Risenshine! Here is digest of signals harvested on 2026-06-27.
Markets
International - 06/26
Germany (EWG):
-1.0713%  -7.0039% MoM
France (EWQ):
-0.7089%  -2.5652% MoM
United Kingdom (EWU):
-0.2616%  -3.1124% MoM
Italy (EWI):
-0.5428%  -0.6776% MoM
Italy (EWI):
-0.5428%  -0.6776% MoM
Spain (EWP):
-0.2041%  +1.5225% MoM
Netherlands (EWN):
-1.7534%  +0.5984% MoM
Chile (ECH):
+0.6108%  -5.7912% MoM
Belgium (EWK):
+0.2978%  -0.7098% MoM
Germany (EWD):
-0.4667%  -7.5052% MoM
Australia (EWO):
-1.5858%  +1.8868% MoM
China Large-Cap (FXI):
-0.2841%  -10.5606% MoM
Japan (EWJ):
-0.6318%  +0.5526% MoM
India (INDA):
+0.263%  +2.0803% MoM
Taiwan (EWT):
-2.0017%  -0.1554% MoM
Hong Kong (EWH):
-0.142%  -8.7013% MoM
Singapore (EWS):
+0.3044%  +1.1941% MoM
Indonesia (IDX):
-1.0547%  -4.5328% MoM
Malaysia (EWM):
+1.0135%  -7.4303% MoM
Saudi Arabia (KSA):
-0.0529%  -2.4264% MoM
Arab Emirates (UAE):
+0.733%  +0.3652% MoM
Qatar (QAT):
0%  -5.3487% MoM
Israel (EIS):
-1.6441%  -14.3532% MoM
Kuwait (KWT):
-1.6954%  -6.1358% MoM
Africa (AFK):
+0.9404%  -6.054% MoM
Commodities - 06/26
gold (GLD):
+1.1287%  -8.5339% MoM
silver (SLV):
+1.7571%  -21.0667% MoM
US oil (USO):
-3.5038%  -19.4994% MoM
platinium (PPLT):
+1.9324%  -15.261% MoM
agriculture (DBA):
-0.4458%  -2.439% MoM
carbon (KRBN):
-1.1357%  -0.4169% MoM
copper (CPER):
+0.9465%  -2.9886% MoM
gaz (UNG):
+1.0213%  +6.1717% MoM
corn (CORN):
-0.531%  -6.3333% MoM
weat (WEAT):
-1.7287%  -6.6919% MoM
uranium (URA):
-0.7514%  -13.0981% MoM
lithium (LIT):
-3.2122%  -11.2241% MoM
Favorites - 06/26
Adobe (ADBE):
+4.8188%  -14.9051% MoM
AMD (AMD):
-2.0636%  +5.2549% MoM
Microsoft (MSFT):
+5.7081%  -9.6203% MoM
Nvidia (NVDA):
-1.6399%  -9.4403% MoM
Oracle (ORCL):
-2.5777%  -22.2193% MoM
Axon (AXON):
+4.5196%  +18.7851% MoM
Amazon (AMZN):
+2.5021%  -14.405% MoM
Alibaba (BABA):
-0.2735%  -25.7905% MoM
JD (JD):
+0.794%  -14.9129% MoM
ARM (ARM):
-3.8653%  +10.4258% MoM
Intel (INTC):
-3.4244%  +5.379% MoM
Qualcom (QCOM):
-7.5695%  -18.856% MoM
Marvel (MRVL):
-5.1518%  +34.2577% MoM
Apple (AAPL):
+3.1365%  -8.7084% MoM
Lowe (LOW):
+0.2478%  +2.601% MoM
Sectors - 06/26
SP500 (SPY):
-0.7231%  -2.8609% MoM
healthcare (XLV):
+3.0264%  +7.7626% MoM
finance (XLF):
+0.2245%  +4.1813% MoM
real-estate (XLRE):
+1.4577%  +1.3668% MoM
semi-conductors (SOXX):
-5.6398%  +4.603% MoM
aerospace (ITA):
-0.2528%  +2.7334% MoM
reit (RWR):
+1.1551%  +2.8049% MoM
transportation (XTN):
+0.3742%  +4.7056% MoM
agriculture (MOO):
-0.0883%  -1.5289% MoM
clean energy (QCLN):
-5.561%  -13.3716% MoM
Gainers
Sadot Group Inc. Common Stock +212.5%
Sadot Group Inc consisted of one distinct operating unit engaged in the Agri-Foods industry. Its operating unit was intended to be a Agri-Foods company engaged in farming, commodit...
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Losers
PS International Group Ltd. Ordinary Shares -88.9%
PS International Group Ltd is a freight forwarding service provider in Hong Kong with networks across the globe. It provides air and ocean export and import freight forwarding serv...
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Taboola.com Ltd. Warrant -88%
Taboola is a performance-based native advertising network designed to improve click-through rates and increase monetizable events for advertisers while generating yield for publish...
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Business
Impact and political fallout of oil market disruptions and price gouging allegations in the post-Iran war environment
In the news:
🗺 Background:
  • Oil market disruptions followed the June 2026 Iran war, impacting global crude prices and economic stability.
  • Despite crude price normalization to pre-war levels, U.S. consumers still face elevated gasoline prices.
  • Political tensions escalated as allegations of price gouging against major oil companies surfaced post-war.
  • Inflation concerns among U.S. firms surged, with 25% citing it as their top issue, nearly triple last quarter’s rate.
🎩 Key stakeholders:
  • Donald Trump, former U.S. President and leading candidate, publicly accused major oil companies of price gouging.
  • Moody's economist Mark Zandi assessed the economic fallout for U.S. households due to the Iran war.
  • Goldman Sachs analyzed EV transition rates following the oil shock.
  • TotalEnergies and climate activists featured in a Paris court ruling on climate policy amid ongoing oil market scrutiny.
💡 News facts:
➡ Potential consequences:
  • Near-term: DOJ investigations could pressure oil companies to reduce gasoline prices and improve public relations.
  • Medium-term: Persistently high inflation may dampen consumer spending, slow economic recovery, and fuel political controversy.
  • EV adoption could accelerate as consumers seek alternatives amid oil market volatility, with Goldman Sachs reporting a 3.4% surge.
  • Global climate policy scrutiny is likely to intensify, with oil giants like TotalEnergies facing legal actions and demands for policy reform.
Read online: https://fortune.com/2026/06/25/trump-accuses-big-oil-of-price-gouging/  https://fortune.com/2026/06/25/fed-survey-cfo-inflation-economy-oil-prices-iran-war-strait-of-hormuz/  https://www.businessinsider.com/economist-iran-war-cost-consumer-spending-gas-prices-groceries-economy-2026-6#article  
Latest trends and realignment in the AI and tech markets: From the AI capex explosion to stock rallies and valuation regime changes
In the news:
🗺 Background:
  • AI market is experiencing a $5.5 trillion capex boom, with hyperscalers driving investment levels at historic highs.
  • Micron Technology's strong quarterly results signal a shift in how Wall Street values AI-related tech stocks.
  • Recent market rallies have seen traders abandon fear of an AI bubble, focusing instead on profitability and restructuring.
🎩 Key stakeholders:
  • Micron Technology is a leading memory chip supplier reshaping AI valuations.
  • JPMorgan analysts are closely tracking AI capex and debt market sustainability.
  • Softbank CEO Masayoshi Son is investing heavily in U.S. AI infrastructure, dismissing Elon Musk’s data center strategy.
  • Major hyperscalers like Amazon, Microsoft, and Google are central players in rising AI capital expenditures.
💡 News facts:
➡ Potential consequences:
  • Near-term: Upward repricing of tech stocks could persist if AI profitability endures and valuation paradigms shift.
  • Medium-term: Sustained AI capex could alter the debt market landscape and enhance U.S. infrastructure.
  • Industry stakeholders may intensify competition for AI infrastructure, leading to further investment and potential realignment.
  • Fears of a bubble may subside, while new risks emerge around concentrated capex and operational leverage.
Read online: https://fortune.com/2026/06/25/why-did-stock-market-tech-selloff-stop-micron-technology/  https://fortune.com/2026/06/25/micron-tech-stock-rally-ai-bubble/  https://fortune.com/2026/06/25/what-bubble-jpmorgan-5-5-trillion-ai-capex-explosion-profitable-for-now/  https://fortune.com/2026/06/25/softbank-ceo-masayoshi-son-dismisses-elon-musk-orbital-data-centers/  
Military innovation and risks in the Ukraine conflict: Naval drones, AI target selection, and Russian defensive tactics
In the news:
🗺 Background:
  • Ukraine has deployed naval drones to disrupt Russian operations in the Black Sea since early 2022.
  • AI-based attack drones like Shahed are being field-tested by both Ukraine and Russia for autonomous target selection.
  • Russian forces have ramped up defensive countermeasures including smoke screens and electronic warfare to protect key infrastructure.
🎩 Key stakeholders:
  • Ukrainian military units, such as those led by commanders like Andrii Kharkivskyi, are pioneering drone operations.
  • Serhii 'Flash' Beskrestnov is recognized as a leading Ukrainian expert on drone technology and AI.
  • NATO and Western military institutions are actively developing and acquiring naval drone capabilities, influenced by Ukrainian tactics.
💡 News facts:
➡ Potential consequences:
  • Near-term, increased use of naval and AI-powered attack drones may escalate operational risks and lead to rapid adaptation in Russian defensive tactics.
  • Medium-term, autonomous targeting could raise ethical and control concerns among NATO and other stakeholders if AI-driven drones engage without direct human oversight.
  • Enhanced countermeasures like smoke screens and electronic warfare could force Ukrainian forces to innovate further or seek new asymmetric strategies.
Top Voices:
Read online: https://www.businessinsider.com/ukrainian-commander-nato-developing-naval-drones-2026-6#article  https://www.businessinsider.com/shaheds-ai-choose-target-attack-drones-serhii-flash-beskrestnov-ukraine-2026-6#article  https://www.businessinsider.com/satellite-images-show-russian-smoke-screens-to-obscure-kerch-bridge-2026-6#article  
Legislative gridlock and policy shifts ahead of the U.S. midterms: Housing, immigration, and Democratic infighting
In the news:
🗺 Background:
  • Legislative gridlock has intensified ahead of the 2026 U.S. midterms, especially on housing, immigration, and intra-party Democratic divisions.
  • Congressional action has focused on the 21st Century ROAD to Housing Act and immigration policy reversals under Trump.
  • Democratic infighting escalated with recent primary upsets and disputes between economic populists and pragmatists.
  • The Supreme Court and executive branch are pivotal in influencing policy shifts tied to election-year politics.
🎩 Key stakeholders:
  • Former President Donald Trump, current Republican leadership, and Congressional Democrats are central political actors in legislative negotiations.
  • The U.S. Supreme Court is crucial in determining legality and implementation of immigration policies.
  • Zohran Mamdani, NYC mayor, has become a prominent figure after defeating two Democratic House incumbents and igniting party debates.
  • Major media outlets like Fortune and the Associated Press are primary sources for coverage and analysis.
💡 News facts:
➡ Potential consequences:
  • Legislative delays on housing reform may exacerbate affordability crises and undermine Congressional approval ratings in the near term.
  • Revival of Trump-era immigration restrictions could sharply reduce asylum claims at the border and trigger legal, social, and diplomatic challenges.
  • Democratic infighting may weaken electoral prospects, disrupt party unity, and complicate policy messaging ahead of November 2026 midterms.
  • Extended political uncertainty may increase volatility in U.S. policy for housing and immigration throughout 2026 and potentially beyond.
Read online: https://fortune.com/2026/06/25/housing-bill-trump-voter-id-veto-proof-congress-2026/  https://apnews.com/article/supreme-court-immigration-trump-d36d0092617c7115780c06de38e2000f  https://fortune.com/2026/06/25/mamdani-primary-wins-democratic-party-divide-midterms/  
Heatwaves, climate adaptation, and vulnerability of public infrastructure and energy projects in Europe and India
In the news:
🗺 Background:
  • Europe and India are experiencing severe heatwaves in June 2026, setting new temperature records and straining public infrastructure.
  • India has proposed a $55 billion investment in green energy infrastructure, with 239 GW of new solar, wind, and hydropower capacity planned across 10 states.
  • Heatwaves challenge the resilience of transport networks, power grids, and food supply chains, exposing both regions to higher risk of infrastructure failure.
  • Limited adoption of air conditioning in Europe increases population vulnerability during extreme heat events.
🎩 Key stakeholders:
  • National governments in Europe and India manage climate adaptation policies and infrastructure investments.
  • Business Insider and Bloomberg provide key coverage and investigative reporting on climate impacts.
  • Energy companies building India's green energy pipeline are facing heightened climate risks.
  • Local transit authorities in Europe are responsible for maintaining rail and road networks affected by heatwaves.
💡 News facts:
➡ Potential consequences:
  • Near-term: Disrupted public transport and supply chains in Europe may result in increased economic losses, with further strain on health services during heatwaves.
  • Medium-term: Climate-induced vulnerabilities could cause delays and damages to India's renewable energy projects, impacting national energy transition goals.
  • Continued absence of widespread air conditioning in Europe may exacerbate mortality and morbidity rates during future heat events.
  • Persistent infrastructure damage from extreme weather could necessitate costly upgrades and climate adaptation interventions across both regions.
Read online: https://www.businessinsider.com/heat-wave-europe-temperatures-photos-2026-6#article  https://www.businessinsider.com/europe-air-conditioning-ac-heatwave-debate-2026-6#article  
Science News
Evaluating the efficacy of video games for training advanced AI agents: a comparison of action data versus traditional datasets
In the news:
🗺 Background:
  • Video games provide vast action data which can be used to train advanced AI agents, offering dynamic environments compared to static traditional datasets.
  • Traditional datasets often rely on curated images and text, while action data from games captures real-time decision making and adaptability.
  • Recent years have seen increased interest in using video games like Fortnite for AI research, focusing on developing agents with intuitive abilities.
  • Action data is considered by some researchers to help AI mimic human-like learning experiences, improving performance in real-world tasks.
🎩 Key stakeholders:
  • General Intuition is a major company leading the effort to leverage action data from video games for AI training.
  • Major investors participated in General Intuition's $2.3 billion funding round announced in June 2026.
  • Epic Games, creators of Fortnite, are indirectly involved as their gameplay data is used for AI agent training.
  • TechCrunch has provided extensive coverage of these developments, highlighting industry perspectives.
💡 News facts:
➡ Potential consequences:
  • In the near-term, AI agents trained with action data may demonstrate improved adaptability and intuition compared to models trained on traditional datasets.
  • Medium-term, successful results could drive more companies to invest in game-based AI training, potentially reshaping tech industry standards.
  • Such advancements may accelerate the deployment of more robust AI for robotics, autonomous vehicles, and other real-world applications.
Read online: https://techcrunch.com/2026/06/25/general-intuitions-2-3b-bet-that-video-games-can-train-ai-agents-for-the-real-world/  https://techcrunch.com/2026/06/25/from-fortnite-to-robots-general-intuitions-2-3b-bet-that-video-games-can-train-ai-agents-for-the-real-world/  
The impact of dual-layer silicon circuits on semiconductor performance: technical and economic implications of IBM's 100 billion transistor chip
🗺 Background:
  • IBM released a semiconductor chip with 100 billion transistors on June 25, 2026.
  • The chip utilizes a dual-layer silicon circuit architecture, doubling transistor density compared to single-layer designs.
  • Moore's Law predicts doubling of transistors per chip every two years, but physical limits have slowed this pace.
  • Dual-layer circuitry represents a breakthrough in overcoming silicon scaling limitations for advanced CPUs.
🎩 Key stakeholders:
  • Key stakeholders include IBM, the developer and manufacturer of the new chip.
  • Major semiconductor competitors such as Intel and TSMC are impacted by this technological leap.
  • Academic research institutions specializing in microelectronics and materials science are closely monitoring IBM's innovation.
  • Government agencies funding semiconductor research may consider support for dual-layer technology.
💡 News facts:
  • IBM's chip achieved record density by adding a second layer of silicon circuitry, published June 25, 2026.
  • This innovation sets a new benchmark for transistor count per chip, surpassing previous state-of-the-art by a factor of two, reported on June 25, 2026.
➡ Potential consequences:
  • Near-term consequence: IBM's dual-layer chips may drive competitiveness in AI and high-performance computing sectors.
  • Medium-term consequence: Increased chip density could lower costs per computation and accelerate adoption in consumer electronics.
  • Potential impact on semiconductor supply chains as manufacturers adapt to new circuit fabrication methods.
  • Dual-layer architecture may influence future research directions in nanotechnology and electronic engineering.
Policy and regulatory influences on the deployment of frontier AI models: a case study of OpenAI's GPT 5.6 release strategy
In the news:
🗺 Background:
  • OpenAI is preparing the release of its latest frontier AI model, GPT 5.6, as of June 2026.
  • Frontier AI models are subject to increasing regulatory scrutiny due to national safety concerns.
  • Policy interventions from governments have frequently impacted AI deployment, especially in advanced models.
  • Release strategies are often influenced by direct government communications and prior regulatory precedents.
🎩 Key stakeholders:
  • OpenAI is the developer and principal stakeholder for GPT 5.6.
  • The Trump administration and The White House are primary governmental regulatory actors in this release.
  • TechCrunch reported involvement of select partner organizations in the limited rollout.
  • Broader AI ethics advocates and regulatory agencies are monitoring these developments closely.
💡 News facts:
➡ Potential consequences:
  • Near-term consequence: limited access to GPT 5.6 may delay innovations for broader user communities.
  • Medium-term consequence: regulatory precedents set by the Trump administration may shape future frontier AI releases.
  • Delayed general deployment could heighten tensions between developers, regulators, and global AI stakeholders.
  • Partner organizations may gain competitive advantage with early access, potentially impacting market dynamics.
Read online: https://techcrunch.com/2026/06/25/the-white-house-is-asking-openai-to-slow-roll-the-release-of-its-new-model-over-safety-concerns/  
Quantifying post-sanctions recovery in maritime oil transit: detailed analysis of Hormuz Strait traffic following the US-Iran MoU of June 2026
In the news:
🗺 Background:
  • The US-Iran Memorandum of Understanding (MoU) was signed on June 17–18, 2026, easing previous maritime oil transit sanctions in the Hormuz Strait.
  • The Strait of Hormuz is a critical chokepoint for global oil, previously handling over 20 million barrels per day before sanctions and conflict disruptions.
  • Sanctions waiver and partial blockade lifting led to a sharp but volatile increase in traffic post-MoU.
  • Transit levels remain below pre-war benchmarks despite recovery, underscoring ongoing regional instability.
🎩 Key stakeholders:
  • The Governments of the United States and Iran are primary parties to the 2026 MoU affecting oil transit.
  • Major shipping companies such as National Iranian Tanker Company and international operators are central to resumed activity.
  • Global energy institutions including OPEC monitor and influence transit volumes and pricing.
  • Regional oil producers (Saudi Aramco, ADNOC, etc.) rely on Hormuz for their exports.
💡 News facts:
➡ Potential consequences:
  • Near-term effects include increased oil supply and shipping activity, potentially stabilizing regional energy markets.
  • Continued volatility in traffic may affect global oil price trends and shipping insurance premiums.
  • Medium-term recovery remains uncertain, with risks tied to regional security and compliance with the MoU.
  • Lower-than-pre-war traffic could alter long-term infrastructure investment and strategic planning for Persian Gulf stakeholders.
Read online: https://www.nextbigfuture.com/2026/06/18-20-million-barrel-per-day-through-hormuz-and-70-ships-per-day.html  
The relationship between extreme heat and humidity: assessing the physiological risk factors during the 2026 European heatwave
In the news:
🗺 Background:
  • Extreme heat combined with high humidity increases the physiological risk of heat stress and can be life-threatening.
  • The 2026 European heatwave has broken records for both temperature and humidity, setting unprecedented climate benchmarks.
  • Western and central Europe are experiencing environmental conditions that would have been virtually impossible 50 years ago.
  • Prolonged exposure to heat and elevated humidity impairs the human body's ability to cool itself, heightening the risk of severe health outcomes.
🎩 Key stakeholders:
  • Key stakeholders include the European Centre for Disease Prevention and Control (ECDC), responsible for monitoring public health impacts.
  • National meteorological agencies such as Météo-France and the German Weather Service are issuing regional alerts.
  • Research scientists from the University of Oxford and the European Climate Research Alliance are actively analyzing the event.
  • Public health officials at local and national levels are coordinating emergency responses.
💡 News facts:
➡ Potential consequences:
  • In the near-term, hospitalizations from heat-related illnesses such as heat stroke and dehydration are expected to surge.
  • Medium-term risks include increased mortality among elderly and vulnerable populations due to prolonged exposure.
  • There is the potential for power grid failures and water shortages as extreme heat and humidity increase energy and infrastructure demands.
  • Agricultural output in affected regions may decline due to increased crop stress and livestock mortality during sustained heat events.
Read online: https://www.newscientist.com/article/2531992-europes-heatwave-is-the-hottest-and-most-humid-ever/  
Culture
No known famous painter from 6th century Europe
"N/A..."
There are no recorded famous painters from 6th century Europe as the art form was dominated by religious iconography and manuscript illumination without individual artist recognition....
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Boethius
"Nothing is miserable unless you think it so; and on the other hand, nothing brings happiness unless you are content with it..."
Anicius Manlius Severinus Boethius (c. 477 – 524 AD) was a Roman senator, philosopher, and writer best known for his work 'The Consolation of Philosophy,' written during his imprisonment before his execution. His writings bridged classical philosophy and the medieval Christian thought that followed....
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Isidore of Seville
"What is not understood is not remembered..."
Isidore of Seville (c. 560 – 636 AD) was a scholar and cleric who compiled the 'Etymologiae,' an early encyclopedia that preserved much classical knowledge and served as a scientific reference throughout the Middle Ages. He was one of the most learned men of his time and is considered a Doctor of th...
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Justinian I
"The emperor is the servant of the laws..."
Justinian I (c. 482 – 565 AD) was Byzantine Emperor known for his ambitious project to codify Roman law in the Corpus Juris Civilis and for his efforts to reconquer lost Western Roman territories. His reign significantly influenced the legal and cultural development of Europe....
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NASA
Mars Marathon by Perseverance
Mars Marathon by Perseverance (2026-06-27)
Credits: NASA / APOD
Github
Trading tools
Lean.DataSource.QuiverQuantCongressTrading 8 stars #280
Quiver Quantitative Congress Trading Data Alternative Data...
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Quantitative_Trading 8 stars #281
量化交易...
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Quantitative-Finance 8 stars #282
Utilizando técnicas de Machine Learning e Deep Learning (IA), para o mercado financeiro....
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quantitative-trading-strategies-crypto 8 stars #283
Assessing different quantiative trading strategies on the cryptocurrencies markets....
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Sea Vessels
Fishermens-safety 0 stars #280
Developed GPS wearables for fishermen's safety using Arduino. Implemented features include real-time location tracking, man overboard detection, boat tilt alerts, emergency signali...
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Fishermens-safety 0 stars #281
Developed GPS wearables for fishermen's safety using Arduino. Implemented features include real-time location tracking, man overboard detection, boat tilt alerts, emergency signali...
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IoT-Based-fisherman-project 0 stars #282
This project develops an IoT-based system to improve fishermen safety at sea. It uses GPS to track boat location and warns fishermen when they approach maritime boundaries. If the ...
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fisherman_safety 0 stars #283
Developed a GPS-enabled wearable prototype aimed at enhancing fisherman safety. The device integrates GPS for real-time location tracking, a float sensor for overboard detection, a...
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Air Vessels
Plane-Tracking 0 stars #280
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plane-tracking 0 stars #281
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plane-tracking 0 stars #282
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Plane-Tracking 0 stars #283
real time aircraft detection and tracking system using OpenCV and YOLO....
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Imagery
SCIT 6 stars #280
syle-consistent image translation to do data augmentation for tomato leaves...
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interactive_image_augmentation_styleGAN 6 stars #281
This project is created to make people smile,however there are other vectors which can age or change gender of the person. You can even build and train your own model!...
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ultrasound-augmentation 6 stars #282
The official source code for our article Revisiting Data Augmentation for Ultrasound Images....
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MediAug 6 stars #283
Histology slide image augmentation toolkit...
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Video
comfyUI-LongLook 164 stars #280
A ComfyUI node pack that implements FreeLong (NeurIPS 2024) spectral blending for Wan 2.2 video generation...
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VideoElevator 163 stars #281
[AAAI 2025] Official pytorch implementation of "VideoElevator: Elevating Video Generation Quality with Versatile Text-to-Image Diffusion Models"...
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ViDiT-Q 162 stars #282
[ICLR'25] ViDiT-Q: Efficient and Accurate Quantization of Diffusion Transformers for Image and Video Generation...
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Awesome-Video-Reasoning 161 stars #283
This is a collection of recent papers on reasoning in video generation models. ...
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