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Risenshine! Here is digest of signals harvested on 2026-07-22.
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Markets
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International - 07/21 |
+1.1255% -0.5055% MoM | +1.0058% -0.0442% MoM | +0.8191% +2.3638% MoM | +0.9676% +0.1158% MoM |
+0.9676% +0.1158% MoM | +1.3465% 0% MoM | +2.1791% -3.7923% MoM | +1.6237% -3.4052% MoM |
+0.9171% -1.3079% MoM | +1.1306% -0.1595% MoM | +2.385% -1.4835% MoM | -1.1701% +3.5896% MoM |
+2.5545% -4.3622% MoM | +0.4737% -2.2837% MoM | +4.8364% -9.818% MoM | +0.7227% +4.5476% MoM |
+0.7972% +6.1094% MoM | +3.3852% +4.4362% MoM | +0.1075% +3.252% MoM | +0.0271% -3.7598% MoM |
+0.6393% -5.4555% MoM | +0.5675% -3.9139% MoM | +1.7536% -0.3303% MoM | -0.444% -3.6166% MoM |
+1.3673% -4.611% MoM |
Commodities - 07/21 |
+1.9614% -2.543% MoM | +4.1193% -9.8965% MoM | +2.6611% +14.3402% MoM | +2.4188% -2.3715% MoM |
+0.464% +5.6285% MoM | -0.4964% +0.62% MoM | +2.8891% +1.8552% MoM | +1.069% -11.6398% MoM |
+0.5583% +7.3942% MoM | +0.8403% +10.7692% MoM | +4.0859% -13.9957% MoM | +3.2277% -16.3377% MoM |
Favorites - 07/21 |
-3.2291% +16.5521% MoM | +8.1141% -1.3052% MoM | -1.1285% +8.2784% MoM | +1.9726% -0.6518% MoM |
+4.6713% -27.429% MoM | -3.0921% +24.6665% MoM | -0.976% +6.3405% MoM | -1.9694% +12.3845% MoM |
-0.5556% +12.6203% MoM | +7.4626% -28.939% MoM | +8.6441% -25.1809% MoM | +12.1739% -19.8583% MoM |
+1.8671% -21.8116% MoM | +6.679% -32.4498% MoM | +0.3521% +10.3465% MoM | -0.5862% -5.0793% MoM |
Sectors - 07/21 |
+0.8341% +0.5226% MoM | +0.6279% +6.7906% MoM | +0.1249% +4.4879% MoM | -0.0663% +2.6806% MoM |
+5.447% -15.6211% MoM | +0.205% -2.45% MoM | +0.3584% +6.0123% MoM | +0.7708% +2.2138% MoM |
+0.1707% +6.827% MoM | +3.6293% -18.6178% MoM |
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Gainers
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| China Pharma Holdings, Inc. +790.1% China Pharma Holding Inc is a drug manufacturing company. It is mainly engaged in the development, manufacture, and marketing of pharmaceutical products for human use in connection... |
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Losers
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Li Bang International Corporation Inc. Class A Ordinary Shares -75.5% Li Bang International Corp Inc is a holding company. The firm through its subsidiaries engages in designing, developing, producing, and selling stainless steel commercial kitchen e... | |
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Business
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The impact of U.S.-Iran tensions on global energy prices and trade routes |
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🗺 Background:- The Strait of Hormuz is a strategic chokepoint through which roughly 20% of global oil supplies transit.
- U.S.-Iran tensions escalated after the breakdown of an interim agreement in July 2026, leading to renewed U.S. strikes.
- Any conflict in this region directly impacts world energy prices and reroutes key trade channels.
- Alternative pipeline projects are being discussed to reduce reliance on the Strait of Hormuz by 2028.
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🎩 Key stakeholders:- The United States government, currently led by President Trump, is a central actor in the conflict.
- Iran's military and leadership are directly involved in actions in the Strait of Hormuz.
- Major oil companies like Saudi Aramco and Shell are affected by disruptions in the Gulf region.
- Institutions such as the U.S. Navy and global shipping insurers play crucial roles in protecting trade routes.
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💡 News facts:- On July 20, 2026, Iran attacked a tanker in the Strait of Hormuz, causing the crew to abandon ship, according to AP News (https://apnews.com/article/iran-us-hormuz-strait-war-july-20-2026-8b37952906cbec6351fdcc47a0fa6297).
- The U.S. resumed airstrikes against Iran earlier this month after negotiations faltered, and gas prices in the U.S. are approaching $4 per gallon as a result, reported by Business Insider on July 20, 2026 (https://www.businessinsider.com/oil-price-today-iran-war-brent-crude-wti-gas-prices-2026-7#article).
- Goldman Sachs estimates that by the end of 2028, expanded Middle East pipeline capacity could insulate 75% of pre-war Gulf crude exports from disruptions, Fortune reported July 19, 2026 (https://fortune.com/2026/07/19/global-oil-market-post-iran-export-offsets-hormuz-new-pipline-capacity/).
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➡ Potential consequences:- In the near term, global oil prices may remain volatile as shipping through the Strait of Hormuz is threatened.
- Repeated tanker and military attacks increase the risk of wider conflict and disrupt trade in the Suez Canal.
- Alternative routes and expanded pipelines could partially stabilize global oil supply but not before 2028.
- Energy-importing countries may accelerate strategic petroleum reserve use or invest in alternative energy sources.
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China's open-source AI strategies and their disruptive effects on American tech industry |
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🗺 Background:- Open-source AI development in China has accelerated rapidly since 2023, challenging established American tech leaders.
- Chinese tech firms are deploying advanced large language models (LLMs) and making these tools widely accessible.
- U.S. industry analysts warn that China's proactive open-source AI strategies could disrupt the dominance of American companies.
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🎩 Key stakeholders:- Moonshot AI, a leading Chinese startup, has pioneered the Kimi K3 model, generating significant international interest.
- Yang Zhilin, the CEO and founder of Moonshot AI, is a central figure in China’s open-source AI innovation.
- Major American tech companies such as OpenAI and Google are monitoring China's open-source projects for competitive risks.
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➡ Potential consequences:- In the near term, American tech firms may face pressure to accelerate innovation cycles and open-source initiatives to maintain global competitiveness.
- Medium-term effects could include shifts in the global AI talent pipeline as researchers pursue opportunities in China’s rapidly advancing open-source sector.
- Increased collaboration or competition between Chinese and American AI labs could reshape regulatory frameworks and market dynamics across the sector.
- There is potential for further fragmentation in global AI standards, as China establishes its own benchmarks and systems.
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Economic and cultural consequences of the World Cup on local businesses and national identity |
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🗺 Background:- The 2026 FIFA World Cup included 48 teams and was hosted across North America, drawing millions of international visitors.
- Events like the World Cup have historic economic impacts on local businesses through tourism-driven spikes in sales.
- Cultural exchanges during the tournament affect national identities and public perceptions in host countries.
- Spending by fans and prize money for participating national teams reached record highs during the 2026 tournament.
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🎩 Key stakeholders:- FIFA, led by President Gianni Infantino, is the central organizer of the World Cup.
- National soccer teams, such as Spain and Argentina, are major beneficiaries of prize payouts.
- Local businesses in host cities, including bars, restaurants, and hotels, are directly impacted by tournament-driven tourism.
- Government officials and special task forces, like the White House FIFA Task Force led by Andrew Giuliani, shape both logistics and the national narrative.
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➡ Potential consequences:- Near-term: Local businesses may continue to benefit from sustained tourist visits and elevated global visibility.
- Near-term: Host nations could see a temporary boost in national pride and cohesion, as seen in public and political discourse.
- Medium-term: Increased investment in local infrastructure and sports tourism may reshape future urban development and business opportunities.
- Medium-term: Shifts in international perceptions could foster ongoing cultural exchange and elevate the host country’s soft power.
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Rising costs of living: comparative analysis of consumer prices and wage conditions across global cities |
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🗺 Background:- Consumer prices for everyday items such as rent, food, and electronics have reached record highs in major global cities in 2026.
- The cost of a one-bedroom apartment varies dramatically, exceeding $3,600 in New York and $2,300 in Singapore.
- The price disparity between wages and essential goods highlights widening affordability gaps worldwide.
- Inflation, supply chain issues, and wage stagnation continue to affect city dwellers in both developed and developing countries.
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🎩 Key stakeholders:- Urban residents in cities like New York, Singapore, and Zurich are directly impacted by rising costs of living.
- Major employers, such as manufacturers and retail brands, face pressure to adjust wages amid high consumer prices.
- Government agencies and city administrations influence housing, wage laws, and social policies affecting affordability.
- International labor organizations monitor wage standards and the effects of inflation on workers.
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➡ Potential consequences:- In the near term, families in high-cost cities may reduce discretionary spending, affecting local economies and retail businesses.
- Medium-term effects could include increasing social unrest over wage stagnation and unaffordable housing.
- Companies may need to boost salaries or relocate operations to manage talent retention.
- Urban migration patterns may shift as workers seek more affordable living conditions elsewhere.
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Shifts in political strategy and leadership in the U.S. amid midterm and Senate campaigns |
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🗺 Background:- The U.S. midterm and Senate campaigns in 2026 are intensifying with new strategic shifts by leading political figures and organizations.
- Democratic and Republican candidates are focusing on both social media messaging and significant financial spending to gain leverage.
- Outside influences, such as policy groups and financial donors, are playing a large role in shaping campaign narratives and outcomes.
- Legal and regulatory disputes are arising around the use of governmental rules for political purposes, reflecting the high stakes of this election season.
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🎩 Key stakeholders:- Donald Trump, as a former president and active influencer, remains central to the Republican strategy.
- Jon Ossoff, a Democratic senator from Georgia, and Haley Stevens, a Michigan Democratic Senate candidate, are prominent figures in their respective races.
- Major institutional stakeholders include Morgan Stanley, AIPAC, and various U.S. federal agencies.
- The judiciary, including federal judges, is actively involved in adjudicating disputes over campaign tactics and administration actions.
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💡 News facts:- On July 19, 2026, Morgan Stanley noted markets have grown numb to Donald Trump’s social media activity ahead of the midterms, recommending focus on actual policy outcomes rather than online posts. https://www.businessinsider.com/donald-trump-social-media-stock-market-reaction-morgan-stanley-midterms-2026-7#article
- On July 19, 2026, Democratic Senator Jon Ossoff of Georgia is intensifying his reelection campaign by labeling Trump’s camp as a 'Mar-a-Lago mafia' and calling the former president a 'national disgrace.' https://fortune.com/2026/07/19/jon-ossoff-millennial-georgia-senate-trump-prince-don-eric/
- On July 19, 2026, Haley Stevens, running for Senate in Michigan, has faced questions over $30 million in AIPAC spending but avoids directly addressing the influence, significantly shaping her race. https://fortune.com/2026/07/19/aipac-haley-stevens-michigan-senate-spending-israel/
- On July 19, 2026, a federal judge blocked Trump officials from using a Biden-era rule to cut billions in grants, siding with New Jersey's attorney general who argued the policy was exploited for political leverage. https://fortune.com/2026/07/19/judge-blocks-trump-grant-termination-clause/
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➡ Potential consequences:- Midterm and Senate campaigns may shift further toward concrete policy debates as social media influence declines in market impact.
- Heavy spending by outside organizations like AIPAC could increase calls for campaign finance reform or transparency.
- Legal checks on executive actions may limit future efforts to use regulatory changes for overtly partisan purposes.
- Rhetorical strategies and public attacks could deepen partisan divides, affecting voter turnout and political engagement patterns through November and beyond.
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Science News
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Mathematical Foundations of Physical Reality and Computational Models |
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🗺 Background:- Richard Feynman's lecture and book ("The Relation of Mathematics to Physics") explores how mathematics underpins the rigorous description of physical reality.
- Fundamental laws of physics are expressible in mathematical form, highlighting mathematics' essential role in science.
- There is ongoing debate whether computation, beyond mathematics, is core to nature's processes.
- The intersection of mathematical foundations and computational models drives advances in physics, engineering, and computer science.
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🎩 Key stakeholders:- Richard Feynman is a pivotal figure whose ideas inspired renewed focus on mathematics in physics.
- Next Big Future publishes analyses on mathematical and computational models in physical reality.
- Academic institutions such as MIT and Stanford continue active research on computational foundations of physical processes.
- Physics, computer science, and engineering communities shape discussions on this topic.
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➡ Potential consequences:- In the near-term, debates may inform revisions to physics curricula and increase computational science course offerings.
- Medium-term, research outcomes could drive the development of new theoretical models and simulation tools for physical systems.
- Collaboration across physics, mathematics, and computer science could accelerate discoveries in fundamental science.
- Enhanced computational understanding may influence technology design and innovation in engineering fields.
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Mergers and Investment Trends in AI-driven Hollywood Film Production |
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🗺 Background:- AI-driven technologies are increasingly influencing Hollywood film production by automating editing, script generation, and visual effects.
- Major studios and streaming platforms are investing heavily in AI startups to gain competitive advantage in content creation.
- Recent years have seen a surge in mergers and acquisitions focused on integrating AI into movie production workflows.
- The value of AI film tech deals has risen sharply, reflecting industry optimism about cost efficiency and creative possibilities.
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🎩 Key stakeholders:- Netflix, as a leading streaming platform, has been a major investor in AI-driven filmmaking.
- InterPositive is an AI filmmaking startup co-founded by actor-director Ben Affleck.
- Major Hollywood studios and independent production companies are actively monitoring these AI investment trends.
- TechCrunch is a prominent publication reporting on technology and entertainment industry mergers.
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➡ Potential consequences:- Near-term, Netflix's acquisition could accelerate AI adoption across the Hollywood production landscape.
- The deal may trigger further mergers, as competing studios seek to match Netflix's technological edge.
- Medium-term, increased reliance on AI may reshape storytelling, job roles, and intellectual property management in film.
- Stakeholders will likely face regulatory scrutiny over transparency, creative rights, and labor displacement.
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Regulatory Challenges and Industry Reactions to Robotaxi Legislation in Urban Mobility |
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🗺 Background:- Robotaxi legislation is emerging as a decisive factor in shaping urban mobility in US cities.
- Regulatory discussions focus on safety, liability, and integration of AI-driven vehicles into public transportation networks.
- Recent legislative proposals aim to set explicit operational parameters for autonomous vehicle fleets by 2026.
- Rapid technological advancements have caused tension between policymakers and industry leaders since early 2026.
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🎩 Key stakeholders:- Cruise (General Motors), Waymo (Alphabet), and Zoox (Amazon) are leading robotaxi developers in ongoing negotiations.
- City governments in San Francisco, Los Angeles, and New York are principal regulators drafting new robotaxi laws.
- Key individuals include Kyle Vogt (Cruise), Tekedra Mawakana (Waymo), and Mark Rosekind (Zoox) who have made public statements on safety and policy.
- U.S. Department of Transportation and NHTSA are major institutional stakeholders setting federal guidelines.
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➡ Potential consequences:- Near-term: Stricter regulations could slow deployment of robotaxi fleets, affecting urban transportation timetables in San Francisco and Los Angeles.
- Near-term: Industry lobbying may accelerate innovation and pilot programs in less regulated cities.
- Medium-term: New safety and liability standards may become models for nationwide autonomous vehicle policy in the United States.
- Medium-term: Potential reduction in urban traffic incidents as operational limits are enforced.
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Financial Models and Market Impact of SpaceX/xAI Data Center Leasing Deals |
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🗺 Background:- SpaceX and xAI have formed a strategic partnership to lease large-scale AI data center infrastructure.
- The financial modeling indicates three major leasing deals presently in place generating a total annualized value of $27.8 billion.
- The Google agreement is expected to reach nearly $1 billion in monthly leasing revenue upon full rollout.
- The model projects a potential $82 billion run rate for SpaceX/xAI's AI data center leasing business.
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🎩 Key stakeholders:- Elon Musk is a principal leader in both SpaceX and xAI, overseeing the leasing strategy.
- Google is a major stakeholder, actively scaling up its AI data center leasing deal with SpaceX/xAI.
- Next Big Future is the primary source for financial model analysis and recent reporting.
- xAI acts as the operational driver for the AI data center leasing business.
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➡ Potential consequences:- SpaceX/xAI's dominance in AI data center leasing could redefine the global AI infrastructure market within the next year.
- Rapid revenue growth may accelerate SpaceX's capacity for space exploration and xAI's development cycles.
- Other cloud leaders may face price and capacity pressures from SpaceX/xAI's aggressive expansion.
- Medium-term, the partnership could fuel new AI innovations across industries dependent on high-performance computing.
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Discontinuation Patterns in the US Electric Vehicle Market and Manufacturer Strategies |
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🗺 Background:- The US electric vehicle (EV) market has seen a surge in both new model launches and early discontinuations over the past three years.
- Manufacturers are reevaluating their EV lineups amid shifting demand patterns, cost pressures, and regulatory changes.
- Discontinuations often relate to underperforming sales, supply chain challenges, or strategic realignment towards hybrid and plug-in options.
- In 2026, several prominent EV models were discontinued, signaling a review of longer-term strategies by major automakers.
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🎩 Key stakeholders:- Honda, General Motors, and Ford are among the key manufacturers actively adjusting their US EV portfolios.
- Dealerships and supply chain partners are impacted by rapid changes in manufacturer EV strategies.
- Regulatory bodies such as the US Environmental Protection Agency influence market dynamics through emissions standards and incentives.
- Consumer advocacy groups and analysts monitor the effects of discontinuations on price, availability, and adoption rates.
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➡ Potential consequences:- Near-term consequences include reduced consumer choice and possible price increases for remaining EV models due to limited supply.
- Medium-term outcomes may involve accelerated shifts toward hybrid vehicles as manufacturers reduce pure EV offerings.
- Ongoing market uncertainty could impact investment in charging infrastructure and supplier networks.
- Discontinued models may affect manufacturers' brand perception and their ability to meet zero-emissions targets.
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Culture
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No known famous painters from the 2nd century Middle East "N/A..." There are no recorded famous painters from the 2nd century Middle East as the tradition of painting was not well documented or preserved in that era and region. Most artistic expression was in sculpture, architecture, or mosaic work rather than individual painted works.... | Lucian of Samosata ""A smart man learns more from his enemies than a fool from his friends..." Lucian of Samosata was a satirist and rhetorician who wrote in the Greek language during the 2nd century AD in the Middle East region, specifically from Samosata in modern-day Turkey. He is best known for his witty and sarcastic prose that often mocked superstition, religion, and the traditional bel... |
Claudius Ptolemy ""There is no harm in repeating a good thing..." Claudius Ptolemy was a Greco-Egyptian writer, mathematician, astronomer, geographer, and astrologer who lived in Alexandria during the 2nd century AD. His works, especially the Almagest, had a profound influence on the fields of astronomy and geography for many centuries.... | Marcus Aurelius ""You have power over your mind - not outside events..." Marcus Aurelius was Roman Emperor from 161 to 180 AD and a Stoic philosopher, ruling over the Roman Empire which included parts of the Middle East. He is remembered for his philosophical work 'Meditations' and his leadership during turbulent times, embodying the ideal of a philosopher-king.... |
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NASA
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The Corona Australis Molecular Cloud and the Chandelier Cluster (2026-07-22) Credits: NASA / APOD |
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Github
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Trading tools |
quantitative-trading-platform 13 stars #230 量化交易策略分析平台 - 教育导向的量化交易学习工具... | awesome-developer-finance 13 stars #231 A curated list of awesome OSS, programmable APIs, and autonomous AI agents for developers in finance. Discover resources for quantitative analysis (Quant), algorithmic trading bots... |
qtlib 13 stars #232 a open source project for quantitative trading library... | quant-trading 13 stars #233 Quant-Trading: Advanced Quantitative-Finance strategies featuring VIX Calculator, Monte Carlo simulations, Pair Trading, and Pattern Recognition.... |
Sea Vessels |
Boat-Slip-API-project 0 stars #230 Simple API to keep track of boats and which slips they are in. NOTE: in order to run you must add your own api keys from google.... | voyage_tracker_sinatra_v2_0 0 stars #231 Sinatra app to track boats loaned to skippers at a sailing club... |
SailboatTrackerApp 0 stars #232 Application that tracks predifined boats during the race based on official data.... | boat_tracker 0 stars #233 Ganga Boat Tracker is a web application that helps users easily find route-wise ferry timings across the Ganga River. It is designed for students, working professionals, locals, an... |
Air Vessels |
XMap 1 stars #230 iPad X-Plane and MSFS 2020 flight tracker using Google maps... | Plane_Seat_Reservation_System 1 stars #231 Developed a Java-based seat reservation system for a private plane, managing seat availability and pricing using standard arrays. Features include seat booking, cancellation, first... |
real-time-plane-tracker 1 stars #232 I use the OpenSky Network API to retrieve real-time data on airborne aircraft.which provides a snapshot of all flights currently being tracked worldwide.... | SkyData 1 stars #233 Application that shows flights data, tracks planes, shows aviation weather data etc.... |
Imagery |
Multiclass-Image-Classification- 9 stars #230 The main aim of the project is to scan the X-rays of human lungs and classify them into 3 given categories like healthy patients, patients with pre-existing conditions, and serious... | Food-Freshness-Detection-Using-Deep-Learning 9 stars #231 This project classifies fruit quality into five levels (Fresh to Rotten) using image preprocessing, data augmentation, and clustering (K-Means, Agglomerative, DBSCAN). Deep learnin... |
image-augmentation 8 stars #232 A python image augmentation library based for augmenting images in both image classification and object detection tasks.... | Monocular-Augmentation-Depth-Map 8 stars #233 Augmentation of a monocular image using a CNN generated depth map of the scene.... |
Video |
UniVidX 245 stars #230 [SIGGRAPH 2026 / TOG] Official code of the paper "UniVidX: A Unified Multimodal Framework for Versatile Video Generation via Diffusion Priors".... | Awesome-Human-Video-Generation 243 stars #231 A work list of recent human video generation method. This repository focus on half/full body human video generation method, The Nerf, Gaussian splashing, Motion Pose, and talking h... |
VideoTetris 237 stars #232 [NeurIPS 2024] VideoTetris: Towards Compositional Text-To-Video Generation... | ISDrama 237 stars #233 Dataset and evaluation code of ISDrama(ACM-MM 2025): Immersive Spatial Drama Generation through Multimodal Prompting... |