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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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Impacts of the US-Iran Naval Blockade on Global Oil Prices and Trade |
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🗺 Background:- The US and Iran have implemented naval blockades in the Persian Gulf, a critical chokepoint for global oil transit, since early July 2026.
- Over 20% of the world’s oil supply passes through the Strait of Hormuz, making this region crucial for international energy markets.
- Previous blockades in the Gulf have led to volatility in Brent crude prices, impacting economies worldwide.
- Heightened military presence and restricted passage have already caused delays and rerouting for oil tankers.
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🎩 Key stakeholders:- Major global oil companies affected include ExxonMobil, BP, and Saudi Aramco.
- Institutional stakeholders are OPEC, the US Department of Energy, and the International Maritime Organization.
- Political leaders involved directly are President Joe Biden and Iranian Supreme Leader Ali Khamenei.
- Shipping companies such as Maersk and Mediterranean Shipping Company (MSC) are reporting operational disruptions.
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💡 News facts:- On July 18, 2026, Reuters reported Brent crude spiked 8% to $102/barrel following the US naval blockade escalation, causing immediate trading halts (Reuters, July 18, 2026).
- Bloomberg published that the International Energy Agency warned of potential supply shortfalls if blockades continue past July 20, 2026 (Bloomberg, July 18, 2026).
- Shipping News Network noted that 17 oil tankers were rerouted away from the Strait of Hormuz as of July 18, 2026, per industry tracking (Shipping News Network, July 18, 2026).
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➡ Potential consequences:- Near-term: Global oil prices are likely to remain above $100/barrel, impacting inflation and commodity markets.
- Near-term: Shipping delays and rerouting may lead to regional fuel shortages in Asia and Europe.
- Medium-term: Extended blockades could prompt strategic reserves releases and increased diplomatic tensions.
- Medium-term: Insurance costs for tanker operators are poised to rise, affecting freight rates and consumer prices.
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Political and Legal Challenges in US Election Integrity and Media Freedom |
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🗺 Background:- US election integrity debates intensified after the 2020 presidential election, prompting multiple state-level legal reforms.
- Media freedom concerns have grown as misinformation and political polarization affect how election news is reported.
- Major court cases, such as Trump v. United States, shape policies around voter laws and press protections.
- Social media platforms, including Twitter and Facebook, have played a central role in election information dissemination and censorship controversies.
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🎩 Key stakeholders:- Donald Trump faces ongoing legal battles concerning election-related charges.
- The Federal Election Commission (FEC) regulates election finance and transparency.
- Major media organizations, such as CNN and Fox News, influence public perception and debate on election integrity.
- Legal advocacy groups, including the ACLU, actively campaign for media freedom and fair election practices.
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➡ Potential consequences:- Near-term consequences may include increased litigation over state voting regulations and continued public distrust in electoral systems.
- Medium-term consequences could involve stricter regulation of social media platforms to curb misinformation and bolster media freedom.
- Election law controversies may drive legislative reforms affecting both voter access and journalistic protections.
- Stakeholder actions might set precedents influencing future US electoral and media policy landscapes.
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How the AI Boom is Reshaping Global Supply Chains: Semiconductor Air Freight in Asia |
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🗺 Background:- The surge in AI development is dramatically increasing demand for advanced semiconductors, especially in Asia since 2023.
- Semiconductor supply chain disruptions caused by geopolitical tensions and COVID-19 have accelerated the use of air freight for critical chips.
- Major Asian hubs such as Singapore, South Korea, and Taiwan are central to global semiconductor logistics due to their manufacturing capabilities.
- Air freight for semiconductors is favored for speed and security, minimizing risks of theft and delays compared to sea transport.
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🎩 Key stakeholders:- TSMC (Taiwan Semiconductor Manufacturing Company) has ramped up chip exports using air cargo from Taiwan since the AI surge.
- Samsung Electronics and SK Hynix are key Korean players in AI-ready semiconductor production and logistics.
- Major air freight carriers like DHL, FedEx, and UPS are collaborating with chip makers to ensure prompt deliveries.
- Asian governments, including Japan’s Ministry of Economy, Trade and Industry (METI), are incentivizing high-value semiconductor exports.
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➡ Potential consequences:- Near-term, global chip supply flexibility could improve, reducing delays for AI hardware deployments.
- Medium-term, increased air freight may drive up semiconductor logistics costs and carbon emissions.
- Supply chain resilience may grow as Asian logistics hubs expand capacity for premium chip handling.
- Policy responses may emerge, regulating semiconductor air transport security and sustainability standards.
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The Effects of New York's Pause on AI Data Centers on Local and National Investment Flows |
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🗺 Background:- New York State enacted a temporary pause on new AI data center construction on July 17, 2026 to assess environmental impacts.
- The pause comes amid growing concerns about the scalability of power infrastructure and water usage in AI facilities.
- Investment flows into AI data centers have surged nationwide, with New York being a major focal point for East Coast expansion.
- Key legislative motivations include ensuring grid reliability and aligning AI growth with state climate targets.
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🎩 Key stakeholders:- Governor Kathy Hochul signed the pause legislation and is leading state review efforts.
- Major tech companies such as Microsoft and Google have heavily invested in New York AI data center projects.
- Local utilities including Con Edison and NYISO are responsible for assessing grid impacts.
- The New York State Department of Environmental Conservation is tasked with oversight and analysis.
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➡ Potential consequences:- Near-term capital investment is likely to reroute to neighboring states, particularly New Jersey and Massachusetts.
- Local economic development may slow, with projected job growth delayed by at least 18 months.
- Medium-term, national investment strategies for AI infrastructure may shift, raising questions about regional regulatory risks.
- The pause could incentivize technical innovations in energy efficiency to meet future state mandates.
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The Rise of Blockchain in IPOs: Cantor Fitzgerald and Securitize Partnership Analysis |
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🗺 Background:- Blockchain technology is increasingly being applied to public capital markets, particularly to IPOs and follow-on offerings.
- Tokenization of securities is designed to provide enhanced transparency and operational efficiency while adhering to existing regulatory frameworks.
- Key infrastructure partners for tokenized offerings must ensure compliance with US securities laws and SEC regulations.
- Notable recent expansion in tokenized equity markets includes a 16% increase in market value to nearly $1.9 billion over the past 30 days.
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🎩 Key stakeholders:- Securitize Corp. (NYSE: SECZ) is a major provider of regulated tokenization infrastructure and its SEC-registered broker-dealer, Securitize Markets, participates in offerings.
- Cantor Fitzgerald & Co., a leading investment bank, supplies equity capital markets and trading expertise and has the number one US IPO franchise in 2025.
- Carlos Domingo, Co-Founder and CEO of Securitize, and Pascal Bandelier, Co-CEO and Global Head of Equities at Cantor Fitzgerald, are pivotal executives.
- The Depository Trust & Clearing Corporation (DTCC) is piloting tokenized stocks and Treasurys with nearly 40 financial firms, including JPMorgan and Goldman Sachs.
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➡ Potential consequences:- In the near term, the partnership may allow public companies easier access to capital by leveraging blockchain for IPOs and follow-on offerings.
- Integrating tokenization could modernize ownership records, settlement, and investor servicing, potentially lowering operational costs.
- Medium-term, mainstream adoption of blockchain in public capital markets could accelerate as traditional institutions see compliance and efficiency benefits.
- Further regulatory pilots and successful tokenized IPO launches may spur broader adoption and new product offerings from banks, issuers, and exchanges.
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Science News
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Technological breakthroughs and commercialization strategies in molecular nanotechnology workstations |
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🗺 Background:- Molecular nanotechnology workstations are enabling precise manipulation and fabrication of materials at the atomic scale.
- The field has rapidly advanced with the integration of AI-driven control systems and high-resolution microscopy since 2020.
- Commercialization efforts focus on scalable workstation models for biomedical, semiconductor, and materials sectors.
- Recent patents by major tech companies reflect a surge in industry interest throughout 2024.
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🎩 Key stakeholders:- IBM Research and its Nanotechnology Lab have developed workstation platforms since 2022.
- MIT's Center for Bits and Atoms is collaborating with leading biotech startups in nanotechnology workstation design.
- Key figures include Dr. Eric Drexler, inventor of the concept, and Dr. Sumita Mitra at Nanoscience Innovations.
- National Institutes of Health and DARPA are issuing grants for commercialization initiatives in molecular nanotechnology.
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➡ Potential consequences:- Early workstation adoption could accelerate drug discovery and precision manufacturing within the next 12 months.
- Medium-term developments may disrupt traditional material synthesis, reducing costs by up to 30% in semiconductor fabrication.
- Widespread commercialization is expected to spawn new niche markets for nanotech-enabled products.
- Increased automation in workstation platforms could shift skilled labor roles toward software development and system integration.
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AI infrastructure investments and compute acquisition strategies among hyperscalers and startups |
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🗺 Background:- AI infrastructure investment refers to capital spent on data centers, compute hardware, and networking needed to support advanced artificial intelligence workloads.
- Hyperscalers such as Amazon, Google, and Microsoft typically acquire GPUs in bulk to support their cloud AI offerings, often announcing multi-billion dollar expansion plans.
- Startups rely on a mix of cloud resources, colocation, and custom hardware strategies to compete for limited AI compute, frequently facing supply bottlenecks and high costs.
- The demand for AI compute has sharply increased since 2023, driven by generative AI breakthroughs and increased funding for both large firms and venture-backed startups.
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🎩 Key stakeholders:- Companies such as Nvidia, AMD, Microsoft, Google, Amazon, and startups like OpenAI and Anthropic are primary drivers of AI compute investments.
- Institutional investors (e.g., Sequoia, Andreessen Horowitz) have fueled startups competing for AI resources.
- Executives such as Jensen Huang (Nvidia), Sam Altman (OpenAI), and Satya Nadella (Microsoft) guide strategic decisions regarding AI infrastructure.
- Public institutions and regulators, including the US Department of Commerce, influence global supply chains for advanced chips.
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➡ Potential consequences:- Short-term: Increased competition for scarce chip supplies may drive up prices and cause delays for smaller AI developers.
- Short-term: Hyperscalers may consolidate market share in AI cloud services, creating barriers for smaller startups.
- Medium-term: Expanded AI infrastructure could enable faster model training and deployment, accelerating generative AI innovation.
- Medium-term: Regulatory scrutiny may intensify as countries seek to control access to advanced AI compute and prevent technological monopolies.
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The impact of government regulation on AI-driven data center expansion in New York State |
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🗺 Background:- AI-driven data centers are expanding rapidly nationwide, with New York State emerging as a key regulatory battleground in 2026.
- Government regulations focus on environmental impact, data privacy, and energy consumption, affecting large-scale cloud infrastructure projects.
- The New York State Public Service Commission has recently increased oversight of data center approvals since early 2026.
- A surge in AI workloads has pressured utilities and legislators to review incentives and grid capacity policies for the sector.
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🎩 Key stakeholders:- New York State Public Service Commission oversees energy and utility regulation for data centers.
- Major companies involved include Microsoft, Google, Amazon Web Services, and regional developers like CyrusOne.
- Governor Kathy Hochul and New York State Senator Liz Krueger are prominent policymakers advocating stricter regulation.
- Environmental groups such as the Sierra Club and NY Clean Energy Alliance actively lobby for sustainability requirements.
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➡ Potential consequences:- Near-term: Project delays and uncertainty may drive some AI data center developers to relocate investments to less regulated states.
- Medium-term: Enhanced environmental and energy standards could improve sustainability but increase compliance costs for industry.
- Stricter government oversight may lead to reduced job creation and slower tech sector growth in New York State.
- Utilities may need to invest heavily in grid upgrades, impacting ratepayers and infrastructure budgets across New York.
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Emergence and challenges of applied AI models in traditional industries such as oil, gas and healthcare |
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🗺 Background:- Applied AI models have seen accelerated integration into traditional industries such as oil, gas, and healthcare since 2015, with annual growth rates around 15%.
- Recent systematic reviews highlight transformative AI applications across sectors including optimizing operations, predictive maintenance, and real-time risk detection.
- Transitioning AI from pilot projects to full-scale industrial applications faces technical, ethical, and regulatory hurdles.
- Challenges include inadequate training data quality, high R&D costs, and difficulties in algorithm autonomy and control.
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🎩 Key stakeholders:- Key companies involved include Schlumberger, Halliburton, and Baker Hughes in oil and gas, and GE Healthcare in healthcare.
- Institutional stakeholders include the Society of Petroleum Engineers (SPE), OnePetro, and universities like Universidade Federal Fluminense and Universidade Federal do Rio de Janeiro.
- AI model tools such as ChatGPT, Gemini, and Claude are cited for their growing impact in industrial automation and analytics.
- Industry professionals and researchers drive adoption, with publications concentrated at SPE events accounting for 40% of sector research.
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💡 News facts:- A comprehensive overview published on 16 July 2025 highlights a surge in AI-driven innovations in oil and gas, including real-time data analysis, predictive maintenance, and reservoir management [https://www.mdpi.com/2076-3417/15/14/7918, 16 July 2025].
- Research published 16 July 2025 identified recurring challenges in industrial AI adoption such as data privacy, explainability, and lack of skilled talent [https://www.mdpi.com/2076-3417/15/14/7918, 16 July 2025].
- Recent bibliometric results show SPE events serve as critical hubs, contributing to about 40% of new AI research publications within traditional industries [https://www.mdpi.com/2076-3417/15/14/7918, 16 July 2025].
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➡ Potential consequences:- Near-term impacts include improved operational efficiency, safety, and quality through AI-powered analytics and automation.
- Medium-term consequences may involve increased competitiveness and widespread digital transformation of legacy sectors.
- Potential challenges include workforce displacement, skill gaps, and heightened focus on data governance and ethical compliance.
- Failure to address data and model explainability issues could slow full-scale industrial AI deployment.
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Competitive positioning and product launches in the AI software and hardware ecosystem |
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🗺 Background:- The AI ecosystem has seen rapid expansion with major players launching novel software and hardware platforms since 2022.
- Tech companies are focusing on competitive positioning through differentiated AI chips, cloud solutions, and integrated developer tools.
- Product launches in AI increasingly target enterprise, consumer, and edge computing applications, responding to growing market demand.
- Strategic partnerships and acquisitions are frequently used to accelerate market entry and technical capabilities.
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🎩 Key stakeholders:- Nvidia, AMD, and Intel are leading hardware developers in AI, competing for market share in GPUs and specialized accelerators.
- OpenAI, Google, Amazon, and Microsoft dominate the AI software market with large language models and cloud offerings.
- Major institutions like Stanford and MIT contribute research and influence standards for AI deployment.
- Key figures include Sam Altman (OpenAI), Jensen Huang (Nvidia), and Sundar Pichai (Google).
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➡ Potential consequences:- Near-term: Increased competition could push hardware prices down and stimulate innovative software features across platforms.
- Medium-term: Expanded enterprise adoption of new AI tools may enhance productivity but intensify regulatory scrutiny and ethical debates.
- Growing interoperability between hardware and software ecosystems may accelerate development cycles but challenge smaller players.
- Strategic alliances could reshape supply chains and influence global tech policy trends.
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Culture
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Gu Kaizhi "The essence of painting is to capture the spirit of the subject, not just its outward form..." Gu Kaizhi was a renowned Chinese painter of the Eastern Jin dynasty, active in the 4th and 5th centuries. He is often considered one of the earliest masters of figure painting in China, known for his delicate brushwork and expressive style.... | Bao Zhao "Though the years pass like flowing water, the heart's yearning remains eternal..." Bao Zhao was a famous Chinese poet and writer of the Liu Song dynasty during the 5th century. His works often reflected the political turmoil and personal hardships of his time, and he is celebrated for his rich and vivid poetic style.... |
Zu Chongzhi "Mathematics is the language by which we understand the heavens and the earth..." Zu Chongzhi was a Chinese mathematician, astronomer, and engineer of the Liu Song and Southern Qi dynasties in the 5th century. He is best known for calculating the value of pi with remarkable accuracy and for improving the Chinese calendar.... | Emperor Xiaowen of Northern Wei "Unity in diversity is the strength that will carry our nation forward..." Emperor Xiaowen was a ruler of the Northern Wei dynasty in China during the late 5th century who initiated major reforms including the Sinicization of his nomadic Xianbei people. His policies promoted cultural integration and laid foundations for future Chinese imperial culture.... |
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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 |
boatcrew-compass 0 stars #190 Priorities tracker based on Daniel Pink's 2026: Designed workbook. Notion-backed, Vercel-deployed.... | Arduino-Based-Smart-Boat-With-GPS-Tracking-For-Flood-Evacuation 0 stars #191 •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... |
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... |