Daily Issue
Vol. I — No. 13
12 · 05
Tuesday, 12 May 2026
Generated 2026-05-12 11:38
google/gemini-2.5-flash-lite-preview-09-2025
吃什么补什么，所以吃苦成不了人上人，只有吃人。 — 弱智吧 47 items · 4 sections
§ 0

The Morning

Local weather 1
This morning in
London
Mainly clear
Today's range
16.2°↓4.9°
currently 14.8°
Feels
11.5°
Rain
8%
Wind
14 km/h
Humid
39%
Rise
05:12
Set
20:40
§ I

US Stocks

Pre-market signal radar 12
US pre-market radar
premarket 2026-05-12
3 Bullish
0 Bearish
9 Neutral
Sector Tape
Compute Mining 4 names
67 Top: IREN · Neutral · RS -0.7% Bullish 1 / Bearish 0 / 5d +15.1%
Foundry 2 names
64 Top: TSM · Neutral · RS +3.4% Bullish 0 / Bearish 0 / 5d +17.9%
Servers and Thermal Management 2 names
64 Top: VRT · Neutral · RS +2.2% Bullish 0 / Bearish 0 / 5d +13.9%
Battery and Energy Storage 3 names
63 Top: FLNC · Neutral · RS +42.3% Bullish 1 / Bearish 0 / 5d +43.3%
Energy Infrastructure 1 names
37 Top: VST · Neutral · RS -2.3% Bullish 0 / Bearish 0 / 5d -5.5%
Manufacturing 4 names
62 Top: FLEX · Neutral · RS +5.0% Bullish 1 / Bearish 0 / 5d +13.1%
Hyperscale Cloud 4 names
60 Top: GOOGL · Neutral · RS -4.2% Bullish 0 / Bearish 0 / 5d +1.9%
Networking Equipment 4 names
60 Top: CIEN · Neutral · RS -12.1% Bullish 0 / Bearish 0 / 5d -2.4%
Ticker Setup Move Score Evidence Quality
FLNC Fluence Energy Battery and Energy Storage
Bullish Gap up + news Medium confidence
+3.5% $26.11 5d +104.6%
73 sector positive RS +103.6%

Bullish setup from +3.5% vs previous close, positive sector tape, 3 recent headline(s).

Why Is Fluence Energy (FLNC) Stock Rocketing Higher Today - StockStory Weakens if price fades below previous close or sector benchmarks roll over.
quote: delayed fallback news: fresh financials: fresh news: 3
VRT Vertiv Holdings Servers and Thermal Management
Neutral Sector tailwind Medium confidence
-1.8% $361.29 5d +11.2%
69 sector positive RS -0.6%

Watchlist item from -1.8% vs previous close, positive sector tape, 3 recent headline(s).

Vertiv Holdings Co (NYSE:VRT) Screens as a Strong GARP Candidate - ChartMill Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
INTC Intel Foundry
Neutral Sector tailwind Low confidence
-4.1% $124.10 5d +35.1%
63 sector positive RS +20.6%

Watchlist item from -4.1% vs previous close, positive sector tape, 3 recent headline(s).

The Risk Factors to Watch Out For in Intel Stock - Trefis Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
quotes: nasdaq 24 24/24news: google_news_rss 22, gdelt 1 23/24filings: sec 24 24/24, fallback 24

Generated from public market data and news for research and education. Not financial advice; data may be delayed, incomplete, or wrong.

§ II

From the arXiv

arXiv preprints 10 of 20
cs.AIarxiv:2605.10787v1Lead article

ComplexMCP: Evaluation of LLM Agents in Dynamic, Interdependent, and Large-Scale Tool Sandbox

Yuanyang Li, Xue Yang, Longyue Wang, Weihua Luo, Hongyang Chen

he paper introduces **ComplexMCP**, a novel benchmark designed to rigorously evaluate LLM agents in complex, real-world software automation scenarios involving interdependent tools and environmental noise. It utilizes a seed-driven architecture across 300+ tools derived from 7 stateful sandboxes to simulate dynamic and failure-prone environments. The contribution lies in exposing a significant performance gap, showing even top LLMs struggle to surpass 60% success compared to 90% for humans in these interdependent tasks.

Read abstract →Full PDFLINNET · SCORE9RELEVANCE
The Overview of ComplexMCP: Our framework integrates stateful sandboxes and stateless MCP servers via a seed-driven mechanism.
The Overview of ComplexMCP: Our framework integrates stateful sandboxes and stateless MCP servers via a seed-driven mechanism.
Overview of DataMaster . DataMaster organizes autonomous data engineering as a DataTree , where red nodes broaden the search by discovering external datasets and writing them into a shared Data Pool , while black nodes exploit available candidates to construct executable data states and obtain downstream training feedback. Global Memory stores reusable artifacts, node outcomes, and prior findings, enabling later nodes to reuse discovered data, avoid repeated failures, and coordinate search across branches under a limited budget.
Overview of DataMaster . DataMaster organizes autonomous data engineering as a DataTree , where red nodes broaden the search by discovering external datasets and writing them into a shared Data Pool ,…
cs.AIarxiv:2605.10906v1

DataMaster: Towards Autonomous Data Engineering for Machine Learning

Yaxin Du, Xiyuan Yang et al.

DataMaster introduces an autonomous data engineering framework to improve machine learning models by optimizing the data pipeline while keeping the learning algorithm fixed. It addresses the complex search space using a tree-structured search mechanism, shared…

abstractpdfLINNET · SCORE9RELEVANCE
cs.AIarxiv:2605.10763v1

MATRA: Modeling the Attack Surface of Agentic AI Systems -- OpenClaw Case Study

Tim Van hamme, Thomas Vissers et al.

MATRA is a pragmatic threat modeling framework designed to systematically assess the risks in agentic AI systems by adapting established risk assessment methodologies. It begins with an asset-based impact assessment and uses attack trees to quantify the likeli…

abstractpdfLINNET · SCORE9RELEVANCE
MATRA framework overview. System properties and threat sources are collected from the client. Assets identified from system documentation feed into a stakeholder-driven business impact assessment, which produces impact scenarios. A data flow diagram (DFD), combined with known attack techniques from established catalogs, informs the construction of attack trees that decompose each impact scenario into objectives, techniques, and architecture-specific vectors.
MATRA framework overview. System properties and threat sources are collected from the client. Assets identified from system documentation feed into a stakeholder-driven business impact assessment, whi…
Comparison between (a) a uniform research automation pipeline that applies identical processing to all users and yields homogeneous outputs, and (b) NanoResearch, which recognizes distinct researcher personas and provides personalized skills and feedback upon failure, enabling each persona to evolve along its own trajectory.
Comparison between (a) a uniform research automation pipeline that applies identical processing to all users and yields homogeneous outputs, and (b) NanoResearch, which recognizes distinct researcher …
cs.AIarxiv:2605.10813v1

NanoResearch: Co-Evolving Skills, Memory, and Policy for Personalized Research Automation

Jinhang Xu, Qiyuan Zhu et al.

NanoResearch introduces a multi-agent framework designed to personalize research automation by addressing the need for accumulated procedural knowledge, retained user experience, and internalized implicit preferences. It achieves this through a "tri-level co-e…

abstractpdfLINNET · SCORE9RELEVANCE
cs.AIarxiv:2605.10805v1

Reasoning Is Not Free: Robust Adaptive Cost-Efficient Routing for LLM-as-a-Judge

Wenbo Zhang, Lijinghua Zhang et al.

This paper investigates the trade-off between reasoning capability and cost when using LLMs as judges, finding that explicit reasoning boosts accuracy for complex tasks but increases cost. The core contribution is the **Robust Adaptive Cost-Efficient Routing (…

abstractpdfLINNET · SCORE9RELEVANCE
№06
cs.AI
9

Remember the Decision, Not the Description: A Rate-Distortion Framework for Agent Memory

Mingxi Zou, Zhihan Guo et al.

This paper reframes agent memory as a **decision-centric rate-distortion problem**, arguing that memory should preserve distinctions crucial for future actions rather than descript…

abstractpdf
№07
cs.AI
9

The Agent Use of Agent Beings: Agent Cybernetics Is the Missing Science of Foundation Agents

Xinrun Wang, Chang Yang et al.

This paper argues that the current engineering-driven development of LLM-based foundation agents lacks a theoretical foundation. The core method is to introduce **Agent Cybernetics…

abstractpdf
№08
cs.AI
9

The First Drop of Ink: Nonlinear Impact of Misleading Information in Long-Context Reasoning

Muhan Gao, Zih-Ching Chen et al.

This paper investigates the impact of misleading information (hard distractors) on LLM performance in long-context reasoning. The core finding is the "First Drop of Ink" effect: pe…

abstractpdf
№09
cs.AI
9

Training-Free Cultural Alignment of Large Language Models via Persona Disagreement

Huynh Trung Kiet, Dao Sy Duy Minh et al.

This paper introduces DISCA (Disagreement-Informed Steering for Cultural Alignment), a training-free, black-box method to align Large Language Models (LLMs) with diverse cultural v…

abstractpdf
№10
cs.LG
9

ConQuR: Corner Aligned Activation Quantization via Optimized Rotations for LLMs

Chayne Thrash, Ali Abbasi et al.

ConQuR proposes a lightweight, post-training method to improve low-bit activation quantization in LLMs by learning optimal orthogonal rotations. These rotations align normalized ac…

abstractpdf
See all 20 papers →
§ III

The Town Square

Hacker News 6
546
pts
Top story
If AI writes your code, why use Python?

The article questions the continued necessity of using Python for coding when AI tools can generate code in various languages, suggesting a shift in programming language relevance.

medium.com11 May discuss on HN →
232
Interaction Models
thinkingmachines.ai11 May
195
I let AI build a tool to help me figure out what was waking me up at night
martin.sh11 May
195
Google says criminal hackers used AI to find a major software flaw
nytimes.com11 May
164
Students boo commencement speaker after she calls AI next industrial revolution
404media.co11 May
152
Interfaze: A new model architecture built for high accuracy at scale
interfaze.ai11 May
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