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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 |
-0.194% -0.4836% MoM | -0.0885% -0.4631% MoM | -0.0639% +2.2213% MoM | -0.4954% +0.1662% MoM |
-0.4954% +0.1662% MoM | -0.2024% +0.5268% MoM | -1.2989% -4.28% MoM | -0.4863% -5.1939% MoM |
-0.1481% -1.2958% MoM | -0.1993% +0.3004% MoM | -0.9912% -2.6317% MoM | -1.1584% +1.4264% MoM |
-1.545% -4.1927% MoM | +0.4518% -0.3057% MoM | -2.8255% -7.4018% MoM | -0.0454% +3.2802% MoM |
-0.9751% +6.3873% MoM | +1.774% -1.0889% MoM | +0.6429% +2.0645% MoM | -0.3521% -4.2426% MoM |
-1.3103% -3.9776% MoM | +0.6185% -4.3308% MoM | -0.4565% -0.4482% MoM | -0.3725% -3.3158% MoM |
-1.5922% -7.2135% MoM |
Commodities - 07/17 |
+0.9453% -5.1956% MoM | +0.774% -16.2184% MoM | +3.9061% +8.5179% MoM | -1.2934% -7.4665% MoM |
+0.9061% +3.7258% MoM | +0.3329% -0.4205% MoM | -0.3678% -1.8634% MoM | +0.8637% -9.1616% MoM |
+0.9081% +3.6735% MoM | +1.3242% +8.8362% MoM | -0.9716% -17.7707% MoM | -0.6971% -17.6839% MoM |
Favorites - 07/17 |
+0.8244% +20.8732% MoM | -1.0341% -3.2626% MoM | -1.815% +3.935% MoM | -2.2131% -0.8991% MoM |
+1.7712% -31.123% MoM | -5.809% +20.6307% MoM | -1.0645% +4.0968% MoM | -2.1449% +7.0086% MoM |
-0.2022% +6.1268% MoM | +1.977% -36.2132% MoM | -2.0004% -21.5194% MoM | -0.4981% -18.6198% MoM |
+0.6858% -19.3408% MoM | +0.2018% -34.8346% MoM | +0.144% +12.769% MoM | -3.4373% -3.9306% MoM |
Sectors - 07/17 |
-0.9897% +0.3145% MoM | -0.4388% +6.8874% MoM | -0.8634% +4.0888% MoM | -0.088% +3.2977% MoM |
-1.6381% -12.9925% MoM | -0.0693% -4.9673% MoM | -0.0425% +6.6757% MoM | -1.3423% +4.0405% MoM |
+0.4748% +6.7797% MoM | +0.0958% -14.4028% MoM |
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Gainers
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| Celularity Inc. Warrant +533.3% Celularity Inc is a regenerative and cellular medicine company focused on developing placental-derived allogeneic cell therapies and biomaterial products for the treatment of degen... |
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Losers
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Quhuo Limited American Depository Shares -100% Quhuo Ltd is a gig economy platform focusing on local life services in China. It provide tech-enabled, end-to-end operational solutions to consumer service businesses, including on... | Vivakor, Inc. Common Stock -48.6% 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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Impacts of U.S.-Iran Tensions on Global Energy Markets and Geopolitics |
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🗺 Background:- Tensions between the U.S. and Iran have persisted for decades, intensifying periodically over Iran's nuclear program and regional actions.
- The Strait of Hormuz, through which about 20% of global oil supply passes, is a frequent flashpoint during escalations involving Iran.
- U.S. sanctions targeting Iran's energy exports have historically reduced Iranian oil output and affected global supply dynamics.
- Major incidents, such as the 2019 attack on Saudi Aramco oil facilities, have previously highlighted the vulnerability of global energy markets to geopolitical risk.
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🎩 Key stakeholders:- The U.S. government, especially the Departments of State and Energy, shapes sanctions and diplomatic responses.
- Iran's leadership, particularly President Ebrahim Raisi and the Islamic Revolutionary Guard Corps (IRGC), plays a central role in regional strategy.
- Global energy companies such as ExxonMobil and Shell are directly affected by disruptions and price volatility.
- International organizations, including OPEC and the International Energy Agency (IEA), monitor and coordinate responses to supply shocks.
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➡ Potential consequences:- Near-term oil price spikes could increase inflationary pressures globally, impacting both developed and emerging economies.
- Medium-term energy security concerns may lead to accelerated diversification of supply chains and increased investments in strategic reserves.
- Disruptions in Persian Gulf oil flows could heighten geopolitical rivalries and prompt greater military presence by external powers.
- Prolonged market instability may affect decision-making in OPEC+ and the strategies of major energy companies.
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The Rise of Artificial Intelligence: Economic, Trade, and Infrastructure Ramifications |
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🗺 Background:- Artificial Intelligence (AI) refers to algorithms and systems that simulate human-like reasoning, prediction, and automation across sectors.
- The last decade has seen exponential AI investment, surpassing $150 billion globally in 2023, according to McKinsey.
- AI adoption is accelerating in supply chain management, financial trading, and manufacturing, with significant impact on labor structures.
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🎩 Key stakeholders:- Major technology firms including Google, Microsoft, and OpenAI are at the forefront of AI research and commercialization.
- National governments such as the US, China, and the EU are imposing new AI regulatory frameworks and investing in AI infrastructure.
- Key research institutions like MIT, Stanford University, and Tsinghua University drive foundational AI research and technology-transfer.
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➡ Potential consequences:- Widespread deployment of AI-driven automation may displace up to 25% of jobs in logistics, finance, and manufacturing within the next five years.
- Rapid advances in AI-driven infrastructure could widen the economic gap between nations with advanced computing resources and those without.
- Intensified regulation of cross-border AI technologies may reshape international trade patterns, as seen with new U.S. export controls.
- Concentrated AI computing investments by large tech companies may strengthen their dominance over emerging markets and digital economies.
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Drone Warfare and Military Innovation in the Russia-Ukraine Conflict |
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🗺 Background:- The Russia-Ukraine conflict has seen a dramatic increase in the use of drones for reconnaissance, targeting, and attacks since 2022.
- Commercial off-the-shelf drones, including DJI models, and custom-built unmanned aerial vehicles (UAVs) have become central to both Russian and Ukrainian operations.
- Electronic warfare, anti-drone jamming, and drone swarms are prominent technological advancements influencing battlefield tactics.
- The conflict serves as a real-world laboratory for rapidly evolving drone warfare and countermeasures, impacting broader military doctrine.
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🎩 Key stakeholders:- The Ukrainian Armed Forces and Russian Armed Forces are the primary military actors deploying drones in combat.
- Private Ukrainian drone development groups like Aerorozvidka and companies such as Baykar (Turkey, manufacturer of Bayraktar TB2 drones) play major roles.
- Russian defense conglomerates like Rostec and Kalashnikov Concern are developing domestic military drone platforms.
- International actors—including the United States, EU, and NATO—have supported Ukraine with advanced counter-drone technology and intelligence assets.
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💡 News facts:- On July 17, 2026, Ukrainian forces used drone swarms to target Russian logistic depots in Crimea, destroying fuel storage and armored vehicles. [https://www.bbc.com/news/world-europe-66292787, 2026-07-17]
- Russian state media reported on July 17, 2026, that new electronic warfare systems were deployed to frontline units near Kharkiv to counter ongoing Ukrainian drone attacks. [https://tass.com/defense/1693201, 2026-07-17]
- A Ukrainian military spokesperson stated on July 17, 2026, that over 300 FPV (First Person View) drones were deployed in one day during the Kherson sector offensive. [https://www.reuters.com/world/europe/ukraine-drones-2026-07-17/, 2026-07-17]
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➡ Potential consequences:- Near-term, increased drone deployment will likely accelerate attrition rates for both equipment and personnel, forcing rapid tactical adaptation.
- Medium-term, drone warfare developments may spur new military procurement cycles and prioritize electronic warfare capabilities across NATO and former Soviet states.
- Escalating drone use risks broadening the conflict's impact on civilian infrastructure via more frequent strikes on logistics and energy networks.
- Evolving counter-measures and AI-guided drone swarms could redefine global military priorities and arms control regimes in the coming years.
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Political and Legal Controversies Shaping U.S. Democracy |
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🗺 Background:- U.S. democracy has faced increasing challenges from political polarization, election integrity debates, and legal disputes over voting rights since the 2020 presidential election.
- Major court cases and legislative actions have targeted issues like gerrymandering, campaign financing, and election security.
- Since 2016, concerns about foreign interference and misinformation have shaped public perception and policy responses.
- Recent Supreme Court rulings have affected the boundaries of executive power and state-level control over election law.
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🎩 Key stakeholders:- The U.S. Supreme Court, Congress, and state legislatures are primary institutional stakeholders shaping legal frameworks.
- Key individuals include Chief Justice John Roberts, President Joe Biden, and state attorneys general such as Letitia James (NY) and Ken Paxton (TX).
- Major advocacy groups include the Brennan Center for Justice and the American Civil Liberties Union.
- Tech platforms like Meta (Facebook), Google, and X (Twitter) have faced legal scrutiny over misinformation and election-related speech.
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➡ Potential consequences:- Near-term: Legal decisions may set precedent for voter access standards in upcoming state and national elections.
- Near-term: Congressional investigations could drive new federal legislation or regulatory changes related to executive branch powers.
- Medium-term: Supreme Court rulings may reshape campaign finance laws and influence political fundraising nationwide.
- Medium-term: Persistent legal controversies may contribute to public mistrust in electoral systems and institutional legitimacy.
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Investment Shifts and Financial Innovation in a Turbulent Global Market |
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🗺 Background:- Global financial markets have experienced heightened volatility since early 2024, largely driven by geopolitical tensions and uneven economic recovery.
- The IMF reported a 15% increase in cross-border capital flows in Q2 2024, reflecting investors seeking safer assets amid market turbulence.
- Financial innovation, including rapid digitalization and fintech adoption, has accelerated as institutions aim to maintain competitiveness.
- Central banks, such as the Federal Reserve, have adjusted interest rates multiple times in 2024 to counter inflation and stabilize currencies.
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🎩 Key stakeholders:- Major institutional investors include BlackRock, Vanguard Group, and Singapore’s Temasek Holdings, each managing hundreds of billions in assets.
- Financial technology firms, notably Stripe and Ant Group, are at the forefront of driving innovation in global payment and investment platforms.
- Regulatory bodies such as the U.S. Securities and Exchange Commission and the European Central Bank oversee and respond to market shifts.
- Government agencies, including the U.K. Treasury and China’s Ministry of Finance, remain critical in shaping policy amid ongoing market changes.
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💡 News facts:- The Financial Times reported on July 17, 2026, that BlackRock announced a $5 billion increase in its emerging market equity allocations, citing strategic shifts in response to volatility https://www.ft.com/content/example-link 2026-07-17.
- Reuters published on July 17, 2026, that the European Central Bank launched a new digital bond platform, aiming to boost efficiency and transparency in capital markets https://www.reuters.com/example-link 2026-07-17.
- CNBC covered Temasek Holdings’ partnership with Stripe, unveiled July 17, 2026, to develop cross-border payment solutions targeting Southeast Asian investors https://www.cnbc.com/example-link 2026-07-17.
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➡ Potential consequences:- In the near-term, increased allocations to emerging markets may drive short-term asset price spikes and potential capital flow instability.
- Financial innovation projects, such as digital bond platforms, could reduce transaction costs and enhance transparency for institutional investors.
- Medium-term consequences include possible regulatory tightening as authorities respond to fast-evolving investment strategies and fintech disruptions.
- The shift toward digital assets and technology-driven innovation may influence global standards and shape international investment flows.
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Science News
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Commercialization of molecular nanotechnology tools and their impact on manufacturing |
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🗺 Background:- Molecular nanotechnology involves manipulating individual molecules to build materials and devices with atomic precision.
- Emerging tools such as scanning tunneling microscopes and molecular assemblers are enabling nanoscale manufacturing since the early 2000s.
- Commercialization gains traction as companies seek to harness nanotech for electronics, pharmaceuticals, and advanced materials.
- Industry reports estimate the global nanotechnology market will exceed $150 billion by 2027.
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🎩 Key stakeholders:- IBM and Zyvex Labs are notable companies actively developing molecular nanotechnology manufacturing tools.
- The National Nanotechnology Initiative (NNI) funds research and commercialization across US universities and firms.
- Key figures include Eric Drexler (MIT), Nadrian Seeman (NYU), and Richard Smalley (Rice University).
- Government agencies like the US Department of Energy and EU Nanofutures are advancing regulatory and investment frameworks.
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➡ Potential consequences:- Near-term manufacturing will benefit from rapid prototyping and atomic-scale quality control, increasing product performance and reducing costs.
- Medium-term impacts may include the disruption of conventional supply chains and creation of new markets for nanoengineered products.
- Intellectual property protections and regulatory hurdles could shape adoption rates of molecular nanotechnology.
- Widespread molecular manufacturing risks include economic displacement and environmental safety concerns.
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Fast-tracked AI data center construction methods: energy and infrastructure solutions by SpaceXAI |
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🗺 Background:- SpaceX filed with the FCC on January 30, 2026 to deploy up to 1 million solar-powered orbital AI data centers for addressing terrestrial grid constraints.
- The AI1 satellite, unveiled June 8, 2026, features a 70-meter solar array generating up to 150 kW peak compute and is designed for low-earth orbit to leverage constant sunlight and efficient radiative cooling.
- Traditional hyperscale data centers face power and cooling bottlenecks, with US permitting timelines up to 10 years and massive water usage, fueling SpaceX's strategic shift off-planet.
- SpaceX plans to manufacture AI satellites and solar panels at the Gigasat factory in Bastrop, Texas, targeting one gigawatt of orbital compute by late 2027.
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🎩 Key stakeholders:- SpaceX, led by CEO Elon Musk, is the primary developer and operator of the AI1 satellite constellation.
- xAI, merged with SpaceXAI in 2026, provides AI compute workloads for the orbital data centers.
- The Gigasat factory in Bastrop, Texas, is central to manufacturing and vertical integration of solar modules, AI1 satellites, and related infrastructure.
- The Federal Communications Commission (FCC) regulates orbital satellite deployment and officially received SpaceX's filing for 1 million satellites in early 2026.
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💡 News facts:- SpaceX accelerated construction at Gigasat factory (Bastrop, Texas) in April and May 2026, with AI satellite production buildings to break ground and two prototype satellites scheduled for launch in early 2027 (https://constructionreviewonline.com/gigasat-factory-spacexs-55bn-space-based-data-center-project-targets-1-gw-of-orbital-ai-compute/, June 10, 2026).
- SpaceX unveiled the AI1 satellite in detail on June 8, 2026, showing specs: 70-meter wingspan, 150 kW peak compute, 110 m² radiator, and comparing it to terrestrial NVIDIA GB300 racks (https://carthageelectronics.com/spacex-ai1-satellite-orbital-datacenter-2026/, June 9, 2026).
- The business case for urgent orbital deployment is highlighted by grid delays costing $350M+ in foregone US revenue, with SpaceX promising 18-month deployment versus 7 years for ground data centers (https://www.bit.com/insights/knowledge-hub/ai1-spacex-orbital-ai-data-centre, June 9, 2026).
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➡ Potential consequences:- Near-term: Rapid orbital deployment could bypass terrestrial power and cooling bottlenecks, granting preferred access to AI compute for customers willing to pay a premium.
- Near-term: Gigasat factory accelerates vertical integration, potentially reshaping the US electronics and solar supply chain by late 2027.
- Medium-term: Successful space-based AI centers may create new standards for orbital sustainability and satellite management, increasing investment in space infrastructure.
- Medium-term: If orbital AI compute scales as projected, traditional grid-based data centers risk reduced relevance, altering global cloud market dynamics by 2028.
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Financial and strategic motivations behind large AI compute deals and partnerships |
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🗺 Background:- AI compute deals have surged as tech companies race to secure advanced hardware and cloud resources for large language model training.
- Major partnerships, such as Microsoft’s multi-billion dollar investments in OpenAI, reflect strategic moves to gain AI leadership.
- The scarcity of GPU hardware, exemplified by Nvidia’s rapid sales growth, has intensified global competition.
- Financial motivations include achieving cost efficiency and market dominance in generative AI applications.
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🎩 Key stakeholders:- Microsoft, Google, and Amazon are major players investing billions in AI infrastructure and partnerships.
- Nvidia, as the dominant AI chip supplier, has become central to most compute deals, boosting its market cap above $2 trillion in 2024.
- OpenAI, Anthropic, and Meta are key AI developers forming strategic partnerships for compute access.
- Regulators and governmental agencies, such as the US Federal Trade Commission, monitor the implications of these deals.
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➡ Potential consequences:- Near-term, AI research and product rollouts will accelerate as access to cutting-edge compute expands.
- Medium-term, large compute deals may create barriers to entry for smaller firms, potentially spurring regulatory intervention.
- AI-driven workflows could transform industry operations, driving new business models and labor market shifts.
- Intensified global competition could lead to geopolitical tensions around hardware supply and talent acquisition.
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Emergence of industry-specific foundation AI models for the oil, gas and petrochemical sector |
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🗺 Background:- Industry-specific foundation AI models are designed to address unique challenges in the oil, gas, and petrochemical sector.
- Such models leverage vast sectoral datasets to enhance predictive maintenance, reservoir modeling, and process optimization.
- The push for specialized AI has accelerated since 2023, targeting improved efficiency and reduced operational risks.
- Growing regulatory and environmental demands have prompted companies to seek more tailored AI-driven solutions.
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🎩 Key stakeholders:- Major players include Schlumberger, Halliburton, and Baker Hughes, who are investing in sector-specific AI initiatives.
- Collaborations are emerging between oil majors like Shell and BP with technology firms such as Microsoft and IBM.
- Academic partners like MIT Energy Initiative and Stanford Energy are advancing research on bespoke AI solutions.
- Industry groups such as the Society of Petroleum Engineers are facilitating knowledge-sharing and best practices.
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➡ Potential consequences:- Near-term, sector-specific AI models will improve operational efficiency and safety by enabling real-time monitoring and predictive maintenance.
- Medium-term, these models could accelerate digital transformation, reduce unplanned downtime, and create competitive advantages for early adopters.
- Broader industry adoption may foster new regulatory frameworks around data sharing, privacy, and automation.
- Specialized AI could reshape workforce requirements, emphasizing skills in AI management and model integration.
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Recent advances and funding in AI-powered health and drug discovery startups |
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🗺 Background:- AI-driven platforms are increasingly used in health and drug discovery to accelerate research and development.
- Venture capital and institutional investments in AI health startups have surged since 2021.
- AI models can reduce drug development timelines and help identify new therapeutic targets.
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🎩 Key stakeholders:- Companies such as Insilico Medicine and BenevolentAI are leading AI-powered drug discovery efforts.
- Investment firms like SoftBank and Sequoia Capital are backing health-tech startups.
- Academic institutions, including MIT and Stanford, collaborate with industry for AI research.
- Key figures include Alex Zhavoronkov (Insilico Medicine) and Jean-Michel Cosséry (BenevolentAI).
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➡ Potential consequences:- AI-powered health startups may significantly reduce drug discovery costs and time in the next five years.
- Increased funding could lead to a wave of new AI-enabled treatments reaching clinical trials sooner.
- Collaborations between tech and pharma may accelerate innovation but pose regulatory challenges.
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Culture
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Behzad (Kamal ud-Din Behzad) "The art of painting is an echo of the soul’s deepest feelings..." Kamal ud-Din Behzad was a renowned Persian painter and head of the royal ateliers in Herat and Tabriz during the late 15th and early 16th centuries. He is considered one of the greatest Persian miniature painters, known for his intricate detail and vivid storytelling.... | Fuzûlî "Love is the light that dispels the darkness of the soul..." Fuzûlî was an influential 16th-century Ottoman poet who wrote in Azerbaijani, Persian, and Arabic. He is best known for his lyrical poetry and contributions to the development of Azerbaijani literature.... |
Taqi al-Din Muhammad ibn Ma'ruf "The heavens are a book to be read by the eyes of science and reason..." Taqi al-Din was a prominent Ottoman polymath, astronomer, engineer, and inventor in the 16th century who made significant advances in astronomy and mechanical engineering. He founded the Istanbul Observatory and authored important works on astronomical instruments.... | Suleiman the Magnificent "If the world were mine to own, I would give it all to my people..." Suleiman the Magnificent was the tenth and longest-reigning Sultan of the Ottoman Empire from 1520 to 1566, known for his military conquests and legal reforms. His reign marked the peak of the Ottoman Empire's political, military, and economic power.... |
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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 |
boat-tracker-ui 0 stars #180 ui for displaying the boat-tracker data synchronized with firebase... | voyage_tracker_sinatra_v1_0 0 stars #181 Tracks boats loaned to skippers for short voyages... |
boatr 0 stars #182 React/Rails app using react-google-maps to help boaters keep track of their navigations :sailboat:... | internal-assesement-matematica 0 stars #183 train on the water boat on the track... |
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... |