Risenshine! Here is digest of signals harvested on 2026-07-06.
Markets
International - 07/06
Germany (EWG):
+2.6693%  +0.4034% MoM
France (EWQ):
+2.1352%  +0.8123% MoM
United Kingdom (EWU):
+2.6556%  +1.5723% MoM
Italy (EWI):
+2.5368%  +3.376% MoM
Italy (EWI):
+2.5368%  +3.376% MoM
Spain (EWP):
+1.1701%  +5.2947% MoM
Netherlands (EWN):
-1.0835%  +1.3806% MoM
Chile (ECH):
-0.6601%  +2.9195% MoM
Belgium (EWK):
+1.9835%  +2.5593% MoM
Germany (EWD):
+1.6512%  -1.7517% MoM
Australia (EWO):
+2.0828%  +6.7067% MoM
China Large-Cap (FXI):
-0.1877%  -7.9873% MoM
Japan (EWJ):
+0.0967%  +1.2942% MoM
India (INDA):
+0.7112%  +4.9778% MoM
Taiwan (EWT):
-0.7853%  +4.411% MoM
Hong Kong (EWH):
-0.6173%  -4.2105% MoM
Singapore (EWS):
+1.5488%  +5.1237% MoM
Indonesia (IDX):
+1.3105%  +5.1255% MoM
Malaysia (EWM):
+1.1628%  -3.0902% MoM
Saudi Arabia (KSA):
-0.7171%  -2.3766% MoM
Arab Emirates (UAE):
-0.0525%  +1.7112% MoM
Qatar (QAT):
-0.8554%  -1.5616% MoM
Israel (EIS):
-0.0995%  -4.3734% MoM
Kuwait (KWT):
+0.3319%  -2.1038% MoM
Africa (AFK):
+1.3194%  -1.0235% MoM
Commodities - 07/06
gold (GLD):
+2.0318%  -4.8179% MoM
silver (SLV):
+2.6876%  -10.6528% MoM
US oil (USO):
+0.6875%  -23.0633% MoM
platinium (PPLT):
+3.0091%  -7.5377% MoM
agriculture (DBA):
-0.4468%  +1.5572% MoM
carbon (KRBN):
+0.3328%  +1.968% MoM
copper (CPER):
+0.215%  -3.2685% MoM
gaz (UNG):
+0.5208%  +1.847% MoM
corn (CORN):
-0.531%  -0.9401% MoM
weat (WEAT):
+0.0446%  +0.2685% MoM
uranium (URA):
+0.1158%  -5.858% MoM
lithium (LIT):
-1.8469%  -0.7264% MoM
Favorites - 07/06
Adobe (ADBE):
+4.1426%  -10.3147% MoM
AMD (AMD):
-4.2634%  +5.6064% MoM
Microsoft (MSFT):
+1.616%  -5.161% MoM
Nvidia (NVDA):
-1.3918%  -6.6191% MoM
Oracle (ORCL):
-1.5649%  -33.7787% MoM
Axon (AXON):
+0.5186%  +26.7439% MoM
Amazon (AMZN):
+0.4013%  -1.0399% MoM
Alibaba (BABA):
-1.8879%  -19.93% MoM
JD (JD):
+1.1783%  -6.8905% MoM
ARM (ARM):
-6.5754%  -8.9812% MoM
Intel (INTC):
-5.2511%  +9.1412% MoM
Mu (MU):
-5.4946%  +2.7684% MoM
Qualcom (QCOM):
-3.1168%  -19.066% MoM
Marvel (MRVL):
-9.8364%  -15.0805% MoM
Apple (AAPL):
+4.8407%  +2.3513% MoM
Lowe (LOW):
+2.5144%  +9.3908% MoM
Sectors - 07/06
SP500 (SPY):
-0.1314%  +0.7521% MoM
healthcare (XLV):
+2.6326%  +7.265% MoM
finance (XLF):
+1.5334%  +7.0233% MoM
real-estate (XLRE):
+1.1317%  +1.4763% MoM
semi-conductors (SOXX):
-5.5661%  -0.8977% MoM
aerospace (ITA):
+1.7756%  +9.2097% MoM
reit (RWR):
+1.4981%  +4.8903% MoM
transportation (XTN):
-0.1207%  +1.8099% MoM
agriculture (MOO):
+2.4307%  +4.2655% MoM
clean energy (QCLN):
-4.9367%  -7.8336% MoM
Gainers
Market closed! Happy holidays!
Losers
Market closed! Happy holidays!
Business
The financial and economic impact of Trump's presidency and business maneuvers, including the implications of his $2.2B income, influence on the Fed, and relations with Musk and SpaceX
In the news:
🗺 Background:
  • Donald Trump served as the 45th U.S. President from January 2017 to January 2021, influencing national economic policy.
  • Trump reportedly earned $2.2 billion in personal income during his presidential term through a combination of business revenue and investments.
  • His presidency saw substantial business activity, with multiple interactions involving large tech companies and key financial decisions impacting the Federal Reserve.
🎩 Key stakeholders:
  • Donald Trump (former U.S. President and business magnate) is central to the analysis.
  • The U.S. Federal Reserve, led by Chair Jerome Powell during Trump’s presidency, was significantly affected by political pressure.
  • Elon Musk (CEO of SpaceX and Tesla) maintained high-profile interactions with Trump, influencing tech policy.
  • SpaceX, a major aerospace corporation, represents a primary business partner and stakeholder in relation to Trump’s administration.
➡ Potential consequences:
  • Near-term, continued scrutiny of Trump’s business dealings could impact regulatory action and investor confidence in related firms.
  • Medium-term, Trump's influence on Fed policy and high-profile tech partnerships may shape ongoing debates on independence and political involvement in economic governance.
  • Public exposure of Trump's $2.2B income might drive policy changes targeting presidential financial transparency.
  • Collaboration with figures like Musk and companies such as SpaceX could influence private-sector participation in government contracts and future space initiatives.
Top Voices:
The effects of AI infrastructure investment on global stock markets, trade signals, and organized crime in tech cargo theft
In the news:
🗺 Background:
  • AI infrastructure investments, including data centers and semiconductor manufacturing, have surged globally since 2023 driven by demand for advanced machine learning capabilities.
  • Rising capital flows into AI-associated assets have correlated with increased stock market volatility and sector rotation, particularly among US and Asian tech stocks.
  • Sophisticated trade signals utilizing AI and quantitative models are now widely adopted by hedge funds and institutional traders to optimize returns.
  • Organized crime has responded to elevated tech cargo value by targeting shipments of chips and hardware, especially across Asia and North America.
🎩 Key stakeholders:
  • NVIDIA and TSMC are primary tech suppliers, seeing multibillion dollar investment spikes in their AI-focused supply chains.
  • BlackRock, Citadel, and SoftBank increasingly allocate capital to AI infrastructure ventures and leverage proprietary trade signal platforms.
  • Interpol and the US Department of Homeland Security have increased operational focus on high-value tech cargo theft rings.
  • Major criminal organizations in Southeast Asia have adapted logistics networks to intercept semiconductor shipments.
💡 News facts:
➡ Potential consequences:
  • Near-term, surged AI infrastructure spending is expected to drive tech stock market rallies and increased volatility into Q3 2026.
  • Medium-term, further adoption of AI trade signals may reshape global capital allocation, amplifying liquidity flows and model-driven trading.
  • Heightened tech cargo theft risks may prompt companies and customs agencies to implement advanced security measures and real-time shipment monitoring.
  • Regulatory scrutiny on AI-driven trading and cross-border tech supply chain protection will likely accelerate in response to criminal activity.
Top Voices:
On Wikipedia: https://www.bloomberg.com/news/articles/2026-07-06/ai-infrastructure-investment-sparks-nasdaq-rally  https://www.reuters.com/technology/ai-infrastructure-cargo-theft-interpol-2026-07-06/  https://www.ft.com/content/ai-infrastructure-blackrock-trade-signals-2026-07-06  
How Russia’s wartime economy, fuel shortages, and military strategies against Ukrainian attacks impact both its internal stability and regional security
In the news:
🗺 Background:
  • Russia's economy has transitioned into a wartime model as it continues its military operations in Ukraine since February 2022.
  • Sanctions by EU, US, and G7 countries have targeted Russian energy sectors and financial entities, impacting supply chains.
  • Fuel shortages have become more prominent in the Russian domestic market since mid-2023, affecting agricultural and industrial output.
  • Regional security in Eastern Europe is increasingly influenced by Russia's evolving military strategies and retaliatory attacks.
🎩 Key stakeholders:
  • President Vladimir Putin directs wartime economic policy and military strategy through the Security Council and Ministry of Defense.
  • Rosneft and Gazprom are major energy companies impacted by sanctions and involved in resource allocations.
  • The Russian Central Bank manages currency stability and mitigates inflation caused by war-related economic pressures.
  • Ukraine's Armed Forces and Western partners (including NATO) directly challenge Russia's military and energy assets.
💡 News facts:
➡ Potential consequences:
  • Near-term fuel shortages may cause increased inflation and civil unrest in affected Russian regions during summer 2026.
  • Medium-term, regional security could deteriorate further as Russia strengthens countermeasures and retaliatory strategies, prompting NATO responses.
  • Persistent wartime economy pressures could force Russia to realign its energy exports and deepen cooperation with China and other non-Western allies.
  • Escalation of Ukrainian drone attacks on Russian military infrastructure risks broader conflict spillover into neighboring states.
Top Voices:
On Wikipedia: https://www.rferl.org/a/russia-imposes-fuel-export-restrictions/2026-07-05.html  https://www.bbc.com/news/world-europe-66121859  https://www.ft.com/content/russia-stock-exchange-tumbles-sanctions/2026-07-05.html  
The surge in extreme weather events in Europe—focusing on the French heatwave’s mortality rates and the consequences for funeral and health infrastructure
In the news:
🗺 Background:
  • Extreme weather events have become increasingly frequent across Europe in 2024, intensifying public health pressures.
  • France has experienced an unprecedented heatwave, with temperatures reaching up to 43°C in several regions in late June.
  • Elevated mortality rates have been reported due to heat exhaustion and related complications, particularly among elderly populations.
  • Funeral infrastructure and health systems are strained, with morgues and hospitals reporting capacity challenges during the peak event.
🎩 Key stakeholders:
  • The French Ministry of Health has coordinated emergency response measures for affected regions.
  • Institut National de la Santé et de la Recherche Médicale (INSERM) tracks heatwave mortality trends and health system impacts.
  • Major funeral service providers such as OGF and regional medical associations play critical roles in managing increased demand.
  • Local authorities in cities like Paris, Lyon, and Marseille are responsible for implementing cooling measures and public advisories.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences include overwhelmed hospitals and morgues, requiring emergency logistics and resource allocation.
  • Increased mortality and morbidity among vulnerable groups may prompt augmentations of public health and cooling infrastructure.
  • Medium-term responses could involve policy shifts, expanded urban greenery, and revised protocols for heat event forecasting and response.
  • Funeral services may adopt digitized management and expand facilities to accommodate repeat surges from climate-driven events.
Top Voices:
On Wikipedia: https://www.france24.com/en/france/20240705-france-heatwave-hospitals-strain  https://www.lemonde.fr/societe/article/2024/07/05/heatwave-funeral-homes-marseille  https://www.theguardian.com/world/2024/jul/06/french-heatwave-mortality  
The role and risks of upcoming financial products and changes, such as Open USD stablecoin, ICICI Bank's offshore bond plans, and Revolut's IPO ambitions
In the news:
🗺 Background:
  • Open USD stablecoin is designed to provide a transparent, on-chain dollar-based financial product powered by Circle and Coinbase.
  • ICICI Bank is planning to issue offshore bonds as part of a broader push for Indian banks to access global capital markets.
  • Revolut, a digital banking platform, has indicated ambitions to pursue an IPO following its continued expansion across Europe and Asia.
  • Recent regulatory developments are influencing the structure and risk profile of new financial instruments.
🎩 Key stakeholders:
  • Open USD stablecoin is a project backed by Circle and Coinbase, major players in the stablecoin and crypto ecosystem.
  • ICICI Bank, headquartered in India, is one of the country's largest private sector banks targeting foreign debt markets.
  • Revolut is led by CEO Nik Storonsky and is a significant fintech challenger aiming to list publicly.
  • Regulatory bodies such as RBI and the SEC are monitoring these activities as they impact capital flows and investor protections.
💡 News facts:
➡ Potential consequences:
  • Open USD's on-chain transparency could drive stablecoin adoption among institutional investors in the near term.
  • ICICI Bank's offshore bond move may encourage more Indian banks to seek foreign capital, increasing market integration and exposure.
  • Revolut's IPO could reshape fintech valuations and increase scrutiny from UK and EU regulators in the medium term.
  • New products may also spark investor caution around underlying asset risks and regulatory changes.
Top Voices:
On Wikipedia: https://www.finextra.com/newsarticle/45244/circle-and-coinbase-launch-openusd-stablecoin  https://www.business-standard.com/article/finance/icici-bank-to-issue-us-1-billion-offshore-bonds-this-week-126070500074_1.html  https://www.ft.com/content/revolut-ipo-plan-2026  
Science News
Impacts and Uncertainties of Quantum Technology Commercialization in Europe
In the news:
🗺 Background:
  • Quantum technology commercialization in Europe has accelerated since the European Quantum Flagship began in 2018.
  • The European Commission allocated over €1 billion for quantum research and innovation between 2018 and 2023.
  • Quantum technologies include quantum computing, communication, and sensing, with applications across defense, finance, and medicine.
  • EU member states are launching national quantum initiatives to coordinate with broader European projects.
🎩 Key stakeholders:
  • Major companies include Airbus, Siemens, and IBM Research, all involved in quantum R&D in Europe.
  • Institutions such as QuTech (Netherlands), CEA-Leti (France), and Fraunhofer (Germany) lead academic and industrial consortia.
  • The European Commission and the European Quantum Flagship steering committee are key policy actors.
  • Notable individuals include Tommaso Calarco (European Quantum Flagship), Prof. Stephanie Wehner (QuTech), and Prof. Ignacio Cirac (Max Planck Institute).
💡 News facts:
➡ Potential consequences:
  • Near-term consequences may include increased investment in quantum startups and talent migration to research hubs.
  • Enhanced security for financial and governmental data is expected as quantum communications scale.
  • Medium-term outcomes could involve new standards for quantum encryption and interoperability across EU borders.
  • Uncertainties remain about regulation and ethical use, particularly regarding intellectual property and international collaboration.
Top Voices:
On Wikipedia: https://sciencebusiness.net/news/european-quantum-flagship-launches-new-funding-partnerships  https://reuters.com/technology/french-government-to-expand-quantum-research-centres-2026-07-05  https://tech.eu/2026/07/05/siemens-pilot-quantum-network-deployment-munich  
Challenges in Achieving Net-Zero Amid the Rise of AI Data Centers in Tech Giants
In the news:
🗺 Background:
  • Tech giants are rapidly increasing AI data center construction to meet soaring demand for advanced computing since 2023.
  • AI data centers are energy-intensive, often requiring dozens of megawatts per site, challenging net-zero emission targets.
  • Major companies like Microsoft, Google, and Amazon aim for net-zero goals by 2030 but face mounting difficulties due to rising electricity consumption.
  • The International Energy Agency projects AI data center power demand could triple by 2030, reaching 1,000 TWh globally.
🎩 Key stakeholders:
  • Microsoft, Google, Amazon, and Meta are leading the global AI data center build-out.
  • Regulatory bodies such as the U.S. Department of Energy and the European Commission monitor tech companies' climate commitments.
  • Utility companies like Duke Energy and Pacific Gas & Electric supply power for large data centers.
  • Sundar Pichai (Google), Satya Nadella (Microsoft), and Andy Jassy (Amazon) are key executives involved in AI and sustainability strategy.
💡 News facts:
➡ Potential consequences:
  • Near-term, grid operators may face more frequent power shortages or service interruptions in high-density tech regions.
  • Medium-term, failure to achieve net-zero could lead to increased regulatory scrutiny and financial penalties for tech giants.
  • Community pushback may intensify as local environmental impacts of data center construction and operation become clearer.
  • Renewable infrastructure investments might accelerate, but may not keep pace with demand from AI data center growth.
Top Voices:
On Wikipedia: https://www.iea.org/reports/data-centres-and-energy-demand  https://www.microsoft.com/en-us/sustainability  https://www.ft.com/content/ireland-google-ai-data-center-grid-july-2026  https://techcrunch.com/2026/07/05/microsoft-texas-ohio-data-center-expansion/  https://www.google.com/sustainability  
Market Dynamics Behind Consumer Hesitance for New American EV Pickup Trucks
In the news:
🗺 Background:
  • American automakers have aggressively launched new electric pickup truck models since 2021, including Ford F-150 Lightning and Rivian R1T.
  • Despite initial hype, consumer adoption rates for these EV pickups lag behind EV sedans and SUVs as of 2024.
  • Rising interest rates and concerns over charging infrastructure contribute to consumer hesitance.
  • Pickup trucks constitute a significant portion of American vehicle sales, with 3.1 million units sold in 2023.
🎩 Key stakeholders:
  • Ford Motor Company, General Motors, and Rivian are primary manufacturers of American EV pickup trucks.
  • The U.S. Department of Energy tracks industry progress and infrastructure expansion.
  • Dealerships and fleet operators influence public perception and purchasing decisions.
  • Tesla, while dominant in EV sedans, has delayed its Cybertruck mass rollout until 2024.
💡 News facts:
➡ Potential consequences:
  • Near-term: Automakers may reduce EV pickup production and intensify incentives to clear unsold inventory.
  • Near-term: Dealers may focus marketing efforts on fleet buyers rather than individual consumers.
  • Medium-term: Sluggish EV pickup demand could slow nationwide EV infrastructure investment.
  • Medium-term: Delayed adoption risks U.S. automakers’ competitiveness in the global EV market.
Top Voices:
On Wikipedia: https://www.autonews.com/ford-lightning-sales-drop-july-2026  https://www.cnbc.com/gmc-hummer-ev-inventory-2026  https://www.bloomberg.com/rivian-r1t-production-cut-2026  
Satellite-Based Approaches to Prolonging the Lifespan of Aging Space Telescopes
In the news:
🗺 Background:
  • Satellite servicing missions have emerged as a viable solution to extend the operational life of aging space telescopes such as Hubble and Chandra.
  • On-orbit servicing techniques often involve robotic assistance or docking modules to replace worn components and refuel telescopes.
  • NASA began experimenting with satellite servicing in the 1990s, notably with the Hubble Space Telescope via shuttle missions.
  • Recent advances include autonomous servicing spacecraft equipped with AI-guided manipulation arms, deployed by companies like Northrop Grumman since 2019.
🎩 Key stakeholders:
  • NASA and ESA are leading development and coordination of satellite-based telescope servicing programs.
  • Private companies such as Northrop Grumman and Astroscale have conducted satellite servicing missions and are developing new commercial platforms.
  • Key individuals include Dr. Eric Smith (NASA Hubble project scientist) and Ryohei Nakamura (Astroscale CTO) for their leadership in servicing initiatives.
  • Institutions like Johns Hopkins University Applied Physics Laboratory contribute technical innovations in autonomous rendezvous and docking.
💡 News facts:
➡ Potential consequences:
  • Near-term: Enhanced longevity for flagship telescopes such as Hubble and Chandra could result in continued astronomical discoveries through at least 2035.
  • Medium-term: Commercialization of satellite servicing may reduce overall maintenance costs and foster new partnerships between agencies and private companies.
  • Regular servicing could delay the need for expensive new telescope launches, redirecting budgets to instrument upgrades and science missions.
  • Potential risk includes inadvertent damage during servicing operations or failed docking procedures.
Top Voices:
On Wikipedia: https://www.nasa.gov/northrop-grumman-chandra-servicing-july-2026  https://www.esa.int/gaia-servicing-demonstration-july-2026  
Geological Insights from Primordial Magma Ocean Remnants Found in Indian Ocean Volcanic Activity
In the news:
🗺 Background:
  • Earth was covered by a global magma ocean in its first hundred million years, later cooling and crystallizing into modern crust and mantle.
  • Recent volcanic activity in the Indian Ocean near Mayotte has released magma containing primordial chemical signatures.
  • Researchers use isotope and seismic data to track remnants of the early magma ocean beneath the Indian Ocean.
  • These primordial signatures provide insight into the planet’s cooling, mantle dynamics, and long-term internal evolution.
🎩 Key stakeholders:
  • Key stakeholders include scientists from York University and Rutgers University, such as Charles-Édouard Boukaré and Yoshinori Miyazaki.
  • The Fani Maoré submarine volcano near Mayotte is the active site under study by international geoscience teams.
  • Institutions involved include York University, Rutgers University, and research groups documented in Nature and New Scientist.
  • Seismologists and geochemists specializing in mantle heterogeneities and isotopic analyses are central to ongoing investigations.
💡 News facts:
➡ Potential consequences:
  • Near-term research may lead to a deeper understanding of mantle convection and chemical reservoirs, reshaping models of Earth’s thermal history.
  • Medium-term, insights from Indian Ocean volcanism may improve predictions of volcanic hazards and plate tectonic behaviors in the region.
  • The findings could influence planetary science by providing benchmarks for comparing Earth’s habitability to that of Venus or Mars.
  • Enhanced geochemical tracing methods may enable identification of other primordial magma ocean remnants worldwide.
Top Voices:
On Wikipedia: https://www.nature.com/articles/s41586-026-10719-w  https://www.newscientist.com/article/2532929-a-volcano-has-erupted-remnants-of-earths-primordial-magma-ocean/  https://dailygalaxy.com/2025/07/earths-hidden-ocean-of-fire/  https://tech.news.am/eng/news/6385/two-giant-mysteries-at-a-depth-of-2900-km-traces-of-an-ancient-magma-ocean-and-the-%E2%80%9Csignature%E2%80%9D-of-earths-core-found-inside-the-planet.html  https://www.nature.com/articles/s41561-025-01797-y  
Culture
Moses
"Art is the window to the divine, a reflection of heavenly beauty on earthly walls..."
While there are limited records of individual painters from the 13th century in Europe, much of the art from this period was created anonymously or within workshops. The 13th century in Europe was dominated by Gothic art, characterized by religious themes and detailed iconography....
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Dante Alighieri
"The darkest places in hell are reserved for those who maintain their neutrality in times of moral crisis..."
Dante Alighieri (1265–1321) was an Italian poet famous for writing 'The Divine Comedy,' an epic poem that is considered one of the greatest works of world literature. His work had a profound influence on the Italian language and literature....
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Roger Bacon
"Knowledge is the inner light which reveals the truth..."
Roger Bacon (c. 1219/20 – c. 1292) was an English philosopher and Franciscan friar who emphasized empirical methods and is sometimes credited as one of the earliest European advocates of the modern scientific method. His work laid foundations for later developments in optics and experimental science...
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Thomas Aquinas
"To one who has faith, no explanation is necessary..."
Thomas Aquinas (1225–1274) was an Italian Dominican friar and Catholic priest who became an immensely influential philosopher and theologian in the tradition of scholasticism. His works, especially the 'Summa Theologica,' deeply shaped medieval philosophy and Catholic doctrine....
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NASA
NASA Picture of the Day
Dueling Bands over the Atacama Desert
Dueling Bands over the Atacama Desert (2026-07-06)
Credits: Julien Looten
Github
Trading tools
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Control complex calculation flow for quantitative research and trading...
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Sea Vessels
DataEngineer-SparkStreaming 1 stars #70
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Air Vessels
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PlanetScope_landslide_tracking 5 stars #73
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Imagery
keras-image-data-augmentation 61 stars #70
keras ImageDataGenerator example...
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SITTA 61 stars #71
Single Image Texture Translation for Data Augmentation...
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mask2json 60 stars #72
a small tool for image augmentation, including mask files to json/xml files , image augmentation(flip,rotation,noise,...) and so on...
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Image-Augmentation-Using-OpenCV-and-Python 57 stars #73
Image Augmentation technique using OpenCV and Python...
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Video
Lance 1265 stars #70
A 3B-active-parameter native unified multimodal model for image and video understanding, generation, and editing....
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HuMo 1261 stars #71
HuMo: Human-Centric Video Generation via Collaborative Multi-Modal Conditioning...
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UForm 1241 stars #72
Pocket-Sized Multimodal AI for content understanding and generation across multilingual texts, images, and 🔜 video, up to 5x faster than OpenAI CLIP and LLaVA 🖼️ & 🖋️...
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Tora 1239 stars #73
[CVPR'25]Tora: Trajectory-oriented Diffusion Transformer for Video Generation...
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