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Risenshine! Here is digest of signals harvested on 2026-06-29.
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Markets
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International - 06/26 |
-1.0713% -7.0039% MoM | -0.7089% -2.5652% MoM | -0.2616% -3.1124% MoM | -0.5428% -0.6776% MoM |
-0.5428% -0.6776% MoM | -0.2041% +1.5225% MoM | -1.7534% +0.5984% MoM | +0.6108% -5.7912% MoM |
+0.2978% -0.7098% MoM | -0.4667% -7.5052% MoM | -1.5858% +1.8868% MoM | -0.2841% -10.5606% MoM |
-0.6318% +0.5526% MoM | +0.263% +2.0803% MoM | -2.0017% -0.1554% MoM | -0.142% -8.7013% MoM |
+0.3044% +1.1941% MoM | -1.0547% -4.5328% MoM | +1.0135% -7.4303% MoM | -0.0529% -2.4264% MoM |
+0.733% +0.3652% MoM | 0% -5.3487% MoM | -1.6441% -14.3532% MoM | -1.6954% -6.1358% MoM |
+0.9404% -6.054% MoM |
Commodities - 06/26 |
+1.1287% -8.5339% MoM | +1.7571% -21.0667% MoM | -3.5038% -19.4994% MoM | +1.9324% -15.261% MoM |
-0.4458% -2.439% MoM | -1.1357% -0.4169% MoM | +0.9465% -2.9886% MoM | +1.0213% +6.1717% MoM |
-0.531% -6.3333% MoM | -1.7287% -6.6919% MoM | -0.7514% -13.0981% MoM | -3.2122% -11.2241% MoM |
Favorites - 06/26 |
+4.8188% -14.9051% MoM | -2.0636% +5.2549% MoM | +5.7081% -9.6203% MoM | -1.6399% -9.4403% MoM |
-2.5777% -22.2193% MoM | +4.5196% +18.7851% MoM | +2.5021% -14.405% MoM | -0.2735% -25.7905% MoM |
+0.794% -14.9129% MoM | -3.8653% +10.4258% MoM | -3.4244% +5.379% MoM | -7.5695% -18.856% MoM |
-5.1518% +34.2577% MoM | +3.1365% -8.7084% MoM | +0.2478% +2.601% MoM |
Sectors - 06/26 |
-0.7231% -2.8609% MoM | +3.0264% +7.7626% MoM | +0.2245% +4.1813% MoM | +1.4577% +1.3668% MoM |
-5.6398% +4.603% MoM | -0.2528% +2.7334% MoM | +1.1551% +2.8049% MoM | +0.3742% +4.7056% MoM |
-0.0883% -1.5289% MoM | -5.561% -13.3716% 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 the Iran War’s Economic Aftershocks Altered US Consumer Costs and Corporate Strategy |
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🗺 Background:- The Iran war disrupted global oil supply routes, particularly impacting shipments through the Strait of Hormuz since late 2025.
- US consumer prices for fuel and goods have risen sharply due to oil market instability directly linked to the conflict.
- Corporate strategies in key sectors shifted towards cost containment and supply chain adaptation as a result of energy price volatility.
- These shockwaves have implications for inflation, consumer spending, and US economic resilience in 2026.
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🎩 Key stakeholders:- Former President Donald Trump, major oil companies such as ExxonMobil, Chevron, and Shell, and their top executives play a central role.
- US households and consumers have been directly impacted by ongoing fuel and cost-of-living increases since the escalation of the conflict.
- The Federal Reserve and economic policymakers are monitoring inflationary risks linked to oil price fluctuations.
- Economist Mark Zandi at Moody's has become a key analyst quantifying household and macroeconomic impacts.
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💡 News facts:- On June 25, 2026, Fortune reported Trump publicly accused Big Oil of price gouging and called on the DOJ to investigate, despite these companies donating nearly $100 million to his election campaign; he noted that crude prices have returned to pre-war levels but gasoline prices have not. https://fortune.com/2026/06/25/trump-accuses-big-oil-of-price-gouging/
- A Federal Reserve survey published June 25, 2026, found that 25% of US company CFOs now rank inflation—mainly from persistently high oil prices after the Iran war—as their top concern, up from just 9.5% last quarter, even though most have not yet passed the higher costs to consumers. https://fortune.com/2026/06/25/fed-survey-cfo-inflation-economy-oil-prices-iran-war-strait-of-hormuz/
- On June 25, 2026, Mark Zandi of Moody's shared with Business Insider that the Iran war has already significantly increased US household expenses for gas, groceries, and other essentials, warning these costs could rise further even if the conflict ends. https://www.businessinsider.com/economist-iran-war-cost-consumer-spending-gas-prices-groceries-economy-2026-6#article
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➡ Potential consequences:- In the near-term, continued elevated consumer prices could depress spending and slow economic growth if wage gains do not keep pace.
- Medium-term, US corporations may accelerate strategies for energy diversification and localized supply chains to mitigate persistent geopolitical risk.
- Political scrutiny of oil company profits could lead to regulatory or legal action, affecting sector profitability.
- Further inflationary pressures may prompt additional monetary tightening by the Federal Reserve, increasing recession risk.
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The Legal and Political Chain Reactions of Supreme Court Decisions on Corporate and Societal Liabilities |
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🗺 Background:- U.S. Supreme Court decisions have historically shaped corporate and societal liabilities through interpretation of federal statutes and constitutional principles.
- Notable recent rulings influence both individual claimants, such as citizens harmed by corporate products, and large-scale policy areas like immigration.
- Supreme Court outcomes can legislate de facto changes by upholding or overturning lower court verdicts, immediately affecting affected industries, litigants, and regulatory bodies.
- Such decisions often prompt rapid legal and political responses from both private and public stakeholders.
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🎩 Key stakeholders:- The U.S. Supreme Court is the central legal authority, with all justices— including Chief Justice John Roberts— directly shaping interpretations.
- Major corporations, such as Bayer AG, face ongoing litigation and reputational risk from product liability cases like those over Roundup weedkiller.
- Politically, executive administrations (e.g., the Trump administration) and federal agencies are heavily impacted by changes in policy established by Supreme Court rulings.
- Individual litigants, including John Durnell, exemplify the personal and financial stakes involved in class-action lawsuits and regulatory disputes.
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➡ Potential consequences:- In the near term, thousands of plaintiffs may lose the ability to seek damages for alleged harms caused by products such as Roundup.
- Corporations may grow increasingly reliant on Supreme Court interventions to limit class-action and mass tort liabilities.
- Affected regulatory frameworks could see accelerated reforms as policymakers and public advocates respond to Supreme Court interventions.
- Heightened polarization and advocacy around the Court's role may spur calls for legislative or constitutional changes governing liability and public protections.
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Heatwaves and Environmental Accountability: Industry, Infrastructure, and Public Response in Europe |
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🗺 Background:- Europe is experiencing a record-breaking heatwave in June 2026, with unprecedented high temperatures impacting daily life.
- Urban infrastructure and industrial practices are being scrutinized for their roles in exacerbating environmental and climate stress during these extreme events.
- The debate around air conditioning and other adaptive responses is intensifying as heatwave impacts strain energy and public health systems.
- Climate accountability for major greenhouse gas emitters is a growing focus of legal, industrial, and public action across Europe.
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🎩 Key stakeholders:- TotalEnergies has been targeted by both legal and activist groups for its responsibility in contributing to climate change amid heatwave impacts.
- European city administrations and infrastructure operators face operational challenges, ranging from public transport disruptions to utilities shortages.
- Climate advocacy organizations are taking legal action and launching public campaigns focused on corporate climate responsibility.
- Citizens across Europe are directly affected by infrastructure limitations, such as limited air conditioning and supply chain disruptions.
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➡ Potential consequences:- In the near term, European cities may experience more frequent transport disruptions, supply chain issues, and public health risks as a result of ongoing heatwaves.
- Legal and public pressure on large emitters like TotalEnergies could accelerate more ambitious climate policies within the next six to twelve months.
- Debates over infrastructure adaptation, such as increased air conditioning and climate-resilient building standards, are likely to influence policy and investment decisions.
- Medium-term, unresolved infrastructure deficiencies and slow policy responses could exacerbate social inequalities and economic losses during recurring extreme heat events.
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The Influence of Mega Investments and Leadership Moves on the AI and Technology Sectors |
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🗺 Background:- Mega investments in artificial intelligence (AI) and technology infrastructure have surged, with recent capex reaching multi-trillion-dollar levels.
- Leadership decisions and strategic moves by company founders and CEOs increasingly influence the direction and commercial outcomes of the AI sector.
- Cross-industry partnerships, mergers, and political donations are shaping both market competition and regulatory landscapes.
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🎩 Key stakeholders:- Larry Ellison (Oracle cofounder), Donald Trump (former U.S. President), and Masayoshi Son (SoftBank CEO) are central figures in recent AI investment and leadership actions.
- Major companies involved include Oracle, SoftBank, JPMorgan, and Micron Technology.
- Key institutional players are hyperscale cloud providers and media conglomerates, as well as prominent financial institutions like JPMorgan.
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➡ Potential consequences:- Near-term, concentration of capital and influence may accelerate AI infrastructure deployment and favor incumbents, potentially limiting competition.
- Medium-term, large-scale investments and strategic leadership may trigger new regulatory scrutiny while fueling further industry consolidation.
- Political donations linked to technology contracts could heighten scrutiny of private-public sector relationships and spark public debate.
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India's Evolving Economic Partnerships: The Geopolitical Implications of Green Energy and Auto Sector Deals |
🗺 Background:- India is rapidly expanding its green energy and automotive sectors, aiming to boost economic growth and reduce reliance on fossil fuels.
- The country has announced a $55 billion pipeline for renewable energy projects, targeting 239 gigawatts of new capacity across 10 states.
- Geopolitical considerations, including shifting relations with China and global supply chain dynamics, are driving strategic investments and partnerships.
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🎩 Key stakeholders:- Horse Powertrain, a Geely-backed company, and Renault SA are key players in a major auto sector investment in India.
- The Reserve Bank of India (RBI) and its Monetary Policy Committee (MPC), including member Nagesh Kumar, play a crucial role in economic guidance and forecasting.
- Multiple Indian states hosting large-scale renewable energy projects are central to the country’s energy transition strategy.
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💡 News facts:- India is set to approve a $370-million investment by Geely-backed Horse Powertrain in Renault’s Indian operations, illustrating a potential thaw in economic ties with China (published 2026-06-25).
- A recent report reveals that 239 gigawatts—about 90%—of India’s proposed solar, wind, and hydropower capacity is highly vulnerable to extreme weather events such as floods, tornadoes, and wildfires (published 2026-06-25).
- According to RBI MPC member Nagesh Kumar, easing geopolitical tensions in West Asia are expected to lower risks to both inflation and economic growth in India this year, with potential GDP growth topping 7% (published 2026-06-25).
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➡ Potential consequences:- The approval of the Geely-backed investment could signal increased foreign direct investment and renewed economic engagement with China.
- Weather-related vulnerabilities may threaten the stability and output of India’s large renewable energy pipeline in the near- to medium-term.
- Easing geopolitical tension could support stable economic growth, but ongoing climate risks may undermine some benefits.
- Shifts in key partnerships and investment flows are likely to impact both the structure of India’s industrial base and its trade relationships.
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Science News
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Video Games as Training Data for AI Agents: Efficacy and Limitations of Gameplay-Derived Intuition |
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🗺 Background:- Video games are increasingly used as training environments for AI agents because they offer rich, interactive datasets.
- Gameplay-derived intuition refers to the ability of AI to make decisions in real-world settings based on strategies learned in virtual worlds.
- Millions of hours of player action data from games like Fortnite are now leveraged for advanced AI learning techniques.
- Recent research focuses on translating skills learned in simulated environments to practical tasks such as robotics.
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🎩 Key stakeholders:- General Intuition is a leading startup pioneering the use of video game data for AI training.
- Major investors have committed up to $2.3 billion to support General Intuition's initiatives in AI development.
- Epic Games, creator of Fortnite, contributes significant gameplay data as part of AI training datasets.
- TechCrunch has reported extensively on fundraising and technological advancements in this domain.
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➡ Potential consequences:- In the near-term, AI agents trained on video game data may significantly improve their real-world problem-solving abilities in robotics and automation.
- Medium-term, this approach may accelerate the deployment of more generalist AI systems across industries but raises questions about the limitations of simulated experiences.
- Adoption of gameplay-derived intuition could lead to new standards for AI training, influencing both academia and industry.
- Further investments might incentivize more game studios to collaborate with AI developers, increasing access to larger and more diverse action datasets.
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Transistor Layering Techniques in Semiconductor Engineering: Case Study of IBM's 100 Billion Transistor Chip |
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🗺 Background:- Transistor layering is a new approach in semiconductor engineering to increase transistor density on chips.
- IBM unveiled a chip with 100 billion transistors by employing a dual-layer silicon circuit architecture in June 2026.
- The previous state-of-the-art chip featured approximately 50 billion transistors on a single silicon layer.
- Increasing transistor counts directly boosts computational speed and energy efficiency for advanced electronics.
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🎩 Key stakeholders:- IBM is the primary developer and innovator behind the 100 billion transistor chip.
- Research was conducted at the IBM Semiconductor Research Center and involved collaboration with several engineering teams.
- Key institutional stakeholders include semiconductor manufacturers and academic partners in microelectronics.
- Industry rivals such as Intel and TSMC are monitoring IBM’s advancements to gauge future competition.
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➡ Potential consequences:- IBM’s dual-layer chip technology may rapidly accelerate processor performance across supercomputing and AI applications in the near term.
- Medium-term consequences include further commercialization of layered chips, prompting rivals to invest in similar transistor density breakthroughs.
- Higher transistor counts will enable greater energy efficiency, which can reduce data center power demands and environmental impacts.
- Such technological advances may disrupt global semiconductor market rankings and intensify R&D competition among industry giants.
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Government Interventions in Frontier AI Model Releases: Impact of U.S. White House Policy on OpenAI's GPT5.6 Deployment |
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🗺 Background:- The U.S. government has increased oversight of frontier AI model releases following concerns about societal and national security risks.
- OpenAI's GPT5.6 is the latest large language model slated for release, raising questions about its public deployment and safety protocols.
- Government intervention in AI rollout aligns with ongoing regulatory debates post-2026 presidential election.
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🎩 Key stakeholders:- OpenAI, the creator of GPT5.6, is the central company affected by the new government policies.
- The Trump administration, specifically the White House, issued recommendations to delay the broader release of frontier AI models.
- Select industry partners of OpenAI may receive early access to GPT5.6 under government-approved conditions.
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➡ Potential consequences:- Near-term innovation may be constrained as OpenAI limits access to GPT5.6 under government directives.
- Medium-term, other AI developers may follow similar protocols, potentially delaying the pace of AI advancement and competitive releases.
- Broader public access to frontier models like GPT5.6 could be gated through regulatory and government-approved partnerships, shaping future commercialization.
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Maritime Traffic Recovery after US-Iran MoU: Analysis of Oil Barrel and Ship Flow Through the Strait of Hormuz |
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🗺 Background:- The Strait of Hormuz is a critical maritime chokepoint, historically handling over 20 million barrels of crude oil daily.
- US-Iran tensions severely reduced oil and ship traffic through Hormuz in early 2026 due to sanctions and near-blockade conditions.
- The US-Iran Memorandum of Understanding (MoU) reached around June 17–18, 2026 included sanctions waivers, facilitating a sharp rebound in maritime traffic.
- Prior to the MoU, traffic remained volatile and well below pre-conflict levels, affecting global oil supply chains.
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🎩 Key stakeholders:- Key government stakeholders include the US Department of State and Iran's Ministry of Petroleum.
- Global oil companies such as Saudi Aramco and ExxonMobil are directly affected by Hormuz traffic changes.
- Shipping operators including Mitsui OSK Lines and Maersk are major facilitators of maritime movement through the strait.
- International institutions, including OPEC and the International Maritime Organization (IMO), monitor and report on traffic and oil flows.
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➡ Potential consequences:- Near-term consequences include a partial stabilization of global oil prices due to increased flow through Hormuz.
- Shipping insurance rates may decrease as risk perception shifts following the US-Iran MoU.
- Medium-term, volatility remains due to ongoing regional uncertainties and traffic is still below pre-conflict averages.
- Restoration of confidence among international shippers could prompt renewed investment in Persian Gulf logistics.
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Health Risks of Record-Setting Heatwaves: Exploring the Combination of Highest Temperatures and Humidity in Europe 2026 |
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🗺 Background:- Europe is experiencing its hottest and most humid heatwave ever recorded in June 2026.
- Western and central Europe temperatures are unprecedented compared to historical data from 50 years ago.
- Humidity levels are compounding the health risks posed by extreme heat, increasing potential for heat-related illnesses.
- Scientists warn that climate change has played a major role in escalating temperature and humidity extremes.
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🎩 Key stakeholders:- Meteorological institutions such as Meteo-France and Deutscher Wetterdienst are monitoring and reporting heatwave data.
- Public health agencies across Europe, including the European Centre for Disease Prevention and Control, are issuing warnings.
- Local governments in affected cities like Paris, Berlin, and Madrid are implementing emergency measures.
- Researchers from universities including Imperial College London and ETH Zurich are studying the health impacts of extreme heat.
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➡ Potential consequences:- Near-term: Increased rates of heatstroke and dehydration, particularly among elderly and vulnerable populations, are expected in affected regions.
- Near-term: Emergency hospitalizations for heat-related illnesses may quickly overwhelm healthcare systems in cities such as Paris and Berlin.
- Medium-term: Prolonged heatwaves may lead to disruptions in transportation, energy supply, and public services across Europe.
- Medium-term: Societal and economic challenges could intensify due to repeated heatwave events and long-term health impacts.
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Culture
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Gu Kaizhi "The essence of painting is to capture the spirit, not just the form..." Gu Kaizhi was a Chinese painter from the Eastern Jin dynasty, recognized as one of the earliest and most influential figure painters in Chinese art history. He is famed for his delicate brushwork and narrative scrolls depicting historical and mythical themes.... | Bao Zhao "Though the years pass like flowing water, the heart's longing remains steadfast..." Bao Zhao was a Chinese poet and official during the Liu Song dynasty, known for his melancholic and expressive poetry that reflected the turbulent times of the 5th century. His works contributed significantly to the development of the shi poetry style.... |
Zhang Heng "The heavens and the earth are in constant motion, and understanding them unlocks the secrets of nature..." Zhang Heng was a polymath from the Eastern Han dynasty, known for his work in astronomy, mathematics, and engineering, including inventing the first seismoscope to detect earthquakes. His contributions laid foundational knowledge in ancient Chinese science during the early centuries, influencing lat... | Emperor Wen of Liu Song "A ruler's virtue is the foundation upon which a nation stands..." Emperor Wen of Liu Song ruled from 424 to 453 AD and was known for his efforts to stabilize and strengthen the Liu Song dynasty during the era of the Southern Dynasties in China. His reign focused on administrative reforms and promoting cultural development amidst ongoing political challenges.... |
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NASA
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M82: Galaxy with a Supergalactic Wind (2026-06-29) Credits: NASA / APOD |
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Github
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Trading tools |
StockSharp 10213 stars #0 Algorithmic trading and quantitative trading open source platform to develop trading robots (stock markets, forex, crypto, bitcoins, and options).... | quant-trading 10195 stars #1 Python quantitative trading strategies including VIX Calculator, Pattern Recognition, Commodity Trading Advisor, Monte Carlo, Options Straddle, Shooting Star, London Breakout, Heik... |
QuantDinger 8964 stars #2 AI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-tradi... | strategies 5287 stars #3 quantitative trading with Javascript, Python, C++, PineScript, Blockly, MyLanguage(麦语言)... |
Sea Vessels |
Comp_Sci_Sem_2 184 stars #0 According to all known laws of aviation, there is no way that a bee should be able to fly. Its wings are too small to get its fat little body off the ground. The bee, of course, fl... | GPS_Tracker_Server 65 stars #1 GPS tracker server and Google Maps client for TK102/ TK103 GPS trackers... |
wew 29 stars #2 #EXTM3U ########################################### INDONESIA CHANNEL ################################################## #EXTINF:-1 tvg-logo="https://i.imgur.com/L2LS8iY.png" grou... | boat-cli 17 stars #3 ⛵ Basic Opinionated Activity Tracker, a command line interface inspired by bartib. ... |
Air Vessels |
Shadowbroker 9446 stars #0 Open-source intelligence for the global theater. Track everything from the corporate/private jets of the wealthy, and spy satellites, to seismic events in one unified interface. Ho... | 1 482 stars #1 無許諾配信 企業理念剽窃 動物の森収益化 大神ミオ権利者削除 戌神権利侵害発言 常闇トワ炎上 夜空メルストーカー被害 建築王サポーター放置 赤十字マーク 魔乃アロエ卒業 一つの中國支持声明 大空昴3Dライブ 無限延期清掃員職業差別 日清コラボ楽曲 musedash非公開 rog案件取り消し 壁画ライブ 丁真 Ding Zhen 郑爽 Zheng Shuang... |
studio 381 stars #2 Open-source control plane for your AI agents. Connect tools, hire agents, track every token and dollar... | arkit-occlusion 344 stars #3 A demonstration of vertical planes "tracking" and occlusions with ARKit+Scenekit... |
Imagery |
albumentations 15317 stars #0 Fast and flexible image augmentation library. Paper about the library: https://www.mdpi.com/2078-2489/11/2/125... | imgaug 14739 stars #1 Image augmentation for machine learning experiments.... |
sketch-code 5142 stars #2 Keras model to generate HTML code from hand-drawn website mockups. Implements an image captioning architecture to drawn source images.... | Augmentor 5137 stars #3 Image augmentation library in Python for machine learning.... |
Video |
diffusers 33951 stars #0 🤗 Diffusers: State-of-the-art diffusion models for image, video, and audio generation in PyTorch.... | Open-Generative-AI 21683 stars #1 Unrestricted Open-source alternative to AI video platforms — Free AI image & video generation studio with 200+ models (Flux, Midjourney, Kling, Sora, Veo). No content filters. Self... |
Duix-Avatar 13774 stars #2 🚀 Truly open-source AI avatar(digital human) toolkit for offline video generation and digital human cloning.... | CogVideo 12828 stars #3 text and image to video generation: CogVideoX (2024) and CogVideo (ICLR 2023)... |