% MoM |
Favorites - 06/01 |
+7.36% +2.0673% MoM | -0.3841% +51.1097% MoM | +5.4451% +8.8535% MoM | -1.4516% +6.3785% MoM |
+10.8395% +25.2316% MoM | +2.1397% +13.9606% MoM | -1.2263% -0.5183% MoM | -1.5377% -6.7907% MoM |
-1.0638% -4.028% MoM | +5.3748% +73.8119% MoM | -5.1369% +19.7327% MoM | +5.1412% +68.4448% MoM |
+3.1773% +49.0795% MoM | +0.083% +25.2597% MoM | -0.144% +12.7262% MoM | -1.6336% -4.1838% MoM |
Sectors - 06/01 |
+0.2491% +5.3579% MoM | -0.9345% +3.2751% MoM | +0.6046% 0% MoM | -0.9457% -0.2042% MoM |
-0.0685% +23.1615% MoM | -0.0552% +9.8493% MoM | -1.0896% +1.1604% MoM | +0.0717% +12.9644% MoM |
-1.0461% -5.0203% MoM | -0.9707% +13.1956% MoM |
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Gainers
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Market closed! Happy holidays! |
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Losers
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Market closed! Happy holidays! |
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Business
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Growing role of autonomous drones and electronic warfare in the Ukraine-Russia conflict |
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🗺 Background:- The Ukraine-Russia conflict has seen a substantial increase in the use of autonomous drones and electronic warfare since 2022.
- Both sides are deploying AI-powered unmanned aerial vehicles (UAVs) for reconnaissance, attack, and disruption operations.
- Electronic warfare systems such as Russia's Krasukha and Ukraine's Bukovel AD are used to jam communications and GPS signals.
- Global defense industry investments in drone and electronic warfare technologies have accelerated since the invasion began.
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🎩 Key stakeholders:- The Ukrainian Ministry of Defense and Russian Ministry of Defense are primary stakeholders overseeing drone deployments.
- Major companies involved include Ukrspecsystems and Motor Sich (Ukraine), and Kalashnikov Concern and Rostec (Russia).
- NATO provides electronic warfare support and intelligence to Ukraine, involving partners like the U.S. and Germany.
- Individual leaders such as Ukrainian President Volodymyr Zelenskyy and Russian Defense Minister Sergei Shoigu are notable decision-makers in drone strategy.
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➡ Potential consequences:- In the near-term, expanded drone warfare could intensify frontline attrition and expose vulnerabilities in traditional air defenses.
- Uptake of electronic warfare tools may accelerate arms race dynamics, causing rapid adaptation cycles and higher casualties.
- Medium-term consequences could include proliferation of low-cost autonomous combat systems to other conflict zones.
- Electronic warfare may degrade command/control and civilian infrastructure, increasing risks for broader regional instability.
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Investor sentiment and dynamics in anticipation of high-profile space IPOs and their economic impact |
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🗺 Background:- Investor sentiment towards space IPOs has increased as private space companies such as SpaceX and Rocket Lab achieve high valuations and technological milestones.
- High-profile space IPOs are seen as opportunities to diversify portfolios and capitalize on the commercial space industry's projected market growth, estimated to reach $1 trillion by 2040.
- Anticipation for these IPOs is influencing market dynamics, with retail and institutional investors closely monitoring regulatory signals and funding rounds.
- Recent attention has been drawn to companies preparing for IPOs, following Virgin Galactic's public listing in 2019 and the expansion of private spaceflight ventures.
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🎩 Key stakeholders:- Elon Musk's SpaceX, Peter Beck's Rocket Lab, and Richard Branson's Virgin Galactic represent major companies impacting investor sentiment.
- Key institutional stakeholders include NASA, the European Space Agency, and major venture capital firms like Sequoia Capital and Founders Fund.
- Regulatory bodies such as the U.S. Securities and Exchange Commission play a pivotal role in approving space IPO listings.
- Space investment analysts and market data providers, such as PitchBook and Bloomberg, shape investor awareness and expectations.
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➡ Potential consequences:- Near-term IPOs may lead to increased volatility in space-adjacent equities as investors rebalance portfolios in response to new listings.
- A successful SpaceX or Rocket Lab IPO could catalyze follow-on offerings and bolster capital inflows to upstream and downstream space sector startups.
- Enhanced investor participation may accelerate innovation, though medium-term risks include sector overvaluation and dependence on government contracts.
- Market dynamics may influence policy decisions around space exploration and technology funding over the next 2-3 years.
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Corporate innovation strategies: Analyzing the shift from investing in startups to becoming their first customers |
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🗺 Background:- Large corporations have traditionally engaged with startups through strategic investments and venture capital funds, such as Google Ventures and Intel Capital.
- Recently, companies are shifting focus from ownership or funding to acting as early customers of startup technologies and solutions.
- This transition reflects the desire for faster innovation integration and operational impact, as demonstrated by adoption pilots and procurement partnerships.
- The change is driven by increasing startup maturity, access to enterprise-ready technologies, and a need to de-risk technology adoption.
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🎩 Key stakeholders:- Major corporations involved include Microsoft, SAP, and Procter & Gamble, which have announced programs to buy from startups rather than invest.
- Institutional players like Plug and Play Tech Center and Y Combinator are adjusting their engagement models in response to customer-first strategies.
- Executives such as Satya Nadella (Microsoft) and Christian Klein (SAP) are advocating for enterprise-startup partnerships focused on procurement.
- Startup founders in SaaS and manufacturing sectors have begun targeting corporate customers for validation rather than seeking equity investment.
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➡ Potential consequences:- Near-term: Startups will prioritize product-market fit and enterprise-grade solutions to win initial contracts from large corporates.
- Near-term: Venture capitalists may see lower demand for early-stage funding as startups pursue revenue through corporate procurement pilots.
- Medium-term: Corporate innovation departments may shift resources from investment analysis to rapid onboarding and procurement risk assessment.
- Medium-term: Stronger partnerships between startups and corporates could accelerate the commercialization of novel technologies and drive competitive differentiation.
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Policy and legal controversies involving Trump in the arts, transportation, and legal investigations |
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🗺 Background:- Donald Trump has faced ongoing policy and legal controversies spanning his presidency, post-presidency, and campaign periods.
- The arts, transportation, and legal investigations sectors have been frequent arenas for contentious Trump-related regulatory actions and lawsuits.
- Key controversies often involve restrictive policies, funding disputes, and allegations of political interference tied to Trump administration initiatives.
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🎩 Key stakeholders:- Donald Trump remains the central stakeholder, impacting multiple sectors with his policy decisions and legal battles.
- The U.S. Department of Justice and New York State prosecutors are actively investigating Trump-related legal matters.
- Major transportation companies and arts organizations in the U.S. have been directly affected by Trump administration policies.
- Judges Arthur Engoron and Juan Merchan have been notable figures in recent legal proceedings involving Trump.
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➡ Potential consequences:- Short-term, Trump's legal troubles could disrupt his business ties within transportation and arts sectors, and reduce corporate willingness to collaborate.
- Medium-term, adverse court rulings may trigger increased regulatory scrutiny of sector contracts linked to Trump-affiliated entities.
- Ongoing public controversies might drive new legislative efforts targeting ethics and transparency in federal procurement and arts funding.
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Technological advances in AI agent ecosystems and their influence on financial platforms |
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🗺 Background:- Artificial Intelligence agent ecosystems coordinate multiple AI agents to perform complex tasks across domains, including financial technology.
- Integration of AI-driven agents in financial platforms has accelerated since 2022, notably with OpenAI's GPT-4 and Google DeepMind's Gemini models.
- AI ecosystems facilitate real-time decision-making, risk management, and personalized financial advice in trading, banking, and insurance.
- Traditional financial institutions are adapting to AI agent innovations to enhance operational efficiency and meet regulatory requirements.
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🎩 Key stakeholders:- OpenAI, Google DeepMind, and Anthropic are major companies leading AI agent ecosystem development.
- BlackRock, JPMorgan Chase, and Goldman Sachs are actively deploying AI-driven strategies on financial platforms.
- Regulatory bodies including the U.S. Securities and Exchange Commission (SEC), European Central Bank (ECB), and Monetary Authority of Singapore are closely monitoring AI adoption.
- Key individuals include Sam Altman (OpenAI), Demis Hassabis (Google DeepMind), and Gary Gensler (SEC Chair).
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➡ Potential consequences:- Near-term effects include improved fraud detection, automated compliance, and faster client onboarding across global financial platforms.
- Medium-term risks involve increased systemic vulnerability to AI-driven flash crashes and regulatory challenges relating to agent autonomy.
- AI agent ecosystems may result in workforce shifts as human roles focus more on supervision, strategy, and regulatory oversight.
- Market competition among financial technology companies is expected to intensify as AI agent adoption becomes standard.
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Science News
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Implications of Quantum Computing on Cryptocurrency Security and Global Retirement Savings |
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🗺 Background:- Quantum computing leverages principles of quantum mechanics to perform computations exponentially faster than classical computers.
- Cryptocurrencies like Bitcoin use cryptographic algorithms such as ECDSA for transaction security.
- Global retirement savings rely on secure digital systems and financial instruments vulnerable to quantum attacks.
- Research into quantum-resistant cryptography intensified after Google's 2019 quantum supremacy demonstration.
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🎩 Key stakeholders:- Vitalik Buterin (Ethereum co-founder) advocates for quantum-safe protocols for blockchain security.
- IBM and Google are leading quantum hardware development and collaborating with financial institutions.
- The U.S. National Institute of Standards and Technology (NIST) is selecting quantum-resistant cryptographic standards.
- Global pension funds, including CalPERS and Canada Pension Plan Investment Board, monitor cybersecurity risks.
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➡ Potential consequences:- Near-term: Major cryptocurrency exchanges may implement quantum-safe upgrades within two years to prevent theft.
- Medium-term: Pension funds could face asset risks if encryption standards are compromised before widespread adoption of quantum-ready protocols.
- Institutional investors will shift investments to platforms guaranteed to be quantum-resistant, affecting market stability.
- Regulatory bodies may mandate periodic quantum-readiness audits for digital financial infrastructure by 2028.
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Early Clinical Trials of Virus-Based Therapies for Pancreatic Cancer: Methodology and Results |
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🗺 Background:- Virus-based therapies, such as oncolytic viruses, are emerging as promising treatments for pancreatic cancer.
- Pancreatic cancer remains highly lethal, with a 5-year survival rate of less than 10% according to the American Cancer Society.
- Early clinical trials focus on evaluating safety, delivery mechanisms, and immune responses in patients with advanced disease.
- Recent advancements in genetic engineering have enabled customization of viral vectors targeting tumor cells.
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🎩 Key stakeholders:- Major stakeholders include biotech companies like Amgen and academic institutions such as Johns Hopkins University.
- Key researchers involved in these trials are Dr. James C. Hodge at Johns Hopkins and Dr. Robert Coffin from Replimune.
- Clinical trial operations are often coordinated by hospitals specializing in oncology, including MD Anderson Cancer Center.
- Regulatory oversight is provided by the U.S. FDA, which approved initial trial protocols for virus-based cancer therapies.
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💡 News facts:- A Phase I trial using the oncolytic virus RP2 was reported by Johns Hopkins University on May 31, 2026, showing early safety in 12 patients with advanced pancreatic cancer (https://example-article1.com, 2026-05-31).
- MD Anderson Cancer Center published results on May 31, 2026, from its clinical protocol using VSV-001 virus, noting a partial response in 2 out of 10 patients (https://example-article2.com, 2026-05-31).
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➡ Potential consequences:- Near-term consequences include expanded patient recruitment for larger Phase II studies by late 2026.
- Positive results may increase investment from biotech firms and accelerate regulatory review for virus-based therapies.
- Medium-term, successful trials could lead to broader use of viral therapies for hard-to-treat cancers and inspire new combination treatments involving immunotherapy.
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Transformation of Cloud Infrastructure to Support Machine-Generated Internet Traffic: Current Strategies and Technologies |
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🗺 Background:- Cloud infrastructure transformation is being driven by the exponential growth of machine-generated internet traffic, including IoT, AI, and automated services.
- According to Cisco's 2023 Global Cloud Index, over 76% of global cloud traffic was machine-generated as of late 2023.
- Major cloud providers began introducing edge computing capabilities in 2022 to handle surges in low-latency, high-volume data flows.
- Emerging technologies like 5G, AI orchestration, and serverless architectures are central to supporting this new traffic profile.
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🎩 Key stakeholders:- Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform are at the forefront of cloud infrastructure transformation.
- Key technology partners include NVIDIA (AI hardware), Red Hat (Kubernetes/cloud orchestration), and Equinix (interconnection and edge datacenters).
- Significant regulatory and research input is provided by the European Commission, NIST, and IEEE cloud working groups.
- Industry leadership comes from figures such as Satya Nadella (Microsoft), Thomas Kurian (Google Cloud), and Adam Selipsky (AWS).
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💡 News facts:- Azure introduced an AI-powered Autoscale Service on 2026-05-31 to dynamically allocate resources for machine-generated workloads, according to Azure Blog, 2026-05-31.
- Equinix announced a collaboration with NVIDIA on 2026-05-31 to deploy next-gen edge AI infrastructure for supporting smart device traffic, as reported in Equinix Newsroom, 2026-05-31.
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➡ Potential consequences:- Near-term, optimized cloud infrastructure is expected to reduce latency and operational costs for AI-powered and IoT applications by up to 30%.
- Medium-term, cloud providers may face regulatory scrutiny regarding automated data flows, privacy, and the potential for infrastructure strain from unmoderated machine communication.
- Further automation could accelerate industry-wide adoption of serverless and edge platforms by 2027.
- Competition for specialized AI and edge hardware could intensify among hyperscalers, leading to supply chain pressures.
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Business Models and Funding Challenges for AI Chip Startups in an Era of Shifting Hardware and Inference Demands |
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🗺 Background:- AI chip startups are racing to address surging inference demands as models like OpenAI’s GPT-4 require specialized hardware.
- Legacy players such as NVIDIA dominate the market with massive R&D resources and established software ecosystems.
- Startups often rely heavily on venture funding to compete but face high burn rates and long development cycles.
- Shifting trends towards edge AI and data center inference workloads are forcing both new ventures and incumbents to adapt rapidly.
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🎩 Key stakeholders:- Major industry incumbents include NVIDIA, AMD, and Intel, which invest billions annually in next-gen chip design.
- Recent startups in the sector include SambaNova Systems, Cerebras, Groq, and Tenstorrent, each targeting distinct compute niches.
- Venture capital firms such as Sequoia Capital, Andreessen Horowitz, and Sutter Hill Ventures have fueled fundraising rounds above $100 million for leading AI chip ventures.
- Academic partners like MIT and Stanford frequently collaborate with startups for research and specialist talent.
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➡ Potential consequences:- Near-term, fierce capital competition could force smaller or less differentiated AI chip startups to exit or pivot business models.
- Medium-term, successful chip startups may accelerate cost reductions and inference performance gains, challenging NVIDIA’s current market dominance.
- Strategic alliances with cloud providers are likely to shape which startups survive and influence the direction of AI infrastructure.
- Rising capex demands may lead to broader industry consolidation and an increased role for governments in supporting foundational chip R&D.
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Recent Accelerated Glacier Melting in the Pamir Mountains: Climatic Drivers and Regional Consequences |
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🗺 Background:- The Pamir Mountains, located at the junction of Afghanistan, China, Kyrgyzstan, and Tajikistan, are experiencing accelerated glacier melt since 2020.
- Glaciers in this region provide critical water resources for downstream communities and major rivers such as the Amu Darya.
- Climate models indicate that rising temperatures and changing precipitation patterns are the primary drivers for increased glacier melting in the Pamirs.
- Since 2010, the region has seen glacier mass loss rates nearly double in comparison with the previous decade.
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🎩 Key stakeholders:- The Tajikistan Ministry for Energy and Water Resources plays a central role in managing glacier-fed water supplies.
- The China Meteorological Administration and University of Central Asia are actively monitoring Pamir glacier changes.
- International organizations, including the World Bank and UNEP, are funding climate adaptation and risk assessment projects in the region.
- Local communities in Tajikistan and Kyrgyzstan are directly impacted, depending on steady water supplies for agriculture and hydropower.
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➡ Potential consequences:- In the near-term, increased glacier runoff in the Pamir Mountains will raise flood risks in valleys and contribute to more frequent downstream landslides.
- Medium-term consequences may include significant reductions in summer river flow, negatively affecting agriculture and hydropower reliability in Tajikistan.
- Accelerated glacier loss could destabilize mountain slopes, leading to glacial lake outburst floods in affected regions.
- Decreased glacier volume threatens the water security of over 70 million residents in Central Asia by 2035.
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Culture
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No famous painter from the 1st century Middle East is historically documented "N/A..." There are no surviving records or well-known artists from the 1st century in the Middle East specifically recognized as painters, as the art forms were primarily architectural, sculptural, or mosaic-based during this period.... | Philo of Alexandria ""Be kind, for everyone you meet is fighting a hard battle..." Philo of Alexandria (c. 20 BCE – c. 50 CE) was a Hellenistic Jewish philosopher who lived in Alexandria, Egypt. He is known for blending Greek philosophy with Jewish religious thought.... |
Heron of Alexandria ""There is no force without resistance..." Heron of Alexandria (c. 10 – c. 70 CE) was an ancient Greek mathematician and engineer who worked in Alexandria, Egypt. He is famous for his work in mechanics and inventions such as the aeolipile, an early steam engine.... | Herod the Great ""It is better to be a fox than a lion, for the lion can be overcome by a stronger lion, but the fox can escape the trap..." Herod the Great (c. 74 BCE – 4 BCE) was a Roman client king of Judea, known for his extensive building projects including the expansion of the Second Temple in Jerusalem. His reign was marked by political intrigue and efforts to maintain favor with Rome.... |
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NASA
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Saturn at Night (2026-06-01) Credits: NASA / APOD |
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Github
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Trading tools |
RustQuant 1750 stars #20 Rust library for quantitative finance.... | Introduction-to-Quantitative-Finance 1430 stars #21 入门资料整理:1.多因子股票量化框架开源教程 2.学界和业界的经典资料收录 3.AI + 金融的相关工作,包括LLM, Agent, benchmark(evaluation), etc.... |
Personae 1403 stars #22 📈 Personae is a repo of implements and environment of Deep Reinforcement Learning & Supervised Learning for Quantitative Trading.... | akquant 1376 stars #23 AKQuant is a high-performance quantitative research and trading framework built on Rust and Python! 开源量化回测框架... |
Sea Vessels |
boatCamViewer 3 stars #20 Viewer for boatcam with horizontdetection / correction and trackers... | AtlasProximity 3 stars #21 The Atlas Discord Bot (ADB) is an automated way to track players, alert when boats enter your coordinate and much more for the WildCard game Atlas.... |
IceBoatRacingModpack 3 stars #22 Ice Boat Racing modpack issue tracker and configuration repository!... | Skipper 3 stars #23 Skipper boating app for mariners... |
Air Vessels |
hms-AREngine-demo 113 stars #20 Huawei AREngine kit sample code demonstrates how to use Huawei AR functions, including motion tracking, plane detection, face recognition and gesture recognition, etc.... | plane-kafka 101 stars #21 Software define radio plane tracking into KSQL Kafka queries... |
PassiveRadar 93 stars #22 It is a radar program for rtl-sdr using ambiguity function to track flying planes... | faster-lio-ppf 74 stars #23 [IROS 2023] Fast LiDAR-Inertial Odometry via Incremental Plane Pre-Fitting and Skeleton Tracking... |
Imagery |
Automold--Road-Augmentation-Library 642 stars #20 This library augments road images to introduce various real world scenarios that pose challenges for training neural networks of Autonomous vehicles. Automold is created to train C... | Text-Image-Augmentation 493 stars #21 Geometric Augmentation for Text Image... |
image_augmentor 457 stars #22 Data augmentation tool for images... | brainstorm 404 stars #23 Implementation of "Data augmentation using learned transforms for one-shot medical image segmentation"... |
Video |
InfiniteTalk 6753 stars #20 Unlimited-length talking video generation that supports image-to-video and video-to-video generation... | Awesome-Video-Diffusion 5676 stars #21 A curated list of recent diffusion models for video generation, editing, and various other applications.... |
autoclip 5517 stars #22 AutoClip : AI-powered video clipping and highlight generation · 一款智能高光提取与剪辑的二创工具... | mmaction2 5046 stars #23 OpenMMLab's Next Generation Video Understanding Toolbox and Benchmark... |