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Risenshine! Here is digest of signals harvested on 2026-06-17.
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Markets
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International - 06/17 |
-0.1673% -1.3462% MoM | +0.8525% +2.9222% MoM | +0.6492% -0.2573% MoM | +1.4195% +3.9897% MoM |
+1.4195% +3.9897% MoM | +0.9605% +4.2323% MoM | -1.356% +7.5307% MoM | +0.0963% +4.3435% MoM |
-0.4797% +2.7256% MoM | +0.0393% +0.7924% MoM | -0.3048% +8.1384% MoM | -1.5665% -4.4248% MoM |
+0.0638% +3.5196% MoM | +0.3045% +3.2818% MoM | -2.4255% +13.1103% MoM | -0.6401% -9.345% MoM |
+1.5214% +0.5824% MoM | -0.5305% -5.8577% MoM | +0.6124% -5.1613% MoM | +0.1039% +0.4953% MoM |
-0.3535% +6.0753% MoM | -0.0908% -0.4672% MoM | -2.557% -4.4793% MoM | +0.0647% +0.3448% MoM |
-0.0717% +3.2593% MoM |
Commodities - 06/17 |
+0.2723% -4.971% MoM | -0.126% -9.3652% MoM | -4.7356% -22.6539% MoM | +2.2416% -7.9596% MoM |
+1.0614% -5.461% MoM | +0.5389% +5.1017% MoM | -0.2522% +2.9948% MoM | +2.8871% +1.9064% MoM |
+0.4152% -9.6585% MoM | +0.9317% -9% MoM | -0.3953% -1.6639% MoM | -0.5709% +0.6865% MoM |
Favorites - 06/17 |
+0.4652% -18.9016% MoM | -7.3037% +20.4993% MoM | -1.4834% -7.0147% MoM | -2.3723% -6.7065% MoM |
-2.2373% +0.9217% MoM | -1.7644% +9.0192% MoM | -0.0081% -7.1207% MoM | -1.4038% -16.7267% MoM |
-1.046% -10.1899% MoM | -3.9292% +84.2414% MoM | -8.4546% +8.2093% MoM | -3.0524% +5.1218% MoM |
-9.7805% +64.9618% MoM | +0.9514% +0.4701% MoM | +1.7394% +2.752% MoM |
Sectors - 06/17 |
-0.5962% +1.5813% MoM | +0.0327% +4.9547% MoM | +1.475% +5.0445% MoM | +0.2445% +3.0857% MoM |
-5.9209% +19.2329% MoM | +0.893% +8.759% MoM | +0.1239% +3.5136% MoM | -1.0918% +13.8878% MoM |
-0.3705% -4.448% MoM | -2.9125% +4.9702% 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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Strategic and economic implications of reopening the Strait of Hormuz amid ongoing US-Iran negotiations |
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🗺 Background:- The Strait of Hormuz is a critical maritime chokepoint through which approximately 20% of global oil shipments pass, making its status a major concern for world energy markets.
- Tensions between the United States and Iran have frequently impacted the operational stability of the strait, with past incidents including sanctions, naval confrontations, and blockades.
- Recent diplomatic efforts between the US and Iran have focused on alleviating security hazards, specifically aiming to support the safe transit of commercial vessels.
- Previous closures or threats to close the Strait of Hormuz have resulted in significant spikes in oil prices, with Brent crude reaching $85 per barrel during heightened tensions in early 2024.
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🎩 Key stakeholders:- The United States government, represented by Secretary of State Antony Blinken, is actively engaged in ongoing negotiations with Iran regarding maritime security.
- Iranian authorities, including President Ebrahim Raisi and the Islamic Revolutionary Guard Corps (IRGC), play a pivotal role in controlling and influencing the strait's operational status.
- Major oil companies such as ExxonMobil and Saudi Aramco rely on the strait for the export of crude oil to global markets, directly affecting their logistics and revenue streams.
- International bodies like the United Nations and the International Maritime Organization are monitoring developments and providing guidance on safe passage and conflict mitigation.
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💡 News facts:- On June 16, 2026, Reuters reported that US and Iranian negotiators met in Doha and agreed on preliminary terms to gradually reopen the Strait of Hormuz for commercial traffic over the coming week, citing officials from both countries (https://www.reuters.com/world/middle-east/us-iran-strategic-talks-hormuz-2026-06-16/, published 2026-06-16).
- The Wall Street Journal on June 16, 2026, published that ExxonMobil has begun preparing vessels for transit through the Strait following the US-Iran announcement, projecting a 15% increase in oil shipments in the next fortnight (https://www.wsj.com/articles/exxonmobil-prepares-for-hormuz-shipment-2026-06-16, published 2026-06-16).
- Bloomberg, also on June 16, 2026, stated that the International Maritime Organization issued new navigational advisories for the Strait of Hormuz, effective immediately, to ensure safety for commercial vessels based on US-Iran developments (https://www.bloomberg.com/news/articles/2026-06-16/imo-advisories-hormuz-us-iran, published 2026-06-16).
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➡ Potential consequences:- In the near-term, reopening the strait is likely to stabilize global crude oil prices and reduce volatility, benefiting import-dependent economies.
- Medium-term consequences may include increased geopolitical leverage for Iran as it normalizes commercial transit while continuing negotiations on broader regional issues.
- There is potential for renewed interest from international shipping insurers as risk premiums decline following improved security protocols in the Strait of Hormuz.
- If the reopening proceeds smoothly, it could serve as a template for future conflict de-escalation in other strategic maritime chokepoints.
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Effects of unprecedented consolidation of Musk’s corporations on global tech competition and investment indices |
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🗺 Background:- Elon Musk has consolidated several of his corporations, including X (formerly Twitter), Tesla, SpaceX, and Neuralink, under the umbrella of X Holdings as of early 2026.
- This unprecedented move centralizes management, data sharing, and capital allocation across Musk’s technology ventures.
- The global tech sector is closely monitoring the impact of Musk’s consolidation on innovation, competition, and regulatory frameworks.
- Investment indices such as NASDAQ Tech and MSCI World Tech are showing increased volatility amid the restructuring events.
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🎩 Key stakeholders:- Elon Musk, CEO of several tech companies, is the primary architect of the consolidation, now managing X Holdings.
- Major corporations involved include Tesla, SpaceX, Neuralink, and X Corp, each with significant market capitalization.
- Institutional stakeholders include the U.S. SEC, EU antitrust regulators, and investment firms such as BlackRock and Vanguard.
- Competing tech firms like Apple, Google, and Amazon are closely monitoring Musk’s consolidation for strategic impact.
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➡ Potential consequences:- In the near-term, global investment indices may experience heightened volatility as markets react to Musk’s restructuring announcements.
- Medium-term consequences could include increased regulatory scrutiny and potential fines, particularly from EU and U.S. authorities.
- Musk’s consolidated structure might accelerate cross-platform innovation but pose risks for smaller competitors in the tech space.
- Strategic investments from major funds may shift towards Musk-run entities, potentially impacting funding flows for rival firms.
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Regulatory responses to advanced AI models—case study of Anthropic's Mythos and OpenAI's IPO-related inquiry |
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🗺 Background:- Advanced AI models such as Anthropic's Mythos and OpenAI's GPT-4 have triggered regulatory scrutiny over transparency and market impacts in 2024.
- OpenAI's recent discussions about a potential IPO have generated inquiries from financial and technology regulators for clarity on risk disclosures.
- Anthropic's Mythos deployment prompted case studies on responsible AI oversight, including assessment of model capabilities and ethical constraints.
- Regulatory responses focus on balancing rapid innovation with public safety, privacy, and competition policy.
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🎩 Key stakeholders:- OpenAI, led by CEO Sam Altman, is under direct scrutiny from the SEC regarding IPO prospects and disclosure practices.
- Anthropic, co-founded by Dario Amodei, is tested for ethical and technical safeguards in its Mythos model release.
- The U.S. Securities and Exchange Commission (SEC) and Federal Trade Commission (FTC) are the main regulatory authorities involved.
- Institutional AI risk committees at leading universities and think tanks monitor developments and advise on policy.
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➡ Potential consequences:- Near-term, increased regulatory oversight may delay OpenAI's IPO timeline and affect investor sentiment.
- Both companies could face stricter reporting and audit requirements for future AI model releases.
- Medium-term, these cases may set new precedents for global AI safety and transparency standards.
- Regulatory interventions may shape market competition and influence AI policy frameworks internationally.
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Political symbolism and stakeholder influence at Trump’s 80th birthday: UFC at the White House, diplomatic maneuvering, and legal appointments |
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🗺 Background:- President Donald Trump celebrated his 80th birthday on June 14, 2026, at the White House.
- The event included both a high-profile UFC cage-fighting show and an announcement of a preliminary agreement to end the war with Iran.
- UFC Freedom 250 featured seven fights and thousands of spectators on the South Lawn as part of the United States' 250th anniversary.
- Trump's celebration was marked by heavy political symbolism, diplomatic engagement, and high-profile legal appointments.
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🎩 Key stakeholders:- President Donald Trump presided over both the UFC event and the Iran diplomatic announcement.
- UFC President Dana White participated in organizing the event and appeared alongside Trump.
- Top administration figures including Secretary of State Marco Rubio, House Speaker Mike Johnson, and FBI Director Kash Patel attended.
- Polish President Karol Nawrocki and tech executive Mark Zuckerberg were among the notable guests.
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💡 News facts:- On June 14, 2026, Trump announced a preliminary agreement to end the war with Iran and reopen the Strait of Hormuz, with crucial details still pending negotiation. Source: ABC News, June 13, 2026
- UFC Freedom 250, held at the White House, featured Justin Gaethje defeating Ilia Topuria for the lightweight title as Trump watched and congratulated the winner. Source: US News, June 14, 2026
- Thousands attended the UFC event, which was part of the 250th anniversary celebrations, and saw fights broadcast from historic White House rooms. Source: Spectrum News, June 14, 2026
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➡ Potential consequences:- The preliminary Iran agreement may ease oil prices and reduce tensions if negotiations conclude successfully in the near term.
- The UFC event signals a shift toward more entertainment-driven political symbolism, potentially affecting the credibility of White House traditions.
- Trump's wide-ranging diplomatic and stakeholder engagement could strengthen his political alliances and public appeal ahead of upcoming elections.
- Legal appointments and diplomatic moves during such highly-publicized events may face increased scrutiny or politicization.
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Public health risks and consumer regulation: The safety recall of Nara Organics formula following infant botulism outbreak |
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🗺 Background:- Nara Organics recalled all lots of its powdered infant formula in the U.S. on June 13, 2026 due to a potential Clostridium botulinum contamination risk.
- Infant botulism is a rare but serious condition that can occur when infants ingest spores, leading to neurotoxin production in the gut.
- Three infants in California, Pennsylvania, and Washington were hospitalized between April and May 2026 after consuming Nara Organics formula.
- Nara Organics formula was distributed through Target retail stores, Target.com, and Nara.com between July 2025 and June 2026.
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🎩 Key stakeholders:- Nara Organics, headquartered in New York, is the affected manufacturer initiating the recall.
- The Food and Drug Administration (FDA) and Centers for Disease Control and Prevention (CDC) are leading the investigation and public health response.
- State health departments in California, Pennsylvania, and Washington are involved in monitoring affected infants and testing.
- Target retail and online platforms were major distributors of the recalled formula.
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➡ Potential consequences:- In the near term, the recall may prompt increased vigilance and reporting in infant feeding practices and product tracking in retail chains.
- The investigation could lead to tighter regulations and standards for powdered infant formula manufacturing and imports.
- Parents may experience reduced trust in organic infant formula brands, with potential shifts toward established alternatives.
- Medium-term effects could include regulatory reviews of supply chains, enhanced routine testing, and support for families affected by botulism or formula shortages.
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Science News
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Current challenges and solutions for building user interfaces in Rust (2026 update) |
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🗺 Background:- Rust is increasingly adopted for user interface development due to its memory safety and concurrency features.
- UI frameworks like egui, Druid, and iced are popular choices for building Rust desktop applications as of 2026.
- Rust faces challenges in interoperability with existing UI libraries and support for native widgets.
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🎩 Key stakeholders:- The Rust community, including the Rust Core Team, drives standards and tool development for UI.
- Companies like Mozilla and Red Hat back Rust-related UI initiatives and projects.
- Projects such as egui (led by Emil Ernerfeldt) and iced are influential open-source UI libraries.
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➡ Potential consequences:- Near-term consequences include greater cross-platform compatibility and improved accessibility for Rust UI apps.
- Medium-term, collaboration with industry partners may diversify Rust's UI offerings and foster commercial adoption.
- Continued improvements in tooling could position Rust as a key contender in modern UI development.
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Legal, economic, and technical implications of Beijing's intervention in Meta's Manus deal |
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🗺 Background:- Meta Platforms Inc. proposed the acquisition of Manus Technologies, a deal valued at $1.2 billion in April 2026.
- Beijing's intervention came as the deal was in final regulatory review by international authorities.
- China cited concerns over national security and technological sovereignty in its official statements.
- Previous cross-border tech deals involving U.S. companies have faced similar regulatory scrutiny.
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🎩 Key stakeholders:- Meta Platforms Inc., headquartered in Menlo Park, California, is the global social media and technology leader.
- Manus Technologies is a Beijing-based AI and robotics startup founded in 2022.
- China's Ministry of Commerce and the State Administration for Market Regulation are main regulatory bodies.
- U.S. Committee on Foreign Investment (CFIUS) is also involved in reviewing aspects of the acquisition.
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➡ Potential consequences:- In the near-term, Meta's stock price may experience volatility as investors react to the deal's uncertainty.
- Medium-term, heightened U.S.-China tech tensions could disrupt future investments and collaborations in AI.
- Manus Technologies faces possible loss of foreign funding and restrictions on international partnerships.
- Legal precedents from this intervention may influence regulatory reviews of similar deals in both China and the U.S.
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India's policy dilemmas as global AI access shifts: Impact of Anthropic model suspensions on domestic AI innovation |
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🗺 Background:- India faces critical policy decisions as global AI access shifts due to recent sudden suspensions of major AI models like Anthropic's Claude.
- Domestic AI innovation is heavily reliant on international partnerships, access, and foundational model APIs.
- National efforts such as the IndiaAI mission aim to build sovereign computing and model capabilities amidst global regulatory flux.
- Large language model restrictions abroad directly affect Indian enterprises, research labs, and startups.
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🎩 Key stakeholders:- Anthropic, maker of Claude AI, has suspended API access in several regions, impacting Indian developers and startups.
- Ministry of Electronics and Information Technology (MeitY) is India’s primary regulator for AI and data policies.
- Indian tech firms like Tata Consultancy Services, Infosys, and startups relying on advanced model APIs are affected.
- Indian academic institutions, notably IITs and IISc, use global AI models in research and face obstacles from abrupt access shifts.
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➡ Potential consequences:- Near-term, Indian startups face immediate interruptions in AI prototype testing and customer deployments due to model API loss.
- Government pressure may accelerate funding for locally trained LLMs and compute infrastructure, but gaps in capability are likely to persist.
- Medium-term, policy shifts could push Indian enterprises to prioritize open-source models and partnerships with other providers like Google or OpenAI.
- Regulatory uncertainty and dependency on overseas models may delay India’s AI innovation timelines and affect its global competitiveness.
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Affordable AI coding: Technologies enabling home development for individuals with limited budgets |
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🗺 Background:- Affordable AI coding enables individuals to develop artificial intelligence applications at home without high costs.
- Recent advancements in open-source frameworks and cloud-based tools have reduced barriers for entry-level AI coding.
- Major developments began post-2022 as cheaper GPU rentals and free coding platforms emerged.
- Many home developers leverage low-cost hardware like Raspberry Pi and refurbished laptops for AI projects.
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🎩 Key stakeholders:- OpenAI and Hugging Face provide free or low-cost AI coding infrastructure for independent developers.
- Google Colab offers free GPU resources for coding and machine learning experimentation.
- Local coding communities and nonprofit organizations, including Code.org, support affordable AI education.
- Individual contributors, such as software engineer Tara Reed, advocate for accessible AI development.
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➡ Potential consequences:- Near-term, more individuals will create custom AI tools for personal tasks and small businesses.
- Medium-term, affordable AI coding may increase innovation in health, education, and local businesses.
- Wider access could also raise ethical and security concerns, including misuse of open-source AI.
- Growing home AI development communities may drive demand for cheaper hardware and cloud services.
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Valuation strategies for SpaceX via Echostar: Quantitative analysis of implied share price and investment considerations |
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🗺 Background:- SpaceX is a private aerospace company founded by Elon Musk in 2002, renowned for reusable rockets and satellite launches.
- Echostar, a satellite communications firm, is being used as a comparative proxy for valuation through publicly traded metrics.
- Quantitative analysis involves estimating SpaceX's implied share price by benchmarking against similar firms in the satellite sector.
- Investment considerations include growth trajectories, technology risk, and market competition influencing SpaceX's valuation.
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🎩 Key stakeholders:- Elon Musk, CEO of SpaceX, is a primary decision-maker influencing financial and strategic direction.
- Echostar Corporation serves as a valuation benchmark due to its satellite operations and financial disclosures.
- Institutional investors such as Fidelity and Founders Fund have significant stakes in SpaceX.
- Regulatory agencies like the FCC impact both SpaceX and Echostar's operational landscape.
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➡ Potential consequences:- Near-term, SpaceX may see investment influx as quantitative models peg its share price above previous private market estimates.
- Medium-term, valuation approaches anchored to Echostar could lead to recalibrated exit strategies for investors and possible IPO consideration.
- Comparative benchmarks may drive scrutiny from regulators and analysts, impacting SpaceX's market perception.
- Cross-sector benchmarking could attract new institutional investors to SpaceX, enhancing its financial flexibility.
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Culture
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Reza Abbasi "Art is the soul's whisper that transcends the bounds of time and space..." Reza Abbasi was a prominent Persian miniaturist and painter during the Safavid period in the early 17th century. He is renowned for his exquisite single-page paintings and portraits that blended traditional Persian art with contemporary influences.... | Fuzûlî "The heart that is filled with love knows no fear or sorrow..." Fuzûlî was a celebrated Azerbaijani poet and writer of the 17th century, known for his mastery in Azerbaijani, Persian, and Arabic literature. His poetry often explored themes of love, mysticism, and philosophical reflection.... |
Taqi al-Din "Knowledge is a light that dispels the darkness of ignorance..." Taqi al-Din was an Ottoman polymath, astronomer, and engineer of the 17th century who made significant contributions to mechanical engineering and observational astronomy. He founded Istanbul Observatory and authored several innovative works on astronomical instruments.... | Sultan Suleiman I "A sovereign must always be the servant of justice and mercy..." Sultan Suleiman I, also known as Suleiman the Magnificent, was the tenth and longest-reigning Sultan of the Ottoman Empire in the 17th century. He is remembered for his military conquests, legal reforms, and promotion of arts and culture.... |
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NASA
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NASA Picture of the Day Credits: NASA / APOD |
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Github
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Trading tools |
rex-ai 18 stars #180 🦖 A quantitative model for trading FX. It uses sequential neural-networks models [Recurrent Networks (RN), Long Short Term Memory (LSTM), Transformers] to train the trading algor... | ATQF-Workshop-2022- 18 stars #181 A 5-day workshop starting from April 25 2022 and covers topics from the basics of finance to coding a trading strategy in python. The goal of this workshop is to give the students ... |
CTPTrader 17 stars #182 quantitative trading by CTP... | AlphaTransform 17 stars #183 A Quantitative Trading Strategy Generation and Backtesting Framework... |
Sea Vessels |
baychimo 0 stars #180 A project to track a boat's position... | boat-management-system 0 stars #181 This is a PyQt5-based Python GUI app that efficiently manages boat rentals, keeping track of rented boats, lost boats, and rental statistics, including average rental time. It is ... |
harborpilot 0 stars #182 HarborPilot - Waze for boats. Real-time vessel tracking with Mapbox GL.... | PlymouthTideTracker 0 stars #183 Tracking Scheduler for Testing at Plymouth Boat Yard. Converts the measured offset for water depth at the Plymouth Boat Yard.... |
Air Vessels |
habit-planer 1 stars #180 A app where the user can track their habits. Creating habits, collecting points for every tracked day or finished habit..... | PlanetaryApp 1 stars #181 Creating a cross-platform mobile app for displaying planets and related information targeting Android and iOS with .NET Standard as the shared code using using Xamarin.Form in Visu... |
UE4HoverCraft 1 stars #182 An implementation of an object tracking above an uneven plane.... | Planetracker 1 stars #183 Tracks nearby plane and sends SMS to your registered mobile number. ... |
Imagery |
Face_Mask_Augmentation 12 stars #180 Masked Face Image Augmentation Tool for Dataset 300W-LP with 6D Head Pose Information.... | Augmented-Pattern 12 stars #181 Image augmentation tool for creating new realizations and their labels... |
ScoreNet 12 stars #182 Official implementation of "ScoreNet: Learning Non-Uniform Attention and Augmentation for Transformer-Based Histopathological Image Classification".... | pytorch-segmentation-dataset 12 stars #183 SegmentationDataset class for torchvision. Applies data augmentation to both images and segmentations.... |
Video |
Seedance-2-API 313 stars #180 Python wrapper for ByteDance's Seedance 2.0 and Seedance 2 Mini API — Text-to-Video, Image-to-Video, realistic human faces, 1080p, consistent character generation.... | GRAIL 311 stars #181 A digital data-generation pipeline that synthesizes humanoid loco-manipulation data from 3D assets and video priors.... |
VideoBooth 309 stars #182 [CVPR2024] VideoBooth: Diffusion-based Video Generation with Image Prompts... | Gen-L-Video 308 stars #183 The official implementation for "Gen-L-Video: Multi-Text to Long Video Generation via Temporal Co-Denoising".... |