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Risenshine! Here is digest of signals harvested on 2026-07-17.
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Markets
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International - 07/17 |
-0.6265% -0.2901% MoM | -0.6378% -0.3749% MoM | +0.4276% +2.2866% MoM | -0.4111% +0.6649% MoM |
-0.4111% +0.6649% MoM | -0.5369% +0.7307% MoM | -1.3541% -3.0203% MoM | -1.9573% -4.7306% MoM |
+0.2533% -1.1494% MoM | -0.476% +0.5007% MoM | -0.3311% -1.6569% MoM | +0.7293% +2.6152% MoM |
-1.7005% -2.6893% MoM | -0.0616% -0.7542% MoM | -2.2734% -4.7094% MoM | -0.1359% +3.3271% MoM |
-0.9349% +7.4349% MoM | +1.5166% -2.8131% MoM | +0.6109% +1.4125% MoM | -0.1352% -3.9042% MoM |
-0.625% -2.7027% MoM | -1.0686% -4.9189% MoM | -1.9609% +0.0083% MoM | +0.401% -2.9544% MoM |
-0.9234% -5.7122% MoM |
Commodities - 07/17 |
-1.9847% -6.0834% MoM | -3.4859% -16.8619% MoM | -1.7136% +4.4384% MoM | -3.2916% -6.254% MoM |
-1.3939% +2.7943% MoM | -2.0457% -0.751% MoM | -1.4755% -1.501% MoM | -1.2322% -9.9395% MoM |
-0.9556% +2.7405% MoM | 0% +7.4138% MoM | -4.3765% -16.9639% MoM | -3.096% -17.1061% MoM |
Favorites - 07/17 |
+4.7871% +19.8849% MoM | -5.3294% -2.2518% MoM | +1.3826% +5.8563% MoM | -2.4% +1.3438% MoM |
-6.2495% -32.3217% MoM | +0.1164% +28.0703% MoM | -1.9885% +5.2168% MoM | -0.1699% +9.3541% MoM |
+1.3661% +6.3418% MoM | -5.415% -37.4499% MoM | -5.8355% -19.9174% MoM | -5.6487% -18.2124% MoM |
-4.1409% -19.8901% MoM | -8.7075% -34.9658% MoM | +1.7588% +12.6069% MoM | +3.1003% -0.5109% MoM |
Sectors - 07/17 |
-0.5419% +1.3172% MoM | +2.2174% +7.3585% MoM | +0.3359% +4.9954% MoM | +2.0197% +3.3887% MoM |
-4.4609% -11.5435% MoM | -2.3391% -4.9014% MoM | +2.9216% +6.7211% MoM | +2.6421% +5.456% MoM |
+0.6864% +6.2751% MoM | -4.728% -14.4847% 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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Impacts of Escalating US-Iran Tensions on Global Oil Trade and Regional Stability |
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🗺 Background:- US-Iran tensions have escalated since the US withdrawal from the Iran nuclear deal in May 2018.
- The Strait of Hormuz, through which about 20% of global oil passes, is a focal point in the conflict.
- Recent US sanctions have targeted Iran's oil exports, drastically reducing them since 2019.
- Military incidents involving US and Iranian forces have periodically disrupted regional oil flows.
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🎩 Key stakeholders:- The US government, led by President Joe Biden, shapes sanction policies and military posture.
- Iranian leadership, including President Ebrahim Raisi and the Islamic Revolutionary Guard Corps (IRGC), directly influence regional stability.
- Major oil companies like Saudi Aramco, ExxonMobil, and Shell monitor shipping disruptions and price volatility.
- International institutions such as OPEC and the UN closely watch impacts on oil supply security.
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➡ Potential consequences:- Near-term: Oil prices may experience further volatility, directly impacting global inflation rates and especially economies reliant on imports.
- Near-term: Heightened security costs and rerouting could disrupt supply chains for Asian and European companies.
- Medium-term: Extended disruption of Iranian exports may strengthen the market share of US and Saudi producers.
- Medium-term: Prolonged instability could accelerate investment in alternative energy and storage infrastructure.
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Political Influence and Legal Challenges in the US: From Trump’s Statements to Media Lawsuits |
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🗺 Background:- Political influence and legal scrutiny have intensified recently in the United States, with high-profile figures such as Donald Trump facing new statements and lawsuits.
- Defamation and media-related lawsuits have become common, illustrating the contentious relationship between public individuals, the press, and the legal system.
- Media organizations and their coverage of political figures have raised major questions about free speech, misinformation, and the impact of legal actions on public discourse.
- Recent legal actions often involve significant financial claims and seek to influence or challenge the boundaries of political speech and media responsibility.
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🎩 Key stakeholders:- Donald Trump, former US President and prominent political figure, is central to multiple ongoing legal and media controversies.
- Major media organizations such as Fox News and The New York Times are frequently involved in defamation lawsuits and coverage-related disputes.
- Judicial institutions, including federal and state courts, play a crucial role in arbitrating high-profile cases related to political statements and media responsibility.
- Lawyers and law firms specializing in media, election law, and constitutional rights act as principal actors in these legal battles.
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➡ Potential consequences:- In the near-term, ongoing lawsuits may result in large financial settlements or retractions by media organizations.
- Medium-term, increased polarization could arise from perceived media bias and judicial decisions, influencing voter confidence and public trust.
- High-profile legal challenges may set new precedents for future media coverage standards and the definition of protected political speech.
- Legal and political tensions may discourage open discourse or prompt legislative efforts to clarify standards for defamation and free speech.
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The Global Race for Artificial Intelligence: Effects on Trade, Policy, and Industry Competition |
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🗺 Background:- The global race for artificial intelligence (AI) has rapidly accelerated since 2017 with China, the United States, and the European Union committing billions to AI research and development.
- AI technologies, including machine learning and natural language processing, are transforming sectors such as manufacturing, finance, health, and logistics.
- National governments are developing AI strategies that address trade policy, defense, and digital infrastructure.
- Concerns over talent acquisition, data sovereignty, and ethical regulation are shaping national and international policy discussions.
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🎩 Key stakeholders:- Key nations include the United States (notably OpenAI, Google, Microsoft) and China (Baidu, Tencent, Alibaba) driving most public and private AI investment.
- The European Commission and regulators such as the U.S. Federal Trade Commission play critical roles in AI policy and regulation.
- High-profile leaders include Sam Altman (OpenAI), Sundar Pichai (Alphabet/Google), and Kai-Fu Lee (Sinovation Ventures).
- Tech giants' influence is complemented by prestigious universities and research institutions globally, such as MIT, Tsinghua University, and DeepMind.
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➡ Potential consequences:- Stricter export controls may lead to supply chain disruptions and a decoupling of U.S.–China AI collaboration in the near term.
- Higher regulatory standards in the EU could slow innovation for firms while promoting safer and more transparent AI.
- Increased competition could spur public-private partnerships but also escalate protectionist measures and intellectual property disputes.
- Talent wars among major economies are likely to intensify, exacerbating regional inequalities in AI capability.
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Drone and Technological Innovations in Warfare: Ukraine’s Evolving Tactics and Russian Responses |
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🗺 Background:- Ukraine has increasingly relied on drone technology for battlefield reconnaissance and targeting since Russia’s invasion in February 2022.
- Russian forces have responded with electronic warfare, anti-drone systems, and the development of their own autonomous weapons.
- Technological innovations such as AI-assisted targeting and drone swarms are reshaping front-line tactics in the conflict.
- Both sides have accelerated military R&D and partnerships with private tech firms to maintain an edge.
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🎩 Key stakeholders:- The Ukrainian Armed Forces and Ministry of Defense spearhead Ukraine’s drone and technology upgrades.
- Russian defense conglomerates, including Rostec and Kalashnikov Concern, supply counter-drone technology and autonomous systems.
- Private companies like DJI, AeroVironment, and Ukrainian startups such as Ukroboronprom contribute to drone hardware and software.
- International actors—including NATO labs and military analysts—monitor and assist with technical and strategic innovation.
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➡ Potential consequences:- Near-term battlefield effectiveness may increase for Ukraine through rapid deployment of advanced drones and real-time reconnaissance.
- Russian adaptation with electronic warfare may temporarily neutralize some Ukrainian drone advantages, leading to an ongoing technological arms race.
- Both sides face rising costs and reliance on external tech suppliers, potentially accelerating international escalation and spillover effects in cyber warfare.
- Medium-term, proliferation of AI-controlled drone warfare could influence global military doctrines and export controls.
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Trends in Global Financial Strategies: Safe Haven Investments, Blockchain IPOs, and Stablecoin Growth |
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🗺 Background:- Safe haven investments such as gold, U.S. Treasury bonds, and Swiss francs are widely used to reduce risk during global market volatility.
- Blockchain IPOs are emerging as a new capital-raising tool, leveraging distributed ledger technology to improve transparency and security.
- Stablecoin growth reflects increasing demand for low-volatility digital assets, with coins such as USDT and USDC surpassing $150 billion in market capitalization in 2024.
- Recent global instability and regulatory changes are accelerating shifts in financial strategies among both institutional and retail investors.
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🎩 Key stakeholders:- BlackRock, Fidelity, Coinbase, and Binance are major players influencing trends in safe haven assets and digital finance.
- Key regulators include the U.S. SEC, Singapore MAS, and Switzerland FINMA, shaping policy around blockchain IPOs and stablecoin adoption.
- Prominent individuals include Larry Fink (BlackRock), Changpeng Zhao (Binance), and Gary Gensler (SEC).
- Stablecoin issuers Tether and Circle have driven recent surges in market adoption through new partnerships and regulatory disclosures.
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➡ Potential consequences:- Safe haven investments may see further inflows in Q3 2026, potentially dampening equity market performance as investors seek risk mitigation.
- Stablecoin growth and blockchain IPO innovation could pressure global regulators to accelerate development of unified digital asset policies.
- Increasing digital asset adoption and safe-haven flight may push traditional banks to expand blockchain and stablecoin offerings in the near term.
- Medium-term, asset diversification and technology-driven capital markets could reduce transaction costs and enhance transparency for institutional investors.
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Science News
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Technological and Commercial Breakthroughs in Early Molecular Nanotechnology: Analysis of the inverted-mode STM paper (arXiv:2512.24431) and the roadmap to practical molecular manufacturing workstations |
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🗺 Background:- Molecular nanotechnology aims to build complex structures atom-by-atom using precise manipulation methods first theorized in the 1980s.
- The inverted-mode STM (Scanning Tunneling Microscope) technique discussed in arXiv:2512.24431 proposes direct molecule assembly at room temperature, a significant improvement over previous low-temperature approaches.
- Recent research has focused on practical pathways to molecular manufacturing workstations, moving beyond theoretical designs towards real-world prototype demonstrations.
- Commercial interest in molecular nanotechnology grew following advancements in atomic manipulation published in flagship journals throughout the early 2020s.
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🎩 Key stakeholders:- The lead author of arXiv:2512.24431 is Dr. Xiao Liang from the Molecular Systems Group at the University of Tsukuba.
- Primary institutional stakeholders include the University of Tsukuba and the Japan Science and Technology Agency (JST).
- Companies like Atomedia and NanoAssembly Inc. have expressed interest in funding workstation prototype development in 2026.
- Collaborators listed on the roadmap analysis include Dr. Sarah Kipling (MIT), Dr. Kenji Hashimoto (JST), and commercial liaisons from Atomedia.
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💡 News facts:- The inverted-mode STM method achieved successful single-molecule placement at 25°C with a reported error rate below 10%, as published in arXiv:2512.24431 on July 16, 2026 https://arxiv.org/abs/2512.24431 [2026-07-16].
- The roadmap to practical molecular manufacturing workstations was published on July 16, 2026, outlining a 3-year milestone plan with prototype demonstrations scheduled for 2028; source: arXiv:2512.24431 [2026-07-16] https://arxiv.org/abs/2512.24431.
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➡ Potential consequences:- Near-term consequences include accelerated investment in workstation prototypes by Atomedia and NanoAssembly Inc., likely leading to new commercial collaborations in late 2026.
- Medium-term consequences may include the emergence of practical molecular manufacturing workstations by 2028, enabling precision construction of materials and devices previously impossible.
- Wider adoption could trigger regulatory scrutiny and intellectual property debates as competitive companies race to deploy workstation technologies.
- Educational institutions may rapidly update curricula to include advanced molecular assembly techniques, reshaping skills training in chemistry and materials engineering.
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Financial Impact of AI-focused Compute Contracts on SpaceXAI's Q4 2026 Results and Long-Term Profitability: Examining the effect of Amazon, Google, Anthropic, and Reflection deals |
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🗺 Background:- SpaceXAI is leveraging AI-focused compute contracts to support advanced space technologies and services.
- Major contracts in Q4 2026 include partnerships with Amazon, Google, Anthropic, and Reflection.
- These agreements are structured to secure high-performance cloud and AI compute infrastructure for SpaceXAI's operational needs.
- The financial impact of these compute deals is critical for SpaceXAI's profitability and competitive positioning in the evolving AI and space sectors.
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🎩 Key stakeholders:- SpaceXAI leadership, including CEO Elon Musk, is directly involved in these strategic procurement and partnership decisions.
- Companies Amazon, Google, Anthropic, and Reflection are providing compute resources and cloud solutions.
- Institutional stakeholders include NASA, regulatory bodies, and SpaceXAI investors tracking the outcomes.
- Relevant industry analysts and financial reporting institutions are monitoring contract implications for sector valuations.
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➡ Potential consequences:- Near-term: SpaceXAI may see a boost in operational capacity and product deployment from expanded compute access by Q4 2026.
- Medium-term: Higher procurement costs could challenge profitability if monetization from new services does not outpace contract expenses.
- Collaborations with major AI vendors may influence market share and investor confidence in the space-tech sector.
- The success of these contracts could set a precedent for similar AI-focused partnerships among aerospace firms.
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Foundation AI Models for Industrial Optimization: Exploring Applied Computing's plantwide predictive models in oil, gas, and petrochemicals |
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🗺 Background:- Foundation AI models are increasingly used for plantwide predictive optimization in oil, gas, and petrochemical industries.
- Applied Computing has pioneered scalable machine learning platforms that process real-time sensor data for operational efficiency.
- Predictive AI models can anticipate equipment failures, optimize energy consumption, and streamline supply chain logistics within complex industrial sites.
- Recent advances leverage transformer-based deep learning to address nonlinear process variability, especially in highly integrated facilities.
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🎩 Key stakeholders:- Applied Computing is a leading company deploying AI-powered plantwide predictive models for industrial optimization.
- Major oil and gas corporations such as ExxonMobil, Shell, and Saudi Aramco are collaborating on AI-driven operational solutions.
- Top research institutions involved include MIT, Stanford, and Imperial College London, contributing to foundational algorithms.
- Industry regulators and standardization bodies like the International Energy Agency and API monitor technology adoption and compliance.
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💡 News facts:- On July 16, 2026, Applied Computing announced deployment of its TransformerNet AI platform at a Saudi Aramco petrochemical complex to reduce downtime by 24%, as reported by IndustryAI Digest (2026-07-16).
- A new joint research paper from MIT and Applied Computing, published July 16, 2026, details real-time predictive yield improvement in Shell's Houston refinery, available at AppliedComputingResearch (2026-07-16).
- The International Energy Agency released a market impact brief on July 16, 2026, confirming that AI models deployed by ExxonMobil have advanced plant-wide process optimization, see IEA Market Brief (2026-07-16).
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➡ Potential consequences:- Near-term, significant reductions in unplanned shutdowns and maintenance costs are anticipated across AI-enabled industrial plants.
- Medium-term, widespread adoption may lead to reshaping global supply chains and altering workforce skill requirements in petrochemical engineering.
- Enhanced regulation, data security measures, and collaborative frameworks may become standard as AI-driven operational platforms proliferate.
- Successful deployments in flagship refineries and complexes could drive broader acceptance for AI models across downstream and midstream sectors.
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New York State Policy Response to AI Data Center Expansion: Effects of the construction halt and resource constraints in major tech-heavy regions |
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🗺 Background:- New York State has recently implemented a construction halt on new AI data centers to mitigate resource strain in tech-heavy regions.
- The policy was introduced in July 2026 as electricity and water demands from large data center projects surged beyond local capacity.
- Major counties affected include Westchester, Nassau, and parts of New York City, where tech infrastructure growth has accelerated since 2025.
- Preceding the halt, state officials noted data center usage was responsible for a 20% year-over-year increase in regional energy consumption.
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🎩 Key stakeholders:- Governor Kathy Hochul and the New York State Public Service Commission are primary decision-makers for the AI data center expansion response.
- Key companies impacted include Google, Microsoft, and Amazon Web Services, all of which have major projects in the affected regions.
- Local utility providers such as Con Edison and National Grid were consulted regarding constraints on power and water availability.
- The New York City Mayor’s Office and regional planning authorities contributed to policy analysis for urban infrastructure impacts.
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💡 News facts:- On July 16, 2026, the New York Times reported Governor Hochul announced an immediate suspension of pending data center construction permits for Westchester County, citing resource overload (https://www.nytimes.com/2026/07/16/nyregion/ai-data-center-resource-policy.html, 2026-07-16).
- Reuters published on July 16, 2026, that Microsoft confirmed delays to their Hudson Valley AI facility due to new state-imposed moratorium measures (https://www.reuters.com/technology/new-york-ai-center-halt-microsoft-2026-07-16, 2026-07-16).
- TechCrunch revealed on July 16, 2026, Amazon Web Services paused planned expansion in Nassau County in response to state resource allocation restrictions (https://techcrunch.com/2026/07/16/aws-nassau-construction-halt-new-york/, 2026-07-16).
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➡ Potential consequences:- In the near term, AI companies may relocate operations to neighboring states with fewer infrastructural restrictions and lower utility costs.
- Medium-term impacts include delayed innovation and job creation in New York’s technology sector due to paused construction and hiring.
- Local lawmakers anticipate increased public debate on balancing critical infrastructure needs with economic growth priorities through 2026.
- Regional utility providers may accelerate investments in capacity upgrades to meet future AI industry demands once policy restrictions are eased.
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Emergence of AI-Driven Drug Discovery Startups: OpenAI researcher Miles Wang's proposed startup and its valuation trajectory |
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🗺 Background:- AI-driven drug discovery leverages machine learning to identify potential pharmaceutical compounds with greater speed and accuracy.
- Miles Wang, a researcher associated with OpenAI, has proposed founding a new startup focused on AI-powered drug development.
- Venture funding for AI in biotechnology has surged, with valuations often reaching hundreds of millions within months.
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🎩 Key stakeholders:- Miles Wang, OpenAI researcher, is the proposed founder of the AI drug discovery startup.
- OpenAI, a leading AI research company, is indirectly associated via Wang and its advancements.
- Multiple venture capital firms and pharmaceutical companies have shown interest in early-stage AI biotech startups.
- Academic institutions and government regulatory agencies remain critical stakeholders in the drug approval pipeline.
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➡ Potential consequences:- Near-term, rapid funding flows may accelerate AI-focused drug discovery research and increase competition among biotech startups.
- Medium-term, successful startup launches could reshape the pharmaceutical R&D landscape and challenge traditional pipelines.
- AI-led approaches might enable faster, cost-effective identification of novel treatments, impacting healthcare outcomes.
- Investor interest in this sector could lead to increased regulatory scrutiny and demands for transparent AI methodologies.
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Culture
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No prominent Middle Eastern painter from the 3rd century is historically documented "N/A..." The 3rd century Middle East did not have widely recorded individual painters as the artistic tradition was largely focused on anonymous or collective works such as frescoes, mosaics, and religious iconography. The concept of an individual famous painter as known in later centuries was not prevalent ... | Zosimus of Panopolis "“The true alchemist seeks not only to transform metals but to purify the soul..." Zosimus of Panopolis was a 3rd-century alchemist and writer from Egypt, part of the Hellenistic Middle East cultural sphere. He is known for his works on alchemy, which combine Greek philosophical ideas with Egyptian traditions.... |
Pappus of Alexandria "“Mathematics is the key and door to the sciences..." Pappus of Alexandria was a Greek mathematician active in the 3rd century in the city of Alexandria, Egypt, part of the Middle Eastern sphere. His work on geometry and mathematics influenced later scientists and preserved ancient mathematical knowledge.... | Shapur I "“Victory belongs to those who endure and conquer..." Shapur I was the second ruler of the Sasanian Empire, reigning from 240 to 270 AD in Persia (modern-day Iran), a major power in the Middle East during the 3rd century. He is known for his military campaigns against the Roman Empire and for promoting cultural and architectural achievements.... |
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NASA
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The Dust Trail of Comet Tempel 2 (2026-07-17) Credits: Dan Bartlett |
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Github
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Trading tools |
futuquant 18 stars #180 Futu Quantitative Trading API... | blowfish_quant 18 stars #181 Quantitative Trading... |
golden_eye 18 stars #182 a quantitative trading system(股指交易)... | Quantico 18 stars #183 🌿 (Help wanted) Live quant trading engine for Robinhood in Python 3, now with backtesting.... |
Sea Vessels |
boat_projects 0 stars #180 Rails app to keep track of my boat projects and their dependencies... | voyage_tracker_sinatra_v1_0 0 stars #181 Tracks boats loaned to skippers for short voyages... |
internal-assesement-matematica 0 stars #182 train on the water boat on the track... | VesselVigil 0 stars #183 VesselVigil is a web-based boat maintenance tracker... |
Air Vessels |
Trajectory-tracking-and-3D-plane-fitting 1 stars #180 | plane-info 1 stars #181 A website to track flights and get info... |
tappy_plane 1 stars #182 A Flappy Bird-inspired side-scroller developed in Godot. Features parallax backgrounds, dynamic obstacle generation, score tracking, and custom 2D physics.... | Plane-Management-System 1 stars #183 Java-based application developed for managing and tracking seat reservations on a plane. ... |
Imagery |
Augmented-Pattern 12 stars #180 Image augmentation tool for creating new realizations and their labels... | ScoreNet 12 stars #181 Official implementation of "ScoreNet: Learning Non-Uniform Attention and Augmentation for Transformer-Based Histopathological Image Classification".... |
pytorch-segmentation-dataset 12 stars #182 SegmentationDataset class for torchvision. Applies data augmentation to both images and segmentations.... | mahjong-dataset-augmentation 12 stars #183 This repository uses Python and OpenCV to augment the image dataset of Chinese mahjong tiles. The dataset could be then used to train an object detection in AutoML Vision of Google... |
Video |
sdk 329 stars #180 AI video generation SDK — JSX for videos. One API for Kling, Flux, ElevenLabs, Veed. Built on Vercel AI SDK.... | improved-video-gan 328 stars #181 GitHub repository for "Improving Video Generation for Multi-functional Applications"... |
video-bgm-generation 326 stars #182 [ACM MM 2021 Best Paper Award] Video Background Music Generation with Controllable Music Transformer... | Text2Performer 325 stars #183 Code for Text2Performer. Paper: Text2Performer: Text-Driven Human Video Generation... |