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Risenshine! Here is digest of signals harvested on 2026-06-09.
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Markets
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International - 06/09 |
-0.2373% -1.1521% MoM | +0.7245% +0.8573% MoM | -0.3231% -0.7931% MoM | +1.4663% +0.3711% MoM |
+1.4663% +0.3711% MoM | +0.3% -0.2633% MoM | +1.2455% +3.0548% MoM | +2.9721% -4.9757% MoM |
+1.5431% +2.1157% MoM | -0.9537% -0.7024% MoM | +0.6939% +0.4175% MoM | +0.0288% -7.4193% MoM |
-1.0875% -1.4199% MoM | +0.699% -1.8174% MoM | +0.3684% +3.7571% MoM | -1.1899% -11.2253% MoM |
+0.6274% -0.1384% MoM | +7.0084% -19.5755% MoM | -0.4312% -8.0624% MoM | +0.6529% -1.5581% MoM |
-1.016% -3.5937% MoM | +1.8082% -2.7225% MoM | -1.1588% -8.528% MoM | +1.6228% -1.2003% MoM |
-1.0614% -9.4693% MoM |
Commodities - 06/09 |
-1.6336% -10.0932% MoM | -4.1734% -24.3462% MoM | -2.8487% -5.3079% MoM | -1.8216% -18.9988% MoM |
-0.1899% -7.2361% MoM | -0.3844% +0.7934% MoM | +0.1297% -2.0056% MoM | +0.1759% +1.5152% MoM |
+0.1175% -9.1684% MoM | +0.1342% -6.7111% MoM | -3.9199% -22.9076% MoM | +1.9717% -14.2% MoM |
Favorites - 06/09 |
-2.9022% -3.3597% MoM | -3.0235% +3.6433% MoM | -2.0231% -2.2416% MoM | -0.2157% -5.1267% MoM |
-2.8373% +6.1752% MoM | -3.9379% +14.7454% MoM | -0.42% -9.2197% MoM | -0.3082% -12.8186% MoM |
+0.4897% -5.8958% MoM | -6.2155% +52.7675% MoM | -2.1311% -16.6255% MoM | -1.4105% +17.6732% MoM |
-5.6711% -13.5183% MoM | -7.606% +56.2163% MoM | -3.6446% -0.7278% MoM | +4.5199% -3.8441% MoM |
Sectors - 06/09 |
-0.2936% -0.3043% MoM | +1.2578% +8.0607% MoM | +0.9429% +2.501% MoM | +2.1349% +0.8975% MoM |
-1.6292% +5.5147% MoM | +1.4037% +1.9735% MoM | +2.4679% +1.8281% MoM | +1.4936% +12.7629% MoM |
+0.3479% -4.9322% MoM | -2.2591% -3.203% MoM |
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Gainers
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CCSC Technology International Holdings Limited Class A Ordinary Shares +194.2% CCSC Technology International Holdings Ltd along with its subsidiaries is involved in the sale, design, and manufacturing of interconnect products, including connectors, cables, an... | |
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Losers
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SmartKem, Inc. Common Stock -57.5% SmartKem Inc focuses on the design, development, industrialization, and technology transfer of low-temperature, solution-deposited organic semiconductors for transistor backplanes.... | Tortoise Energy Infrastructure Corporation Rights (expiring June 17, 2026) -55.7% ... |
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Business
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Analyzing the Impact of US Jobs Data on Global Commodity and Bond Markets in June 2026 |
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🗺 Background:- The U.S. releases monthly jobs data that critically influence both global commodity and bond markets.
- In June 2026, the U.S. economy added 172,000 nonfarm payroll jobs for May, significantly exceeding consensus expectations.
- Labor market strength is seen as a key variable in U.S. Federal Reserve interest rate decisions, impacting global market sentiment.
- Global commodity prices and bond yields are highly sensitive to changes in U.S. labor market data, especially amid ongoing geopolitical uncertainty.
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🎩 Key stakeholders:- The U.S. Federal Reserve, led by Chair Kevin Warsh, is the principal policymaking authority influencing market responses.
- Major institutional investors, such as asset managers and global banks, actively trade Treasury bonds and commodities based on jobs data.
- Bloomberg, Deloitte, and the U.S. Bureau of Labor Statistics are key data providers and industry observers shaping the market narrative.
- Global commodity traders and energy companies are exposed to shifts in U.S. jobs and inflation data, affecting pricing strategies.
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➡ Potential consequences:- Near-term, the likelihood of a Fed rate hike has strengthened the U.S. dollar and triggered a global bond selloff, increasing yields and lowering equity multiples.
- A stronger U.S. labor market, if accompanied by persistent inflation, may accelerate further tightening, putting downward pressure on rate-sensitive commodities and emerging market assets.
- Sustained strength in U.S. jobs could prolong higher U.S. interest rates, reducing capital flows to riskier markets and elevating global borrowing costs.
- In the medium term, persistent volatility in commodity prices could impact inflation pathways, corporate earnings, and global economic growth, especially if geopolitical disruptions persist.
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Technology Sector Vulnerability: Factors Behind the Early June 2026 Sell-Off in Major Tech Stocks |
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🗺 Background:- The technology sector experienced a sharp sell-off in early June 2026, wiping out over $1 trillion in market value after a prolonged rally of 79.3% earlier in the year.
- The immediate catalyst was Broadcom's June 3 earnings report, where the company's Q3 AI chip revenue guidance fell short of analysts' expectations despite strong previous results.
- Rising macroeconomic concerns, including inflation fears and potential U.S. Federal Reserve rate hikes, compounded the downturn in tech equities during this period.
- Additional pressures from geopolitical events, such as Middle East conflicts impacting energy prices, heightened volatility across global technology and semiconductor markets.
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🎩 Key stakeholders:- Broadcom (AVGO) led the market disruption with its cautiously received earnings and guidance, affecting global sentiment on tech stocks.
- Major semiconductor companies affected included Advanced Micro Devices (AMD), Intel (INTC), Micron (MU), Samsung Electronics, and SK Hynix.
- Financial institutions, such as Wall Street banks and investment funds, witnessed large portfolio value swings aligned to tech sector volatility.
- Market indices heavily influenced included the Nasdaq Composite, S&P 500, pan-European Stoxx 600, and Asia's Kospi.
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💡 News facts:- On June 5, 2026, the Stoxx 600 technology index fell by 2.8%, with Infineon Technologies down 9.1% and ASML off 2.4%, as the U.S. and Asian tech rout spread to Europe – CNBC, 2026-06-05.
- Broadcom reported Q2 revenue of $22.19 billion on June 3, 2026, but guided Q3 AI chip revenue to $16 billion—$1.2 billion below consensus—triggering a sector-wide selloff erasing over $1 trillion in value – Studio Global, 2026-06-05.
- Wall Street's Nasdaq fell 4.2% and S&P 500 dropped 2.7% on June 5, 2026, driven by mass tech stock liquidation and fears of U.S. rate hikes – NAMPA/AFP, 2026-06-05.
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➡ Potential consequences:- Near-term, tech sector stocks may see continued volatility as analysts and investors reset forward expectations after earnings guidance shortfalls.
- Global indices could remain under pressure if inflationary and geopolitical risks persist, potentially slowing sector fund inflows and technology investment.
- Medium-term, affected semiconductor players may face valuation compression until sector fundamentals or macroeconomic signals stabilize.
- Institutional and retail investors could rotate allocations away from high-multiple tech assets toward defensive sectors, affecting capital flows.
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Business Model Evolution: Insights from the Fortune 500 Debut Class of 2026 |
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🗺 Background:- The Fortune 500 list for 2026 marks its 72nd edition, requiring companies to achieve at least $7.5 billion in revenue to qualify.
- In 2026, 12 companies made their debut on the Fortune 500, spanning sectors including crypto, healthcare, and energy.
- Companies such as Galaxy Digital, Medline, and Bitgo Holdings are among the notable first-time entrants, reflecting broader shifts in business models and market priorities.
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🎩 Key stakeholders:- Galaxy Digital, led by CEO Mike Novogratz, secured a Fortune 500 debut at rank 76 after a direct listing in May 2025.
- Medline, the largest provider of medical-surgical products in the U.S., went public in 2025 and entered the Fortune 500 at rank 159.
- Bitgo Holdings, a crypto services provider for institutions, completed its IPO in 2026 and claimed a Fortune 500 spot at rank 273.
- Other stakeholders include government contractors (Amentum Holdings), LNG exporters (Venture Global), and institutional investors supporting these market shifts.
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➡ Potential consequences:- The entry of crypto and digital asset companies into the Fortune 500 could accelerate institutional adoption and regulation of blockchain technologies in the near term.
- Healthcare firms like Medline scaling in the Fortune 500 may lead to increased competition and innovation in medical-surgical supply chains.
- The broad sectoral mix of new entrants suggests diversification in the U.S. corporate landscape, potentially reshaping investment strategies and employment patterns over the medium term.
- Sustained revenue growth among new entrants could put pressure on legacy companies and shift the composition of future Fortune 500 lists.
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Exploring Chinese Online Travel Market Resilience through Tuniu’s Q1 2026 Financial Performance |
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🗺 Background:- The Chinese online travel market has rebounded post-pandemic, driven by domestic tourism growth and digital platforms.
- Tuniu Corporation is a leading Chinese online travel agency specializing in packaged tours, with a focus on innovation and customer experience.
- Market resilience is measured through financial metrics such as quarterly revenues, net income, and user engagement on platforms like Tuniu.
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🎩 Key stakeholders:- Tuniu Corporation is a key player in China's packaged tour sector.
- Chinese consumers and travelers are primary stakeholders driving online travel demand.
- Regulatory agencies in China oversee the travel industry's compliance and stability.
- Competitor platforms, including Ctrip and Fliggy, influence market competition dynamics.
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➡ Potential consequences:- Tuniu's positive Q1 2026 performance may encourage investor confidence and further investment in Chinese travel tech.
- Short-term, more aggressive marketing and expansion strategies could emerge among competitors.
- Medium-term, increased digital adoption in China's travel sector may drive innovation and new business models.
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Debate over AI Regulation: Examining Calls for Government Partnership and Global AI Development Pauses in 2026 |
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🗺 Background:- Debates over AI regulation intensified globally in early 2026 amid rapid advances in generative and autonomous AI.
- Major technology leaders called for government partnership to align AI development with public safety and economic interests.
- Previous efforts, including the 2025 AI Safety Summit, laid groundwork for international cooperation but resulted in weak enforcement mechanisms.
- Recent proposals include temporary pauses in large-scale AI model training to allow regulatory frameworks to catch up.
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🎩 Key stakeholders:- Elon Musk, CEO of X and Tesla, has advocated for AI regulation since 2024 and urged international collaboration in 2026.
- OpenAI, Google DeepMind, and Anthropic are major companies pushing both AI innovation and calls for responsible development.
- US Senate Committee on Commerce, Science, and Transportation is actively discussing AI regulatory measures in 2026.
- United Nations and European Union are considering cross-border frameworks for AI oversight.
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➡ Potential consequences:- Near-term regulations may slow the release of new generative AI products but improve transparency and safety.
- Medium-term partnership between governments and AI firms could standardize risk assessments and compliance across jurisdictions.
- Global AI pauses may shift research agendas toward alignment, robustness, and ethical concerns rather than speed.
- Failure to coordinate action could create regulatory fragmentation, increasing costs and uncertainty for multinationals.
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Science News
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Technical and Security Challenges of Mobile Control Planes for AI Coding Agents (Zedra case study) |
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🗺 Background:- Mobile control planes are systems used to manage and orchestrate AI coding agents across distributed mobile devices.
- Zedra has developed a new framework for integrating AI agent control into secure mobile networks since May 2024.
- Technical challenges include real-time coordination, resource allocation, and adaptive security.
- Security concerns involve authentication, data privacy, and resistance to network attacks specific to mobile environments.
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🎩 Key stakeholders:- Zedra is the primary company conducting the case study and deploying mobile control plane technology.
- Collaboration involves telecom providers such as Vodafone and cybersecurity partner SentinelOne.
- Academic input comes from MIT Media Lab and ETH Zurich, focusing on AI systems research.
- Key individuals include Zedra CTO Marcus Dahl, SentinelOne security lead Anya Patel, and MIT researcher Dr. Jin-Ho Lee.
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➡ Potential consequences:- Near-term, successful deployment could lead to industry-wide adoption of mobile AI agent orchestration by Q4 2026.
- Improved security protocols may increase enterprise trust in mobile AI coding platforms for regulated industries.
- However, rapid adoption could strain existing mobile infrastructure and highlight interoperability gaps.
- Medium-term, new standards for mobile control planes may emerge, influencing telecom policies and AI regulation.
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Community Perceptions and Skepticism Toward AI in Coding: Analyzing Hacker News User Criticism |
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🗺 Background:- Hacker News is a popular forum for tech professionals to discuss trends, including artificial intelligence in coding.
- Recent discussions focus heavily on skepticism toward AI coding tools such as GitHub Copilot and OpenAI's ChatGPT.
- Community concerns include accuracy, code security, and the potential deskilling of developers.
- Interest in AI-driven code assistants has surged since OpenAI released GPT-4 Turbo in late 2023.
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🎩 Key stakeholders:- OpenAI, the developer of ChatGPT and API models, is frequently criticized for transparency and safety issues.
- GitHub, owned by Microsoft, is central through Copilot and its integration into Visual Studio Code.
- Key contributors to discussions include software engineers, AI researchers, and code platform moderators.
- Companies like Google and Amazon are mentioned as influencers in shaping AI coding tools.
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➡ Potential consequences:- Near-term: Increased developer demand for transparency may prompt companies to enhance documentation and safety protocols.
- Near-term: Skepticism may slow adoption rates of AI code tools in large enterprise environments.
- Medium-term: Persistent criticism could drive regulatory bodies to develop standards for AI-assisted software engineering.
- Medium-term: Heightened job insecurity among software engineers might result in more unionization efforts.
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Cost Optimization in AI Agents: Methods for Automated Token Efficiency and Model Selection |
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🗺 Background:- Cost optimization in AI agents focuses on reducing token consumption and improving language model selection for budget efficiency.
- Automated methods such as dynamic prompt shortening and real-time model switching have become prominent in scaling AI deployments.
- Token-efficient algorithms are widely discussed since OpenAI's GPT-3 launch in June 2020, highlighting operational cost concerns.
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🎩 Key stakeholders:- OpenAI, Google DeepMind, and Hugging Face lead research and commercialization efforts for token efficiency and model selection.
- Academic partnerships with institutions such as MIT and Stanford drive benchmarks and comparative studies for cost optimization in AI systems.
- Platform developers and enterprise AI users increasingly require automated workflow optimization for managing AI agent expenses.
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➡ Potential consequences:- Near-term, enterprises may rapidly adopt AI workflows featuring real-time model selection for reduced operating costs and improved scalability.
- Medium-term, enhanced token efficiency algorithms could shift the competitive landscape among AI model providers, favoring those with robust automation capabilities.
- Automated cost control mechanisms may transform resource allocation policies in research and commercial AI adoption.
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Executive Transitions in Big Tech: Impact of Reid Hoffman's Departure from Microsoft Board on AI Drug Discovery Startups |
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🗺 Background:- Reid Hoffman has served on Microsoft’s board since 2017, contributing to strategic initiatives in AI and enterprise software.
- Microsoft has recently intensified investments in AI-driven drug discovery, collaborating with startups and major pharmaceutical firms.
- Executive transitions in big tech companies often signal shifts in priorities, especially in emerging sectors like biomedical AI.
- The intersection of technology and drug discovery is a focal point, with Microsoft leveraging its Azure cloud and AI platforms to enable innovation.
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🎩 Key stakeholders:- Reid Hoffman is a co-founder of LinkedIn and long-time board member at Microsoft, also known for his investments in AI startups.
- Microsoft partners with AI drug discovery companies such as Insilico Medicine, BioAge, and Synthego, supporting their research with cloud infrastructure.
- Other stakeholders include Satya Nadella (Microsoft CEO), OpenAI (Microsoft's key AI partner), and biotech accelerators like Y Combinator.
- Major pharmaceutical companies, including Novartis and AstraZeneca, have entered collaborations with tech firms to enhance drug development pipelines.
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➡ Potential consequences:- Near-term, Microsoft's AI drug discovery startups may experience increased direct engagement from technical leadership following Hoffman’s departure.
- Medium-term impacts could include strategic pivots towards deeper integration of generative AI in biomedical research.
- The transition may prompt other big tech firms to reevaluate their executive engagement in cross-industry innovation.
- Funding and development cycles for AI-driven biotech ventures could accelerate, given Microsoft’s renewed partnership commitments.
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Culture
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Gu Kaizhi "The essence of painting is to capture the spirit and rhythm of life, not merely its appearance..." Gu Kaizhi was a renowned Chinese painter who lived during the Eastern Jin dynasty in the 4th century, but his influence and style are rooted in traditions from the 1st century. He is often credited as one of the earliest and most significant figure painters in Chinese art history.... | Ban Zhao "Learning is a treasure that will follow its owner everywhere..." Ban Zhao was a famous Chinese historian and scholar during the Eastern Han dynasty in the 1st century AD, best known for completing the historical text 'Book of Han' after her brother's death. She was also an advocate for women's education and authored 'Lessons for Women,' a guide on proper conduct ... |
Zhang Heng "The heavens are vast and mysterious; through observation, we begin to understand their laws..." Zhang Heng was a Chinese polymath of the Eastern Han dynasty renowned for his contributions to astronomy, mathematics, and engineering in the 1st and 2nd centuries. He invented the first seismoscope to detect earthquakes and made significant advancements in celestial observation.... | Emperor Guangwu of Han "A ruler must be just and benevolent to ensure the harmony and longevity of his realm..." Emperor Guangwu of Han, born Liu Xiu, was the founder of the Eastern Han dynasty, reigning from 25 to 57 AD. He restored the Han dynasty after the collapse of the Xin dynasty, stabilizing China and initiating a period of prosperity.... |
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NASA
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Thor's Helmet (2026-06-09) Credits: Josep Drudis,
Christian Sasse |
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Github
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Trading tools |
QuantRL-Lab 58 stars #100 Reinforcement Learning Testbed for Quantitative Trading... | transformerquant 57 stars #101 A framework for training and evaluating deep learning models in Quantitative trading domain... |
CQF 57 stars #102 This repository stores several Jupyter Notebooks that were developed while studying for the Certificate in Quantitative Finance.... | Quantitative-Trading 56 stars #103 |
Sea Vessels |
capstone_boat_tracking 0 stars #100 | Tracking-bio-boats 0 stars #101 Tracking bio boats was a game developed in python ... |
boat-tracking-project 0 stars #102 A silly little website for boat telemetry... | boattracker 0 stars #103 GPS Sailboat tracking application... |
Air Vessels |
XPilotView 3 stars #100 An MEMS Gyro based head tracker for X-Plane 11.... | CamAR 3 stars #101 Simple AR app built with ARKit. Meant to show plane detection and object placement and tracking.... |
python-adsb-geozoning-tracker 3 stars #102 Track planes in and out of a geofence using python and pyModeS... | FR24-Feeder-Redesign 3 stars #103 Revamping FR24 Feeder's web interface for ADS-B data sharers on Raspberry Pi. Modernized design, real-time plane tracking info. ... |
Imagery |
sota-data-augmentation-and-optimizers 29 stars #100 This repository contains some of the latest data augmentation techniques and optimizers for image classification using pytorch and the CIFAR10 dataset... | CNN-Image-Classification-and-Flask-Deployment 29 stars #101 CNN based Image Classification on CIFAR-10 dataset, along with data augmentation and deployment of the trained CNN model using Flask. (Python)... |
transforms 29 stars #102 Image augmentation with simultaneous transformation of keypoints, bounding boxes, and segmentation mask... | ADNI-brain-MRI-alzheimer-WGAN-generation-and-classification 29 stars #103 Brain T1-Weighted MRI Images Classification and WGAN Generation (Alzheimer's and Healthy patients) for the purpose of data augmentation. Implemented in TensorFlow, trained on ADNI ... |
Video |
Adversarial_Video_Generation 747 stars #100 A TensorFlow Implementation of "Deep Multi-Scale Video Prediction Beyond Mean Square Error" by Mathieu, Couprie & LeCun.... | Awesome-Controllable-Video-Generation 741 stars #101 [ArXiv 2025] A survey about controllable video generation: This repo is the official awesome of "Controllable video generation: A survey"... |
awesome-text-to-video 731 stars #102 A Survey on Text-to-Video Generation/Synthesis.... | Hunyuan-GameCraft-1.0 723 stars #103 Hunyuan-GameCraft: High-dynamic Interactive Game Video Generation with Hybrid History Condition... |