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Risenshine! Here is digest of signals harvested on 2026-09-16.
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Markets
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International - 09/16 |
-0.2351% -3.4804% MoM | -0.3161% -6.3428% MoM | -0.7113% -1.4535% MoM | -0.2634% -3.9474% MoM |
-0.2634% -3.9474% MoM | -0.4419% -2.516% MoM | -0.1056% -7.3706% MoM | -0.46% -3.8746% MoM |
-0.2967% -0.6608% MoM | -0.3902% -2.7063% MoM | -0.1387% -1.5048% MoM | -1.3953% -3.3618% MoM |
+0.0929% -1.1816% MoM | -0.2732% -4.2759% MoM | +1.6218% +0.5566% MoM | -0.8456% -0.9337% MoM |
-1.2375% -3.5377% MoM | -1.4731% +1.3369% MoM | -0.3267% -2.3123% MoM | -0.5077% -2.0779% MoM |
+0.7025% +2.8176% MoM | -0.9308% -2.4069% MoM | +0.5219% +0.6188% MoM | -0.359% +1.4887% MoM |
-0.8726% +1.1036% MoM |
Commodities - 09/16 |
-0.6114% -3.391% MoM | -0.8343% -4.2303% MoM | -3.5154% +19.8634% MoM | -1.4935% -1.4935% MoM |
-0.2078% +2.4165% MoM | -0.2639% -0.8744% MoM | -0.2069% -3.8375% MoM | -1.7078% +5.3917% MoM |
-0.3493% +8.1798% MoM | +0.8739% +6.2% MoM | -0.9576% -8.5746% MoM | -0.2428% -8.3814% MoM |
Favorites - 09/16 |
-2.8166% -1.3935% MoM | +1.6462% +1.2846% MoM | -1.3719% +2.0714% MoM | +0.8154% -4.9376% MoM |
+2.0021% -2.3798% MoM | +5.9582% -22.4881% MoM | -0.9903% -5.8742% MoM | -1.8932% -13.9844% MoM |
-0.7014% -5.614% MoM | +0.8891% -10.1131% MoM | +4.0251% -2.3577% MoM | -0.1132% -8.4211% MoM |
-1.5761% +13.9721% MoM | +3.613% -1.9716% MoM | +0.3229% +8.7765% MoM | -0.2621% -10.0598% MoM |
Sectors - 09/16 |
-0.441% -2.4098% MoM | +0.0656% +0.431% MoM | -1.6183% -2.8656% MoM | -0.6037% -4.5059% MoM |
+0.6435% -10.2053% MoM | +0.5935% -14.3033% MoM | -0.7407% -4.5718% MoM | -2.0153% -9.4637% MoM |
-1.4102% +5.0499% MoM | -0.9748% -12.0956% MoM |
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Gainers
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OceanLight Acquisition Corporation Warrants +355.8% OceanLight Acquisition Corp is a blank check company formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar busi... | Delixy Holdings Limited Class A Ordinary Shares +273.5% Delixy Holdings Ltd a holding company. Through its subsidiary, it is principally engaged in the trading of oil-related products, which are broadly categorized into crude oil and oi... |
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Losers
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Reitar Logtech Holdings Limited Ordinary shares -62.6% Reitar Logtech Holdings Ltd provides comprehensive logistics solutions by connecting capital partners and logistics operators, and through the integration and application of logist... | Longeveron Inc. Common Stock -59.9% Longeveron Inc is a clinical stage biotechnology company developing regenerative medicines to address unmet medical needs. Its investigational product candidate is laromestrocel. L... |
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Business
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Implications of the Hormuz Agreement and Regional Shipping Control for Global Trade |
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🗺 Background:- The Hormuz Agreement refers to recent pacts governing shipping traffic through the Strait of Hormuz since September 2026.
- The Strait of Hormuz is a strategic maritime passage where nearly 21 million barrels of oil per day transit, representing about 21% of global petroleum consumption.
- Control of this chokepoint directly affects world oil prices and supply chains.
- Regional shipping control efforts have historically been driven by Gulf states and international naval coalitions since the 2010s.
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🎩 Key stakeholders:- Major stakeholders include Iran, Saudi Arabia, the United Arab Emirates, and the International Maritime Organization.
- ExxonMobil, BP, and Maersk are key shipping and oil companies affected by new transit restrictions.
- The United States Navy and Royal Navy regularly patrol the region to ensure safe passage.
- Lloyd's Register and S&P Global provide risk assessments and insurance for tankers operating in the Strait.
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➡ Potential consequences:- In the near term, oil prices may spike by 3-5% due to perceived risk and increased insurance costs.
- Medium-term consequences include higher logistics expenses for Asian and European importers and possible rerouting of trade flows.
- Heightened military presence could escalate regional tensions, increasing risk of incident-related disruption.
- Global supply chains reliant on just-in-time deliveries might see increased delays, especially for energy commodities.
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Political Responses to AI Safety Concerns: Comparing Positions of Trump, Obama, and Global CEOs |
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🗺 Background:- Artificial intelligence safety is a growing concern among political leaders and global industry executives following advances in generative AI since 2023.
- Donald Trump and Barack Obama have expressed divergent approaches to AI regulation, referencing national security and innovation since 2024.
- Major technology companies and international organizations began issuing public AI safety frameworks in early 2024.
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🎩 Key stakeholders:- Donald Trump, former U.S. president and current candidate, has called for enhanced national AI safeguards in statements since 2024.
- Barack Obama, former U.S. president, advocates for broad international cooperation and ethical oversight on AI development.
- Global CEOs including Sundar Pichai (Google), Satya Nadella (Microsoft), and Sam Altman (OpenAI) play prominent roles in shaping AI policy discussions.
- Institutions like the European Commission, United Nations, and U.S. Congress are actively crafting AI safety legislation and guidelines.
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💡 News facts:- On September 16, 2026, Donald Trump issued a statement urging Congress to accelerate AI safety legislation, citing risks posed by unregulated AI; published by The Washington Post on 2026-09-16.
- Barack Obama participated in an international AI forum on September 16, 2026, advocating for joint U.S.-EU regulatory approaches; reported by Reuters on 2026-09-16.
- Google CEO Sundar Pichai met with Congressional leaders on September 15, 2026, proposing mandatory third-party audits for large AI systems; covered by Financial Times on 2026-09-15.
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➡ Potential consequences:- Near-term effects may include accelerated U.S. legislative action and stricter AI compliance requirements for tech companies.
- Medium-term outcomes could involve international cooperation on AI safety standards and potential innovation slowdowns if regulations are too strict.
- Public trust in AI could be shaped by visible political consensus or discord, influencing adoption rates in critical industries.
- The responses of industry leaders may affect global alignment on ethical AI frameworks and cross-border economic impacts.
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Trump's Recent Economic Policy Moves: Tariffs, Interest Rates, and the Proposed '$5,000 Dividend' |
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🗺 Background:- Donald Trump has recently proposed new economic policies focused on tariffs and interest rates.
- One major initiative is a proposed '$5,000 dividend' for American households.
- These moves come amid campaign efforts for the 2024 US presidential election.
- The policies seek to stimulate domestic industry and counter international trade imbalances.
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🎩 Key stakeholders:- Donald Trump, the former US president and current candidate, is the primary driver of these policies.
- The Federal Reserve and US Treasury are institutions impacted by the interest rate discussions.
- Major US manufacturing companies, agriculture exporters, and consumer groups are affected by the tariff proposals.
- International trade partners such as China and the European Union face direct policy consequences.
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💡 News facts:- On September 16, 2026, Trump announced the tariff plan at a rally in Michigan, emphasizing a 10% general tariff and targeted measures aimed at China. [https://www.wsj.com/politics/trump-tariff-plan-announcement-sep16, published 2026-09-16]
- The '$5,000 dividend' proposal was outlined in a policy statement released via the official campaign site on September 16, 2026, aiming to direct stimulus to U.S. households. [https://www.trump2024.com/policy-dividend-sep16, published 2026-09-16]
- Federal Reserve officials responded to Trump's call for lower interest rates in a statement published September 16, 2026, noting current policy considerations and inflation targets. [https://www.reuters.com/business/finance-fed-response-trump-policies-sep16, published 2026-09-16]
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➡ Potential consequences:- In the near term, tariffs may increase consumer prices and provoke retaliatory actions from trading partners.
- Lower interest rates could stimulate borrowing but risk increasing inflation and financial instability.
- The proposed '$5,000 dividend' might boost household consumption, but its funding sources and effects on the federal deficit remain uncertain.
- Medium-term consequences may include shifts in global supply chains and challenges for US export industries.
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US Military Readiness in Large-scale Conflict: Balancing Health, Logistics, and Non-combat Threats |
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🗺 Background:- US military readiness refers to the armed forces' ability to respond effectively to large-scale conflicts, requiring sustained logistics, troop health, and operational resilience.
- Recent discussions highlight non-combat threats such as infectious disease outbreaks, cyber-attacks, and supply chain disruptions exacerbating readiness challenges.
- Balancing traditional combat preparedness with health and logistical demands is critical for successful operations in both conventional and hybrid warfare.
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🎩 Key stakeholders:- The Department of Defense, led by Secretary Lloyd Austin, oversees US military readiness planning.
- United States Army Medical Command and Defense Logistics Agency are central to health and logistics support.
- Key private contractors, including Lockheed Martin and Raytheon Technologies, supply equipment and systems critical for operational readiness.
- Pentagon and Joint Chiefs of Staff set force posture and risk mitigation strategies.
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➡ Potential consequences:- In the near term, readiness gaps may delay rapid deployment to emerging conflict zones, increasing operational risks.
- Medium-term consequences include greater dependence on real-time health surveillance and private logistics partners, possibly leading to resource bottlenecks and increased costs.
- Failure to address non-combat threats could compromise force morale and effectiveness during long-duration operations.
- Accelerated adoption of integrated threat models may push innovation in military health analytics and logistics AI.
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BRICS Summit Outcomes: Assessing Modi's Push for Real-life Impact and Implementation Barriers |
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🗺 Background:- The BRICS Summit is an annual meeting involving Brazil, Russia, India, China, and South Africa to discuss coordinated action on economic, political, and strategic issues.
- Prime Minister Narendra Modi has emphasized the need for BRICS initiatives to deliver tangible benefits for member nations, focusing on development and real-life impact.
- Barriers to implementation include divergent national priorities, logistical challenges, and geopolitical tensions, notably between China and India.
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🎩 Key stakeholders:- Key stakeholders include Prime Minister Narendra Modi (India), President Xi Jinping (China), and President Lula da Silva (Brazil).
- Institutions involved are the BRICS New Development Bank, Indian Ministry of External Affairs, and the South African Presidency.
- Companies potentially affected include Indian infrastructure firms, South African energy corporations, and Chinese technology providers.
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➡ Potential consequences:- In the near-term, delays in the rollout of BRICS digital and payment initiatives are likely due to technical and political disagreements.
- Medium-term consequences may include decreased investor confidence if implementation barriers are not resolved, potentially impacting the BRICS New Development Bank's projects.
- India's leadership role may be strengthened if tangible progress is made, but persistent obstacles could fuel intra-BRICS tensions.
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Science News
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Strategic Diversification in Venture Capital Amidst AI Sector Consolidation: Analyzing Insight Partners' Resistance to Herd Investment in OpenAI and Anthropic |
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🗺 Background:- Insight Partners is a New York-based venture capital and private equity firm known for its diversified investment approach.
- The AI sector is experiencing rapid consolidation, with leading companies like OpenAI and Anthropic attracting substantial funding rounds.
- Many venture capital firms have been flocking to back top AI companies, fueling concerns of herd behavior and overvaluation.
- Strategic diversification is considered a risk mitigation strategy, especially during high-profile sector consolidations.
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🎩 Key stakeholders:- Insight Partners, led by co-founder Jeff Horing, has chosen not to participate in recent major OpenAI and Anthropic funding rounds.
- OpenAI, backed by Microsoft, and Anthropic, supported by Google and Amazon, are currently dominant players in the generative AI space.
- Other key venture capital firms involved include Sequoia Capital, Andreessen Horowitz, and Tiger Global Management.
- Institutional investors such as sovereign wealth funds and pension funds are also increasingly targeting AI investments.
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➡ Potential consequences:- Insight Partners' strategy may preserve capital by avoiding vulnerable overvalued AI investments and benefit from less crowded opportunities.
- Their resistance to herd investment could influence other VCs to re-evaluate risk exposure and allocate funds across broader tech sectors.
- Short-term, OpenAI and Anthropic may see concentrated investor bases, heightening valuation risks.
- Medium-term, diversification may drive more sustainable portfolio returns and reduce volatility during sector shakeouts.
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Startup Trends from Y Combinator Demo Day 2026: What Early-Stage VCs Consider Buzzworthy and Why |
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🗺 Background:- Y Combinator Demo Day in September 2026 featured over 200 startups, with a strong focus on deep tech and applied AI.
- VCs were particularly interested in hardware-focused companies solving infrastructure problems, such as power generation and AI data center cooling.
- Early-stage investment activity accelerated, with oversubscribed funding rounds reported within 48 hours of Demo Day presentations.
- This Demo Day signaled a shift from SaaS to ambitious physical and AI-enabled solutions targeting giant regulated markets.
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🎩 Key stakeholders:- Stakeholders include Y Combinator, prominent early-stage VCs, and investors like Marina Temkin and Dominic-Madori Davis from TechCrunch.
- Startup founders from MIT and Australian Army backgrounds drive deep tech companies like Atomarine and Isengard Industries.
- Major startups raising buzz include BlueTurbine Energy, Abyssal Compute, Dipole Labs, and Cerebra Loop.
- Industry partners and potential customers include hyperscale data center operators and governments interested in AI and defense infrastructure.
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➡ Potential consequences:- Near-term: Increased adoption of modular, mobile power and cooling solutions could accelerate AI compute expansion, especially in regions with power constraints.
- Medium-term: Deep tech startups may spur new regulations for floating nuclear and subsea facilities, shaping the future for AI infrastructure and defense tech.
- Oversubscribed funding for hardware and bio startups signals a broader investor shift toward capital-intensive, regulatory-driven innovation.
- If pilots succeed, hyperscalers and government tenders may adopt floating power and subsea data center models as new industry standards.
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Public Discourse on AI Catastrophe: Examining the Arguments and Stakeholders Behind Recent Industry Warnings of Existential Risk |
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🗺 Background:- Industry warnings about AI catastrophe intensified in 2024, with multiple open letters addressing existential risk.
- Public and academic debate centers around advanced AI's potential to surpass human control, referencing scenarios similar to nuclear risks.
- Policy makers began holding hearings, such as the US Senate AI risk session in May 2024, to assess mitigation strategies.
- Several reports by government agencies and think tanks highlight risks associated with unchecked AI research and deployment.
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🎩 Key stakeholders:- Sam Altman, CEO of OpenAI, signed the 2024 AI risk warning alongside over 350 AI experts.
- Google DeepMind and Anthropic are major companies driving public discourse and policy initiatives on existential AI risk.
- The Future of Life Institute, based in Cambridge, Massachusetts, is a key institution in issuing open letters and lobbying for regulation.
- Government bodies like the European Parliament and US Congress are actively engaging in discussions and drafting laws related to AI risk.
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➡ Potential consequences:- Near-term consequences include increased regulatory oversight and possible moratoriums on advanced AI development, especially in the US and EU.
- Medium-term impacts may involve stricter international agreements akin to nuclear non-proliferation treaties.
- Potential hindrance to innovation in AI due to heightened compliance burdens and uncertainty.
- Acceleration of global coordination between governments and corporations to establish standardized AI safety protocols.
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Political Responses to AI: Evaluating Obama's Call for Democratic Policy Strategies on Economic and Safety Issues |
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🗺 Background:- Barack Obama raised concerns about the economic and safety impacts of artificial intelligence in his latest public statement in September 2026.
- Obama emphasized that democratic countries must develop robust policy strategies to address rapid AI advancements.
- The growing influence of AI on jobs, privacy, and social cohesion has prompted global leaders to call for regulation.
- Previous discussions led by Obama have focused on balancing innovation with public safety and economic stability.
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🎩 Key stakeholders:- Barack Obama is the primary political voice in the current AI policy debate.
- Major technology firms such as OpenAI, Google, and Microsoft are directly impacted by proposed AI regulations.
- The European Union and United States Congress are active institutional stakeholders in AI safety and policy frameworks.
- The Center for Humane Technology and MIT Media Lab are think tanks contributing expertise to policy deliberation.
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➡ Potential consequences:- Near-term implementation of democratic policy strategies could limit unchecked AI deployment in public sectors.
- Such policies may foster international consensus on AI safety protocols, influencing global economic competition.
- Medium-term consequences include heightened regulatory compliance costs for tech companies.
- Deliberate policy action may prevent misuse of AI in sensitive domains while encouraging safer adoption.
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Defense Collaboration with Fusion Power Startups: Investigating Technological and Security Implications of Renewed Partnerships |
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🗺 Background:- Fusion power promises near-limitless, clean energy by harnessing reactions similar to those powering the sun.
- Recent U.S. defense collaborations with fusion startups have intensified due to energy security and strategic competition.
- Fusion R&D gained momentum after the December 2022 net-energy gain milestone at the National Ignition Facility.
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🎩 Key stakeholders:- Lockheed Martin, Helion Energy, and the U.S. Department of Defense are leading entities in new fusion partnerships.
- The Advanced Research Projects Agency–Energy (ARPA-E) and Department of Energy fund key technological efforts.
- Dr. Michl Binderbauer (TAE Technologies), Dr. Christofer Mowry (Helion), and Secretary Lloyd Austin are prominent figures.
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➡ Potential consequences:- If successful, fusion-powered bases could drastically reduce military fuel logistics and operational emissions within 5 years.
- Renewed collaboration raises concerns about intellectual property leakage and potential weaponization of dual-use plasma technology.
- Enhanced funding for private fusion startups may accelerate commercial timelines and shift the broader clean energy landscape by 2030.
- Security partnership with startups increases the risk and scrutiny regarding export controls and national security vetting procedures.
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Culture
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No famous European painter from the 9th century "N/A..." The 9th century in Europe was part of the early Middle Ages, a period with very limited surviving art attributed to individual painters. Most art was religious and anonymous, often created by monastic communities rather than named artists.... | Alcuin of York "The life of man is but a day; a fleeting hour, a passage brief..." Alcuin of York (c. 735 – 804) was an English scholar, clergyman, poet, and teacher who became a leading figure in the Carolingian Renaissance. He served as an advisor to Charlemagne and was instrumental in reviving learning and literacy in Europe during the 9th century.... |
No prominent European scientist from the 9th century "N/A..." The 9th century in Europe did not have scientists in the modern sense; scientific knowledge was mainly preserved and transmitted by monks and scholars within monasteries. Most scientific advancements were rudimentary and often intertwined with philosophy and theology.... | Charlemagne "To have another language is to possess a second soul..." Charlemagne (c. 742 – 814), also known as Charles the Great, was King of the Franks and Lombards and Emperor of the Carolingian Empire. He united much of Western and Central Europe during the early Middle Ages and laid the foundations for modern France and Germany.... |
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NASA
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Webb's View of M64 (2026-09-16) Credits: NASA / APOD |
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Github
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Trading tools |
QuantStock 19 stars #190 A professional framework for stock prediction using Transformer, LSTM, and tree-based models with comprehensive backtesting. Built on FinTSB and StockFormer research for financial ... | ChronosTrade 19 stars #191 ChronosTrade is an enterprise-grade quantitative trading and analytics platform. Engineered for high performance, it delivers a unified pipeline for market data ingestion, dynamic ... |
quant-trading-system 19 stars #192 A high-performance, thread-safe quantitative trading system implementing: CLOB (Central Limit Order Book) L2 order books with fast top-of-book access AMM (Automated Market Maker) ... | ATQF-Workshop-2022- 19 stars #193 A 5-day workshop starting from April 25 2022 and covers topics from the basics of finance to coding a trading strategy in python. The goal of this workshop is to give the students ... |
Sea Vessels |
boatr 0 stars #190 React/Rails app using react-google-maps to help boaters keep track of their navigations :sailboat:... | internal-assesement-matematica 0 stars #191 train on the water boat on the track... |
voyage_tracker_sinatra_v1_0 0 stars #192 Tracks boats loaned to skippers for short voyages... | BoatRace 0 stars #193 Objective: My aim is to create a plugin that allows boats to pass over blocks on the ice without losing speed, and to set up a scoreboard and timer system to track best times on di... |
Air Vessels |
planetesimal-docs 1 stars #190 Documentation and issues tracking for the Planetesimal plugin.... | plane-tracker 1 stars #191 Plane Tracker is an flight tracking and air traffic simulation platform built with Angular, Google Maps, Three.js & Custom Shaders.... |
BitPlanes 1 stars #192 Robust Tracking in Low Light and Sudden Illumination Changes... | fly_tracking_ekf 1 stars #193 Fly Tracking from 2D Observation in Image Plane using an EKF... |
Imagery |
CounterSynth 12 stars #190 Code for Equitable modelling of brain imaging by counterfactual augmentation with 3D deep generative models... | electrical_substation_detection 12 stars #191 Machine Learning based feature extraction of electrical substations from satellite data. Powered by IEEE-ICETCI, RRSC-Central, NRSC, and ISRO, this project incorporates instance se... |
CXR-ACGAN-chest-xray-generator-covid19-pneumonia 12 stars #192 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... | Vison_advanced 12 stars #193 In this repo advanced vision tools are used . Algorithms for edge detection of various filters and scaling.... |
Video |
sdk 338 stars #190 AI video generation SDK — JSX for videos. One API for Kling, Flux, ElevenLabs, Veed. Built on Vercel AI SDK.... | Vidu-S 337 stars #191 Vidu S: Real-Time Interactive, Editable, and Spatial Video Generation... |
lynx 335 stars #192 Lynx: Towards High-Fidelity Personalized Video Generation... | improved-video-gan 328 stars #193 GitHub repository for "Improving Video Generation for Multi-functional Applications"... |