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Risenshine! Here is digest of signals harvested on 2026-07-18.
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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... | STAK Inc. Class A Ordinary Shares -48.9% Stak Inc is engaged in research, development, manufacturing, and sale of oilfield-specialized production and maintenance equipment. It design and manufacture oilfield-specialized p... |
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Business
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Evaluating the strategic consequences of the US-Iran naval blockade and Iran’s threats to energy exports in the Middle East |
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🗺 Background:- The U.S. reimposed a naval blockade on Iran on July 15, 2026, targeting the flow of energy exports through the Strait of Hormuz.
- Iran has responded with threats to halt all Middle Eastern energy exports, escalating tensions and jeopardizing the interim peace deal.
- Recent airstrikes and blockades have intensified fears of a wider conflict impacting global oil supplies.
- The Strait of Hormuz is a critical chokepoint, with nearly 20% of the world’s oil passing through it.
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🎩 Key stakeholders:- The United States Navy and government, led by President Donald Trump, are primary actors enforcing the blockade.
- Iranian leadership, including senior military and energy officials, are directing regional threats and retaliation.
- Major energy companies, such as Saudi Aramco and European oil importers, are directly impacted by disruptions in Hormuz.
- International bodies including the IMF and OPEC are monitoring market volatility and warning of global economic consequences.
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➡ Potential consequences:- Near-term disruptions may spike oil prices beyond $90/barrel and trigger immediate fuel shortages across Asia and Europe.
- Medium-term risks include the collapse of the interim peace deal and increased likelihood of direct US-Iran military escalation.
- Energy-importing economies like India and EU nations could face severe inflation pressures and policy shifts.
- Global supply chain interruptions and commodity volatility could reverberate through financial markets.
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The ramifications and legality of Trump’s $1 coin and aggressive rhetoric in US political institutions and elections |
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🗺 Background:- The U.S. Mint unveiled a $1 gold coin featuring Donald Trump's portrait, marking a departure from the longstanding tradition of only deceased individuals appearing on currency.
- President Donald Trump delivered a primetime address raising doubts about the legitimacy of U.S. elections and pushing for restrictive voting laws on July 16, 2026.
- The coin's release and Trump's rhetoric have sparked debate about the legality and political propriety of these actions amid ongoing voter concerns related to the 2020 presidential election.
- Legal and institutional challenges are anticipated as U.S. currency and elections are subject to strict regulatory frameworks.
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🎩 Key stakeholders:- Donald Trump, former U.S. President, is both the subject of the coin and the primary driver of aggressive election-related rhetoric.
- The U.S. Mint and Treasury Department, responsible for issuing the $1 Trump coin, face scrutiny over adherence to currency laws.
- Associated Press and Business Insider provided recent coverage of Trump’s actions and their impacts.
- U.S. political institutions, including Congress and the Federal Election Commission, are involved in regulating election processes and currency legality.
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➡ Potential consequences:- The issuance of the Trump coin may provoke legal challenges to the U.S. Mint’s authority and could influence broader debates over currency laws.
- In the near-term, Trump’s rhetoric could fuel increased partisan tensions and prompt legislative proposals for more restrictive voting requirements.
- Medium-term consequences may include intensified legal scrutiny of political communications and election security reforms.
- Potential impact on voter trust and participation may emerge if public doubts about election legitimacy continue to circulate.
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New York's AI data center moratorium and its economic, political, and environmental impacts |
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🗺 Background:- New York Governor announced an executive order pausing environmental permits on new large AI data centers for up to one year as of July 2026.
- The moratorium is part of ongoing debates about AI's environmental impact, including energy consumption and water usage in data centers.
- AI data centers are increasingly seen as critical infrastructure for economic growth, attracting sizable investments from tech companies.
- The decision comes amid nationwide discussions on balancing technological expansion with climate and community concerns.
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🎩 Key stakeholders:- Governor of New York issued the executive order establishing the moratorium in July 2026.
- Former President Donald Trump is a vocal opponent of New York's pause, arguing it harms business opportunities.
- Major tech companies and AI startups with interests in data center expansion are directly impacted by the state's decision.
- Local communities and environmental advocacy groups are involved in debates regarding the moratorium's effects on the ecosystem and job market.
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➡ Potential consequences:- In the near-term, the moratorium could redirect AI data center investments to states with fewer regulatory barriers such as Texas.
- Medium-term effects may include slowed economic growth in New York’s tech sector and potential job losses tied to halted data center projects.
- Environmental groups may push for stronger regulation, while business advocates could lobby for expedited permitting once the pause is lifted.
- Political tensions may rise as stakeholders debate balancing economic development and environmental stewardship.
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Assessing the effects of the AI-driven export surge on China's global trade profile and supply chains |
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🗺 Background:- China's exports surged by 27% in June 2026, driven by AI-related demand for semiconductors and electronic equipment.
- The global adoption of AI technologies accelerated demand for Chinese vehicles, especially EVs, reshaping trade flows.
- Asian airlines are seeing increased cargo traffic from the semiconductor boom, boosting aviation revenues amid high fuel costs.
- Supply chains linking China, Iran, and other regions are being reshaped due to rapid changes in AI tech and regional conflicts.
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🎩 Key stakeholders:- Major Chinese exporters of EVs and semiconductors, such as BYD and SMIC, are directly benefiting from the AI export surge.
- Asian airlines including Cathay Pacific and Korean Air are experiencing increased demand for cargo shipments of chips and servers.
- Institutional stakeholders like China's Ministry of Commerce and global supply chain managers are monitoring AI-driven trade shifts.
- International buyers of Chinese technology, notably companies in North America and Europe, influence global supply chain adjustments.
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➡ Potential consequences:- In the near-term, AI-driven export demand could further strengthen China's trade surplus, pressuring global supply chains.
- Medium-term, intensified AI adoption may lead to supply bottlenecks for semiconductors and create volatility in tech markets.
- Growth in exports and cargo traffic could incentivize capacity expansion by Asian airlines and logistics providers.
- Rising geopolitical tensions, particularly with Iran, may complicate global trade patterns and supply chain reliability.
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The technological evolution and military impact of drone warfare in Ukraine |
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🗺 Background:- Drone warfare has rapidly transformed military operations in Ukraine since the full-scale invasion began in 2022.
- Both Ukrainian and Russian forces extensively use drones for reconnaissance, targeting, and offensive strikes.
- Technological advances include AI-guided quadcopters, mothership drones, and improvised delivery systems.
- Operations such as Spiderweb highlight the critical role of small drones in deep attacks on high-value assets.
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🎩 Key stakeholders:- VORON drone unit, led by former musicians Vlad and Andriy, operates near Donetsk for Ukraine’s military.
- State agencies include Ukraine’s Armed Forces, Russia’s FSB, and the Ministry of Defense for both countries.
- Key contributors to drone production are Ukrainian volunteer engineers and Western technology suppliers.
- Russian air defense and intelligence players respond to drone attacks with countermeasures and investigations.
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💡 News facts:- On July 16, 2026, Vlad and Andriy of the VORON drone unit reported that drone warfare gave them new professions, moving from music to combat operations near Donetsk (https://www.businessinsider.com/ukraine-war-drone-profession-singers-voron-commander-donetsk-2026-7#article).
- On July 15, 2026, Business Insider reported Ukraine is deploying mothership drones to carry small strike drones farther into battle, increasing reach and unpredictability (https://www.businessinsider.com/ukraines-drone-war-entering-mothership-era-2026-7#article).
- On July 14, 2026, Russia accused Ukraine of using balloons, trailers, and AI-attack quadcopters for deep strikes in Operation Spiderweb, damaging warplanes across four airfields (https://www.businessinsider.com/fsb-ukraine-balloons-trailers-drones-attack-quadcopters-airfields-russia-2026-7#article).
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➡ Potential consequences:- Near-term consequences include heightened risk to critical infrastructure and regular escalation of drone attacks on supply lines and airfields.
- Medium-term impacts may involve accelerated innovation, mass recruitment into drone units, and expanded reliance on AI and autonomous systems.
- The shift to mothership drone tactics could make frontlines more volatile and force adaptation in traditional military doctrine.
- Psychological and economic effects may intensify, with civilians and professionals redirected into military technology roles.
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Science News
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The practical implications and commercialization pathways for molecular nanotechnology tool systems, focusing on inverted mode STM advances |
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🗺 Background:- Molecular nanotechnology is advancing towards practical manufacturing using inverted mode STM systems as described in over 1000 pages of recent papers.
- The CBN Nano paper and arXiv:2512.24431 detail the creation of molecular manufacturing workstations based on inverted-mode STM in 2026.
- Atomically precise manipulation of molecules, specifically carbon dimers, has been achieved and documented in recent research.
- Commercialization efforts are focused on producing tool systems that enable reliable molecule placement for scalable manufacturing.
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🎩 Key stakeholders:- Brian Wang, an investor and commentator, actively supports startups involved in picking and placing carbon dimer molecules.
- The CBN Nano research team is key to the development of substantial practical molecular nanotechnology tool systems.
- Major collaborations involve institutions contributing to the inverted mode STM roadmap and papers.
- Startups developing revenue-generating nanotechnology applications are central to current commercialization pathways.
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➡ Potential consequences:- Near-term consequences include the scaling of atomically precise molecule placement, enabling customizable nanoscale manufacturing for specialty applications.
- Medium-term expectations focus on the creation of automated molecular manufacturing workstations, which could catalyze industry shifts in material science and electronics.
- The establishment of a revenue flywheel is likely to accelerate commercialization and investment in nanotechnology tool systems.
- Potential competitive advantages will arise for startups and companies able to implement inverted mode STM manufacturing at scale.
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The role of AI-driven foundational models in revolutionizing operations for oil, gas, and petrochemical plants |
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🗺 Background:- AI-driven foundational models are designed to optimize complex operations in oil, gas, and petrochemical facilities.
- Integration of AI in plant operations aims to enhance efficiency, safety, predictive maintenance, and overall productivity.
- Historically, digital tools in these industries focused on isolated tasks, but recent advances push toward holistic, plant-wide solutions.
- The foundational models leverage large-scale industrial datasets for real-time decision-making.
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🎩 Key stakeholders:- Applied Computing is the company developing an industrial-scale foundation AI model for oil, gas, and petrochemical plants.
- The $20M Series A round was led by venture capital investors targeting industrial AI applications.
- Major stakeholders include oil and gas operators, technology providers, and industrial automation leaders.
- The funding and partnership network is facilitated by industry-specific VCs and corporate investors.
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➡ Potential consequences:- Near-term, oil and gas plants could achieve significant improvements in operational efficiency and cost reduction using plant-wide AI models.
- Medium-term, widespread adoption may shift market competitiveness, with companies integrating AI foundational models gaining a substantial edge.
- Increased investment in industrial AI could drive rapid innovation in predictive maintenance, risk management, and environmental compliance.
- AI-driven transformation may catalyze new partnerships between tech firms and industrial operators, altering future industry structures.
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SpaceXAI's evolving financial strategies: analyzing the impact of compute contracts, capex, and rapid AI data center deployment on future profitability |
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🗺 Background:- SpaceXAI is rapidly expanding its AI data center footprint through accelerated deployments and strategic partnerships.
- Major compute contracts with companies like Google, Anthropic, and Reflection are fundamental to SpaceXAI's revenue model.
- SpaceXAI converts significant capital expenditure (capex) into profitability using warehouse retrofits and efficient power solutions.
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🎩 Key stakeholders:- Elon Musk is the central figure behind SpaceXAI's expansion efforts.
- Google, Anthropic, and Reflection are key customers with multi-million dollar compute contracts.
- Solar Turbines and APR Energy provide essential gas turbines for rapid power deployment in SpaceXAI data centers.
- Amazon is referenced for comparison regarding AI capex and depreciation accounting.
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➡ Potential consequences:- SpaceXAI's rapid AI data center deployment could accelerate revenue recognition and positive cash flow from Q4 2026 into 2027.
- Successful conversion of capex into operating profits may drive industry-wide changes in hyperscaler accounting practices and investment strategies.
- Expanded partnerships and faster scale-up may enhance SpaceXAI's market position, potentially pressuring competitors to match deployment speed and flexibility.
- Increased contract activity from entities like Google and Anthropic suggests further expansion and higher demand for compute infrastructure.
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Regulatory and utility concerns in New York State: investigating the moratorium on large data center approvals and its implications for AI infrastructure |
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🗺 Background:- New York State has initiated a moratorium on approvals for new, large data centers due to growing concerns over resource demands.
- Governor Kathy Hochul announced the halt to address the impacts of the AI-driven data center expansion on electricity, water, and municipal control.
- The move follows surge in applications for data centers, with increasing pressure on utility infrastructure and environmental resources.
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🎩 Key stakeholders:- Governor Kathy Hochul is leading the state's regulatory response to the AI-related data center boom.
- Major utility companies such as Con Edison are directly affected by surges in demand from large data centers.
- Tech firms investing in AI infrastructure and local municipalities impacted by resource allocation are primary stakeholders.
- State agencies overseeing environmental and utility planning are responsible for setting approval policy.
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➡ Potential consequences:- Near-term, AI infrastructure projects in New York may face delays or cancellations due to approval moratorium.
- Utility providers may benefit from reduced strain on electricity and water resources as applications slow.
- Tech companies may redirect investment toward other states or regions with less stringent regulatory barriers.
- Medium-term, the moratorium could inform national policy debates on balancing AI innovation and infrastructure sustainability.
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Shifting landscape of AI product development: exploring new business models and partnerships in identity management, health tech, and compute deals |
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🗺 Background:- AI product development is rapidly evolving, prompting business model changes and new partnerships across multiple verticals.
- Identity management, health technology, and compute resource agreements are becoming central to the growth and diversification of AI offerings.
- Recent funding and high-profile deals suggest increasing venture capital interest and urgency to address technical challenges in these sectors.
- Partnerships between startups and established firms are facilitating advances in privacy, health diagnostics, and computational capacity.
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🎩 Key stakeholders:- Shai Morag and cofounders lead Oak, an Israeli identity management startup.
- Daniel Ek, cofounder of Spotify, is backing Neko Health's body-scanning health tech initiative.
- Reflection AI, founded in 2024, is developing open source AI technology and partnering with Nebius for compute.
- Nebius is a compute infrastructure provider involved in major AI deals.
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➡ Potential consequences:- Near-term, improved identity management tools may reduce fraud and privacy breaches driven by AI agents.
- Expanded funding in health tech could accelerate the deployment of automated diagnostics and AI-driven patient care.
- Large compute deals like Reflection AI's may make open source AI models more widely accessible, impacting competition and innovation.
- Medium-term, these business model shifts and partnerships could reshape regulatory frameworks and market power in the AI sector.
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Culture
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Wang Wei "In the quiet mountain, the pine wind breaks the solitude..." Wang Wei (699–759) was a Chinese poet, musician, painter, and statesman of the Tang dynasty, renowned for his landscape paintings and integration of poetry and painting. He is considered one of the greatest masters of Chinese landscape painting and profoundly influenced the development of literati p... | Ki no Tsurayuki "The cherry blossoms scatter, yet the spring remains eternal in our hearts..." Ki no Tsurayuki (872–945) was a Japanese poet, courtier, and essayist of the Heian period, best known for compiling the Kokin Wakashū, an early anthology of waka poetry. His works shaped the aesthetics and poetic standards of classical Japanese literature.... |
Al-Khwarizmi "The science of calculation is the foundation of all knowledge..." Muhammad ibn Musa al-Khwarizmi (c. 780–850) was a Persian mathematician, astronomer, and geographer who produced foundational works in algebra and introduced Hindu-Arabic numerals to the Western world. His writings significantly influenced mathematics, leading to the term 'algorithm' derived from hi... | Emperor Kammu "The foundation of a nation lies in its capital and its people..." Emperor Kammu (737–806) was the 50th emperor of Japan, known for relocating the capital to Heian-kyō (modern Kyoto), which marked the beginning of the Heian period and a cultural flourishing in Japan. His reign was crucial in consolidating imperial power and promoting Buddhism.... |
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NASA
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Shadow and Rainbow (2026-07-18) Credits: NASA / APOD |
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Github
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Trading tools |
QuantitativeFinance_RL 17 stars #190 Quantitative Finance Approaches in Finance and the RL-based approaches for automated trading... | Trading-Terminal 17 stars #191 A Quantitative Pre-Trading Research tool with customized openBB backend for a more modular design... |
spy-reaper 17 stars #192 Algorithmic trading application for use with Interactive Brokers... | EPSILON-trading-simulator 17 stars #193 Institutional-grade stock trading simulator & quantitative education platform. Next.js + FastAPI + DeepSeek AI. Practice trading risk-free.... |
Sea Vessels |
Arduino-Based-Smart-Boat-With-GPS-Tracking-For-Flood-Evacuation 0 stars #190 •Designed and developed a microcontroller-based smart rescue boat using Arduino Mega2560, powered by a 12V LiPo battery with buck converter regulation, and implemented propulsion v... | PlymouthTideTracker 0 stars #191 Tracking Scheduler for Testing at Plymouth Boat Yard. Converts the measured offset for water depth at the Plymouth Boat Yard.... |
RC-Boat 0 stars #192 remote control boat for racing a track and overcoming the obstacles during the journey ... | boat-oil-price-tracker 0 stars #193 React Native app to track oil price in ports... |
Air Vessels |
PlanetPoints 1 stars #190 Track daily activities, learn ways to reduce your carbon footprint, see your sustainability score, and compete with others.... | TrackPlaner 1 stars #191 Web UI to plan model railway track plans... |
habit-planer 1 stars #192 A app where the user can track their habits. Creating habits, collecting points for every tracked day or finished habit..... | PlanetaryApp 1 stars #193 Creating a cross-platform mobile app for displaying planets and related information targeting Android and iOS with .NET Standard as the shared code using using Xamarin.Form in Visu... |
Imagery |
CXR-ACGAN-chest-xray-generator-covid19-pneumonia 12 stars #190 CXR-ACGAN: Auxiliary Classifier GAN (AC-GAN) for Chest X-Ray (CXR) Images Generation (Pneumonia, COVID-19 and healthy patients) for the purpose of data augmentation. Implemented in... | ConditionalGLO 12 stars #191 Yi-Min Chou, Chien-Hung Chen, Keng-Hao Liu, and Chu-Song Chen, "Changing Background to Foreground: An Augmentation Method Based on Conditional Generative Network for Stingray Detec... |
Images 11 stars #192 Image Augmentation to generate randomly transformed images from existing dataset of image.... | ImageDataAugmentation 11 stars #193 Image data augmentation via flipping and rotation.... |
Video |
VideoBooth 309 stars #190 [CVPR2024] VideoBooth: Diffusion-based Video Generation with Image Prompts... | Gen-L-Video 308 stars #191 The official implementation for "Gen-L-Video: Multi-Text to Long Video Generation via Temporal Co-Denoising".... |
MoneyPrinterAICreate 307 stars #192 基于MoneyPrinterTurbo,AI生成分镜大纲与视频(动态,不是念ppt),接入万相通义wan2.1 ai文生视频、图生视频功能,灵活把控视频生成。Based on MoneyPrinterTurbo, AI generates image outline and video (dynamic, not ppt), and integrates w... | DirectorsConsole 305 stars #193 A web application for prompt generation and multiple ComfyUI remote and local connections for image and video generation in parallel in an infinite canvas... |