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01.
arXiv (CS.AI) 2026-06-16

Adaptive Memory Crystallization for Autonomous AI Agent Learning in Dynamic Environments

arXiv:2604.13085v2 Announce Type: replace-cross Abstract: Autonomous AI agents operating in dynamic environments face a persistent challenge: acquiring new capabilities without erasing prior knowledge. We present Adaptive Memory Crystallization (AMC), a memory architecture for progressive experience consolidation in continual reinforcement learning. AMC is conceptually inspired by the qualitative structure of synaptic tagging and capture (STC) theory, the idea that memories transition through discrete stability phases, but makes no claim to model the underlying molecular or synaptic mechanisms. AMC models memory as a continuous crystallization process in which experiences migrate from plastic to stable states according to a multi-objective utility signal. The framework introduces a three-phase memory hierarchy (Liquid–Glass–Crystal) governed by an Itô stochastic differential equation (SDE) whose population-level behavior is captured by an explicit Fokker–Planck equation admitting a closed-form Beta stationary distribution. We provide proofs of: (i) well-posedness and global convergence of the crystallization SDE to a unique Beta stationary distribution; (ii) exponential convergence of individual crystallization states to their fixed points, with explicit rates and variance bounds; and (iii) end-to-end Q-learning error bounds and matching memory-capacity lower bounds that link SDE parameters directly to agent performance. Empirical evaluation on Meta-World MT50, Atari 20-game sequential learning, and MuJoCo continual locomotion consistently shows improvements in forward transfer (+34–43\% over the strongest baseline), reductions in catastrophic forgetting (67–80\%), and a 62\% decrease in memory footprint.

02.
arXiv (CS.AI) 2026-06-18

A DeepLearning Framework for Dynamic Estimation of Origin-Destination Sequence

arXiv:2307.05623v2 Announce Type: replace-cross Abstract: OD matrix estimation is a critical problem in the transportation domain. The principle method uses the traffic sensor measured information such as traffic counts to estimate the traffic demand represented by the OD matrix. The problem is divided into two categories: static OD matrix estimation and dynamic OD matrices sequence(OD sequence for short) estimation. The above two face the underdetermination problem caused by abundant estimated parameters and insufficient constraint information. In addition, OD sequence estimation also faces the lag challenge: due to different traffic conditions such as congestion, identical vehicle will appear on different road sections during the same observation period, resulting in identical OD demands correspond to different trips. To this end, this paper proposes an integrated method, which uses deep learning methods to infer the structure of OD sequence and uses structural constraints to guide traditional numerical optimization. Our experiments show that the neural network(NN) can effectively infer the structure of the OD sequence and provide practical constraints for numerical optimization to obtain better results. Moreover, the experiments show that provided structural information contains not only constraints on the spatial structure of OD matrices but also provides constraints on the temporal structure of OD sequence, which solve the effect of the lagging problem well.

03.
arXiv (CS.LG) 2026-06-19

SSH-Net: A Deep Neural Network for Predicting Failure Time Distribution Functions under Competing Risks with Application to GPU Data

arXiv:2606.20451v1 Announce Type: cross Abstract: Competing risks are commonly observed in engineering fields and can bring challenges to time-to-event data modeling when the application scenarios are complicated. Recently, deep neural networks have received great attention for prediction with competing risks, due to their flexibility and high learning capability. However, the complexity of neural network structure brings extra difficulty in hyperparameter tuning based on different data inputs. Additionally, when an engineered system has complex physical structures with multiple hierarchical levels, treating all structural levels as a single group of inputs may fail to capture critical information. To address the issues, we propose a Structured Segmented Hazard Deep Neural Network (SSH-Net) for failure time prediction under cause-specific competing risks framework. Our approach associates neural network structure with data structures, and allows different covariate groups to impact the failure prediction through separate sub-networks. The neural network is constructed based on a cause-specific competing risks model. The SSH-Net outputs cause-specific hazard functions, and utilizes the penalized log-likelihood as the loss function. The prediction accuracy of SSH-Net is validated through simulation studies by evaluating the Brier score, the area under receiver operating characteristic curves (AUC), and the root mean square error (RMSE) of the predicted cause-specific cumulative incident function. We further demonstrate the model's ability to predict failure time distribution functions using the Titan GPU failure time data.

04.
arXiv (CS.CL) 2026-06-24

Pigeonholing: Bad prompts hurt models to collapse and make mistakes

While in-context learning is generally shown to be effective in Large Language Models (LLMs), bad contexts can cause performance degradation and mode collapse, a phenomenon we call "pigeonholing." **Unintentionally bad** contexts can happen without malicious jailbreaking intents: For example, a user asks the model to justify an incorrect math theorem or fails to correct the model's buggy code. Specifically, we investigate ``pigeonholing" in two scenarios: (1) when the user suggests a solution, and (2) when the conversation context includes the assistant's previous (incorrect) responses. Our experiments across 10 verifiable and open-ended tasks with 10 different models show that pigeonholing manifests in several ways: (1) repeating the incorrect answers from context (leading to 38-40% performance drop), (2) converging on a narrow set of answers in coding and text generation without exploring alternatives, and (3) flipping stance on controversial topics to align with the user or the assistant's previous claims. We find that pigeonholing worsens almost monotonically with the number of conversation turns (performance drops by additional 14+% as repeated mistakes increase from 1 to 5), and pigeonholing-induced mode collapse can happen even when the provided example is correct. As a step toward mitigation, we propose RLVR with synthetic errors which improves models by 43-60% under bad contexts compared to vanilla RLVR baselines.

05.
arXiv (CS.CL) 2026-06-24

The Sparse Frontier: Sparse Attention Trade-offs in Transformer LLMs

Sparse attention offers a promising strategy to extend long-context capabilities in Transformer LLMs, yet its efficiency-accuracy trade-offs remain unclear due to the lack of comprehensive evaluation. We address this gap with the largest-scale empirical analysis to date of training-free sparse attention, evaluating six methods across multiple model families and sizes, sequences up to 128K tokens, and sparsity levels up to 0.95 (i.e., $1/20$ attention budget) on nine diverse tasks. We first organise the rapidly evolving landscape of sparse attention methods into a taxonomy along four design axes. Our analysis then yields actionable insights: 1) sparse attention is effective: larger sparse models outperform smaller dense ones at equivalent cost, improving the Pareto frontier; 2) for the training-free methods we study, fine-grained per-query importance estimation during prefilling remains impractical-due to both the cost of estimation and the lack of sparse kernels that translate fine-grained sparsity into wall-clock gains-forcing a task-dependent choice between global-to-token and block-to-block selection. Instead, during decoding, token-to-page selection becomes feasible, enabling better generalisation and higher sparsity tolerance; 3) longer sequences tolerate higher sparsity, suggesting that fixed-budget methods in production are suboptimal. Together, these findings provide practical guidance for deploying sparse attention and methodological recommendations for future evaluations. Our code is available at https://github.com/PiotrNawrot/sparse-frontier.

06.
arXiv (CS.CV) 2026-06-18

Vines-DB: An RGB image dataset for multi-species ornamental vine segmentation

The Vines-DB dataset contains 1,218 original high-resolution RGB images of seven ornamental vine species collected under field conditions at the Utah Agricultural Experiment Station's Greenville Research Farm in Logan, Utah, USA. The dataset was generated from 168 individual vine plants that were transplanted in 2022 and photographed repeatedly across multiple months during the 2023 and 2024 growing seasons (July-October). Images were captured with an iPhone 16 Pro equipped with a 48 MP camera between 10:00 AM and 12:00 PM under daylight. Vines were grown on 1.2m x 2.4m trellises and photographed from a distance of 1m against black or white Styrofoam backdrops to improve contrast and reduce background noise. The dataset includes Akebia quinata, Campsis radicans, Hydrangea anomala petiolaris, Lonicera x heckrottii, Campsis x tagliabuana 'Madame Galen', Parthenocissus quinquefolia, and Wisteria floribunda. All original images were manually annotated in Roboflow by trained annotators to produce polygon-based instance segmentation masks for eight classes, including seven species and background. After preprocessing and data augmentation, the working dataset was expanded to 2,307 images for model development and evaluation. The augmented dataset was divided into 2,019 training images, 192 validation images, and 96 test images using stratified sampling to maintain balanced representation. Vines-DB supports the development and evaluation of deep learning models for multi-class instance segmentation in precision horticulture and urban ecology. The dataset enables applications such as automated canopy cover estimation, species identification, and scalable field phenotyping. In addition, repeated monthly imaging of the plants captures temporal variation in canopy development and plant appearance, increasing the dataset's utility for segmentation benchmarking under realistic field conditions.

07.
arXiv (CS.LG) 2026-06-18

Identifying Structural Biases from Causal Mechanism Shifts

arXiv:2606.18834v1 Announce Type: new Abstract: Causal discovery methods commonly assume that all data is independently and identically distributed (i.i.d.) and that there are no unmeasured variables affecting the system. In practice, these assumptions are often violated, leading to inaccurate inference. In this paper, we study how to identify hidden confounding and selection biases from causal mechanism shifts. In particular, we show that structural biases lead to dependent mechanism shifts. That is, by considering for which variables the mechanisms change given data from different environments, we can tell which variables are unbiased, which are subject to hidden confounding, and which are undergoing selection bias. We formalize this into an empirically testable criterion based on mutual information, and show under which conditions it identifies structural biases. To tell which nodes are subject to what kind of bias, we introduce the StruBI algorithm. Experiments on synthetic and real-world data show that StruBI works well in practice, accurately recovering affected variable sets and types of biases, outperforming the state-of-the-art by a wide margin.

08.
arXiv (CS.CV) 2026-06-11

STEAM: Squeeze and Transform Enhanced Attention Module

Channel and spatial attention mechanisms introduced in earlier work enhance the representational capabilities of deep convolutional neural networks (CNNs) but often increase parameter and computational costs. While recent approaches focus solely on efficient feature context modeling for channel attention, we aim to model both channel and spatial attention comprehensively with minimal parameters and reduced computation. Leveraging the principles of relational modeling in graphs, we introduce a constant-parameter module, STEAM: Squeeze and Transform Enhanced Attention Module, which integrates channel and spatial attention to enhance the representation power of CNNs. To our knowledge, we are the first to propose a graph-based approach for modeling both channel and spatial attention, utilizing concepts from multi-head graph transformers. Additionally, we introduce Output Guided Pooling (OGP), which efficiently captures spatial context to further enhance spatial attention. We extensively evaluate STEAM for large-scale image classification, object detection and instance segmentation on standard benchmark datasets. STEAM achieves a \(2\%\) increase in accuracy over the standard ResNet-50 model with only a meager increase in GFLOPs. Furthermore, STEAM outperforms the leading modules, ECA and GCT, in terms of accuracy while achieving a threefold reduction in GFLOPs. The code will be made available upon acceptance.

09.
arXiv (CS.LG) 2026-06-19

Comparing Linear Probes with Mahalanobis Cosine Similarity

arXiv:2606.19603v1 Announce Type: new Abstract: Linear probes are widely used in interpretability research and often compared by cosine similarity. The Mahalanobis cosine similarity (MCS) between two directions, which reweights the inner product by test data covariance, is a natural task-aware refinement. Ying et al. (2026) report that a probe's MCS to a reference probe trained on the out-of-distribution (OOD) data near-perfectly linearly predicts the probe's OOD AUROC (R^2 = 0.98). Here, we extend this empirical finding across models, layers, and concept domains, and prove this general phenomenon in closed form: For balanced classes whose projections are Gaussian, OOD AUROC and MCS to the reference probe are linear because both are sigmoid-shaped functions of the probe's signal-to-noise ratio (SNR) on the test data. The theory also predicts when this linearity fails, which we verify empirically. MCS offers a theoretically grounded and empirically effective alternative to Euclidean cosine similarity for comparing linear probes.

10.
arXiv (CS.AI) 2026-06-16

A Multi-level Analysis of Factors Associated with Student Performance: A Machine Learning Approach to the SAEB Microdata

arXiv:2510.22266v3 Announce Type: replace-cross Abstract: Identifying the factors that influence student performance in basic education is a central challenge for formulating effective public policies in Brazil. This study introduces a multi-level machine learning approach to classify the proficiency of 9th-grade and high school students using microdata from the System of Assessment of Basic Education (SAEB). Our model uniquely integrates four data sources: student socioeconomic characteristics, teacher professional profiles, school indicators, and principal management profiles. A comparative analysis of four ensemble algorithms confirmed the superiority of a Random Forest model, which achieved 90.2% accuracy and an Area Under the Curve (AUC) of 96.7%. To move beyond prediction, we applied Explainable AI (XAI) using SHAP, which revealed that the school's average socioeconomic level is the most dominant predictor, demonstrating that systemic factors have a greater impact than individual characteristics in isolation. The primary conclusion is that academic performance is a systemic phenomenon deeply tied to the school's ecosystem. This study provides a data-driven, interpretable tool to inform policies aimed at promoting educational equity by addressing disparities between schools.

11.
arXiv (quant-ph) 2026-06-17

Demultiplexing Generalized Information via Quantum Transmission Lines

arXiv:2606.17894v1 Announce Type: new Abstract: Demultiplexers are the fundamental primitives of network architecture, enabling perfect routing of an input classical signal to a designated one, among multiple output ports. Quantum transmission lines, having access to the quantum systems directly, are able to transmit both the classical and quantum information encoded in quantum systems. A natural question therefore emerges that whether the scrambled classical and quantum information in a quantum system can be perfectly demultiplexed in the designated classical and quantum output ports? Here we answer this question by introducing a quantum to quantum-classical device, namely the quantum demultiplexer (Q-DEMUX). We characterize the class of Q-DEMUXs enabling perfect routing of both the classical and the quantum information along with their simple circuit realizations. Our results highlight an explicit connection between the strength of a Q-DEMUX with the incompatibility of quantum instruments. Finally, we extend the notion in a stronger variant where the sender is oblivious regarding the nature of the data to be transmitted through the Q-DEMUX.

12.
medRxiv (Medicine) 2026-06-24

Food insecurity, caloric intake and nutritional status among children under 5 years old: a predictive modelling analysis of the MAL-ED multi-country cohort

Background For children at risk of acute malnutrition, being able to predict and forecast dietary intakes and/or nutritional evolution would support decision-making, particularly in crisis settings where ground data collection is unfeasible or scant. We explored whether statistical models could offer accurate predictions of caloric intake or anthropometric (weight-for-height Z score, WHZ) changes, given intake, household food insecurity and other plausible predictors. Methods We reanalysed data from the Malnutrition and Enteric Disease (MAL-ED) multi-country (Bangladesh, Brazil, India, Nepal, Pakistan, Peru, South Africa, Tanzania) birth cohort (2009-2014), which consistently tracked household food insecurity experience, dietary intake, anthropometry, infectious disease symptoms, breastfeeding and other variables among children 9 to 35 months old. We quantified the performance on cross-validation of three models: (M1) change in WHZ as a function of household food insecurity; (M2) change in WHZ as a function of caloric intake; (M3) caloric intake as a function of household food insecurity. We compared random forests, lasso regressions, additive models and generalised boosted regressions. All models included age, sex, birth weight, urban versus rural residence, breastfeeding status and the longitudinal prevalence of diarrhoea, acute respiratory infection and fever as additional predictors. Results Altogether, M1, M2 and M3 leveraged 2957, 23,651 and 2013 longitudinal child observations, respectively. Both at country and individual level, there was low correlation among the key variables of interest. All three models featured low performance and moderate to extreme regression dilution, even when fitted to each country cohort separately. Discussion This secondary analysis based on data from a rigorous observational study suggests that statistical prediction of key variables along the causal pathway to childhood acute malnutrition may not be feasible. These negative findings may in part be explained by error in predictor measurement and the narrow range of both predictor and outcome values in the MAL-ED cohort, relative to the more extreme scenarios common to crisis settings. They also imply that mechanistic models requiring caloric intake as an input cannot rely on a statistical shortcut of this kind and must instead depend on empirical data or scenario assumptions.

14.
arXiv (CS.LG) 2026-06-15

FreshRetailNet-LT: A Stockout-Annotated Censored Demand Dataset for Latent Demand Recovery and Forecasting in Fresh Retail

arXiv:2505.16319v4 Announce Type: replace Abstract: Accurate demand estimation is critical for the retail business in guiding the inventory and pricing policies of perishable products. However, it faces fundamental challenges from censored sales data during stockouts, where unobserved demand creates systemic policy biases. Existing datasets lack the temporal resolution and annotations needed to address this censoring effect. To fill this gap, we present FreshRetailNet-50K, the first large-scale benchmark for censored demand estimation. It comprises 50,000 store-product time series of detailed hourly sales data from 898 stores in 18 major cities, encompassing 863 perishable SKUs meticulously annotated for stockout events. The hourly stock status records unique to this dataset, combined with rich contextual covariates, including promotional discounts, precipitation, and temporal features, enable innovative research beyond existing solutions. We demonstrate one such use case of two-stage demand modeling: first, we reconstruct the latent demand during stockouts using precise hourly annotations. We then leverage the recovered demand to train robust demand forecasting models in the second stage. Experimental results show that this approach achieves a 2.73% improvement in prediction accuracy while reducing the systematic demand underestimation from 7.37% to near-zero bias. With unprecedented temporal granularity and comprehensive real-world information, FreshRetailNet-50K opens new research directions in demand imputation, perishable inventory optimization, and causal retail analytics. The unique annotation quality and scale of the dataset address long-standing limitations in retail AI, providing immediate solutions and a platform for future methodological innovation. The data (https://huggingface.co/datasets/Dingdong-Inc/FreshRetailNet-50K) and code (https://github.com/Dingdong-Inc/frn-50k-baseline}) are openly released.

15.
arXiv (CS.LG) 2026-06-17

Turning music identification into a neural forward pass

arXiv:2606.17301v1 Announce Type: cross Abstract: Search, a foundational operation in computer science, maps a query to a matching item in a collection. It is typically implemented as a System-2 like, rule-based pipeline in which a key is computed, an index is probed, and candidates are verified. By contrast, human recognition resembles a System-1 like, associative model of identity recovery, in which even partial cues can trigger a recall without explicitly enumerating, ranking, or even accessing discrete candidates. Here, we show that music sound identification, a difficult search problem, can be performed in a single neural feed-forward pass by a generative transformer. Trained on an audio dataset, the model predicts the corresponding track identifier from a short audio excerpt. This approach surpasses state-of-the-art acoustic fingerprinting, with the largest gains for short audio segments (1 second), demonstrating the method is not only viable but advantageous. Moreover, it reduces external storage to 0.33% of the baseline footprint and improves inference latency by 2.3x (p95). Furthermore, the model can reject queries for unseen tracks, supporting open-set operation while reducing misattribution risk. Using music track identification as an example, this work reframes search, bringing it closer in spirit to human associative recognition and away from algorithmic database lookup.

16.
arXiv (CS.CL) 2026-06-16

The Dark Regulome: Disentangling Predictability from Regulation in Genomic Foundation Models

High-grade gliomas integrate into neural circuits through functional synapses with neurons, raising the question of which noncoding elements shape synaptogenic gene expression in tumor cells. The regulatory program written across the dark genome, what we call the $dark regulome$, is the natural substrate to probe, and sequence foundation models offer a zero-shot route through in-silico mutagenesis (ISM); yet likelihood-based scoring is tautologically coupled to local sequence predictability, leaving the regulatory interpretation underdetermined. Across three architecturally distinct foundation models (Caduceus-Ph, HyenaDNA, Enformer) and 30,448 dark genome elements at 92 glioma-relevant loci, we introduce a residualization-and-permutation diagnostic that separates predictability-driven from regulation-driven RIS variance. A sharp 10kb proximal-regulatory horizon survives every control we apply, but the LM-derived element-class hierarchy does not: a six-feature linear baseline matches Caduceus top-decile membership at AUC $= 0.985$. Cross-architecture decomposition cleanly separates a sequence-predictability layer (the two language models co-rank long well-predicted transposable elements) from a regulatory-output layer (Enformer alone retains residual cCRE-discriminative signal), with literally zero overlap between the two top-100 lists. Conservation, brain cis-eQTL, and STRING-PPI cross-checks then anchor what biology survives: top-100 elements across all three models are $3.3\times$ enriched per model for matching brain eQTLs ($p_\mathrm{emp} < 5\times 10^{-3}$), while a tempting transposable-element regulatory layer and a striking NRXN1+NLGN1 protein-pair convergence both fail proper permutation tests once those tests are constructed. We deliver the diagnostic as a general methodological tool for any ISM-based regulatory study.

17.
arXiv (CS.LG) 2026-06-16

Beyond the Smile: A Hybrid Convolutional VAE for Crypto Volatility Surfaces

arXiv:2606.16961v1 Announce Type: new Abstract: We present a convolutional variational autoencoder for cryptocurrency implied-volatility surfaces, together with a deployable predictor that combines it with a quadratic smile re-fit through a deterministic per-tenor routing rule. Trained on 6,034 fully-filled hourly Binance Options surfaces of BTC and ETH spanning May-October 2023 and parameterised on a common $6 \times 7$ tenor-delta grid, the model attains a hidden-cell surface-completion RMSE in the 0.94-1.56 vol-point range across both markets and mask rates 10-50%. The hybrid predictor attains 0.83 vol points at 50% masking against 7.00 for the smile re-fit alone, an eightfold reduction obtained at no additional inference cost. Under structurally-correlated hole patterns that emulate the withdrawal of an entire tenor of strikes, the smile re-fit incurs 9.6-13.1 vol points of error while the learned model remains at 1.5-1.9, isolating a regime in which the generative model is the only viable predictor. Joint training on BTC and ETH improves the in-distribution model on both markets by 9-27% relative to the better-performing single-symbol counterpart, indicating a substantially shared vol-surface manifold across the two largest cryptocurrencies over the observation window. The hybrid is calendar- and butterfly-arbitrage-free at the listed strikes, a property that the parametric smile re-fit alone fails at high mask rates. The per-snapshot reconstruction error of the trained model flags the late-October ETF-anticipation rally and the August $17$, $2023$ flash crash as elevated-error periods without supervision. All training and evaluation infrastructure is released to support reproducible follow-on work.

18.
arXiv (CS.CV) 2026-06-11

A Comprehensive Ecosystem for Open-Domain Customized Video Generation

Recent progress in video generation has shown impressive visual synthesis capabilities. However, open-domain customized video generation remains limited by the lack of large-scale, annotated datasets capturing diverse identity-specific attributes. To address this, we introduce PexelsCustom-1M, the first publicly available million-scale dataset for identity-preserving video generation, containing one million curated triplets across 8,000+ categories. Leveraging this, we propose CustoMDiT, a parameter-efficient framework that adapts a pretrained multimodal Diffusion Transformer into a customized video generator with only 8% additional learnable parameters. Our method surpasses prior state-of-the-art. However, benchmarks such as DreamBooth cover only 100 classes, which is insufficient for real-world applications. To overcome this, we construct OpenCustom, a new benchmark with 1,000+ categories, created via cross-dataset knowledge fusion from ImageNet and MS-COCO. Extensive experiments confirm the advantages of both our dataset and model. We will open-source the entire ecosystem–including dataset, pipeline, benchmark, and implementations–to support further research.

19.
arXiv (quant-ph) 2026-06-17

Hybrid Ferromagnet-SNSPDs: Single photon induced order-to-disorder transition in ferromagnets coupled to thin film superconductors

arXiv:2606.17177v1 Announce Type: cross Abstract: The development of midwave and longwave infrared single photon detectors is crucial for their emerging applications in spectroscopy, remote sensing, exoplanet detection, and free space quantum communications. However, existing sensors need to be operated at extremely low temperatures (0.08-0.9K) to reduce dark noise and hence require the use of advanced cryogenics such as dilution refrigerators or $^3$He cryogens, significantly limiting applications. Here we propose a vortex-engineering approach based on a hybrid phase transition in a ferromagnet/superconductor bilayer to increase the operating temperature of infrared single photon detectors up to 3.75K. We show that the introduction of a ferromagnetic layer produces a local magnetic field which impedes vortex crossing in the superconductor, reducing dark noise. When a single photon is incident, the photon-induced hotspot causes an order-to-disorder transition in the ferromagnet, leading to a vortex-induced phase transition in the superconducting layer. By engineering the ferromagnet's Curie temperature to be close to the device's operating temperature, single photon sensitivity can be achieved at increased operating temperatures. We predict at midwave/longwave infrared wavelengths (3-14$\mu$m) the operating temperature can be raised to 3.25-3.75K, enabling significantly simpler cooling systems.

20.
arXiv (CS.AI) 2026-06-24

Quant Convergence: Bridging Classical Value Investing and Modern Factor Models for Systematic Equity Selection

arXiv:2606.24575v1 Announce Type: new Abstract: Modern finance relies heavily on complex machine learning models to find patterns in the stock market. However, as these AI models get more complicated, they often memorize short-term market noise instead of finding companies with real, lasting value. We designed this research to test if Benjamin Graham's classic value investing rules could act as a mathematical "low-pass filter" to keep these modern models in check. We built three different sets of features - pure Graham rules, modern market factors, and a mix of both - and tested them against highly complex models (XGBoost and AutoGluon) using 20 years of S&P 500 data. By applying a strict buy-and-hold strategy over a four-year test period (March 2022 to March 2026), the results showed that more complex algorithms do not always win. While the AutoGluon model captured high returns (222.68%), it suffered a substantial 39.78% drop because it bought volatile tech stocks right before the market crashed. On the other hand, the pure Graham Random Forest achieved the highest overall return (232.13%) with much less risk (1.38 Calmar Ratio). Furthermore, the Combined Random Forest successfully mixed momentum with Graham's rules, making a 202.91% return while keeping the lowest maximum drop (34.53%) of any model tested. Ultimately, this research proves that Graham's "margin of safety" isn't outdated; it is actually a highly effective way to prevent modern AI from taking on too much risk.

21.
arXiv (CS.LG) 2026-06-15

Riemannian Metric Matching for Scalable Geometric Modeling of Distributions

arXiv:2606.14334v1 Announce Type: new Abstract: High-dimensional datasets often concentrate near low-dimensional structures, but estimating their geometry from samples typically relies on graphs and kernels that scale poorly with dataset size and dimension. We propose Riemannian metric matching: a denoising probabilistic framework for learning the Riemannian geometry of data using neural networks. Specifically, we learn the carré du champ operator, which, using diffusion geometry, gives us access to the Riemannian geometry toolkit for downstream machine learning and statistical tasks. Our key observation is that the carré du champ operator can be formulated as a conditional expectation over random perturbations of the data, which can be exploited for sample-wise training and constant cost, amortized inference without explicit kernel construction. Empirically, metric matching rivals or improves the accuracy of $k$-NN-based diffusion geometry estimators, while enabling amortized inference that is up to $400\times$ faster, and supports graph-free geometric analysis on high-dimensional images where nearest neighbors break down.

22.
arXiv (CS.CL) 2026-06-17

SuCo: Sufficiency-guided Continuous Adaptive Reasoning

Despite remarkable performance on complex tasks, Large Reasoning Models (LRMs) often generate excessively long Chain-of-Thoughts (CoT), inflating computational costs even for simple queries. Existing efforts to mitigate this inefficiency typically rely on discrete reasoning modes or fixed budget tiers, lacking a principled criterion of when reasoning is sufficient. In this work, we introduce Minimal Sufficient CoT (MSC), defined as the shortest prefix of a CoT trajectory which is adequate for producing the correct answer. We empirically show that MSC not only reduces reasoning tokens, but also improves accuracy across difficulty levels. Building on MSC, we propose Sufficiency-guided Continuous Adaptive Reasoning (SuCo), a two-stage training framework for autonomous reasoning control along a continuous spectrum. In stage 1, MSC-Aligned Fine-Tuning (MFT) constructs MSC data using problem-adaptive sufficiency thresholds that naturally scale with question difficulty, then fine-tunes the model to internalize concise yet sufficient reasoning patterns. In stage 2, Sufficiency-Aware Policy Optimization (SAPO) further optimizes the model through reinforcement learning with dynamic complexity tracking and sufficiency-aware rewards that penalize both over- and under-thinking. Extensive experiments across mathematics, code, and science benchmarks show that SuCo consistently achieves improvements in both accuracy and reasoning efficiency.

23.
arXiv (CS.LG) 2026-06-24

Reconstructing GRACE Terrestrial Water Storage with Spatio-Temporal Graph Neural Networks: An Application to South America

arXiv:2606.23833v1 Announce Type: new Abstract: Terrestrial water storage (TWS) integrates snow, soil moisture, surface water, and groundwater and is a key indicator of how climate variability and human activity reshape the global water cycle. The GRACE and GRACE-FO satellite missions provide the only direct, globally consistent observations of TWS change, but their record only begins in 2002 which is too short for many climate-scale analyses. We present a deep learning application that reconstructs monthly GRACE-like TWS anomalies (TWSA) back to 1940 by learning the relationship between daily ERA5 meteorological forcing (precipitation, evapotranspiration, runoff) and monthly GRACE observations. In contrast to prior reconstruction approaches based on grid-cell-wise regression, CNNs, or LSTMs, we adapt a multi-variate time series graph neural network (MTGNN) architecture, which was originally developed for mobility and traffic forecasting on urban sensor networks to this satellite-geodesy task. Spatial dependencies are encoded in a static, interpretable hybrid adjacency matrix that combines geodesic proximity with lagged correlations of climatic time series, capturing both local hydrological coupling and large-scale teleconnections. The reconstruction achieves a grid-cell Pearson correlation of 0.69, a basin-mean correlation of 0.94, and a near-zero bias, and it reproduces the spatial fingerprints of the 2015/16 El Niño and 2020/21 La Niña events. A systematic comparison with established reconstruction approaches (GTWS-MLrec, RM-REC, GRAiCE) shows that the graph-based model is statistically competitive at basin scale, reaching a correlation within 0.025 of the best baseline while using only roughly half to a tenth of the predictors the other models require and revealing characteristic weaknesses in arid regions in all models. The complete implementation is publicly available at github.com/hcu-cml/MTGNN-TWS-Reconstruction-GRACE

24.
arXiv (CS.AI) 2026-06-11

RoVE: Rotary Value Embeddings Attention for Relative Position-dependent Value Pathways

arXiv:2606.11275v1 Announce Type: cross Abstract: Rotary Position Embeddings (RoPE) make attention scores position-relative but leave the value pathway position-blind: the message sent by a value token is the same regardless of its distance from the query. We propose RoVE, a parameter-free modification that makes values position-sensitive by rotating them simultaneously with keys, and show that it turns RoPE attention into attentive convolution. This new perspective unifies several independent formulations of the same operation across computer vision, robotics, and modern LLM architectures. Trained 124M and 354M GPT-2 models show consistent empirical gains over RoPE on few-shot in-context learning, out-of-distribution perplexity, and long-context retrieval, with the clearest improvements on tasks that require long-range aggregation.

25.
arXiv (CS.LG) 2026-06-19

Federated Bilevel Performative Prediction

arXiv:2606.19734v1 Announce Type: new Abstract: Federated bilevel optimization is widely used for nested learning problems across distributed clients, such as federated hyperparameter tuning and meta-learning under privacy and communication constraints. Most existing formulations assume fixed client data distributions, which can be violated by performativity, where deployed decisions reshape client behavior and data collection, inducing client-specific, decision-dependent distribution shift. We study federated bilevel performative prediction, where both upper-level (UL) and lower-level (LL) objectives are evaluated under client-dependent, decision-dependent distributions. We formalize the federated bilevel performatively stable (FBPS) point under a decoupled-risk perspective and provide sufficient conditions for its existence and uniqueness. We then develop two federated methods to compute the FBPS solution: FBi-RRM, which converges linearly under a contraction condition, and FBi-SGD, a communication-efficient stochastic method based on federated hypergradient estimation with convergence guarantees under diminishing step sizes when sensitivities are sufficiently small. Experiments on strategic regression and meta strategic classification validate the predicted stability thresholds and demonstrate improved meta-generalization over non-performative baselines, and CNN-based classification further demonstrates the practical effectiveness of the proposed methods in nonconvex neural network settings.