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Risenshine! Here is digest of signals harvested on 2026-06-19.
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Markets
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International - 06/18 |
+0.3868% -1.2369% MoM | +1.0143% +3.1292% MoM | -1.0017% -1.793% MoM | +0.7314% +5.5933% MoM |
+0.7314% +5.5933% MoM | +0.2719% +5.7337% MoM | +1.4028% +11.0867% MoM | -0.8535% +3.2504% MoM |
-0.3332% +1.3979% MoM | +0.8211% +0.5192% MoM | +0.4201% +11.0165% MoM | -1.0401% -8.2139% MoM |
+1.9164% +6.612% MoM | +1.0599% +4.8868% MoM | +4.6428% +22.4424% MoM | -0.2812% -10.0211% MoM |
+0.6759% +1.9507% MoM | +0.726% -2.6316% MoM | -0.326% -6.0751% MoM | +0.4685% +0.2858% MoM |
+3.7736% +8.4177% MoM | +0.3195% +1.6959% MoM | +2.0667% -4.9324% MoM | -0.0278% +0.305% MoM |
-2.7386% +0.9198% MoM |
Commodities - 06/18 |
-0.3809% -5.9247% MoM | -1.8149% -11.0463% MoM | +0.5603% -24.9019% MoM | -1.9145% -11.7681% MoM |
-0.7824% -5.8345% MoM | +0.2704% +5.1226% MoM | +0.5694% +3.2687% MoM | +1.4693% -1.3445% MoM |
-1.1662% -9.5518% MoM | -1.1207% -8.9683% MoM | +1.4437% +1.2288% MoM | -1.1075% +0.4524% MoM |
Favorites - 06/18 |
-0.5706% -23.4637% MoM | +4.8568% +29.7838% MoM | +0.1293% -9.1083% MoM | +2.9514% -4.4966% MoM |
+0.4141% +1.5596% MoM | +0.0922% +7.9166% MoM | +2.9011% -5.7646% MoM | -0.3165% -21.041% MoM |
-1.2182% -14.8548% MoM | +4.9131% +96.9348% MoM | +10.6441% +20.9296% MoM | +6.1699% +15.5922% MoM |
+7.2667% +76.1956% MoM | +0.6961% -0.3211% MoM | +2.2691% +1.7539% MoM |
Sectors - 06/18 |
+0.7801% +1.7731% MoM | -0.8692% +1.4119% MoM | -0.8881% +4.8337% MoM | -0.2502% -0.1821% MoM |
+6.623% +28.7293% MoM | -1.5651% +9.4678% MoM | +0.2449% +1.0145% MoM | +1.7112% +12.9539% MoM |
-0.427% -5.0111% MoM | +5.2597% +12.053% 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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How Kevin Warsh's leadership is reshaping the Federal Reserve's communication and policy strategy |
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🗺 Background:- Kevin Warsh was appointed as Chair of the Federal Reserve by President Donald Trump for his first meeting in June 2026.
- Warsh is noted for his prior experience in both Wall Street and central banking, including prior service as a Fed governor between 2006 and 2011.
- His leadership marks a shift from previous Fed chairs, emphasizing transparency and operational change.
- Warsh's first meeting comes amid heightened inflation pressures and geopolitical tensions impacting monetary policy.
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🎩 Key stakeholders:- Kevin Warsh is the new Chair of the Federal Reserve, beginning his tenure in June 2026.
- The Federal Open Market Committee (FOMC) is central to policy decisions and was chaired by Warsh for the first time at this meeting.
- President Donald Trump is the appointing authority for Warsh, reflecting executive interest in Fed actions.
- Business leaders and economists, including Jon Hilsenrath (the "Fed whisperer"), are closely watching and commenting on Warsh's policy moves.
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💡 News facts:- On June 17, 2026, Kevin Warsh held his first Federal Reserve meeting, keeping rates steady and dropping forward guidance, according to Fortune. https://fortune.com/2026/06/17/kevin-warsh-first-fed-meeting-rates-steady-forward-guidance-dropped/
- Warsh signaled a sweeping overhaul of the central bank's communication strategy, including abandoning detailed forecasts and introducing new task forces, as reported by Business Insider on June 18, 2026. https://www.businessinsider.com/fed-chair-kevin-warsh-first-meeting-business-leaders-economists-reactions-2026-6#article
- Markets reacted negatively to Warsh's hawkish tone at his June 17, 2026 press conference, demonstrating increased uncertainty and volatility, according to Fortune. https://fortune.com/2026/06/17/how-did-market-react-kevin-warsh-press-conference-inflation-rates/
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➡ Potential consequences:- In the near-term, market volatility could rise as investors adjust to a less predictable Fed communication strategy.
- Business leaders may face increased uncertainty regarding monetary policy direction due to reduced forward guidance and forecasts.
- Medium-term, the Fed may implement structural operational changes with new task forces, impacting policy execution and transparency.
- Warsh's leadership could reshape expectations for price stability and inflation targets, influencing both domestic and global economic conditions.
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The roles and impact of US and European AI regulation amidst tech sovereignty and industry rivalry |
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🗺 Background:- US and European AI regulation efforts have intensified due to concerns over tech sovereignty and competitive industry dynamics.
- The White House enforced restrictions on Anthropic's advanced AI models, isolating European access and sparking debate (June 2026).
- European leaders cite US regulation as evidence for the need of local AI capabilities at the G7 summit.
- New York passed the toughest AI safety law, reflecting a national proxy struggle between major AI companies (June 2026).
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🎩 Key stakeholders:- Sam Altman (OpenAI), Demis Hassabis (Google DeepMind), and Dario Amodei (Anthropic) attended the G7 2026 summit.
- Alex Bores is a New York legislator and former Palantir employee central to recent AI safety regulation.
- OpenAI and Anthropic are major corporate stakeholders involved in Manhattan primaries and regulatory battles.
- European governments and US federal institutions play pivotal roles in shaping AI regulatory frameworks.
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➡ Potential consequences:- Short-term, US restrictions could drive European states to prioritize indigenous AI development and regulatory autonomy.
- Major US AI companies may face backlash and reduced market access in Europe due to sovereignty concerns.
- Medium-term, funding battles and regulatory proxy wars could reshape global AI industry dynamics and influence future lawmaking.
- Emerging competitors such as Mistral and DeepSeek may gain market share as winners from shifting AI access policies.
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Post-IPO valuation dynamics and board changes at SpaceX: Risks, benefits, and leadership shifts |
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🗺 Background:- SpaceX completed its highly anticipated IPO in June 2026 amid concerns over its high valuation.
- Post-IPO, analysts and investors closely scrutinized SpaceX's valuation trajectory and board composition.
- The company has leveraged its valuation to pursue acquisitions and boost its competitive position.
- Recent board changes and leadership shifts are impacting investor sentiment and strategic direction.
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🎩 Key stakeholders:- Elon Musk remains the CEO and primary strategic leader at SpaceX.
- Roelof Botha, former Sequoia Capital partner and PayPal Mafia member, joined SpaceX's board on June 17, 2026.
- Analyst Paul Meeks and investor Michael Burry publicly commented on SpaceX's post-IPO outlook.
- Institutional investors and acquisition targets, such as Cursor, are directly involved in SpaceX's strategies.
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➡ Potential consequences:- Near-term risks include heightened volatility as lock-up periods expire and new board members influence governance.
- A possible stock decline could impact SpaceX's ability to fund ambitious projects and acquisitions.
- Medium-term, board leadership shifts may realign SpaceX's strategy towards aggressive growth or conservative financial management.
- Investor caution may lead to stricter scrutiny of SpaceX's earnings and valuation assumptions.
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How surging commodity prices are affecting the Southeast Asia 500 and resource exploration in North America |
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🗺 Background:- Gold prices surged significantly in June 2026, driven by increased investor demand for safe haven assets.
- The Southeast Asia 500 tracks the region's largest and most dynamic companies annually.
- Resource exploration in North America has intensified as commodity prices rise, increasing attention on mining projects.
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🎩 Key stakeholders:- Hartadinata Abadi, Indonesia's gold company, climbed 115 positions in the Southeast Asia 500 in 2026.
- Stillwater Critical Minerals Corp. is leading resource expansion in Montana, USA.
- Investors and stock market participants are influencing growth sectors due to commodity price increases.
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➡ Potential consequences:- Southeast Asia's gold firms may experience increased investment and stock market valuation in the near-term.
- North American mining exploration and production could accelerate, potentially leading to higher supply and employment.
- Medium-term sector volatility is likely as commodity prices respond to global economic shifts and investor behavior.
- Resource-rich companies may achieve enhanced competitiveness and access to financing.
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India's infrastructure financing strategies and challenges amidst climate and exam policy adaptations |
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🗺 Background:- India is coordinating with multilateral institutions, including the World Bank and Asian Development Bank, to secure infrastructure finance amidst growing climate pressures.
- The country faces both environmental and educational policy stresses, such as heatwaves impacting industrial cities like Surat and reforms to its national exam system.
- Annual infrastructure financing between $8 billion and $10 billion has been targeted for the next five years as part of a broader resiliency strategy.
- Recent exam reforms reflect efforts to reduce paper leaks, mirroring China’s Gaokao model to protect the integrity of high-stakes testing.
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🎩 Key stakeholders:- Key stakeholders include the Government of India, World Bank Group, Asian Development Bank, and the Ministry of Education.
- Industrial leaders in Gujarat, particularly the textile sector in Surat, play a central role in workforce adaptation to climate challenges.
- Examination authorities such as the National Testing Agency (NTA) are implementing stricter protocols.
- Factory owners and workers in Surat are directly affected by climate adaptation measures and productivity pressures.
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💡 News facts:- On June 18, 2026, India and the World Bank Group announced an agreement targeting $8-10 billion annual infrastructure financing for five years (reliable URLs unavailable).
- Surat in Gujarat is facing extreme heatwaves reaching 45°C, severely impacting textile factories and reported by Associated Press on June 18, 2026 (https://apnews.com/article/heat-textile-climate-change-factories-eab8494242ecfdc108e12685535a4df3).
- India adopted exam security protocols inspired by China’s Gaokao system to prevent paper leaks and maintain exam integrity, as reported by Bloomberg on June 17, 2026 (reliable URLs unavailable).
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➡ Potential consequences:- Near-term: Increased financing may accelerate infrastructure projects but could heighten debt risks if climate impacts persist.
- Medium-term: Persistent heatwaves may reduce industrial productivity and drive further adaptation investments in affected regions.
- Near-term: Improved exam integrity may increase accountability and reduce fraud as high-stakes testing reforms are implemented.
- Medium-term: Collaboration with global finance institutions may enhance climate and resilience planning in national infrastructure policy.
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Science News
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AI-driven Revenue Growth and Business Model Transformations in SpaceX Compared to Micron |
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🗺 Background:- SpaceX is reportedly on track for a major AI-driven revenue surge, echoing Micron's previous business transformation.
- Micron experienced an AI-powered revenue turnaround in early fiscal 2025, with quarterly revenues jumping from $5–8 billion to much higher levels by mid-2026.
- SpaceX's business model is evolving, leveraging AI infrastructure to drive exponential revenue growth.
- The comparison centers on how rapid integration of AI technologies can fundamentally boost financial performance in both aerospace and semiconductor industries.
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🎩 Key stakeholders:- Elon Musk is the CEO of SpaceX, spearheading its strategic AI initiatives.
- Micron Technology, led by CEO Sanjay Mehrotra, serves as a benchmark for AI-driven business transformation.
- Next Big Future provides analytical coverage and data on both SpaceX and Micron's financial trajectories.
- Institutional investors and technology sector analysts are closely monitoring both companies for signs of sustained revenue multipliers.
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➡ Potential consequences:- Near-term, SpaceX's rapid AI revenue growth could attract new rounds of venture funding and increased institutional investment.
- Medium-term, an exponential rise in revenue may result in SpaceX revaluing its business, shifting towards more scalable AI service models.
- Micron's precedent suggests that industry-wide AI adoption can trigger substantial stock re-ratings and technology infrastructure expansion.
- Competitive dynamics in aerospace and semiconductor sectors may intensify, with companies rushing to replicate AI revenue multipliers.
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Verification and Error Mitigation in AI for Sensitive Applications like Law and Drug Discovery |
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🗺 Background:- AI systems are increasingly deployed in sensitive fields such as law and drug discovery where error rates must be minimized.
- Formal verification techniques aim to mathematically prove the correctness of AI models in critical applications.
- Mitigation of algorithmic errors is essential to prevent costly outcomes and legal liabilities in regulated industries.
- Recent investments are targeting advanced verification methods to ensure AI reliability and safety.
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🎩 Key stakeholders:- Pramaana Labs is a new entrant focused on formal verification in AI for sensitive verticals.
- Khosla Ventures is a prominent investor supporting AI verification innovations.
- Legal, pharmaceutical, and tax preparation firms are primary markets for verified AI systems.
- Regulators and compliance bodies are increasingly demanding robust error mitigation strategies in AI.
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➡ Potential consequences:- Near-term, enhanced verification could reduce legal and medical risks associated with AI-driven decisions.
- Medium-term, regulatory standards for AI reliability are likely to increase, impacting compliance costs.
- Verified AI may accelerate adoption in sensitive sectors, driving innovation but also raising expectations for explainability.
- Error mitigation advances could reshape liability frameworks in law and drug discovery industries.
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Impact of Advanced Wearable Technology Pricing on Snap's Stock Performance |
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🗺 Background:- Snap Inc. is a major player in consumer technology, specializing in social media and augmented reality hardware.
- The company has previously launched wearable devices but has struggled with mainstream adoption and profitability.
- Snap's stock performance has historically been sensitive to hardware product announcements and pricing strategies.
- AR glasses are viewed as a strategic move to expand Snap's ecosystem beyond mobile apps.
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🎩 Key stakeholders:- Snap Inc. is the developer and distributor of the new AR glasses product line.
- Evan Spiegel, CEO of Snap Inc., plays a direct role in product development and pricing decisions.
- Investors and shareholders of Snap Inc. closely monitor hardware launches for effects on market capitalization.
- TechCrunch is a primary media source covering Snap's AR glasses debut and its financial impact.
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➡ Potential consequences:- Near-term, Snap may face further negative investor sentiment and volatility due to concerns about product affordability.
- Medium-term, high pricing may hinder consumer adoption and threaten Snap's wearable technology expansion strategy.
- Snap may reconsider pricing models or pursue promotional campaigns to restore stock confidence.
- Competitors may leverage Snap's pricing misstep to capture greater market share in AR wearables.
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Frontier Carbon Removal Coalition: AI Startups' Role in Climate Solutions |
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🗺 Background:- The Frontier Carbon Removal Coalition is a collaborative effort to accelerate large-scale carbon removal through financial commitments.
- AI startups are increasingly entering the climate solutions sector to support and enhance carbon removal technologies.
- Significant funding and stakeholder involvement have elevated the coalition's impact since its inception.
- The coalition pools capital from leading companies to purchase carbon removal from emerging providers.
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🎩 Key stakeholders:- Anthropic is the first AI startup to join the Frontier Carbon Removal Coalition as of June 17, 2026.
- Frontier Coalition is backed by major corporations and investors including Stripe and Alphabet.
- Key institutions involved include TechCrunch as a reporting source and funders such as McKinsey and Shopify.
- Carbon removal project providers supported by the coalition are rapidly expanding their offerings.
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➡ Potential consequences:- Anthropic's involvement may accelerate the adoption of AI-driven solutions for carbon measurement and reporting in the near term.
- Increased funding could enable deployment of more diverse and scalable carbon removal projects within two to three years.
- The partnership may inspire additional AI startups to enter the climate sector, enhancing innovation and competition.
- Improved transparency and public interest may result from high-profile collaborations between AI and climate organizations.
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Arctic Ocean Phytoplankton Boom and Nutrient Depletion: Effects on Marine Food Webs |
🗺 Background:- Sea ice in the Arctic Ocean has been rapidly disappearing, increasing sunlight penetration since 2020.
- Stronger sunlight promotes surges in phytoplankton growth which forms the base of the marine food web.
- Phytoplankton blooms depend on nutrients like nitrate, which are often limited in polar regions.
- Recent scientific concern centers on how rapid blooms may outpace nutrient replenishment, affecting higher trophic levels.
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🎩 Key stakeholders:- Key stakeholders include Arctic marine biologists and oceanographers such as those from New Scientist research teams.
- The global fishing industry is heavily invested in changes to marine productivity in the Arctic Ocean.
- Wildlife conservation organizations monitor impacts on Arctic species like polar cod and marine mammals.
- Government agencies involved in climate and environmental policy, such as NOAA and the Arctic Council, track Arctic ecological shifts.
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💡 News facts:- On June 16, 2026, New Scientist reported that the Arctic Ocean has reached a tipping point as disappearing sea ice boosts phytoplankton growth and depletes crucial nutrients, threatening marine life at higher levels of the food web.
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➡ Potential consequences:- Near-term: Decline in nitrate supply could drastically reduce phytoplankton productivity within months, impacting zooplankton and Arctic fish populations.
- Medium-term: Loss of key nutrient cycles may lead to irreversible changes in Arctic marine food webs by 2030, affecting commercial fisheries and wildlife.
- Disruption of ecological balance may decrease biodiversity and could trigger cascading effects across interconnected marine ecosystems.
- Reduced fish stocks may increase economic pressure on Arctic communities and global seafood markets by the late 2020s.
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Culture
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None (No famous European painters from 1st century) "..." There are no well-documented famous painters from Europe in the 1st century. Painting as a recognized individual art form with famous painters emerged much later in history.... | Seneca the Younger "Luck is what happens when preparation meets opportunity..." Lucius Annaeus Seneca (c. 4 BCE – 65 CE) was a Roman Stoic philosopher, statesman, and dramatist. He is known for his philosophical works and tragedies that have influenced Western thought.... |
Pliny the Elder "In nature there is nothing new; everything is just a variation of what has been..." Gaius Plinius Secundus (23 – 79 CE) was a Roman author, naturalist, and natural philosopher. He is best known for his encyclopedic work, Naturalis Historia, which is one of the largest single works to have survived from the Roman Empire.... | Emperor Nero "What an artist dies in me!"..." Nero Claudius Caesar Augustus Germanicus (37 – 68 CE) was Roman Emperor from 54 to 68 CE, known for his artistic ambitions and controversial reign. His rule is often associated with tyranny and extravagance, culminating in his forced suicide.... |
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NASA
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Starry Night II (2026-06-19) Credits: Rodrigo Guerra,
Original Painting:
Vincent van Gogh |
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Github
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Trading tools |
WolfAlpha 15 stars #200 An autonomous agent that generates and refines quantitative trading strategies using Google's Gemini API and the WorldQuant BRAIN platform.... | om_quant_fin 15 stars #201 OM Quant Fin is a modern Python library for quantitative trading analysis. Our mission is to make your quant life easier and more accurate.... |
futures-app 15 stars #202 Application to execute trades and monitor performance of perpetual futures quantitative trading strategy.... | BinanceQuantTrader 15 stars #203 Binance Quantitative Trader is an advanced low latency trading engine designed to automate and optimize trading strategies on the Binance exchange.... |
Sea Vessels |
Fishing-Boat-Management-System 0 stars #200 A software for fishing boat owners inorder to keep track of the affairs of his/her boats ... | autonomous-boat 0 stars #201 An embedded system project of building an autonomous boat that tracks a red blob and stops when an obstacle is detected.... |
relax 0 stars #202 Keep track of boat inventory. Built with Meteor and twbs3.... | SmallBoatMoveDat 0 stars #203 Recreational boat movement track data for "Population-level consequences of recreational boats on Danish Belt Sea harbour porpoises"... |
Air Vessels |
Plane-Shooting-Game 1 stars #200 Created a 2D modeled shoot and click game with three difficulty levels, point tracking, storage of a high score and some animation using distributed systems. I designed the entire... | Aerialcharge-MainProject 1 stars #201 bachelors Main Project- Planes understand path/Track via Machine Learning ... |
PantherHacks_2025 1 stars #202 A collaborative project working towards tracking CO2 Emissions of planes and their associated routes... | OpenGL-Planet-Renderer 1 stars #203 This is mostly just a working directory for me to keep track of my learning process... |
Imagery |
CMMCoT 11 stars #200 [AAAI'26] Official implementation of CMMCoT: Enhancing Complex Multi-Image Comprehension via Multi-Modal Chain-of-Thought and Memory Augmentation... | Vison_advanced 11 stars #201 In this repo advanced vision tools are used . Algorithms for edge detection of various filters and scaling.... |
Cats-vs-Dogs-CNN-Keras 11 stars #202 The famous Cats-vs-Dogs dataset. I have used a self laid ConvNet to classify the image into 2 classes either a Dog or a Cat. The images used are of 100*100 pixels each. The images ... | voxynth 10 stars #203 Image synthesis and augmentation... |
Video |
Hallo-Live 268 stars #200 Hallo-Live: Real-Time Streaming Joint Audio-Video Avatar Generation... | DreamID-Omni 268 stars #201 [ICML 2026] DreamID-Omni: Unified Framework for Controllable Human-Centric Audio-Video Generation... |
VideoGen-Eval 266 stars #202 VideoGen-Eval: Agent-based System for Video Generation Evaluation... | FluidFrames 263 stars #203 FluidFrames | video AI frame-generation app... |