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Risenshine! Here is digest of signals harvested on 2026-07-01.
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Markets
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International - 07/01 |
-0.1692% -5.0138% MoM | -1.0566% -1.8987% MoM | -0.1517% -1.3279% MoM | -0.1013% -0.1518% MoM |
-0.1013% -0.1518% MoM | -0.7661% +2.5492% MoM | -2.5306% +1.6306% MoM | -0.5038% -3.7759% MoM |
-1.256% -1.1464% MoM | -0.2801% -4.3011% MoM | -1.2168% +2.15% MoM | +1.9152% -8.8993% MoM |
+0.1072% +0.4735% MoM | -0.2126% +2.6985% MoM | -2.2097% -0.1973% MoM | +0.8843% -8.279% MoM |
+0.4897% +0.1852% MoM | +0.5051% -9.2981% MoM | -0.8349% -6.6212% MoM | +0.2948% -1.6816% MoM |
+0.1578% +0.1578% MoM | +0.3333% -5.2963% MoM | +0.7207% -9.228% MoM | -0.0549% -3.8903% MoM |
-0.7782% -7.2052% MoM |
Commodities - 07/01 |
+1.474% -9.1062% MoM | +1.6742% -19.6613% MoM | -2.4897% -23.4022% MoM | +1.9108% -17.4785% MoM |
+0.8061% -1.3032% MoM | -0.633% -1.465% MoM | -1.0204% -6.544% MoM | -1.0666% +0.4766% MoM |
+0.8657% -5.6145% MoM | +1.8157% -3.7752% MoM | +0.3547% -13.2271% MoM | +0.3513% -8.7525% MoM |
Favorites - 07/01 |
+3.5314% -22.5413% MoM | -4.9302% +8.2606% MoM | +3.4449% -16.2099% MoM | -1.3194% -11.9941% MoM |
-1.0815% -41.5817% MoM | +7.7879% +26.7132% MoM | +1.7412% -7.1844% MoM | +3.1777% -21.0287% MoM |
+3.5714% -9.2815% MoM | -3.3646% -16.1942% MoM | -7.3622% +18.3116% MoM | +0.1817% -19.1556% MoM |
-6.5309% +26.8901% MoM | +1.766% -3.8654% MoM | +1.3334% +7.5734% MoM |
Sectors - 07/01 |
+0.2076% -1.3473% MoM | +0.5105% +7.8666% MoM | +2.6674% +7.0192% MoM | +1.0675% +2.8426% MoM |
-5.3218% +6.0724% MoM | +1.1798% +6.6852% MoM | +1.0312% +6.0439% MoM | +1.643% +4.5172% MoM |
+0.3788% +0.2143% MoM | -0.1712% -6.6133% MoM |
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Gainers
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Losers
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Gogoro Inc. Warrant -51.6% Gogoro Inc is focused on eliminating the barriers to electric fuel adoption to bring swappable electric power within reach of every urban rider. Its battery swapping technology com... | INLIF LIMITED Class A Ordinary Shares -47.2% INLIF Ltd, through its subsidiary, is engaged in the research, development, manufacturing, and sales of injection molding machine-dedicated manipulator arms. In addition, it offers... |
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Business
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Assessing the Impact of Middle East Geopolitical Tensions on Global Oil Flows and Security of the Strait of Hormuz |
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🗺 Background:- The Strait of Hormuz is a critical chokepoint, with about 20% of global oil transiting through its waters annually.
- Middle East geopolitical tensions, especially between Iran and the U.S., frequently threaten stability and oil flows in the region.
- Iran has previously used its military capabilities to disrupt traffic and threaten closure of the Strait in response to sanctions or conflict.
- Recent escalations have centered on disputes over airstrikes, attacks on commercial vessels, and ongoing ceasefire negotiations.
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🎩 Key stakeholders:- Iran's government and military play a central role in regional security and oil flow disruptions.
- The United States, including its military presence and diplomatic efforts, is directly involved in maintaining passage and imposing sanctions.
- The United Nations agency responsible for overseeing transit routes in the Omani side of the Strait is an active stakeholder.
- Oil companies and traders globally monitor the situation for price risk and supply chain disruptions.
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➡ Potential consequences:- Near-term disruptions in oil transit through the Strait of Hormuz could trigger volatility and price spikes despite current supply recovery.
- Medium-term escalation between Iran and the U.S. may increase military engagement, risk to vessels, and endanger global energy security.
- Release of Iranian assets may improve ceasefire prospects but could also embolden Iran's strategic aims in the region.
- Oman's negotiation of service fees could alter transit costs for oil tankers, impacting regional shipping economics.
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The $1 Trillion AI Infrastructure Boom: Threats of Overinvestment and Comparison to Past Tech Bubbles |
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🗺 Background:- The Bank for International Settlements (BIS) warns of a $1 trillion AI infrastructure investment boom in its annual report released June 29, 2026.
- BIS draws explicit parallels between this current AI investment wave and historical booms like the dotcom crash and railway mania.
- Big Tech companies are accelerating capital expenditure in AI data centers, causing concerns about possible overinvestment and financial instability.
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🎩 Key stakeholders:- The BIS serves as the central bank for central banks and is leading the warning about AI investment risks.
- Companies including JPMorgan, Qualcomm, and major hyperscaler players are actively increasing AI infrastructure spending.
- CFOs and institutional investors are key decision makers in AI capital allocation based on forecasts for rapid AI expansion.
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➡ Potential consequences:- A surge in AI infrastructure investment may risk overheating markets and triggering a financial correction similar to past tech bubbles.
- Near-term effects could include increased competition among hyperscalers and tech companies, driving higher operational costs.
- Medium-term consequences might involve data center oversupply, economic instability, and vulnerability to recession if projections fail to deliver.
- Regulatory scrutiny is likely to intensify as central banks monitor systemic risks stemming from rapid capital deployment.
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Federal Reserve Leadership, Independence, and the Policy Challenges of 2026 |
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🗺 Background:- The Federal Reserve faces significant policy challenges in 2026 due to persistently high inflation and market volatility.
- Debates over Fed independence have intensified with recent Supreme Court involvement and political pressures.
- Kevin Warsh is considered a leading candidate for Fed Chair amid discussions of potential interest rate hikes.
- Esther George, former Kansas City Fed President, is recognized for her decade-long advocacy for tighter monetary policy.
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🎩 Key stakeholders:- Kevin Warsh, former Fed Governor, is at the center of current policy discussions and is expected to take decisive action on rates.
- President Donald Trump remains a vocal stakeholder pushing for Fed policies to align with his administration's preferences.
- Esther George, known for her dissenting views favoring tighter policy, influences ongoing debates on rate decisions.
- The Supreme Court and Lisa Cook, Fed Governor, recently played pivotal roles in affirming the Fed's independence.
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➡ Potential consequences:- Near-term consequences include likely higher interest rates, with increased borrowing costs for consumers and businesses.
- Medium-term, reaffirmed Fed independence may restore investor confidence and stabilize U.S. Treasury markets.
- Ongoing political pressures could strain relations between the Fed and the White House, complicating policy implementation.
- Persistent inflation poses risks to economic growth and could lead to more aggressive monetary tightening.
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AI Regulation and Technology Adoption in Global Markets: Contrasts Between U.S., India, and China |
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🗺 Background:- India, China, and Hong Kong are among the few global markets where top firms have recently lost market share due to lagging AI adoption.
- The United States continues to lead in AI technology adoption, with aggressive government and private sector integration.
- AI regulation and deployment strategies contrast sharply across these economies, influencing market capitalization and competitiveness.
- Recent events highlight ongoing shifts in government and corporate approaches towards artificial intelligence in global markets.
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🎩 Key stakeholders:- California Governor Gavin Newsom is a key figure in expanding government use of AI tools in the United States.
- Anthropic, an AI company, is involved in partnerships with public entities for technological deployment.
- State agencies and local governments in California are primary stakeholders in the recent expansion of AI adoption.
- Market leaders in India and China, such as prominent stock-listed firms, are impacted by regulatory and technological lag in AI.
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💡 News facts:- On 2026-06-29, California announced a deal with Anthropic making Claude the first AI tool available to all state agencies and local governments. https://www.businessinsider.com/newsom-anthropic-ink-deal-expand-government-use-2026-6#article
- On 2026-06-29, Bloomberg reported that India, China, and Hong Kong saw their top firms lose market dominance due to slower AI adoption.
- The Bloomberg article published on 2026-06-29 highlights these countries as exceptions to the global trend of top firms increasing market capitalization through AI integration.
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➡ Potential consequences:- In the near term, U.S. government adoption of AI tools may accelerate public sector efficiency and set new benchmarks for regulatory frameworks.
- India and China may face medium-term challenges in maintaining competitiveness in global technology and financial markets unless AI adoption intensifies.
- Lagging AI integration in major Asian markets could lead to a reshaping of market leaders and capital flows.
- Innovative public-private partnerships in the U.S. could prompt similar efforts internationally, influencing regulatory strategies and technology investments.
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Corporate Restructuring Moves: Strategic Motives and Market Response in the Comcast/NBCUniversal-Sky Spinoff |
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🗺 Background:- On June 29, 2026, Comcast announced it will spin off NBCUniversal and Sky into an independent media company after decades of conglomerate structure.
- Comcast previously argued for strategic synergy between its broadband and media divisions, but investors showed consistent discounting of the merger.
- The move separates media assets from Comcast's core cable and broadband operations, reflecting shifting industry priorities.
- Sky, acquired for $40 billion in 2018, will join NBCUniversal in the new standalone entity.
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🎩 Key stakeholders:- Comcast Corporation, led by CEO Brian Roberts, is initiating the breakup.
- NBCUniversal and Sky, major media assets, will become an independent company.
- Key institutional investors influenced Comcast's decision for structural change.
- Potential acquirers include Netflix, Apple, and Amazon, as cited by analysts.
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➡ Potential consequences:- In the near-term, Comcast's valuation could increase due to removal of discounting tied to its conglomerate structure.
- Medium-term, NBCUniversal and Sky may attract acquisitions from streaming giants such as Netflix, Apple, or Amazon.
- Comcast's broadband-focused strategy could enhance margin stability and core business growth.
- Market dynamics in European and U.S. media may shift as Sky and NBCUniversal operate independently.
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Science News
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US government strategies and timelines for quantum computing deployment by 2028 |
🗺 Background:- The US government has set 2028 as the target year to deploy a useful quantum computer.
- Efforts are being accelerated to move quantum computing from research to practical deployment.
- Quantum computers promise breakthroughs in cryptography, materials science, and complex simulations.
- Current US initiatives are focusing on both hardware and software advancements.
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🎩 Key stakeholders:- The US Department of Energy is leading federal investments in quantum technology.
- Major tech companies like IBM and Google are partnering with government agencies.
- The National Quantum Initiative is coordinating research efforts among universities and labs.
- Key policymakers include federal science advisors and the White House Office of Science and Technology Policy.
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💡 News facts:- On June 29, 2026, New Scientist reported that the US government is actively accelerating quantum computer development with the goal of realizing a functional machine by 2028.
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➡ Potential consequences:- Near-term: US quantum deployment could strengthen cryptographic capabilities and cybersecurity.
- Near-term: Increased government funding may boost private sector R&D in quantum algorithms and hardware.
- Medium-term: Early deployment could shift global technology leadership and impact international collaboration.
- Medium-term: Quantum computers may disrupt sectors such as finance, logistics, and pharmaceuticals.
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Analysis of AI-driven job market changes: Entry-level hiring trends among high-intensity AI adopters |
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🗺 Background:- A recent report analyzes job market trends driven by AI adoption in high-intensity sectors as of June 2026.
- High-intensity AI adopters are defined as firms integrating AI broadly in business operations and hiring.
- Entry-level hiring trends are scrutinized amid widespread concerns about AI's impact on junior job roles.
- The report challenges the notion that AI universally reduces workforce numbers, especially at the entry level.
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🎩 Key stakeholders:- Major stakeholders include high-intensity AI adopting companies across tech, finance, and manufacturing.
- The analysis highlights research collaborations between industry leaders and labor market institutions.
- Managers and senior executives in AI-driven organizations drive decisions impacting entry-level headcounts.
- Policy makers and economic analysts monitor workforce shifts in response to AI implementation.
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➡ Potential consequences:- In the near term, AI adoption may stimulate hiring for entry-level roles in high-intensity firms.
- Medium-term effects could include increased demand for junior professionals proficient in AI-related skills.
- The shift challenges labor market expectations and could prompt policy reevaluation regarding workforce development.
- Ongoing debates may shape education and training priorities for new entrants in AI-driven sectors.
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Competitive dynamics and defensibility tactics among AI coding platforms: The case of Base44 |
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🗺 Background:- Base44 is a coding platform owned by Wix, announced its own AI model launch in June 2026.
- Competitive dynamics among AI coding platforms emphasize model ownership to fend off commoditization.
- Defensibility tactics in the sector include proprietary model development and integration with platform ecosystems.
- Frontier models face pressure from maximally customized, platform-specific alternatives like Base44's new offering.
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🎩 Key stakeholders:- Base44 is developed and operated by Wix, a major web development company.
- AI startups and coding platform providers like Github Copilot are cited as direct competitors.
- Institutional stakeholders include AI labs focused on model innovation and frontier advancement.
- Key individuals involved in Base44's launch are leadership at Wix and Base44's engineering team, though names are not disclosed.
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➡ Potential consequences:- Near-term, Base44 may increase its differentiation among coding platforms by leveraging its proprietary AI.
- Medium-term consequences may include heightened competition and new defensibility tactics among AI platforms.
- If successful, Base44's model could spur other platforms to accelerate proprietary model development.
- Market consolidation or shifts may follow as startups invest in unique model architectures for defensibility.
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Regulatory impact on renewable energy expansion: Trump administration policies affecting 92 GW of new solar and wind |
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🗺 Background:- The Trump administration is imposing new regulatory hurdles on renewable energy projects, particularly solar and wind.
- A total of 92 GW of new electricity supply from solar and wind is at risk due to these policy changes.
- Renewable energy comprises the largest share of new energy capacity in the U.S., valued at $121 billion.
- Policy shifts occurred in late June 2026, targeting permitting and administrative procedures.
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🎩 Key stakeholders:- Key stakeholders include the U.S. Department of Energy and Environmental Protection Agency under the Trump administration.
- Major renewable energy developers and utility companies such as NextEra Energy and Invenergy are directly impacted.
- Solar and wind industry associations, including the American Clean Power Association, have voiced concerns.
- Investors in renewable energy infrastructure face heightened uncertainty over project timelines and returns.
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➡ Potential consequences:- Near-term delays and cost overruns are expected for solar and wind infrastructure rollout.
- Medium-term outcomes could include reduced investor confidence in U.S. renewables, slowing sector growth.
- Utilities may struggle to meet climate and clean energy targets due to regulatory delays.
- Grid reliability and transition to clean energy may be hindered, resulting in increased reliance on fossil fuels.
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Implications of Rocket Lab’s acquisition of Iridium for competition in space communications with Amazon and SpaceX |
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🗺 Background:- Rocket Lab is a leading space launch provider with ambitions in satellite communications.
- Iridium is a major satellite company known for its global communications network.
- Amazon and SpaceX are key players in the expanding space communications market, with Project Kuiper and Starlink respectively.
- The space communications sector is witnessing consolidation and heightened competition as companies seek to expand capabilities.
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🎩 Key stakeholders:- Rocket Lab, led by CEO Peter Beck, is acquiring Iridium in an all-stock deal.
- Iridium, valued at $8 billion, is a critical communications provider in space.
- SpaceX, headed by Elon Musk, operates Starlink, the world’s largest satellite internet constellation.
- Amazon, under the guidance of Jeff Bezos, is developing Project Kuiper, a rival satellite network.
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➡ Potential consequences:- In the near term, Rocket Lab is expected to expand its service offerings with Iridium’s technology and assets.
- Medium-term, increased competition may accelerate innovation and drive prices down in global satellite communications.
- Regulatory attention may intensify as Rocket Lab, SpaceX, and Amazon expand their satellite networks.
- Synergistic integration could strengthen Rocket Lab’s market position against Starlink and Project Kuiper.
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Culture
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No prominent Middle Eastern painter from the 2nd century is historically documented "N/A..." There are no well-documented individual painters from the 2nd century in the Middle East, as visual arts were often anonymous or integrated into architectural and decorative arts without individual artist recognition during this period.... | Lucian of Samosata ""A wise man proportions his belief to the evidence..." Lucian of Samosata was a Syrian satirist and rhetorician who wrote in Greek during the 2nd century. He is known for his witty and skeptical writings that often mocked superstition and religious practices of his time.... |
Claudius Ptolemy ""If the facts are against the theory, the theory is wrong..." Claudius Ptolemy was a Greco-Egyptian writer, mathematician, astronomer, geographer, and astrologer active in Alexandria during the 2nd century. His works, especially the Almagest, influenced science and astronomy for over a thousand years.... | Septimius Severus ""In peace, sons bury their fathers; in war, fathers bury their sons..." Septimius Severus was Roman Emperor from 193 to 211 AD and was born in Leptis Magna, located in present-day Libya, part of the broader Middle Eastern cultural sphere at that time. He consolidated Roman rule and expanded the empire, leaving a lasting legacy on Roman history.... |
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NASA
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NASA Picture of the Day
Credits: NASA / APOD |
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Github
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Trading tools |
sunday-quant-scientist 1776 stars #20 A Free Newsletter for Quantitative and Algorithmic Trading, Portfolio Analysis, and Investing... | akquant 1658 stars #21 AKQuant is a high-performance quantitative research and trading framework built on Rust and Python! 开源量化回测框架... |
Introduction-to-Quantitative-Finance 1524 stars #22 入门资料整理：1.多因子股票量化框架开源教程 2.学界和业界的经典资料收录 3.AI + 金融的相关工作，包括LLM, Agent, benchmark(evaluation), etc.... | Personae 1407 stars #23 📈 Personae is a repo of implements and environment of Deep Reinforcement Learning & Supervised Learning for Quantitative Trading.... |
Sea Vessels |
boatCamViewer 3 stars #20 Viewer for boatcam with horizontdetection / correction and trackers... | AtlasProximity 3 stars #21 The Atlas Discord Bot (ADB) is an automated way to track players, alert when boats enter your coordinate and much more for the WildCard game Atlas.... |
IceBoatRacingModpack 3 stars #22 Ice Boat Racing modpack issue tracker and configuration repository!... | Skipper 3 stars #23 Skipper boating app for mariners... |
Air Vessels |
LiveTraffic 136 stars #20 LiveTraffic is an X-Plane multiplayer plugin, which fills your sky with live air traffic based on public flight tracking data.... | hms-AREngine-demo 113 stars #21 Huawei AREngine kit sample code demonstrates how to use Huawei AR functions, including motion tracking, plane detection, face recognition and gesture recognition, etc.... |
plane-kafka 101 stars #22 Software define radio plane tracking into KSQL Kafka queries... | PassiveRadar 92 stars #23 It is a radar program for rtl-sdr using ambiguity function to track flying planes... |
Imagery |
Automold--Road-Augmentation-Library 643 stars #20 This library augments road images to introduce various real world scenarios that pose challenges for training neural networks of Autonomous vehicles. Automold is created to train C... | Text-Image-Augmentation 493 stars #21 Geometric Augmentation for Text Image... |
image_augmentor 457 stars #22 Data augmentation tool for images... | brainstorm 404 stars #23 Implementation of "Data augmentation using learned transforms for one-shot medical image segmentation"... |
Video |
InfiniteTalk 7279 stars #20 Unlimited-length talking video generation that supports image-to-video and video-to-video generation... | autoclip 5909 stars #21 AutoClip : AI-powered video clipping and highlight generation · 一款智能高光提取与剪辑的二创工具... |
FunClip 5875 stars #22 FunASR-powered video transcription, subtitle generation, and LLM-assisted clipping tool with a local Gradio UI.... | Awesome-Video-Diffusion 5710 stars #23 A curated list of recent diffusion models for video generation, editing, and various other applications.... |