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Risenshine! Here is digest of signals harvested on 2026-07-02.
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Markets
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International - 07/02 |
+2.5843% -2.9722% MoM | +2.0351% -0.4449% MoM | +2.4706% +0.309% MoM | +2.1985% +1.5801% MoM |
+2.1985% +1.5801% MoM | +1.399% +4.0275% MoM | -1.1859% -1.0846% MoM | +0.2031% -2.7593% MoM |
+1.9648% +1.8505% MoM | +1.6311% -4.3767% MoM | +1.8315% +2.8409% MoM | -0.6099% -12.61% MoM |
-0.1739% -0.7393% MoM | +0.6096% +3.0814% MoM | -0.9745% -2.2874% MoM | -0.641% -9.6893% MoM |
+1.4815% +0.5337% MoM | +1.1089% -9.8832% MoM | +0.9752% -6.2348% MoM | -1.0359% -3.7458% MoM |
+0.1051% +1.1146% MoM | -1.2136% -4.8318% MoM | -0.9121% -9.8657% MoM | +0.055% -4.2494% MoM |
+0.4719% -6.461% MoM |
Commodities - 07/02 |
+1.9671% -8.268% MoM | +2.6502% -19.1058% MoM | +0.2517% -24.5794% MoM | +2.7642% -16.2293% MoM |
-0.2978% -1.2537% MoM | +0.5144% -0.3599% MoM | +0.1881% -8.1773% MoM | -0.1736% +0.2616% MoM |
-0.059% -4.3478% MoM | -0.0888% -3.3257% MoM | -0.5095% -19.5807% MoM | -2.1675% -11.713% MoM |
Favorites - 07/02 |
+4.4601% -15.917% MoM | -5.0926% -1.5732% MoM | +1.4156% -11.6902% MoM | -1.9486% -13.0554% MoM |
-1.5684% -42.6507% MoM | +0.4344% +21.713% MoM | +1.5743% -4.294% MoM | -2.4186% -26.9072% MoM |
+0.2851% -12.4876% MoM | -6.2524% -21.4397% MoM | -5.196% +11.5723% MoM | -5.6942% -8.5142% MoM |
-4.8648% -28.139% MoM | -9.9541% -15.7571% MoM | +4.5027% -2.4001% MoM | +1.4825% +8.9866% MoM |
Sectors - 07/02 |
-0.405% -2.2157% MoM | +2.2816% +11.4617% MoM | +1.1592% +7.6856% MoM | +0.7922% +2.3914% MoM |
-5.9063% -6.7337% MoM | +1.3819% +8.2775% MoM | +1.031% +6.0102% MoM | -0.5516% +3.2668% MoM |
+2.1395% +1.1535% MoM | -5.0038% -17.2338% MoM |
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Gainers
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Evolv Technologies Holdings, Inc. Warrant +134.7% Evolv Technologies Holdings Inc is a security technology company pioneering Artificial Intelligence (AI)-powered screening solutions designed to help create safer environments whil... | ClearOne, Inc. Common Stock +102.3% ClearOne Inc is currently engaged in activities that consist solely of fulfilling warranty and technical support obligations on legacy products, evaluating potential Strategic Tran... |
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Losers
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| Anfield Enhanced Market ETF -77.9% ... |
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Business
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Consequences of Shifting Oil Market Dynamics on Global Geopolitics and U.S.-Iran Relations |
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🗺 Background:- Global oil markets have recently shifted from concerns about shortage to a supply recovery, with Brent crude falling to $73 as of June 30, 2026.
- The Strait of Hormuz remains a strategic chokepoint, influencing global oil flows and intensifying U.S.-Iran tensions.
- Iran and the U.S. are currently engaged in a complex interplay of shadow war and ceasefire negotiations, impacting market sentiments.
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🎩 Key stakeholders:- The U.S. government, particularly its State Department and Treasury, is instrumental in economic sanctions and negotiations with Iran.
- Iran's leadership, including President Ebrahim Raisi and the Iranian Revolutionary Guard Corps, directly influence oil export policy and regional security.
- Oman acts as a mediator in ceasefire talks and potential discussions on Hormuz service fees, while Qatar handles Iranian asset releases.
- Major oil market actors include international companies with exposure to Brent crude pricing, such as BP and ExxonMobil.
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➡ Potential consequences:- Short-term, oil prices may remain volatile as geopolitical tensions in the Strait of Hormuz could disrupt shipping lanes.
- In the near-term, the release of $6 billion in Iranian assets may provide temporary economic relief to Iran but could also prompt further U.S. scrutiny.
- Medium-term risks include escalation of the shadow war, undermining ceasefire talks and potentially triggering broader instability in the region.
- Major oil companies and energy-importing nations may need to adjust strategies if persistent tension leads to new shipping fees or supply interruptions.
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Risks and Ramifications of Record AI Infrastructure Spending by Big Tech and Banking Sectors |
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🗺 Background:- Big Tech and banking sectors are investing heavily in AI infrastructure, with spending forecasts exceeding $1 trillion through 2030.
- The Bank for International Settlements (BIS) raised concerns about parallels to earlier investment bubbles, such as the dotcom crash and railway mania.
- JPMorgan and other financial institutions are increasing their AI capital spending to meet expanding industry demands.
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🎩 Key stakeholders:- JPMorgan is among the major financial institutions boosting AI capital expenditure forecasts.
- The Bank for International Settlements (BIS) acts as a central monitoring authority and has flagged systemic risk.
- Big Tech companies such as Qualcomm and unnamed hyperscalers are leading trillion-dollar infrastructure investments.
- Central banks worldwide are being cautioned over macroeconomic risks linked to aggressive AI expansion.
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➡ Potential consequences:- Near-term risks include economic instability and possible market corrections if AI infrastructure investments become unsustainable.
- Medium-term outcomes could involve tightened regulation of capital allocations for AI and heightened oversight by central banks.
- An unchecked spending boom could trigger disruptions similar to past bubble bursts, affecting financial and tech industry stability.
- Widespread AI infrastructure ramp-up may intensify power and resource competition among hyperscalers and financial institutions.
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Implications of Strategic Corporate Restructuring: Analysis of Comcast Breaking Up Its Media Arms |
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🗺 Background:- Comcast is separating NBCUniversal and Sky into an independent media company in June 2026 after decades as a conglomerate.
- The breakup ends a 25-year-old strategic pairing of media and broadband businesses under Comcast.
- Investors have historically discounted the conglomerate structure, expecting greater shareholder value from a split.
- The strategic restructuring reflects broader industry shifts, including increased streaming competition and changes in content distribution.
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🎩 Key stakeholders:- Brian Roberts, CEO of Comcast, is leading the corporate restructuring.
- NBCUniversal and Sky are the primary media arms being spun off.
- Key potential acquirers in the market include Netflix, Apple, and Amazon.
- Institutional investors and shareholders of Comcast will be directly impacted by the transaction.
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➡ Potential consequences:- In the near term, the split could lead to a bidding war among major tech companies for the media assets.
- Comcast's broadband business may pursue more aggressive network investment and growth without media distractions.
- Medium-term, NBCUniversal and Sky may undergo further strategic changes or consolidation within the media industry.
- Shareholder value may be unlocked through streamlined operations and clearer brand identities post-split.
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Monetary Policy Trajectories and the Impact of Persistent Inflation on the Federal Reserve's Independence |
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🗺 Background:- The Federal Reserve faces increasing scrutiny over its monetary policy decisions amid persistent inflation during 2026.
- High inflation rates have raised questions about the Fed's ability to maintain independence from political influences, particularly under President Trump.
- Interest rate hikes are seen as necessary but controversial, especially with the potential appointment of Kevin Warsh as Fed Chair.
- Federal Reserve autonomy is being tested as policymakers must contend with both economic realities and external pressures.
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🎩 Key stakeholders:- Kevin Warsh, former Federal Reserve Board member, is a pivotal figure under consideration for Fed Chair in mid-2026.
- Esther George, Kansas City Federal Reserve President, is known for advocating tighter monetary policy and has influenced recent discourse.
- President Donald Trump is actively pushing for policies favoring lower interest rates but faces resistance due to inflation concerns.
- The Federal Reserve and Fortune magazine are key institutions shaping the public debate.
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➡ Potential consequences:- In the near term, continued interest rate hikes could slow economic growth and increase the risk of recession.
- Medium-term consequences may include erosion of Federal Reserve independence if political pressures override inflation control.
- Persistent inflation could force the Fed to prioritize stability over political satisfaction, impacting market perception.
- Policy disagreements between Federal Reserve officials and the presidency could create uncertainty for investors and stakeholders.
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Emerging Trends and Regulatory Measures Shaping the Role of AI in Fraud and Labor Markets |
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🗺 Background:- AI-powered technologies from American companies have accelerated the industrialization and globalization of fraud, as shown in an AP/FRONTLINE investigation published June 30, 2026.
- Emerging regulatory measures and economic theories, including debates about the lump of labor fallacy and Jevons Paradox, are shaping labor market responses to AI adoption.
- Scam operations increasingly exploit advanced AI to facilitate phishing, impostor fraud, and other illicit activities on a global scale.
- Labor market disruptions caused by AI challenge traditional assumptions about job availability and generational employment transitions.
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🎩 Key stakeholders:- American technology companies are central in fueling both legitimate AI advancements and their misuse in fraud ecosystems.
- Government watchdogs and regulators, like the Associated Press and FRONTLINE, are actively investigating and reporting on AI-fueled scam proliferation.
- Gen Z and recent entrants to the workforce face significant impacts, as discussed in Fortune's coverage on labor market trends.
- Economists and policy experts are influencing regulatory debates, referencing the lump of labor fallacy and Jevons Paradox in their analyses.
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➡ Potential consequences:- Near-term, global scam operations may become more sophisticated and harder to regulate due to widespread AI capabilities from U.S. firms.
- Medium-term, labor markets could undergo structural shifts, with entry-level job scarcity affecting younger generations and prompting regulatory intervention.
- Regulatory responses may lag behind technological advancements, risking greater societal costs from unchecked fraud and unemployment.
- Increased public scrutiny and policy debates around AI's impact could drive new standards for technology governance and labor protections.
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Science News
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US government strategies and milestones for quantum computer readiness by 2028 |
🗺 Background:- The US government is aiming to accelerate quantum computer development with a target of achieving a useful machine by 2028.
- Quantum computers are expected to solve complex problems much faster than classical computers, affecting fields like cryptography and material science.
- The initiative responds to concerns over global competition, particularly from China, and the need for advanced computing capabilities in defense and security.
- Setting milestone deadlines and investment targets are part of the national quantum strategy adopted since 2018.
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🎩 Key stakeholders:- The National Quantum Initiative Act involves agencies such as the Department of Energy, NIST, and the National Science Foundation.
- Major technology companies like IBM and Google are significant contributors to the US quantum computing push.
- Key policymakers include officials from the White House Office of Science and Technology Policy.
- Collaborations involve academic institutions and government-backed research labs to speed quantum readiness.
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💡 News facts:- On June 29, 2026, New Scientist reported that the US government has set a goal to develop a useful quantum computer by 2028.
- The US is intensifying its efforts and coordination among federal agencies to meet the stated milestones for quantum computer readiness by 2028.
- Multiple government-backed projects have received new funding allocations in June 2026 aimed at achieving actionable quantum computing solutions within the next two years.
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➡ Potential consequences:- Near-term, increased funding and coordination may accelerate quantum technology prototypes and public-private partnerships.
- Medium-term, successful quantum computer development could impact national security and make current encryption methods vulnerable.
- The initiative may trigger a ripple effect in global quantum research, pushing allies and rivals to advance their own programs.
- Potential breakthroughs might stimulate new quantum software and hardware markets in the US by 2028.
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Impact of high-intensity AI adoption on entry-level employment trends and organizational structure |
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🗺 Background:- High-intensity AI adoption refers to organizations rapidly integrating artificial intelligence into core business functions since 2025.
- Entry-level employment trends have been under scrutiny, with concerns that automation could reduce junior positions.
- Organizational structures are evolving, as companies reallocate resources and redefine roles to accommodate AI-driven workflows.
- Industry debates focus on whether AI displaces or creates entry-level jobs, especially in technology and financial sectors.
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🎩 Key stakeholders:- People: Entry-level employees and HR managers are directly affected by AI integration in hiring processes.
- Companies: Firms like Google, OpenAI, and Salesforce are cited as leading high-intensity AI adoption since early 2026.
- Institutions: Labor unions, the Bureau of Labor Statistics, and academic researchers are monitoring workforce impacts.
- Report authors: TechCrunch highlighted a new report analyzing headcount changes among AI adopters on June 30, 2026.
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➡ Potential consequences:- Near-term: Companies may expand entry-level hiring as AI tools require new, junior roles to manage workflows and support rapid adoption.
- Medium-term: Organizational hierarchies could flatten, as more junior employees gain access to AI-powered decision-making and analytics.
- Near-term: There may be a shift in skill requirements for entry-level positions, emphasizing data literacy and adaptability.
- Medium-term: Persistent AI adoption could change workforce demographics and accelerate the pace of upskilling across industries.
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Competitive dynamics among AI coding platforms: Base44's proprietary model and funding trends |
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🗺 Background:- AI coding platforms are intensifying competition by developing proprietary models to differentiate and defend their market positions.
- Funding momentum in the AI coding sector continues as VCs seek scalable opportunities amid rapid technological progress.
- New AI coding platforms are leveraging both technical innovation and strategic capital infusions to accelerate product development.
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🎩 Key stakeholders:- Base44, owned by Wix, is investing in proprietary AI model development for its Vibe coding platform.
- Chamath Palihapitiya, prominent investor, has become CEO of a new AI coding startup following a significant capital raise.
- Leading VC firms are actively participating in Series A financing rounds for promising AI coding startups.
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➡ Potential consequences:- The proliferation of proprietary AI models may lead to heightened technical differentiation and more rapid product iteration among coding platforms.
- Substantial Series A funding inflows could accelerate talent acquisition, infrastructure scaling, and aggressive market entry in the near term.
- Mid-term, established players may face increased competition as new entrants with significant backing and in-house models aim to capture market share.
- Venture investment trends suggest sustained validation for startups building defensible, AI-driven coding infrastructure.
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Regulatory challenges facing U.S. renewable energy projects under the Trump administration |
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🗺 Background:- The Trump administration has implemented regulatory measures affecting the U.S. renewable energy sector, targeting major new projects.
- U.S. renewable energy development, particularly solar and wind, has been a key driver in new electricity generation capacity over the last decade.
- As of June 2026, over $121 billion in renewable energy investments are potentially affected by federal regulatory changes.
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🎩 Key stakeholders:- The U.S. Department of Energy and the Environmental Protection Agency oversee most regulatory oversight of renewable energy projects.
- Large-scale wind and solar operators, such as NextEra Energy, Avangrid, and Siemens Gamesa, are major industry stakeholders.
- President Donald Trump and his administration officials have pursued policy changes impacting the renewable sector since 2025.
- State utility commissions and local governments often interact with federal agencies on project approvals and setbacks.
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➡ Potential consequences:- Near-term consequences could include delayed or canceled renewable energy projects due to increased permitting and regulatory hurdles.
- Medium-term effects may see slowed progress toward U.S. decarbonization goals and increased reliance on existing fossil fuel infrastructure.
- Industry uncertainty might reduce investor confidence in U.S. renewable energy markets, impacting job growth and innovation.
- State-level initiatives may attempt to compensate for federal rollbacks, leading to a patchwork of policies and regional disparities in renewable deployment.
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Rocket Lab's acquisition strategy: Implications of the Iridium deal for satellite industry competition |
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🗺 Background:- Rocket Lab is expanding rapidly in the satellite industry through strategic acquisitions.
- Iridium Communications, valued at $8 billion, is a key player in satellite communications.
- The satellite industry is becoming more competitive with Amazon's Project Kuiper and SpaceX's Starlink.
- Mergers and acquisitions are shaping the global satellite connectivity market in 2026.
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🎩 Key stakeholders:- Rocket Lab, led by CEO Peter Beck, is orchestrating the acquisition strategy.
- Iridium Communications is a long-standing satellite network operator specializing in low-Earth orbit services.
- Major competitors include Amazon (Project Kuiper) and SpaceX (Starlink).
- The deal impacts institutional partners and telecom customers globally.
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➡ Potential consequences:- In the near term, Rocket Lab is expected to increase its market share and expand its satellite service offerings.
- Competitive pressure may drive further consolidation among smaller satellite firms.
- Medium-term effects include new pricing dynamics and enhanced global competition with Amazon and SpaceX.
- Customers may benefit from improved service coverage and innovation due to heightened competition.
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Culture
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No famous European painter from the 7th century "N/A..." The 7th century in Europe did not have recognized painters as modern or Renaissance conceptions of artists did not yet exist. Most artistic endeavors were religious and anonymous, such as manuscript illuminations and mosaics.... | Bede (The Venerable Bede) "The time approaches, and in fact is now come, when the Scriptures shall be understood by all the nations of the earth..." Bede (c. 672–735) was an English Benedictine monk at the monastery of Saint Peter in Monkwearmouth and its companion monastery, Saint Paul's, in modern Jarrow. He is famous for his work 'Ecclesiastical History of the English People' which is a key source for early English history.... |
Isidore of Seville "The world is a book, and those who do not travel read only a page..." Isidore of Seville (c. 560–636) was a scholar and cleric who served as the Archbishop of Seville. He is best known for his work 'Etymologiae', an early encyclopedia that compiled much of the knowledge of his time and influenced medieval scholarship.... | King Clovis II "N/A (No recorded quotes from Clovis II)..." Clovis II (c. 634–657) was a Merovingian king of Neustria and Burgundy, ruling from 639 until his death. His reign is noted for the rise of powerful mayors of the palace and the increasing decentralization of power in the Frankish kingdom.... |
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NASA
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Sibling Supernova Remnants (2026-07-02) Credits: NASA / APOD |
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Github
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Trading tools |
qf-lib 947 stars #30 Modular Python library that provides an advanced event driven backtester and a set of high quality tools for quantitative finance. Integrated with various data vendors and brokers,... | toraniko 944 stars #31 A multi-factor equity risk model for quantitative trading.... |
howtrader 932 stars #32 Howtrader: A crypto quant framework for developing, backtesting, and executing your own trading strategies. Seamlessly integrates with TradingView and other third-party signals. Si... | Polymarket_data 689 stars #33 A comprehensive dataset of 1.1 billion trading records from Polymarket, processed into multiple analysis-ready formats. Features cleaned data, unified token perspectives, and user-... |
Sea Vessels |
boatbot 2 stars #30 ⛵ 🤖 - A cool bot that tracks boats... | mechanic-skill 2 stars #31 Vehicle maintenance tracker and mechanic advisor. Tracks mileage, service intervals, costs, recalls, fuel economy, warranties, and more. Supports trucks, cars, motorcycles, dirt bi... |
DEEP-STATE 2 stars #32 Real-time OSINT map tracking 292 submarines across 30+ navies — nuclear SSBNs, attack SSNs, diesel boats. Interactive map + 3D globe. Auto-updated every 6h via GitHub Actions. FR/E... | UnmanedSurfaceVehiculesProject 2 stars #33 Performed research work for the National Science Foundation, under the direction of Dr. Leonardo Bobadilla, for his $605,569 project Extending Autonomy in Seemingly Sensory-Denied ... |
Air Vessels |
headtrack 32 stars #30 Lightweight X-Plane plugin that uses SmoothTrack input to enables head tracking.... | tello_object_tracking 31 stars #31 DJI Tello Drone tracks a moving object (a face or a person) on the horizontal/vertical plane keeps also a constant distance from the detection.... |
gts 25 stars #32 A tool for visually tracking a moving target on a calibrated ground plane and recording position and angle in 2-dimensions.... | MMM-FlightRadarTracker 25 stars #33 MagicMirror module that tracks nearby planes based on Flightradar24 data... |
Imagery |
py-image-dataset-generator 223 stars #30 Get a large image dataset with minimal effort by grabbing image through the web and generate new ones by image augmentation.... | autoalbument 205 stars #31 AutoML for image augmentation. AutoAlbument uses the Faster AutoAugment algorithm to find optimal augmentation policies. Documentation - https://albumentations.ai/docs/autoalbument... |
easyreg 176 stars #32 an image registration/augmentation/segmentation package... | trivialaugment 167 stars #33 This is the official implementation of TrivialAugment and a mini-library for the application of multiple image augmentation strategies including RandAugment and TrivialAugment.... |
Video |
FastVideo 3794 stars #30 A unified inference and post-training framework for accelerated video generation.... | MAGI-1 3726 stars #31 MAGI-1: Autoregressive Video Generation at Scale... |
mochi 3687 stars #32 The best OSS video generation models, created by Genmo... | Generative-Media-Skills 3673 stars #33 Multi-modal Generative Media Skills for AI Agents (Claude Code, Cursor, Gemini CLI). High-quality image, video, and audio generation powered by muapi.ai.... |