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Risenshine! Here is digest of signals harvested on 2026-08-28.
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Markets
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International - 08/28 |
+0.5866% +6.2947% MoM | -1.5368% +1.3623% MoM | -0.4707% +1.524% MoM | -1.2232% +3.4781% MoM |
-1.2232% +3.4781% MoM | -0.7475% +5.0673% MoM | -0.1304% +6.8185% MoM | +0.1211% +6.2709% MoM |
+0.009% +2.758% MoM | -0.0927% +5.2313% MoM | -0.735% +7.3777% MoM | -0.872% -2.4363% MoM |
+0.4296% +7.2636% MoM | -0.4422% +0.7322% MoM | +2.1055% +21.4965% MoM | +0.0872% +0.262% MoM |
-0.556% +5.0386% MoM | +1.4886% +9.2366% MoM | -0.5862% +3.5189% MoM | -0.4559% +8.1453% MoM |
+0.1793% +4.2377% MoM | +0.4628% -0.601% MoM | +1.1543% +8.033% MoM | +0.1083% +3.6654% MoM |
-0.5042% +15.1715% MoM |
Commodities - 08/28 |
+0.3038% +13.8838% MoM | +1.9159% +21.2478% MoM | +2.0887% +0.5413% MoM | +0.9031% +14.8732% MoM |
+0.8045% +4.8381% MoM | -0.2897% +2.9306% MoM | -0.1997% +4.2503% MoM | +0.1921% +5.0352% MoM |
-1.1483% +11.0488% MoM | +0.8522% +11.102% MoM | +0.666% +28.9179% MoM | +1.5938% +15.5679% MoM |
Favorites - 08/28 |
+5.7337% +9.7635% MoM | -0.8858% +10.967% MoM | +1.7507% +29.3235% MoM | +8.738% +19.9832% MoM |
+2.0622% +29.0471% MoM | +0.6124% +15.0602% MoM | -1.5445% +13.0642% MoM | -2.9375% +1.1128% MoM |
-0.9732% -11.5217% MoM | +1.653% +13.4821% MoM | +4.3631% +12.4695% MoM | -0.3208% +26.5751% MoM |
+0.6474% +5.8453% MoM | -1.4932% +47.7662% MoM | +0.3605% -6.9813% MoM | -1.7209% -4.145% MoM |
Sectors - 08/28 |
+0.6553% +5.7083% MoM | -1.1294% +3.2122% MoM | -0.6522% +2.1171% MoM | -0.9536% -2.8285% MoM |
+1.9461% +12.9957% MoM | -0.8969% -0.8465% MoM | -1.0295% -4.0758% MoM | -0.7605% -2.6901% MoM |
-0.9404% +1.0553% MoM | +1.3229% +8.7565% MoM |
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Gainers
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Market closed! Happy holidays! |
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Losers
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Market closed! Happy holidays! |
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Business
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Impact of new US-China tariffs on North American supply chains and consumer prices |
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🗺 Background:- The US imposed new tariffs on Chinese goods in August 2026, targeting sectors like electric vehicles, batteries, and semiconductors.
- The tariffs aim to restrict China's access to advanced technology and reconfigure North American supply chains.
- Historical US-China tariffs since 2018 have created pricing pressures and disrupted manufacturing for North American firms.
- Trade tensions between the US and China have periodically triggered supply chain adjustments by major US and Canadian companies.
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🎩 Key stakeholders:- The Office of the United States Trade Representative (USTR) announced and manages the latest tariff rounds.
- Leading North American automotive manufacturers like General Motors, Tesla, and Ford are directly affected.
- Chinese companies such as CATL and BYD face increased costs exporting battery technology and components.
- Major consumer electronics brands, including Apple, rely on North American supply chains linked to China.
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➡ Potential consequences:- Near-term, US consumers may see higher prices for electric vehicles, electronics, and home goods as tariffs cascade through supply chains.
- North American manufacturers could accelerate diversification away from China, seeking alternate suppliers in Mexico, Vietnam, and India.
- Medium-term, persistent tariff escalation risks destabilizing global trade, reducing investment in cross-border supply chain infrastructure.
- Retailers may experience inventory shortages and price volatility, impacting holiday season sales and employment trends in logistics.
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Labor market shortages and automation in the US energy sector: Opportunities and challenges for workforce retraining |
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🗺 Background:- The US energy sector has faced ongoing labor shortages since at least 2022, impacting both traditional oil & gas and renewable energy projects.
- Automation technologies—such as robotics and AI platforms—are increasingly deployed to address workforce gaps and enhance operational efficiency.
- Workforce retraining programs are being promoted as necessary responses to both job displacement and the creation of new roles requiring digital skills.
- Federal agencies like the Department of Energy and Department of Labor have allocated funding to support retraining initiatives, aiming for a smooth transition.
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🎩 Key stakeholders:- Major energy companies involved include ExxonMobil, NextEra Energy, and Chevron.
- Unions such as the International Brotherhood of Electrical Workers (IBEW) and United Steelworkers represent affected workers.
- Educational partners include community colleges, vocational institutes, and the National Renewable Energy Laboratory (NREL).
- Government bodies such as the Department of Energy (DOE) and Department of Labor actively shape retraining policy and funding.
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➡ Potential consequences:- In the near term, rapid automation may exacerbate layoffs among technical and field workers in fossil fuel extraction.
- Medium-term effects could include workforce redeployment to growing clean energy roles, but only if training programs scale adequately.
- Companies may face reputational risk if retraining efforts fail, potentially triggering political and regulatory backlash.
- Successful retraining might boost regional economies by filling gaps in solar, wind, and battery manufacturing sectors.
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Financial risks of extreme leverage in the US banking system: Analysis of recession forecasts and their implications |
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🗺 Background:- Extreme leverage in the US banking system increases vulnerability to financial shocks and potential recessions.
- Leverage ratios such as Tier 1 leverage have recently been under scrutiny due to rising rates and loan defaults.
- Historical precedents like the 2008 financial crisis highlighted the dangers of excessive banking leverage.
- Recession forecasts from major financial institutions suggest heightened risk linked to over-leveraged assets.
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🎩 Key stakeholders:- Key stakeholders include the Federal Reserve, JPMorgan Chase, Bank of America, and Citigroup.
- Economists such as Nouriel Roubini and institutions like Moody's Analytics play a central role in risk analysis.
- US Treasury Secretary Janet Yellen has publicly addressed the risk of leverage in recent policy statements.
- Regulatory bodies such as the FDIC monitor leverage ratios and systemic risk throughout the banking sector.
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➡ Potential consequences:- Near-term: Increased leverage may prompt stricter regulation and possible capital requirement hikes for banks.
- Near-term: Some lending may slow as banks attempt to de-risk balance sheets, affecting business and consumer loans.
- Medium-term: Higher leverage ratios could trigger downgrades or stress tests, impacting bank stock prices and investor confidence.
- Medium-term: Broader credit contraction could accelerate recession risks and trigger systemic instability in US banking.
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The role of AI-driven search in reshaping healthcare marketing and patient acquisition strategies |
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🗺 Background:- AI-driven search is transforming how healthcare organizations target and engage patients by leveraging advanced data analytics.
- Healthcare marketing now uses personalized algorithms to boost service visibility and drive patient acquisition.
- Major search platforms like Google Health and Microsoft Healthcare are integrating AI to reshape marketing dynamics by 2026.
- AI-powered tools enable real-time tracking and adaptation of marketing campaigns for hospitals and clinics.
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🎩 Key stakeholders:- Google Health, Microsoft Healthcare, and Salesforce Health Cloud are leading AI-driven search innovation in healthcare.
- Healthcare systems such as Mayo Clinic and Cleveland Clinic are implementing AI-based patient acquisition strategies.
- Marketing agencies specializing in digital healthcare, including PatientPop and Healthgrades, partner with providers for AI-driven campaigns.
- Key regulatory bodies such as the FDA oversee AI applications for compliance in patient targeting.
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➡ Potential consequences:- Near-term: Healthcare providers may experience increased patient inquiries and higher conversion rates via targeted AI-driven outreach.
- Near-term: Regulatory scrutiny of patient data usage in AI models could intensify, affecting marketing compliance workflows.
- Medium-term: Smaller clinics risk being overshadowed by large providers with greater AI marketing resources, potentially widening healthcare access gaps.
- Medium-term: Enhanced personalization may improve patient satisfaction but raise ethical concerns about algorithmic bias.
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Trends in accelerated college degrees and their effect on student outcomes and higher education funding |
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🗺 Background:- Accelerated college degree programs condense the typical four-year track into two or three years through intensive coursework and credit for prior learning.
- Institutions such as Southern New Hampshire University and Purdue Global have expanded accelerated degree offerings since 2018.
- The appeal of accelerated degrees includes reduced tuition costs and earlier workforce entry for graduates.
- Key debates focus on impacts to academic rigor, student well-being, and long-term employability of graduates.
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🎩 Key stakeholders:- Major stakeholders include public and private universities, state education boards, and accreditation agencies such as the Higher Learning Commission.
- Student advocacy groups like the National Association of Student Financial Aid Administrators monitor outcomes for diverse student populations.
- Federal funding agencies including the U.S. Department of Education analyze accelerated degree impacts on Title IV financial aid.
- Employers and hiring consortiums, including Fortune 500 companies, assess whether graduates of accelerated programs meet job readiness standards.
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➡ Potential consequences:- Near-term, universities may see decreased per-student tuition revenue but increased program accessibility, especially for nontraditional students.
- Medium-term effects could include shifts in allocation of state and federal funding based on accelerated degree graduation rates.
- Competition for students may intensify, pressuring institutions to adapt program offerings and support services rapidly.
- Employers may call for evidence that accelerated program graduates possess equivalent competencies to those from traditional tracks.
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Science News
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Assessing Evidence for Propellantless Space Propulsion: Technical and Experimental Challenges in the IVO Quantum Drive Test |
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🗺 Background:- Propellantless space propulsion aims to generate thrust without expelling reaction mass, which would revolutionize spacecraft design.
- The IVO Quantum Drive is one of the recent technologies being experimentally tested for propellantless propulsion claims.
- Technical and experimental challenges include isolating the device from environmental noise, measuring thrust at micro- or nano-Newton scales, and replicating results.
- Historically, similar claims such as the EMDrive and Cannae Drive have faced scrutiny due to lack of reproducible thrust measurements.
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🎩 Key stakeholders:- Interstellar Ventures (IVO Ltd.), led by CEO Richard Mansell, is developing and promoting the IVO Quantum Drive.
- Collaborating institutions may include NASA and various independent test labs, though formal partnerships require confirmed reporting.
- Key individuals include Roger Shawyer (EMDrive inventor), Guido Fetta (Cannae Drive proponent), and relevant aerospace engineers.
- Regulatory bodies such as the American Institute of Aeronautics and Astronautics (AIAA) and peer-reviewed journals play roles in overseeing scientific validation.
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➡ Potential consequences:- If the IVO Quantum Drive demonstrates reproducible thrust in space, it could trigger a paradigm shift in space mission design by reducing or eliminating the need for propellant.
- Short-term industry attention may increase funding for experimental propulsion concepts, drawing interest from both governmental and private sector entities.
- If peer review finds flaws or the results are not repeatable, the field could face skepticism and reduced credibility in future funding rounds.
- Medium-term, validated breakthroughs could accelerate human exploration missions to the Moon, Mars, and beyond, fundamentally lowering mission costs.
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The Strategic Withholding of Advanced AI Models: Risk Management and Policy Implications at Anthropic |
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🗺 Background:- Strategic withholding refers to the deliberate delay or restriction of access to advanced AI models such as Anthropic’s Claude Mythos 5 and Fable 5, due to concerns over misuse and national security.
- The US government began using export controls on advanced AI models in June 2026, following executive orders and supply chain risk assessments.
- Anthropic asserted that its top-tier AI models could not be reliably secured for certain high-risk applications, notably refusing to support autonomous weapons or mass surveillance.
- The industry context features intense competition and regulatory scrutiny between leading US AI firms, like Anthropic and OpenAI, and increasing state-driven controls.
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🎩 Key stakeholders:- Anthropic, led by CEO Dario Amodei, is directly affected as both an innovator of advanced AI systems and a litigant opposing government action.
- The US Department of Defense (specifically Defense Secretary Pete Hegseth) and Department of Commerce (Secretary Howard Lutnick) are key government actors enforcing and interpreting export controls.
- Competing firms like OpenAI and newcomers such as Ox Alpha are also shaping the market response and risk calculus.
- Allied and adversarial governments, particularly in China and Europe, are closely monitoring the US approach, influencing global AI policy.
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💡 News facts:- On 28 August 2026, a US judge blocked the Pentagon’s blacklisting of Anthropic, ruling the Defense Department acted illegally in labeling Anthropic a supply chain risk and punishing the firm for its position on military AI uses (Al Jazeera, 28 Aug 2026).
- In mid-June 2026, the US government ordered Anthropic to block access to Mythos 5 and Fable 5 for all users, citing national security and alleged model misuse by foreign-linked actors; this move accelerated demand for Chinese open-source alternatives (TechJournal, 24 Jun 2026).
- On 22 August 2026, it was reported that Anthropic has delayed the deployment of Claude Fable 5.1, as both Anthropic and OpenAI match release pace amid high-stakes competition and regulatory risk (Geeky Gadgets, 22 Aug 2026).
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➡ Potential consequences:- Near-term: US government intervention and blacklisting attempts could drive top AI firms to withhold or limit model releases, slowing global deployment and spurring rival innovation abroad.
- Medium-term: Ongoing legal battles and regulatory uncertainties may incentivize companies to relocate R&D or prioritize trusted government partnerships, while adversaries could exploit gaps left by export controls.
- Near-term: Strategic delays and selective access could undermine transparency, limit academic progress, and privilege a handful of corporate and national actors.
- Medium-term: Fragmented market access may hasten the proliferation of unregulated open-source models outside US control, potentially heightening global security risks.
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Electricity Market Effects from Surplus AI Data Center Generation: Case Studies and Economic Modeling |
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🗺 Background:- Surplus electricity from AI data centers is impacting traditional electricity market dynamics and regional grid stability.
- AI data centers, which consume large amounts of power, sometimes generate surplus energy via on-site renewables or contractual arrangements.
- Economic modeling helps assess how this surplus generation affects wholesale prices, grid congestion, and long-term infrastructure investment.
- Case studies highlight effects in high-demand regions like the U.S. Pacific Northwest and Ireland, both key hubs for technology infrastructure.
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🎩 Key stakeholders:- Major AI operators such as Microsoft, Google, and Amazon are leading data center expansions with surplus generation.
- Regional transmission operators like PJM Interconnection and the Electric Reliability Council of Texas (ERCOT) oversee market and grid responses.
- Regulatory agencies including the Federal Energy Regulatory Commission (FERC) and European Agency for the Cooperation of Energy Regulators (ACER) monitor market impacts.
- State governments and local utility companies are closely involved in permitting and integrating new data center infrastructure.
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➡ Potential consequences:- Near-term, electricity price suppression and short-term volatility may prompt increased regulatory scrutiny on AI data center power contracts.
- Medium-term, heightened market fluctuations could incentivize grid modernization projects, battery storage investment, and revised market rules to absorb surplus.
- Power-intensive industries may relocate to regions with consistent data center surplus generation, reshaping local economies.
- Policy changes may arise as governments seek to balance AI data center growth, energy market stability, and decarbonization goals.
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SEC Oversight on Algorithmic Trading: Lessons from the Situational Awareness Hedge Fund Investigation |
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🗺 Background:- Algorithmic trading involves using computer programs to execute financial market trades automatically based on predetermined criteria.
- The SEC (Securities and Exchange Commission) has increased focus on regulating algorithmic trading to prevent market manipulation and ensure transparency.
- Situational Awareness Hedge Fund was subject to an SEC investigation due to concerns about its algorithmic trading practices.
- Past regulatory actions, such as the 2010 Flash Crash, highlight the importance of oversight in algorithmic trading environments.
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🎩 Key stakeholders:- The SEC, led by Chair Gary Gensler, is the primary regulatory authority overseeing algorithmic trading.
- Situational Awareness Hedge Fund, founded by Mark Feldman, is at the center of the recent investigation.
- Major trading firms, such as Citadel Securities and Jane Street, are impacted by regulatory changes on algorithmic trading.
- Industry advocacy groups like the Managed Funds Association frequently comment on SEC proposals affecting hedge funds.
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➡ Potential consequences:- Near-term, hedge funds may need to enhance disclosure policies for algorithmic trading strategies and notify investors about potential risks.
- Medium-term, increased oversight could lead to industry-wide reforms in technology risk management and more rigorous real-time SEC monitoring.
- Reputational risk for the Situational Awareness Hedge Fund could impact investor trust and cause temporary withdrawals of capital.
- Potential for broader adoption of real-time algorithmic audit tools throughout the asset management industry.
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Design Innovations in Space-Based AI Infrastructure: The Vera Rubin-NVL72 Project’s Goals and Technical Enablers |
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🗺 Background:- The Vera Rubin-NVL72 Project is an initiative focused on advancing space-based AI infrastructure for astronomy and data analytics since its launch in early 2025.
- It aims to integrate machine learning algorithms onboard satellites to enhance real-time cosmic data processing and decision-making from space telescopes.
- The NVL72 component represents specialized AI modules tailored for deployment in microgravity environments, addressing unique hardware and software reliability constraints.
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🎩 Key stakeholders:- The project is coordinated jointly by the Vera C. Rubin Observatory and NVIDIA, with direct involvement from the U.S. National Science Foundation.
- Key contributors include Dr. Rachel Mandelbaum (Rubin Observatory), Dr. Bill Dally (NVIDIA), and lead engineer Michael G. Santos.
- Technical collaborations also involve MIT Media Lab and NASA Jet Propulsion Laboratory, leveraging their expertise in distributed computing architectures.
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➡ Potential consequences:- Near-term impacts include accelerated archiving and classification of deep-space images, enabling faster data release cycles for astronomical science.
- Medium-term consequences may involve new commercial applications for low-orbit AI infrastructure, such as space-based Earth observation and autonomous research platforms.
- Improved onboard processing allows reduction in ground station workload, paving the way for expanded satellite autonomy across scientific missions.
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Culture
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Kano Takanobu "True art is not merely the reproduction of nature, but the expression of the invisible spirit within it..." Kano Takanobu was a Japanese painter active during the 10th century, known for his role in the early development of the Kano school, which influenced Japanese painting for centuries. His works often depicted traditional themes with a refined and elegant style that bridged classical and medieval Japa... | Murasaki Shikibu "The heart is all: its gladness and its sorrows, its hopes and its despairs..." Murasaki Shikibu was a Japanese novelist, poet, and lady-in-waiting at the Heian court during the early 11th century, widely credited with writing 'The Tale of Genji,' considered the world's first novel. Her work provides deep insight into the court life and culture of her time through intricate nar... |
Al-Biruni "The knowledge of the elements is the foundation of all knowledge..." Al-Biruni was a Persian scholar and polymath of the 10th century who made pioneering contributions in astronomy, mathematics, physics, and geography. His extensive works include detailed studies of India and its culture, and he is often regarded as one of the greatest scientists of the Islamic Golde... | Emperor Taizu of Song "To govern the state is to govern the people; to govern the people is to govern their hearts..." Emperor Taizu of Song, born Zhao Kuangyin, was the founder and first emperor of the Song dynasty in China, reigning from 960 to 976 CE. He is known for reunifying much of China after the chaotic Five Dynasties and Ten Kingdoms period and for laying foundations for a prosperous and culturally rich er... |
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NASA
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The Sky Turns Above Paranal (2026-08-28) Credits: Osvaldo Castillo |
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Github
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Trading tools |
QuantDinger 11152 stars #0 AI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-tradi... | StockSharp 10655 stars #1 Algorithmic trading and quantitative trading open source platform to develop trading robots (stock markets, forex, crypto, bitcoins, and options).... |
quant-trading 10633 stars #2 Python quantitative trading strategies including VIX Calculator, Pattern Recognition, Commodity Trading Advisor, Monte Carlo, Options Straddle, Shooting Star, London Breakout, Heik... | strategies 5387 stars #3 quantitative trading with Javascript, Python, C++, PineScript, Blockly, MyLanguage(麦语言)... |
Sea Vessels |
Comp_Sci_Sem_2 202 stars #0 According to all known laws of aviation, there is no way that a bee should be able to fly. Its wings are too small to get its fat little body off the ground. The bee, of course, fl... | GPS_Tracker_Server 64 stars #1 GPS tracker server and Google Maps client for TK102/ TK103 GPS trackers... |
wew 32 stars #2 #EXTM3U ########################################### INDONESIA CHANNEL ################################################## #EXTINF:-1 tvg-logo="https://i.imgur.com/L2LS8iY.png" grou... | boat-cli 17 stars #3 ⛵ Basic Opinionated Activity Tracker, a command line interface inspired by bartib. ... |
Air Vessels |
Shadowbroker 10983 stars #0 Open-source intelligence for the global theater. Track everything from the corporate/private jets of the wealthy, and spy satellites, to seismic events in one unified interface. Ho... | mission-control 6123 stars #1 Self-hosted control plane for AI agents: dispatch tasks, review runs, track spend, and operate OpenClaw, Claude Code, Codex, and other runtimes.... |
GoModel 1089 stars #2 AI gateway / AI control plane / AI proxy written in Go. Unified OpenAI-compatible and Anthropic-compatible API for OpenAI, Anthropic, Gemini, Groq, xAI, Ollama, vLLM and more. A Li... | 1 516 stars #3 無許諾配信 企業理念剽窃 動物の森収益化 大神ミオ権利者削除 戌神権利侵害発言 常闇トワ炎上 夜空メルストーカー被害 建築王サポーター放置 赤十字マーク 魔乃アロエ卒業 一つの中國支持声明 大空昴3Dライブ 無限延期清掃員職業差別 日清コラボ楽曲 musedash非公開 rog案件取り消し 壁画ライブ 丁真 Ding Zhen 郑爽 Zheng Shuang... |
Sky |
Sattelite_image_classification 0 stars #0 Satellite Image Classification is a deep learning web application that classifies satellite images into six categories: Airplane, Car, Ship, Truck, Train, and Drone. It uses a Reac... |
Imagery |
albumentations 15315 stars #0 Fast and flexible image augmentation library. Paper about the library: https://www.mdpi.com/2078-2489/11/2/125... | imgaug 14744 stars #1 Image augmentation for machine learning experiments.... |
sketch-code 5143 stars #2 Keras model to generate HTML code from hand-drawn website mockups. Implements an image captioning architecture to drawn source images.... | Augmentor 5133 stars #3 Image augmentation library in Python for machine learning.... |
Video |
diffusers 34398 stars #0 🤗 Diffusers: State-of-the-art diffusion models for image, video, and audio generation in PyTorch.... | Open-Generative-AI 27278 stars #1 Unrestricted Open-source alternative to AI video platforms — Free AI image & video generation studio with 500+ models (Flux, Midjourney, Kling, Sora, Veo). No content filters. Self... |
Duix-Avatar 14905 stars #2 🚀 Truly open-source AI avatar(digital human) toolkit for offline video generation and digital human cloning.... | Toonflow-app 14783 stars #3 Toonflow 是开源一站式 AI 短剧创作工具,将小说、剧本快速转化为动画短剧。集成 AI 编剧、智能分镜、角色与视频生成,跨平台桌面端轻量部署,助力创作者低成本批量产出视觉内容。Toonflow is an open-source AI tool that turns stories and scripts into animated short dr... |