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Risenshine! Here is digest of signals harvested on 2026-07-02.
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Markets
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International - 07/02 |
+2.6693% -2.8919% MoM | +2.1352% -0.3472% MoM | +2.6556% +0.4901% MoM | +2.5368% +1.9163% MoM |
+2.5368% +1.9163% MoM | +1.1701% +3.7926% MoM | -1.0835% -0.982% MoM | -0.6601% -3.5969% MoM |
+1.9835% +1.8692% MoM | +1.6512% -4.3577% MoM | +2.0828% +3.0948% MoM | -0.1877% -12.2387% MoM |
+0.0967% -0.4702% MoM | +0.7112% +3.1855% MoM | -0.7853% -2.1006% MoM | -0.6173% -9.6677% MoM |
+1.5488% +0.6004% MoM | +1.3105% -9.7035% MoM | +1.1628% -6.0606% MoM | -0.7171% -3.4358% MoM |
-0.0525% +0.9554% MoM | -0.8554% -4.4867% MoM | -0.0995% -9.1266% MoM | +0.3319% -3.9845% MoM |
+1.3194% -5.672% MoM |
Commodities - 07/02 |
+2.0318% -8.2097% MoM | +2.6876% -19.0763% MoM | +0.6875% -24.2515% MoM | +3.0091% -16.0297% MoM |
-0.4468% -1.4012% MoM | +0.3328% -0.5399% MoM | +0.215% -8.1527% MoM | +0.5208% +0.959% MoM |
-0.531% -4.7995% MoM | +0.0446% -3.1965% MoM | +0.1158% -19.0753% MoM | -1.8469% -11.4236% MoM |
Favorites - 07/02 |
+4.1426% -16.1726% MoM | -4.2634% -0.7133% MoM | +1.616% -11.5157% MoM | -1.3918% -12.5617% MoM |
-1.5649% -42.6486% MoM | +0.5186% +21.8151% MoM | +0.4013% -5.3992% MoM | -1.8879% -26.5097% MoM |
+1.1783% -11.7081% MoM | -6.5754% -21.7104% MoM | -5.2511% +11.5075% MoM | -5.4946% -8.3206% MoM |
-3.1168% -26.8186% MoM | -9.8364% -15.647% MoM | +4.8407% -2.0844% MoM | +2.5144% +10.0949% MoM |
Sectors - 07/02 |
-0.1314% -1.9472% MoM | +2.6326% +11.8443% MoM | +1.5334% +8.0839% MoM | +1.1317% +2.7363% MoM |
-5.5661% -6.3965% MoM | +1.7756% +8.6979% MoM | +1.4981% +6.5002% MoM | -0.1207% +3.7143% MoM |
+2.4307% +1.4418% MoM | -4.9367% -17.1754% MoM |
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Gainers
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Zhongchao Inc. Class A Ordinary Shares +379.5% ZHONGCHAO Inc is an offshore holding company. Through its subsidiaries, it is a platform-based internet technology company offering services to patients with oncology and other dis... | ClearOne, Inc. Common Stock +126.7% ClearOne Inc is currently engaged in activities that consist solely of fulfilling warranty and technical support obligations on legacy products, evaluating potential Strategic Tran... |
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Losers
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| Anfield Enhanced Market ETF -80.3% ... |
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Business
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Impact of global supply recovery on Brent crude prices and future demand outlook |
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🗺 Background:- Global oil supply has been recovering following OPEC+ production adjustments and easing of geopolitical tensions in 2024.
- Brent crude prices have shown volatility, with recent averages around $85 per barrel as markets react to supply changes.
- The demand outlook is shaped by economic activity in China, India, and the United States, as well as energy transition policies.
- International Energy Agency (IEA) forecasts show global oil demand growth slowing through the second half of 2024.
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🎩 Key stakeholders:- OPEC+, led by Saudi Arabia and Russia, remains a central actor in shaping oil production quotas.
- Major oil companies including Shell, BP, and ExxonMobil are adjusting strategies in response to price and supply dynamics.
- Market analysts like Goldman Sachs and institutions such as the International Energy Agency influence sentiment and forecasts.
- Government agencies in China, India, and the US are monitoring imports and consumption closely for economic policymaking.
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➡ Potential consequences:- Near-term Brent prices may stay under $85 per barrel as supply recovers and demand growth slows.
- Medium-term, excess supply risks could pressure oil majors' margins and encourage more aggressive production discipline.
- Consumer economies like India and China could benefit from lower energy costs, potentially bolstering industrial activity.
- Longer-term, slower demand growth may accelerate transition investments by oil companies toward renewables.
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The $1 trillion AI investment boom: parallels to past financial bubbles and systemic risk |
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🗺 Background:- The AI investment boom since 2023 is estimated to surpass $1 trillion, fueled by large-scale projects like Nvidia's chip manufacturing and Microsoft’s AI cloud expansion.
- Past financial bubbles with similar fervor include the dot-com bubble (1999-2000) and the subprime mortgage crisis (2008), both marked by rapid influx of capital and speculative growth.
- Systemic risk arises when asset prices are detached from fundamental values, as seen in previous bubbles, raising concerns about sustainability amid unprecedented AI sector valuations.
- Regulators and analysts highlight parallels between today’s AI enthusiasm and historic speculation that preceded sharp market corrections.
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🎩 Key stakeholders:- Key companies driving the AI boom are Nvidia, Microsoft, Google, Amazon, and OpenAI, all making multi-billion dollar capital commitments.
- Major venture capital funds include Sequoia Capital, Andreessen Horowitz, and SoftBank, which have collectively invested billions in AI startups since 2023.
- Central banks and regulators, including the U.S. Federal Reserve and SEC, have issued warnings regarding possible systemic financial risks from rapid AI sector investments.
- Prominent figures in the sector include Sam Altman (OpenAI), Jensen Huang (Nvidia), and Sundar Pichai (Google), shaping AI’s technological and investment trajectories.
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➡ Potential consequences:- Near-term consequences may include increased volatility in tech equities, particularly those with outsized exposure to AI infrastructure development.
- Systemic risk could trigger a broader financial correction if AI companies fail to deliver sustainable profit growth, echoing patterns from prior financial bubbles.
- Medium-term, central banks may tighten regulation and oversight, with potential stress tests focused on AI sector exposures.
- If speculative investments unwind, there may be a contraction in venture funding and startup valuations, impacting broader tech innovation cycles.
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Comcast's breakup: implications for media ownership and potential targets for acquisition |
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🗺 Background:- Comcast is a major U.S. media and telecommunications conglomerate with significant holdings including NBCUniversal and Sky.
- Concerns about media concentration have grown amid speculation about a potential breakup of Comcast's vertically integrated structure.
- The breakup discussions accelerated after activist investors urged restructuring to unlock shareholder value, notably following shareholder meetings in June 2026.
- U.S. antitrust authorities have intensified scrutiny on large media companies, targeting mergers and acquisitions since 2024.
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🎩 Key stakeholders:- Brian Roberts, CEO of Comcast, has been central to decision-making regarding structural changes and corporate strategy.
- NBCUniversal, a Comcast subsidiary, is seen as a potential target for acquisition post-breakup.
- Activist investors like Elliott Management have reportedly pushed for divestitures since early 2026.
- Regulatory bodies including the Federal Trade Commission (FTC) and Department of Justice (DOJ) are closely monitoring media consolidation.
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➡ Potential consequences:- A breakup could lead to NBCUniversal or Sky becoming acquisition targets for Disney, Apple, or other global media players.
- Short-term, Comcast’s share price is expected to show volatility amid restructuring uncertainty.
- Medium-term, regulatory review may delay or block some acquisitions depending on FTC and DOJ findings.
- Market fragmentation may accelerate, reducing concentration in U.S. media ownership and spurring further deal activity.
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RBI’s new collateral requirements: effects on prop trading firms in Indian capital markets |
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🗺 Background:- On July 1, 2026, the Reserve Bank of India (RBI) enforced new collateral requirements for participants in India's capital markets.
- The new guidelines focus on stricter eligibility for securities used as collateral, aiming to enhance risk management among trading firms.
- These requirements affect how proprietary trading firms access liquidity and margin facilities from clearing corporations.
- RBI's initiative follows similar reforms in global markets after notable trading failures and systemic risk events.
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🎩 Key stakeholders:- Proprietary trading firms such as Edelweiss, Motilal Oswal, and Zerodha are directly impacted by the new collateral rules.
- Major institutions like the National Stock Exchange (NSE), BSE, and Indian Clearing Corporation Limited (ICCL) play critical roles in the implementation.
- RBI Governor Shaktikanta Das and Securities and Exchange Board of India (SEBI) chairperson Madhabi Puri Buch are key regulatory figures driving these changes.
- Clearing members, brokerage firms, and institutional investors are other affected parties.
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➡ Potential consequences:- In the near term, proprietary trading firms may face liquidity constraints and increased operational costs due to limited collateral choices.
- Clearing corporations could see a rise in margin calls and stricter enforcement, potentially increasing volatility in market settlements.
- Medium-term consequences may include industry consolidation, reduced participation by smaller trading firms, and improved systemic stability.
- Regulatory changes may prompt firms to upgrade risk management systems and reconsider trading strategies to comply with stricter collateral norms.
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Elon Musk’s redeployment of Starship and Starlink engineers to Grok: strategic priorities between space and AI initiatives |
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🗺 Background:- Elon Musk owns both SpaceX and xAI, which are developing Starship, Starlink, and Grok respectively.
- Starship is SpaceX's reusable spacecraft aimed at Mars missions, and Starlink is its global satellite internet project.
- Grok is xAI's artificial intelligence chatbot, launched in late 2023 as a competitor to OpenAI's ChatGPT.
- Recent reports indicate a strategic shift as Musk reallocates engineers from SpaceX’s Starship and Starlink teams to work on Grok.
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🎩 Key stakeholders:- Elon Musk, CEO of SpaceX and xAI, is the primary decision-maker in both aerospace and AI initiatives.
- SpaceX, founded in 2002, employs thousands of engineers working on Starship and Starlink projects.
- xAI, established by Musk in 2023, is focused on developing Grok and other AI-related technologies.
- Other stakeholders include engineers directly affected by redeployment and investors interested in both aerospace and AI.
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➡ Potential consequences:- SpaceX may experience slower progress on Starship and Starlink milestones due to reduced engineering capacity in the near-term.
- Grok's AI technology could receive faster iteration and deployment, potentially closing the gap with competitors like ChatGPT by late 2026.
- Medium-term, Musk’s prioritization of AI may reshape the company’s resource allocation, affecting both investor expectations and tech industry dynamics.
- The redeployment could spark debates among tech leaders and academics about balancing space exploration and AI innovation priorities.
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Science News
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US government strategies to accelerate quantum computing adoption before 2028 |
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🗺 Background:- The US government has made quantum computing a strategic priority since the enactment of the National Quantum Initiative Act in December 2018.
- Federal funding for quantum research exceeds $800 million annually, supporting agencies like DOE, NSF, and NIST.
- Quantum computing is seen as vital for national security, cryptography, advanced materials, and drug discovery.
- The administration's 2028 target aims to foster US leadership and accelerate commercialization in quantum technology.
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🎩 Key stakeholders:- Key agencies include the National Science Foundation (NSF), Department of Energy (DOE), and National Institute of Standards and Technology (NIST).
- Major companies involved are IBM, Google, Microsoft, and startups such as IonQ and Rigetti Computing.
- Leading universities include MIT, Stanford, and the University of Chicago, each hosting advanced quantum research centers.
- Policymakers such as Gina Raimondo (Secretary of Commerce), and Arati Prabhakar (Director, White House OSTP), play central roles in quantum policy.
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➡ Potential consequences:- Near-term: Increased federal investment could attract more talent and boost US-based quantum startups by 2027.
- Near-term: New procurement rules may provide early commercial opportunities for American quantum hardware manufacturers.
- Medium-term: US leadership in quantum computing could enhance cybersecurity and data protection across government agencies.
- Medium-term: Accelerated adoption may drive faster advances in materials science, logistics, and drug development by 2028.
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Analysis of AI-driven labor market changes: Entry-level job trends among high-intensity AI adopters |
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🗺 Background:- AI adoption in the labor market has accelerated in sectors such as finance, technology, and manufacturing, reshaping entry-level job requirements since 2022.
- High-intensity AI adopters are companies integrating machine learning, automation, and generative AI tools into their workflows at scale.
- Entry-level job postings in AI-adopting sectors are increasingly seeking candidates with data analytics and process automation skills.
- Labor market monitoring agencies began publishing AI impact reports quarterly since late 2023.
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🎩 Key stakeholders:- Key stakeholders include companies like Google, Microsoft, and Amazon that actively deploy AI across their operations.
- The World Economic Forum and OECD regularly analyze and report on AI-driven labor market shifts.
- Notable thought leaders include Erik Brynjolfsson at Stanford, Daron Acemoğlu at MIT, and Fei-Fei Li at Stanford.
- Job platforms such as LinkedIn and Indeed closely track shifts in hiring for entry-level roles affected by AI.
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➡ Potential consequences:- Near-term: Graduates without AI or coding skills may face reduced job opportunities at high-intensity AI firms.
- Near-term: A surge in demand for AI upskilling courses is expected from universities and online platforms.
- Medium-term: Persistent structural changes may drive wage polarization between AI-skilled and non-AI entry-level workers.
- Medium-term: High-intensity AI companies may reshape onboarding processes to prioritize digital-first and automated skillsets.
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Technical and regulatory challenges for deploying Tesla FSD 14 Lite on HW3 vehicles |
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🗺 Background:- Tesla's FSD 14 Lite is designed as a lighter version of its Full Self-Driving (FSD) stack for vehicles equipped with HW3 computer, released since 2019.
- HW3 hardware is less capable than HW4, raising compatibility and performance concerns when running advanced FSD neural networks.
- Technical challenges include real-time processing limitations and potential need for feature reduction on HW3 vehicles.
- Regulatory issues involve compliance with regional autonomous vehicle laws, safety reviews, and certification processes.
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🎩 Key stakeholders:- Tesla, Inc., led by CEO Elon Musk, is the primary developer and deployer of FSD software.
- National Highway Traffic Safety Administration (NHTSA) and European Commission are regulators overseeing autonomous vehicle deployments.
- Owners of Tesla vehicles with HW3 hardware, numbering over 1 million globally, are affected stakeholders.
- Third-party analysts and technology watchdogs monitor developments and issue public reports.
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💡 News facts:- Tesla released FSD 14 Lite beta for HW3 vehicles in North America on July 2, 2026, according to Electrek - July 2, 2026.
- NHTSA confirmed ongoing review of Tesla FSD 14 Lite's deployment on HW3 as of July 2, 2026, detailed by Reuters - July 2, 2026.
- Tesla's official blog post on July 2, 2026, outlined technical trade-offs required for HW3 implementation, available at Tesla Blog - July 2, 2026.
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➡ Potential consequences:- Near-term: HW3 vehicle owners may experience feature limitations compared to HW4 users, potentially impacting user satisfaction and upgrade demand.
- Near-term: Regulatory review could delay wider rollout or necessitate additional safety updates prior to broad deployment.
- Medium-term: Increased regulatory scrutiny may affect Tesla's expansion plans in regions with strict autonomous driving laws.
- Medium-term: Engineering solutions for HW3 could pave way for longer software support cycles and enhance residual value of earlier Tesla models.
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Implications of Rocket Lab's acquisition of Iridium for competition with Amazon and SpaceX in satellite communications |
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🗺 Background:- Rocket Lab is a commercial launch provider founded by Peter Beck in 2006, specializing in small satellite launches.
- Iridium is a global satellite communications company operating a constellation of 66 active satellites, offering voice and data services.
- Amazon and SpaceX are major industry competitors, with Amazon's Project Kuiper and SpaceX's Starlink both aiming to deploy large-scale constellations for broadband internet.
- Acquisition of Iridium by Rocket Lab positions them to expand their role in satellite communications beyond launch services.
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🎩 Key stakeholders:- Key companies involved are Rocket Lab, Iridium Communications Inc., Amazon, and SpaceX.
- Peter Beck (CEO of Rocket Lab), Matt Desch (CEO of Iridium), and Elon Musk (CEO of SpaceX) are prominent leadership figures.
- Amazon Web Services and SpaceX Starlink divisions are directly affected by satellite constellation competition.
- Regulatory institutions such as FCC and ITU oversee satellite communications and frequency allocations.
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➡ Potential consequences:- Rocket Lab may offer integrated launch and communication services, challenging SpaceX Starlink and Amazon Kuiper's vertical integration.
- The acquisition could accelerate Rocket Lab's entry into broadband provisioning, increasing market competition in satellite internet within 12-24 months.
- Iridium's established government and enterprise contracts may help Rocket Lab secure new commercial and defense communications deals.
- Regulatory scrutiny could intensify, as consolidation of satellite assets might require additional FCC or ITU review in the medium term.
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TIDAL's approach to AI-generated music monetization: Motivations and consequences for artists and platforms |
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🗺 Background:- TIDAL is a music streaming platform owned by Block, Inc., known for its artist-centric payment models.
- AI-generated music is gaining traction, prompting platforms to develop monetization strategies for such content.
- The debate over AI music monetization involves questions of copyright, revenue allocation, and artist rights.
- Major artists and industry stakeholders are increasingly vocal about the impact of AI on creative and financial processes.
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🎩 Key stakeholders:- TIDAL is led by CEO Jesse Dorogusker under parent company Block, Inc.
- Key stakeholders include AI music creators, traditional artists, record labels, and music rights organizations.
- Streaming platforms such as Spotify, Apple Music, and SoundCloud are also developing AI music policies.
- Legal institutions like the U.S. Copyright Office are involved in regulating AI-generated works.
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➡ Potential consequences:- Artists may benefit from new revenue streams if AI-generated content uses their likenesses or compositional styles.
- TIDAL's approach could set an industry precedent for transparent AI music monetization policies in the near term.
- Potential legal disputes over AI-generated music may increase as copyright law is tested in new contexts.
- Traditional platforms may adopt similar models, affecting competition and artist bargaining power in the medium-term.
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Culture
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Fra Angelico "The works of a good painter should speak for themselves..." Fra Angelico (c. 1395 – 1455) was an Early Italian Renaissance painter known for his delicate and spiritual religious works. A Dominican friar, he combined religious devotion with artistic brilliance, influencing Renaissance art with his frescoes and altarpieces.... | Geoffrey Chaucer "The lyf so short, the craft so long to lerne..." Geoffrey Chaucer (c. 1343 – 1400) was an English poet and author, widely considered the Father of English literature. He is best known for 'The Canterbury Tales,' a collection of stories that provide a vivid portrait of 14th-century English society.... |
Leonardo da Vinci "Learning never exhausts the mind..." Leonardo da Vinci (1452–1519) was a polymath of the Italian Renaissance whose areas of interest included invention, painting, science, and anatomy. His scientific studies and detailed notebooks reflect his extraordinary curiosity and observational skills.... | Joan of Arc "I am not afraid..." Joan of Arc (c. 1412 – 1431) was a French heroine and military leader who claimed divine guidance in leading French forces against English occupation during the Hundred Years' War. She was canonized as a saint and remains a symbol of French unity and patriotism.... |
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NASA
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Sibling Supernova Remnants (2026-07-02) Credits: NASA / APOD |
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Github
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Trading tools |
qf-lib 947 stars #30 Modular Python library that provides an advanced event driven backtester and a set of high quality tools for quantitative finance. Integrated with various data vendors and brokers,... | toraniko 944 stars #31 A multi-factor equity risk model for quantitative trading.... |
howtrader 932 stars #32 Howtrader: A crypto quant framework for developing, backtesting, and executing your own trading strategies. Seamlessly integrates with TradingView and other third-party signals. Si... | Polymarket_data 689 stars #33 A comprehensive dataset of 1.1 billion trading records from Polymarket, processed into multiple analysis-ready formats. Features cleaned data, unified token perspectives, and user-... |
Sea Vessels |
boatbot 2 stars #30 ⛵ 🤖 - A cool bot that tracks boats... | mechanic-skill 2 stars #31 Vehicle maintenance tracker and mechanic advisor. Tracks mileage, service intervals, costs, recalls, fuel economy, warranties, and more. Supports trucks, cars, motorcycles, dirt bi... |
DEEP-STATE 2 stars #32 Real-time OSINT map tracking 292 submarines across 30+ navies — nuclear SSBNs, attack SSNs, diesel boats. Interactive map + 3D globe. Auto-updated every 6h via GitHub Actions. FR/E... | UnmanedSurfaceVehiculesProject 2 stars #33 Performed research work for the National Science Foundation, under the direction of Dr. Leonardo Bobadilla, for his $605,569 project Extending Autonomy in Seemingly Sensory-Denied ... |
Air Vessels |
headtrack 32 stars #30 Lightweight X-Plane plugin that uses SmoothTrack input to enables head tracking.... | tello_object_tracking 31 stars #31 DJI Tello Drone tracks a moving object (a face or a person) on the horizontal/vertical plane keeps also a constant distance from the detection.... |
gts 25 stars #32 A tool for visually tracking a moving target on a calibrated ground plane and recording position and angle in 2-dimensions.... | MMM-FlightRadarTracker 25 stars #33 MagicMirror module that tracks nearby planes based on Flightradar24 data... |
Imagery |
py-image-dataset-generator 223 stars #30 Get a large image dataset with minimal effort by grabbing image through the web and generate new ones by image augmentation.... | autoalbument 205 stars #31 AutoML for image augmentation. AutoAlbument uses the Faster AutoAugment algorithm to find optimal augmentation policies. Documentation - https://albumentations.ai/docs/autoalbument... |
easyreg 176 stars #32 an image registration/augmentation/segmentation package... | trivialaugment 167 stars #33 This is the official implementation of TrivialAugment and a mini-library for the application of multiple image augmentation strategies including RandAugment and TrivialAugment.... |
Video |
FastVideo 3794 stars #30 A unified inference and post-training framework for accelerated video generation.... | MAGI-1 3726 stars #31 MAGI-1: Autoregressive Video Generation at Scale... |
mochi 3687 stars #32 The best OSS video generation models, created by Genmo... | Generative-Media-Skills 3675 stars #33 Multi-modal Generative Media Skills for AI Agents (Claude Code, Cursor, Gemini CLI). High-quality image, video, and audio generation powered by muapi.ai.... |