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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 |
-0.0121% -0.3022% MoM | +0.0221% -0.3528% MoM | -0.1703% +2.1124% MoM | -0.4128% +0.2493% MoM |
-0.4128% +0.2493% MoM | -0.2362% +0.4928% MoM | -0.9004% -3.8935% MoM | +0.2815% -4.4623% MoM |
-0.0871% -1.2355% MoM | -0.0797% +0.4206% MoM | -1.0916% -2.7305% MoM | -1.2598% +1.3224% MoM |
-1.3927% -4.0445% MoM | +0.6264% -0.1325% MoM | -2.6857% -7.2686% MoM | +0.068% +3.3974% MoM |
-0.7235% +6.6577% MoM | +2.2409% -0.6352% MoM | +0.6071% +2.0283% MoM | -0.0948% -3.9953% MoM |
-0.9434% -3.6206% MoM | +0.5685% -4.3784% MoM | -0.2033% -0.1951% MoM | -0.4961% -3.4359% MoM |
-1.2427% -6.8839% MoM |
Commodities - 07/17 |
+1.0001% -5.1441% MoM | +0.774% -16.2184% MoM | +3.8642% +8.4741% MoM | -1.0211% -7.2112% MoM |
+0.7249% +3.5395% MoM | +0.4712% -0.2833% MoM | -0.289% -1.7857% MoM | +0.2869% -9.6811% MoM |
+0.454% +3.207% MoM | +0.3812% +7.8233% MoM | -0.1406% -17.0807% MoM | -0.4647% -17.4913% MoM |
Favorites - 07/17 |
+1.0178% +21.1051% MoM | +0.0868% -2.1669% MoM | -1.623% +4.1382% MoM | -0.8028% +0.5302% MoM |
+3.2687% -30.1095% MoM | -4.7716% +21.9593% MoM | -0.2721% +4.9305% MoM | -1.6597% +7.5391% MoM |
+0.4212% +6.7897% MoM | +2.8091% -35.6928% MoM | -0.4948% -20.3137% MoM | +5.0328% -14.0962% MoM |
-0.0879% -19.9606% MoM | +2.2889% -33.4772% MoM | -0.8942% +11.5999% MoM | -2.475% -2.9733% MoM |
Sectors - 07/17 |
-0.5288% +0.7814% MoM | -0.2534% +7.0865% MoM | -0.6079% +4.3571% MoM | -0.33% +3.0475% MoM |
-0.049% -11.5869% MoM | +0.9398% -4.0076% MoM | -0.4674% +6.2222% MoM | -1.372% +4.0091% MoM |
+0.4127% +6.7137% MoM | +1.3604% -13.3213% MoM |
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Gainers
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Polestar Automotive Holding UK PLC Class C-1 ADS (ADW) +189.8% Polestar Automotive Holding UK PLC is a pure play, premium electric car brand, designing performance cars engineered to excite consumers and drive change. It believes that it defin... | FGI Industries Ltd. Warrant +116.9% FGI Industries Ltd is a supplier of kitchen and bath products. The company is business to business supplier of bath and kitchen products to large retail, wholesale, commercial, and... |
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Losers
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ReNew Energy Global plc Warrant -56% ReNew Energy Global PLC is a developer and operator of clean energy projects intended to meet India's growing energy needs in an efficient, sustainable and socially responsible man... | Vivakor, Inc. Common Stock -48.4% Vivakor Inc is a socially responsible operator, acquirer and developer of technologies and assets in the oil and gas industry, as well as related environmental solutions. It is foc... |
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Business
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The impact of naval blockades and energy export threats on global oil prices and market stability in the Middle East crisis |
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🗺 Background:- The U.S. has reimposed a naval blockade on Iran amid escalating military strikes, disrupting interim peace efforts in the Middle East.
- Iran has threatened to halt all energy exports from the region as retaliation, raising concerns over the security of the key global oil route, the Strait of Hormuz.
- Recent attacks and heightened tensions have pushed Brent crude prices above $85 per barrel, highlighting the market's vulnerability.
- A shrinking global oil supply buffer is intensifying fears of a broader conflict impacting energy markets.
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🎩 Key stakeholders:- The United States military and government are central actors in enforcing the blockade and conducting airstrikes.
- Iranian officials and the Islamic Revolutionary Guard Corps play a primary role in threatening energy exports and retaliatory attacks.
- Global institutions like the International Monetary Fund (IMF) have issued warnings about market stability amid shrinking oil cushions.
- Major oil market participants, including Brent crude traders and Gulf producers, are affected by transport and export disruptions.
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➡ Potential consequences:- In the near-term, oil prices are expected to remain highly volatile, potentially exceeding $90 per barrel due to fears of further supply disruption.
- If Iranian threats to halt exports materialize, global energy markets could face severe shortages and downstream economic shocks in both developed and emerging economies.
- A prolonged naval blockade and ongoing strikes could destabilize other Middle Eastern oil-producing nations, escalating the risk of regional conflict.
- Medium-term consequences include increased pressure on strategic petroleum reserves and heightened calls for alternative energy investments as geopolitical risks persist.
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China's export surge: How AI adoption and shifting global trade patterns drive exponential growth in technology and vehicle exports |
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🗺 Background:- China's exports surged by 27% in June 2026, driven primarily by rapid AI adoption and strong global demand for high-tech products.
- Exports of vehicles, especially electric vehicles (EVs), and tech-related goods saw exponential growth due to increased AI integration in global industries.
- AI's influence has reshaped trade patterns, boosting demand for semiconductors and electronic equipment.
- Shifting geopolitical factors, including the Iran war, have contributed to changing global trade flows.
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🎩 Key stakeholders:- Key stakeholders include China's customs agency, leading Chinese EV manufacturers such as BYD and Geely, and major semiconductor producers.
- Government officials overseeing trade policy and AI development play pivotal roles in driving export growth.
- Global importers influenced by the shift in AI and vehicle export trends include partners in Europe, North America, and emerging markets.
- Economists and analysts, such as those at Fortune and the Associated Press, monitor and comment on these developments.
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➡ Potential consequences:- In the near term, increased exports may boost China's GDP and strengthen its global economic position.
- Medium-term consequences include intensified competition in global tech and vehicle markets, potentially pressuring traditional export leaders.
- High demand for semiconductors and electronics could exacerbate supply chain volatility and prompt further investment in AI infrastructure.
- Shifting trade patterns might impact trade balances and diplomatic relations with key partners due to changing import-export dependencies.
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AI infrastructure policy and economic ramifications: New York's pause on data centers, public reactions, and cross-state investment competition |
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🗺 Background:- On July 16, 2026, New York issued an executive order pausing environmental permits for new AI data centers for up to one year.
- Data centers are critical to AI infrastructure, enabling large-scale computing and economic investment in technology.
- The pause aims to evaluate environmental impacts amid growing industry demand for computational resources.
- Cross-state competition for AI infrastructure investment is increasingly fierce, with states like Texas actively courting companies.
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🎩 Key stakeholders:- Donald Trump, former U.S. president, has vocally opposed New York’s pause, calling it a "terrible decision."
- Governor of New York announced the executive order halting new permits for large-scale data centers.
- Major tech firms and AI companies, including those seeking to build or expand in New York, are stakeholders in the decision.
- States competing for investment—such as Texas—are direct beneficiaries of policy changes in New York.
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➡ Potential consequences:- In the near-term, New York may see reduced AI infrastructure investment as companies move to more business-friendly states.
- Medium-term, environmental review could lead to stricter regulatory frameworks influencing future tech growth in New York.
- Texas and other states could gain economic advantages and attract major AI and tech firms due to New York’s policy pause.
- Public criticism and political pressure may force New York to reconsider or modify its approach before the one-year moratorium ends.
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Innovation in military technology: Ukraine's use of motherships, drones, and unconventional tactics in modern warfare |
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🗺 Background:- Ukraine has integrated unmanned aerial vehicles (UAVs), motherships, and unconventional tactics in its defense since Russia's invasion in 2022.
- Motherships enable small drones to operate farther and strike from less predictable directions, disrupting conventional battlefield logistics.
- Operation Spiderweb marked a major milestone: dozens of smuggled Ukrainian drones struck four Russian airfields, damaging high-value warplanes.
- Ukrainian drone warfare has evolved to incorporate balloons, trailers, and AI-guided quadcopters for deep penetration operations.
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🎩 Key stakeholders:- The Ukrainian Armed Forces lead the innovation and deployment of drone motherships and unconventional tactical assets.
- VORON drone unit, including members Vlad and Andriy, are prominent drone operators and contributors to frontline tactics.
- Russian security agencies such as the FSB monitor, report, and attempt to counter these new technologies in their territory.
- Business Insider is actively reporting on these developments and operational innovations in Ukraine's drone warfare.
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💡 News facts:- On July 16, 2026, Business Insider profiled the VORON drone unit, highlighting how bandmates Vlad and Andriy transitioned from music to advanced frontline drone operations. https://www.businessinsider.com/ukraine-war-drone-profession-singers-voron-commander-donetsk-2026-7#article
- On July 15, 2026, Business Insider reported Ukraine's use of motherships to send small drones farther into battle, allowing strikes from new, unpredictable directions. https://www.businessinsider.com/ukraines-drone-war-entering-mothership-era-2026-7#article
- On July 14, 2026, Business Insider detailed the FSB's announcement that Ukrainians used balloons, trailers, and drones—including AI attack quadcopters—to infiltrate deep into Russia, echoing Operation Spiderweb. https://www.businessinsider.com/fsb-ukraine-balloons-trailers-drones-attack-quadcopters-airfields-russia-2026-7#article
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➡ Potential consequences:- Near-term: Ukraine's expanded drone capabilities will likely force Russia to enhance counter-drone air defenses and adapt its airfield protection strategies.
- Near-term: Increased cross-border strikes may escalate military tensions and encourage wider use of unconventional assets.
- Medium-term: The success of motherships and deep engagement UAV tactics may drive broader adoption of multi-platform drone strategies in global militaries.
- Medium-term: The emergence of AI-directed quadcopters and unconventional tactics may re-shape professional military training, shifting focus to tech-centric warfare.
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Political campaigns and legality: Analysis of Elon Musk's monetary offers to Wisconsin voters and their implications for election law |
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🗺 Background:- Elon Musk, CEO of Tesla and SpaceX, made monetary offers to Wisconsin voters during the state's 2026 election.
- The offers involved the promise of $1 million payments to selected voters, raising questions about legality.
- Election laws in Wisconsin and the United States prohibit bribery or undue influence in political campaigns.
- A bipartisan panel convened to judge whether Musk's actions constituted illegal voter bribery.
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🎩 Key stakeholders:- Elon Musk is the principal accused in the alleged voter bribery incident.
- Wisconsin voters were the recipients of Musk's monetary offers.
- A local prosecutor in Wisconsin has authority to decide on criminal charges within 40 days.
- The bipartisan panel includes legal experts and election officials tasked with reviewing the case.
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➡ Potential consequences:- In the near-term, Elon Musk could face criminal prosecution if the local prosecutor decides to charge him.
- The legitimacy of Wisconsin's election results may come under scrutiny pending legal outcomes.
- Medium-term consequences include potential changes to campaign finance laws and heightened oversight of monetary offers in political campaigns.
- Major tech executives and political figures may face increased legal risk when engaging with voters during elections.
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Science News
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Recent Advances and Commercialization Strategies in Molecular Nanotechnology Tool Systems |
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🗺 Background:- Molecular nanotechnology tool systems focus on the precise manipulation of individual molecules for manufacturing and engineering applications.
- Recent advances utilize inverted-mode Scanning Tunneling Microscopes (STM) and carbon dimer manipulation to achieve atomically precise operations.
- Breakthroughs are driven by the need for scalable, revenue-generating applications and practical molecular manufacturing workstations.
- Long-term development includes creating a flywheel effect for commercialization, accelerating the adoption of molecular-scale technologies.
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🎩 Key stakeholders:- Brian Wang is a notable investor and advocate, having supported startups focused on molecule placement for over a decade.
- CBN Nano is a key institution, with its 2026 paper outlining the practical plan for early molecular nanotechnology workstation development.
- Collaborators include authors of arXiv:2512.24431 and teams at Next Big Future reporting the latest advances.
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➡ Potential consequences:- Near-term commercialization strategies could create self-reinforcing revenue streams and accelerate practical adoption of molecular nanotechnology.
- Medium-term impacts include expanded development of molecular manufacturing workstations capable of scalable atomically precise engineering.
- Successful molecular nanotechnology systems may disrupt existing manufacturing, material science, and engineering sectors within the next five years.
- Increased investment and partnerships are likely as firms respond to demonstrated proof-of-concept and flywheel commercialization models.
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Emerging Trends in AI Infrastructure: Data Center Construction and SpaceXAI Partnerships |
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🗺 Background:- The rapid expansion of AI infrastructure has accelerated demand for data center construction globally.
- SpaceXAI is pioneering partnerships and innovative deployment models for large-scale AI compute clusters.
- Governments and utilities are increasingly scrutinizing the environmental and economic impact of data center proliferation.
- Major deals and rapid buildouts are reshaping the timeline and economics of AI infrastructure provisioning.
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🎩 Key stakeholders:- SpaceXAI, a collaboration between SpaceX and leading AI players, is central to the current wave of AI data center innovation.
- Reflection AI, founded in 2024, recently secured a $1 billion compute deal with Nebius.
- New York State government, led by Gov. Kathy Hochul, is actively intervening in data center approvals.
- Tech companies such as Google, Amazon, Anthropic, and Nebius are major participants in new compute contract signings.
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💡 News facts:- On July 14, 2026, New York State halted approval of all new large data centers to address electricity cost, water supply, and local control issues (https://techcrunch.com/2026/07/14/new-york-state-halts-construction-of-all-new-data-centers/).
- Reflection AI signed a $1 billion deal for Nebius compute on July 14, 2026, marking a major partnership in open source AI (https://techcrunch.com/2026/07/14/reflection-inks-1b-compute-deal-with-nebius/).
- On July 15, 2026, Next Big Future reported that SpaceXAI is demonstrating real-world deployment of large clusters with rapid buildout timelines using partners such as Solar Turbines and APR Energy (https://www.nextbigfuture.com/2026/07/tens-of-billions-in-time-value-of-ai-data-centers.html).
- Next Big Future on July 15, 2026, noted SpaceXAI's Q4 2026 and 2027 profit will hinge on managing billions in AI capex and depreciation as Google, Anthropic, and Reflection contracts ramp up (https://www.nextbigfuture.com/2026/07/spacexai-turns-capex-into-q4-2026-and-2027-profit.html).
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➡ Potential consequences:- In the near term, regional halts like New York's may slow construction and redirect investment to other states or countries.
- SpaceXAI's rapid cluster deployment could compress infrastructure timelines and shift competitive dynamics in AI compute.
- Major compute contract signings may set new financial benchmarks and alter capex allocations among hyperscalers and AI startups.
- Medium-term, ongoing government intervention may lead to stricter regulations and new standards for sustainable data center operations.
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Foundation AI Models for Industrial Operations: Investment and Deployment in the Oil, Gas, and Petrochemical Sector |
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🗺 Background:- Foundation AI models are increasingly being developed for industrial operations, targeting the oil, gas, and petrochemical sectors.
- These models aim to optimize plant performance by integrating large-scale sensor data and operational workflows.
- Investment in sector-specific AI solutions has accelerated since 2025 amid rising automation demands.
- AI deployment in the oil and gas industry is driven by safety, efficiency, and cost reduction requirements.
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🎩 Key stakeholders:- Applied Computing is a leading firm investing in foundation AI models for oil and gas operations.
- Major oil and gas operators are early adopters of industrial AI models for plant-wide integration.
- Venture capitalists are backing AI efforts in oil and gas, with several firms participating in Series A rounds.
- TechCrunch regularly covers developments in industrial AI, highlighting key industry players.
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➡ Potential consequences:- In the near term, AI deployment could improve operational efficiency and reduce downtime for oil and gas plants.
- Medium-term impacts may include greater automation, fewer safety incidents, and reduced operational costs.
- The adoption of foundation models could drive industry-wide digital transformation and influence regulatory standards.
- Enhanced decision-making from AI models may accelerate timelines for embracing renewable energy and sustainability.
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Major Funding Rounds in Health Tech: Body-Scanning Startups and AI-driven Drug Discovery |
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🗺 Background:- Health tech startups are attracting significant investor interest, particularly in body-scanning technologies and AI-driven drug discovery.
- Recent funding rounds signal a shift towards greater integration of AI and advanced diagnostics in healthcare innovation.
- Proprietary body-scanning coupled with bloodwork and machine learning models for drug discovery are becoming focal points for industry advancement.
- Major founders and researchers are leveraging their reputations to raise large sums for novel health technology ventures.
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🎩 Key stakeholders:- Daniel Ek, co-founder of Spotify, is leading Neko Health, a startup focused on advanced body-scanning and health diagnostics.
- Neko Health has developed integrated body-scanning and bloodwork analysis technology.
- Miles Wang, an OpenAI researcher, is in talks to launch a new AI-driven drug discovery startup valued at $2B.
- Investors and research institutions are backing these ventures for their potential to transform health diagnostics and therapeutics.
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➡ Potential consequences:- In the near term, large funding rounds may accelerate product development and clinical deployment of novel diagnostics and drug discovery platforms.
- Medium-term consequences could include increased competition in health tech, more personalized medicine, and greater use of AI in clinical settings.
- Patient outcomes may improve as advanced scanning and AI tools become more widely available.
- Regulatory agencies and healthcare providers may need to adapt to new technologies and business models.
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AI Model Competition and Product Strategy: Microsoft's Positioning Versus OpenAI, Anthropic, and Hardware Developments |
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🗺 Background:- AI model competition has intensified among major tech players, with Microsoft seeking to differentiate its product offerings from OpenAI and Anthropic.
- Key strategies revolve around efficiency, product integration, cost optimization, and hardware innovation.
- Recent developments include hardware releases and legal disputes affecting product launches and company partnerships.
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🎩 Key stakeholders:- Microsoft, OpenAI, Anthropic, Thinking Machines, Oak, and Greylock are currently influential in the AI market landscape.
- Notable individuals include Shai Morag (Oak cofounder), and senior management teams at Microsoft and OpenAI.
- Institutions such as TechCrunch and Next Big Future are active in reporting ongoing developments.
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➡ Potential consequences:- Near-term, Microsoft’s sales strategy could shift customer preferences toward its proprietary AI models and away from OpenAI and Anthropic.
- The Codex hardware release by OpenAI may attract developers but is vulnerable to impact from ongoing legal disputes with Apple.
- Thinking Machines’ open model approach may catalyze more customization and competition in enterprise AI products.
- Medium-term, legal and hardware tensions could fragment partnerships, drive innovation, and intensify market competition across stakeholders.
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Culture
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No well-documented famous painter from the 3rd century Middle East "N/A..." There are no surviving records of famous painters from the 3rd century Middle East, as most art forms were primarily architectural, sculptural, or decorative rather than standalone paintings. Artistic traditions were more focused on mosaics, frescoes, and religious iconography during this period.... | Aphrahat ""The spirit of the Lord is upon me, because he has anointed me to preach good news to the poor..." Aphrahat, also known as Aphrahat the Persian Sage, was a Syriac Christian writer and ascetic who lived in the 3rd century. He is best known for his series of 23 Demonstrations, theological treatises addressing Christian doctrine and biblical interpretation.... |
Pappus of Alexandria "Mathematics is the knowledge of the things that always and necessarily are so..." Pappus of Alexandria was a Greek mathematician who lived in the 3rd century in the Middle Eastern region of Alexandria. He is known for his work 'Collection,' which is one of the last major works of Greek mathematics and includes valuable commentary on earlier Greek mathematical works.... | Shapur I "The world is a book, and those who do not travel read only a page..." Shapur I was the second shahanshah (king of kings) of the Sasanian Empire, ruling from 240 to 270 CE. He is known for his military campaigns against the Roman Empire and for establishing one of the most powerful empires in the Middle East during the 3rd century.... |
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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)... | AlphaTransform 18 stars #183 A Quantitative Trading Strategy Generation and Backtesting Framework... |
Sea Vessels |
voyage_tracker_sinatra_v1_0 0 stars #180 Tracks boats loaned to skippers for short voyages... | boat_projects 0 stars #181 Rails app to keep track of my boat projects and their dependencies... |
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 |
plane-info 1 stars #180 A website to track flights and get info... | tappy_plane 1 stars #181 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 #182 Java-based application developed for managing and tracking seat reservations on a plane. ... | CatTrackingwithUI-esp32 1 stars #183 Traking and visualizing the position of a BLE beacon on a 2d 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... |