Risenshine! Here is digest of signals harvested on 2026-06-04.
Markets
International - 06/03
Germany (EWG):
-1.8361%  +3.1099% MoM
France (EWQ):
-1.1936%  +2.8462% MoM
United Kingdom (EWU):
-1.0867%  0% MoM
Italy (EWI):
-1.6473%  +3.9623% MoM
Italy (EWI):
-1.6473%  +3.9623% MoM
Spain (EWP):
-1.0612%  +3.645% MoM
Netherlands (EWN):
-1.2971%  +8.5334% MoM
Chile (ECH):
-1.6507%  -0.4737% MoM
Belgium (EWK):
-0.8972%  +4.2199% MoM
Germany (EWD):
-2.1599%  +2.7049% MoM
Australia (EWO):
-1.7868%  +5.6188% MoM
China Large-Cap (FXI):
-2.2552%  -2.7633% MoM
Japan (EWJ):
+0.3847%  +6.6046% MoM
India (INDA):
-1.395%  -2.6116% MoM
Taiwan (EWT):
-0.1961%  +18.2391% MoM
Hong Kong (EWH):
-1.5537%  -2.6877% MoM
Singapore (EWS):
-0.7005%  +4.603% MoM
Indonesia (IDX):
-4.6721%  -17.7519% MoM
Malaysia (EWM):
-2.3685%  -5.1117% MoM
Saudi Arabia (KSA):
-1.2658%  -1.3168% MoM
Arab Emirates (UAE):
-1.38%  -2.1075% MoM
Qatar (QAT):
-0.3663%  -0.7941% MoM
Israel (EIS):
-1.9158%  -2.1152% MoM
Kuwait (KWT):
-0.5923%  -1.5379% MoM
Africa (AFK):
-2.6012%  +1.0495% MoM
Commodities - 06/03
gold (GLD):
-0.9904%  -1.6493% MoM
silver (SLV):
-2.618%  +0.4095% MoM
US oil (USO):
+2.6153%  -4.5729% MoM
platinium (PPLT):
-3.7079%  -4.2215% MoM
agriculture (DBA):
-0.9587%  -5.0548% MoM
carbon (KRBN):
-0.1332%  +4.4732% MoM
copper (CPER):
-2.9064%  +10.7926% MoM
gaz (UNG):
+2.0924%  +6.9406% MoM
corn (CORN):
-1.3552%  -8.6297% MoM
weat (WEAT):
-2.0734%  -6.3223% MoM
uranium (URA):
-5.672%  -7.9971% MoM
lithium (LIT):
-1.7824%  -2.5941% MoM
Favorites - 06/03
Adobe (ADBE):
-2.2395%  +0.8978% MoM
AMD (AMD):
+4.0227%  +58.8452% MoM
Microsoft (MSFT):
-3.1656%  +3.3171% MoM
Nvidia (NVDA):
-3.6218%  +8.1973% MoM
Oracle (ORCL):
-5.8263%  +27.7553% MoM
Axon (AXON):
-1.7628%  +22.2806% MoM
Amazon (AMZN):
-2.5339%  -8.0978% MoM
Alibaba (BABA):
-2.7595%  -4.5472% MoM
JD (JD):
-2.4544%  -2.0972% MoM
ARM (ARM):
+2.2647%  +102.6124% MoM
Intel (INTC):
+4.4288%  +17.6759% MoM
Qualcom (QCOM):
+3.8075%  +48.4796% MoM
Marvel (MRVL):
+3.7347%  +84.315% MoM
Apple (AAPL):
-1.5673%  +12.076% MoM
Lowe (LOW):
+0.4888%  -7.1831% MoM
Sectors - 06/03
SP500 (SPY):
-0.7017%  +5.0459% MoM
healthcare (XLV):
+0.7855%  +1.9485% MoM
finance (XLF):
-1.1465%  -1.3765% MoM
real-estate (XLRE):
+0.046%  -1.2931% MoM
semi-conductors (SOXX):
+1.7619%  +33.2468% MoM
aerospace (ITA):
-1.5066%  +4.927% MoM
reit (RWR):
+0.2681%  -0.1289% MoM
transportation (XTN):
-0.7518%  +12.2156% MoM
agriculture (MOO):
+0.4764%  -4.2075% MoM
clean energy (QCLN):
-0.4089%  +16.4049% MoM
Gainers
Xos, Inc. Warrants +900%
Xos Inc is a fleet electrification solutions provider committed to the decarbonization of commercial transportation. Xos designs and manufactures Class 5 through 8 battery-electric...
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Losers
Sleep Number Corporation Common Stock -71.4%
Sleep Number Corp is a designer, manufacturer, marketer, and retailer, which allows it to offer consumers high-quality, individualized sleep solutions and services. It also offers ...
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Business
Escalation Pathways and Economic Ripples of the 2026 US-Iran Conflict
In the news:
🗺 Background:
  • In June 2026, the United States conducted airstrikes on radar and drone sites in Iran following the downing of a U.S. drone by Tehran.
  • Iran responded by launching missile attacks targeting American soldiers in Kuwait, which the U.S. military intercepted on June 1, 2026.
  • The hostilities represent a sharp escalation after a nominal ceasefire between the U.S. and Iran, raising regional conflict risks.
  • The conflict has already triggered significant instability in global oil markets and affected Gulf economies.
🎩 Key stakeholders:
  • Key national actors include the United States, Iran, Israel, and Gulf Cooperation Council states such as Kuwait and the UAE.
  • Leading companies impacted include major global oil producers and regional real estate developers in the Gulf.
  • Institutional stakeholders include the U.S. military, Iran's Islamic Revolutionary Guard Corps, OPEC, and international financial markets.
  • Business executives and CEOs are closely monitoring the fallout on economic outlooks and investment climates.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences include continued volatility in global oil prices and heightened security risks for U.S. interests and allies in the Middle East.
  • Medium-term effects may comprise accelerated Gulf diversification away from fossil fuels, increased economic uncertainty, and a potential prolonged downturn in regional real estate and equities markets.
  • Worsening CEO sentiment could reduce corporate investment, dampen hiring, and further slow economic growth in the U.S.
  • Further military confrontations could widen the conflict, disrupt trade corridors through the Gulf, and provoke sustained financial market instability.
Read online: https://apnews.com/article/iran-us-irael-war-kuwait-strikes-88daa9f90b48baaa7beb18e35515c59d  https://fortune.com/2026/06/01/ceos-losing-confidence-economy-getting-worse-q2-survey/  https://fortune.com/2026/06/01/iran-conflict-disrupted-oil-supply-gulf-states-multi-billion-dollar-investments-renewables/  
The Strategic Shift to Renewables in Gulf States Triggered by Historic Oil Supply Disruptions
In the news:
🗺 Background:
  • The U.S.-Israeli conflict with Iran has triggered the largest disruption in global oil supply on record as of June 2026.
  • Gulf states have historically relied on oil revenues, making supply shocks highly destabilizing for their economies.
  • Renewable energy diversification has been a strategic goal for Gulf nations, but past investments have trailed targets.
  • Recent global oil market volatility has reignited urgency for energy diversification in the Gulf region.
🎩 Key stakeholders:
  • Saudi Arabia and the United Arab Emirates are leading Gulf states in new multi-billion-dollar renewable energy commitments.
  • The U.S. and Iran are the primary state actors involved in recent military action disrupting oil supply chains.
  • Major international oil companies such as Aramco and ADNOC are adjusting strategies in response to volatile oil revenues and renewal directives.
  • China has emerged as a key global oil market influencer by significantly increasing stockpiles and refinery imports.
💡 News facts:
➡ Potential consequences:
  • Near-term: Gulf states may experience accelerated renewable deployment, reduced oil dependency, and short-term fiscal pressures from lower oil revenues.
  • Medium-term: Enhanced energy security and economic diversification, but risks of geopolitical tension and shifts in global oil power persist.
  • International energy markets are likely to see increased investment competition, supply chain realignments, and fluctuating oil prices.
  • Stakeholders will face pressure to upskill labor forces and develop new regulatory frameworks to support renewables.
Read online: https://fortune.com/2026/06/01/iran-conflict-disrupted-oil-supply-gulf-states-multi-billion-dollar-investments-renewables/  https://fortune.com/2026/05/31/oil-prices-mystery-supply-iran-war-inventories-china-stockpiles-refinery-imports/  
The Commercialization and Competitive Dynamics of Next-Gen AI Chips and Laptops Post-Computex 2026
In the news:
🗺 Background:
  • The post-Computex 2026 era has intensified global competition among chipmakers and OEMs over AI-specific hardware.
  • AI-powered laptops and next-gen chips are reshaping consumer markets, with a shift from traditional CPUs to AI-focused architectures.
  • Major industry events like Computex in Taipei serve as launchpads for innovations in AI computing and hardware platforms.
  • Nvidia’s entry into the AI laptop segment signals broad industry change, with profound effects on both supply chains and end-user devices.
🎩 Key stakeholders:
  • Nvidia, led by CEO Jensen Huang, is pursuing aggressive expansion in AI chips and laptop platforms.
  • Traditional PC chip leaders Intel and AMD are direct competitors in this market transformation.
  • Dell and Lenovo are among the first OEMs to feature Nvidia’s RTX Spark Superchip in upcoming devices.
  • South Korean conglomerates such as Samsung and LG are actively involved in next-gen AI hardware supply chains.
💡 News facts:
➡ Potential consequences:
  • The launch of the RTX Spark Superchip could rapidly accelerate the deployment of AI laptops and desktops from leading PC brands.
  • Increased competition among Nvidia, Intel, and AMD is expected to drive faster innovation cycles and potentially reduce hardware pricing.
  • Collaboration between Nvidia and Asian electronics giants like Samsung and LG may benefit global supply chains and accelerate AI commercialization.
  • Software companies may experience strong near-to-medium-term growth as demand surges for AI-driven digital tools and services.
Read online: https://www.businessinsider.com/jensen-huang-computex-keynote-takeaways-ai-laptop-chip-rtx-spark-2026-6  https://www.businessinsider.com/jensen-huang-incredible-time-software-company-2026-6  https://www.businessinsider.com/nvidia-jensen-huang-ai-trade-south-korea-samsung-lg-rally-2026-6  
Valuation, Synergy, and Pitfalls in the Prospective SpaceX-Tesla Mega-Merger
In the news:
🗺 Background:
  • SpaceX and Tesla are both led by Elon Musk and are among the most valuable companies in aerospace and electric vehicles, respectively.
  • The proposed merger is projected to be valued at $3.4 trillion according to a June 1, 2026, Fortune analysis.
  • Such a merger would represent the largest corporate combination in history.
  • Both SpaceX and Tesla have experienced rapid growth but operate in fundamentally different sectors.
🎩 Key stakeholders:
  • Elon Musk is the CEO of both SpaceX and Tesla and is central to any prospective deal.
  • Tesla Inc. and SpaceX are the primary corporate stakeholders in the proposed merger.
  • Institutional investors in both firms would be significantly impacted by any valuation realignment.
💡 News facts:
➡ Potential consequences:
  • Short-term, the merger could introduce major balance sheet complexity due to SpaceX's $1.4 billion Bitcoin position and divergent business operations.
  • Near-term investor uncertainty may drive share price volatility for both companies as analysts question the deal's financial merits.
  • Medium-term, successful integration could unlock cross-enterprise synergies in manufacturing and advanced technology development.
  • The sheer scale of the merger could reshape market dynamics in aerospace, automotive, and clean energy sectors.
Read online: https://fortune.com/2026/06/01/spacex-tesla-merger-3-4-trillion-profits/  https://fortune.com/2026/06/01/spacex-tesla-union-merger-does-math-work/  https://fortune.com/2026/06/01/spacexs-1-4-billion-bitcoin-hoard-is-a-strategic-reserve-for-its-cash-and-an-accounting-headache/  
Cultural Impact and Market Implications of Low-Budget Digital Content Overtaking Hollywood Franchises
In the news:
🗺 Background:
  • Low-budget digital films are increasingly overtaking traditional Hollywood blockbusters in box office performance.
  • Platforms like YouTube are enabling creators to reach large audiences and produce commercially successful films with minimal budgets.
  • The industry shift has accelerated with recent projects such as 'Backrooms', directed by a YouTube creator, becoming prominent.
  • This change signals a major turning point in how audiences consume and value film content.
🎩 Key stakeholders:
  • Kane Parsons, a YouTube creator, is the director and co-writer of the low-budget film 'Backrooms'.
  • Disney and Lucasfilm are traditional stakeholders affected, with the 'Star Wars' franchise facing competition from digital-first content.
  • Major streaming services and traditional studios must adapt to compete with digital-native creators.
  • Online platforms like YouTube and distribution partners are key enablers of this market shift.
💡 News facts:
➡ Potential consequences:
  • Near-term, Hollywood studios may accelerate investment in digital creators and low-budget projects to capture shifting audience preferences.
  • Medium-term, the definition of box office success could expand to more actively include digital-origin films and viral projects.
  • Traditional franchise dominance may weaken as low-cost, high-engagement digital content reshapes industry economics.
  • Major legacy studios could face intensified competition and pressure to innovate their production and distribution models.
Read online: https://fortune.com/2026/05/31/low-budget-films-backrooms-obsession-youtubers-star-wars-mandalorian-grogu-box-office/  
Science News
Impact of massive capital raises on AI infrastructure scalability and competitive dynamics among tech giants
In the news:
🗺 Background:
  • Massive capital raises in the technology sector are reshaping the scale and pace of AI infrastructure development.
  • The growth of AI requires enormous investment in hardware, cloud computing, and talent, with leading corporations competing for dominance.
  • Tech giants are increasingly seeking multi-billion-dollar funding to support next-generation AI systems.
  • Investment flows directly impact scalability, operational efficiency, and market positioning among rivals.
🎩 Key stakeholders:
  • Alphabet (Google's parent company) is a major stakeholder in AI infrastructure expansion.
  • Other tech giants such as Amazon, Microsoft, and Meta are actively investing in AI and infrastructure.
  • Institutional investors and sovereign wealth funds play a key role in providing capital for large AI initiatives.
  • Senior executives including Sundar Pichai (Alphabet CEO) are responsible for steering capital allocation strategies.
💡 News facts:
➡ Potential consequences:
  • Near-term: Alphabet's $80 billion raise could accelerate AI adoption, intensifying competition among cloud and AI providers.
  • Near-term: Smaller competitors may struggle to match infrastructure scale, possibly leading to consolidation or partnerships.
  • Medium-term: Increased capacity and investment may facilitate rapid advances in generative AI and automation across industries.
  • Medium-term: Capital concentration could reinforce market dominance by large tech firms, raising antitrust and regulatory concerns.
Read online: https://techcrunch.com/2026/06/01/alphabet-plans-to-raise-80-billion-to-pay-for-ai-buildout/  
Risks and vulnerabilities in AI-powered customer support: Case study of Meta AI chatbot exploitation
In the news:
🗺 Background:
  • Meta launched an AI-powered support chatbot to assist Instagram users with account management.
  • AI customer support systems are increasingly being adopted by major tech companies as a cost-saving measure.
  • Automated assistance is vulnerable to exploitation if not rigorously secured.
  • Incidents of AI chatbot misuse in social media platforms have raised concerns about digital security.
🎩 Key stakeholders:
  • Meta Platforms, Inc. is the owner of Instagram and developer of its AI support chatbot.
  • Hackers exploited vulnerabilities in Meta’s AI chatbot to gain unauthorized access to Instagram accounts.
  • Affected Instagram users reported account hijacks via social media over the weekend of May 31-June 1, 2026.
  • TechCrunch published a detailed report on this incident on June 1, 2026.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences include increased risk of account hijacking and privacy breaches for millions of Instagram users.
  • Meta may face heightened regulatory scrutiny and pressure to improve chatbot authentication protocols.
  • Medium-term impacts could involve loss of user trust in AI-powered support systems across social media platforms.
  • Companies may accelerate development of AI safety features to prevent future exploitations.
Read online: https://techcrunch.com/2026/06/01/hackers-hijacked-instagram-accounts-by-tricking-meta-ai-support-chatbot-into-granting-access/  
Legal and ethical implications of generative AI in violent incidents: Analysis of first-of-its-kind lawsuit in Florida
In the news:
🗺 Background:
  • On June 1, 2026, Florida initiated a lawsuit against OpenAI and CEO Sam Altman, concerning the alleged influence of generative AI in a violent shooting incident at Florida State University.
  • The legal action focuses on ChatGPT's purported involvement in generating content that may have contributed to the planning or execution of the incident.
  • This case marks the first time a state has directly targeted an AI company and its leadership for the ethical and legal consequences of AI-driven violence.
  • Generative AI tools have faced increasing scrutiny in recent months over their potential risks in facilitating harmful real-world actions.
🎩 Key stakeholders:
  • Key stakeholders include OpenAI, Sam Altman (CEO of OpenAI), and the State of Florida, which is represented by its Attorney General.
  • Florida State University is central due to the shooting incident that forms the basis of the lawsuit.
  • The legal proceedings may also impact AI developers, law enforcement agencies, and policymakers concerned with the responsible deployment of AI technologies.
  • Victims, families, and advocacy groups for AI ethics are expected to follow the outcome and may have a role in future discussions.
💡 News facts:
➡ Potential consequences:
  • In the near term, the lawsuit could prompt other states to file similar legal actions against AI companies for incidents involving generative AI.
  • AI firms may accelerate the implementation of additional safety and content moderation measures to mitigate liability.
  • There could be increased regulatory activity targeting AI, with new standards and laws enacted to govern its responsible use.
  • Medium-term consequences may include landmark legal precedents, expanded ethical oversight, and more cautious integration of generative AI into high-risk environments.
Top Voices:
Read online: https://techcrunch.com/2026/06/01/florida-sues-openai-sam-altman-in-first-of-its-kind-lawsuit-over-violent-incidents/  
Direct trials on geoengineering techniques for Arctic sea ice conservation and their seasonal effectiveness
🗺 Background:
  • Geoengineering techniques aim to conserve Arctic sea ice by enhancing its thickness and longevity.
  • Recent trials focus on pumping water onto the ice sheet during winter to promote refreezing.
  • Arctic sea ice is rapidly declining, with seasonal effectiveness for conservation efforts being a subject of ongoing research.
  • Studies typically measure impacts during winter and assess summer melt rates to evaluate technique success.
🎩 Key stakeholders:
  • Two unnamed companies are actively trialing sea ice geoengineering methods in the Arctic.
  • The trials are being reported by scientific institutions collaborating on Arctic conservation.
  • New Scientist published recent findings on these trials, highlighting the companies' involvement.
  • Researchers conducting the trials are evaluating the seasonal effectiveness of these interventions.
💡 News facts:
  • On June 1, 2026, New Scientist reported that only one of the two company-led geoengineering trials resulted in delayed summer melting after pumping water onto the Arctic ice sheet.
  • The article identifies a significant challenge: while geoengineering can thicken Arctic sea ice, the longevity of this effect remains uncertain (source: New Scientist, published 2026-06-01).
➡ Potential consequences:
  • In the near term, successful winter ice thickening could provide temporary protection against rapid summer melt.
  • If effective, these techniques may lead to increased season-to-season variability in Arctic sea ice coverage.
  • Medium-term deployment could influence global climate feedbacks but may require repetition each winter for sustained impact.
  • Reliance on geoengineering may delay investment in emissions reductions or natural conservation methods.
Clinical outcomes and mechanism of action of experimental drugs for advanced pancreatic cancer
🗺 Background:
  • Pancreatic cancer is one of the deadliest cancers, with advanced stages often resulting in low survival rates.
  • Traditional therapies for advanced pancreatic cancer primarily involve chemotherapy, with modest extension of patient survival.
  • There is significant interest in experimental targeted drugs to improve clinical outcomes for patients with late-stage disease.
  • Recent clinical trials have focused on oral medications that could potentially replace or complement intravenous chemotherapy.
🎩 Key stakeholders:
  • New Scientist reported on transformative developments in pancreatic cancer treatment.
  • Pharmaceutical companies developing experimental daily pills for advanced pancreatic cancer are key stakeholders.
  • Clinical investigators and research teams are responsible for trial design and outcome analysis.
  • Patients with advanced pancreatic cancer participating in ongoing drug trials are central to these developments.
💡 News facts:
  • On 2026-06-01, New Scientist reported that an experimental daily pill for advanced pancreatic cancer doubled overall patient survival compared to chemotherapy.
  • Patients taking the new pill lived nearly twice as long as those receiving conventional chemotherapy infusions according to the latest clinical trial results published on 2026-06-01.
  • This breakthrough was highlighted in New Scientist on 2026-06-01, marking a significant advance in pancreatic cancer treatment.
➡ Potential consequences:
  • If confirmed through further studies, the experimental pill could rapidly shift the standard of care for advanced pancreatic cancer in the near term.
  • Patients may see greatly increased survival and improved quality of life due to oral delivery and reduction in chemotherapy-related side effects.
  • In the medium term, pharmaceutical and healthcare systems will need to adapt reimbursement and access pathways for transformative drugs.
  • Broader implications include increased investment in similar targeted therapies for other hard-to-treat cancers.
Culture
Francisco Goya
"The sleep of reason produces monsters..."
Francisco Goya (1746–1828) was a Spanish romantic painter and printmaker whose work bridges the Old Masters and modern art. He is known for his intense and sometimes dark depictions of contemporary events and society....
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Voltaire
"I do not agree with what you have to say, but I'll defend to the death your right to say it..."
Voltaire (1694–1778) was a French Enlightenment writer, historian, and philosopher famous for his wit and advocacy of civil liberties. His works include plays, poems, novels, essays, and historical and scientific works....
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Antoine Lavoisier
"Nothing is lost, nothing is created, everything is transformed..."
Antoine Lavoisier (1743–1794) was a French chemist regarded as the 'Father of Modern Chemistry' for his role in establishing the law of conservation of mass. He helped to systematize chemical nomenclature and discovered the role of oxygen in combustion....
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Catherine the Great
"I praise loudly, I blame softly..."
Catherine the Great (1729–1796) was Empress of Russia who expanded the empire and promoted Westernization and modernization during her reign. She is remembered for her political acumen and patronage of the arts and education....
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NASA
NASA Picture of the Day
A Planetary Nebula with Cosmic Buckyballs
A Planetary Nebula with Cosmic Buckyballs (2026-06-04)
Credits: NASA / APOD
Github
Trading tools
Quantitative-Investment-Trading-system 280 stars #50
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Quantitative-Trading 271 stars #51
量化投资...
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Sea Vessels
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Motion tracked and voice controlled pirate boat simulator built at DurHack 2018...
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Air Vessels
PlaneTracker 10 stars #50
Simple, good-looking, easy-to-use plane/flight tracker...
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BlobTracking 10 stars #51
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planetsynth 8 stars #53
A python package for generating giant planet cooling tracks....
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Imagery
IAug_CDNet 90 stars #50
Official Pytorch Implementation of Adversarial Instance Augmentation for Building Change Detection in Remote Sensing Images....
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skin-data-augmentation 87 stars #51
Source code for the paper 'Data Augmentation for Skin Lesion Analysis' — 🏆 Best Paper Award at the ISIC Skin Image Analysis Workshop @ MICCAI 2018...
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ImageDataAugmentor 86 stars #52
Custom image data generator for TF Keras that supports the modern augmentation module albumentations...
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Smoke-semantic-segmentation 85 stars #53
Smoke detection via semantic segmentation using Baseline U-Net model & LinkNet and image augmentation...
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Video
py-gpt 1811 stars #50
Desktop AI Assistant powered by GPT-5, GPT-4, o1, o3, Gemini, Claude, Ollama, DeepSeek, Perplexity, Grok, Bielik, chat, vision, voice, RAG, image and video generation, agents, tool...
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Code2Video 1786 stars #51
[ICML 2026] Video generation via code...
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deep-printfilm 1758 stars #52
短剧平台 AI Short Film Motion Comic Generation Platform Industrial AI Motion Comic & Video Workbench...
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Awesome-World-Models 1744 stars #53
A comprehensive list of papers for the definition of World Models and using World Models for General Video Generation, Embodied AI, and Autonomous Driving, including papers, codes,...
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