Risenshine! Here is digest of signals harvested on 2026-07-15.
Markets
International - 07/14
Germany (EWG):
+0.3881%  -1.0755% MoM
France (EWQ):
+0.4684%  -1.5519% MoM
United Kingdom (EWU):
-0.1079%  +0.2164% MoM
Italy (EWI):
+0.2646%  +1.2525% MoM
Italy (EWI):
+0.2646%  +1.2525% MoM
Spain (EWP):
+0.526%  +1.6295% MoM
Netherlands (EWN):
+0.5515%  -3.7111% MoM
Chile (ECH):
+1.5998%  -3.6368% MoM
Belgium (EWK):
+0.4584%  -2.952% MoM
Germany (EWD):
+0.6849%  -1.7302% MoM
Australia (EWO):
+1.2434%  -0.7268% MoM
China Large-Cap (FXI):
+0.9868%  -3.8166% MoM
Japan (EWJ):
+1.2619%  -0.1807% MoM
India (INDA):
-0.123%  -1.0759% MoM
Taiwan (EWT):
0%  -4.2211% MoM
Hong Kong (EWH):
+1.7371%  -0.9145% MoM
Singapore (EWS):
+0.6363%  +9.3707% MoM
Indonesia (IDX):
+1.537%  -6.5429% MoM
Malaysia (EWM):
+2.1455%  +1.1888% MoM
Saudi Arabia (KSA):
-0.5659%  -4.1807% MoM
Arab Emirates (UAE):
+0.5222%  -2.7778% MoM
Qatar (QAT):
+0.3007%  -3.7817% MoM
Israel (EIS):
+1.839%  -5.1614% MoM
Kuwait (KWT):
+0.2893%  -3.4079% MoM
Africa (AFK):
+1.2911%  -7.2043% MoM
Commodities - 07/14
gold (GLD):
+1.3674%  -6.1531% MoM
silver (SLV):
+1.9363%  -16.2281% MoM
US oil (USO):
+2.0205%  -0.858% MoM
platinium (PPLT):
+1.7906%  -7.9701% MoM
agriculture (DBA):
-0.3247%  +4.7384% MoM
carbon (KRBN):
+0.6544%  +1.3174% MoM
copper (CPER):
+1.5814%  -2.7995% MoM
gaz (UNG):
+1.4465%  -7.9615% MoM
corn (CORN):
-0.3419%  +3.7367% MoM
weat (WEAT):
+1.0566%  +6.0781% MoM
uranium (URA):
+2.0383%  -13.5456% MoM
lithium (LIT):
+1.9077%  -14.8668% MoM
Favorites - 07/14
Adobe (ADBE):
-4.2626%  +6.9878% MoM
AMD (AMD):
+2.5712%  +0.159% MoM
Microsoft (MSFT):
-1.5499%  -3.7097% MoM
Nvidia (NVDA):
+4.0633%  -0.306% MoM
Oracle (ORCL):
-2.7368%  -33.586% MoM
Axon (AXON):
+0.042%  +23.4765% MoM
Amazon (AMZN):
+0.0728%  +0.5975% MoM
Alibaba (BABA):
-0.0267%  -0.2044% MoM
JD (JD):
-0.1385%  +0.5579% MoM
ARM (ARM):
-5.9601%  -31.8458% MoM
Intel (INTC):
+4.4996%  -15.7203% MoM
Mu (MU):
+4.9221%  -9.6389% MoM
Qualcom (QCOM):
-3.196%  -19.3424% MoM
Marvel (MRVL):
+2.2572%  -27.985% MoM
Apple (AAPL):
-0.7721%  +6.2209% MoM
Lowe (LOW):
-0.0096%  -5.6815% MoM
Sectors - 07/14
SP500 (SPY):
+0.3551%  -0.3974% MoM
healthcare (XLV):
-1.933%  +3.532% MoM
finance (XLF):
+0.1962%  +4.8917% MoM
real-estate (XLRE):
-0.4922%  -1.1336% MoM
semi-conductors (SOXX):
+2.5849%  -9.6316% MoM
aerospace (ITA):
+0.0936%  -0.8972% MoM
reit (RWR):
-0.0611%  +1.3895% MoM
transportation (XTN):
-0.0785%  -1.8411% MoM
agriculture (MOO):
+0.0368%  +4.1395% MoM
clean energy (QCLN):
+2.4827%  -13.5705% MoM
Gainers
NextCure, Inc. Common Stock +159.2%
NextCure Inc is a clinical-stage biopharmaceutical company that is focused on advancing inventive medicines that treat cancer patients that do not respond to, or that have disease ...
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Losers
Cohen & Steers Quality Income Realty Fund, Inc. Rights (expiring July 15, 2026) -98%
...
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Churchill Capital Corp IX Warrant -93.2%
Churchill Capital Corp IX is a blank check company....
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Business
The impact of Bangladesh's new nuclear plant on national energy security and fossil fuel import reduction
🗺 Background:
  • Bangladesh is building its first nuclear power plant to diversify its energy mix and reduce reliance on imported fossil fuels.
  • The project is expected to provide up to 15% of Bangladesh's national electricity once operational.
  • Currently, Bangladesh relies heavily on natural gas and coal imports for electricity generation.
🎩 Key stakeholders:
  • The Bangladesh government, particularly the Ministry of Power, Energy and Mineral Resources, is overseeing the project.
  • The Russian state-owned company Rosatom is responsible for constructing and supplying technology for the nuclear plant.
  • International regulatory bodies, including the International Atomic Energy Agency (IAEA), are providing oversight and guidance.
  • Bangladesh Atomic Energy Commission is involved in the operational and safety aspects of the facility.
💡 News facts:
  • On July 12, 2026, Bloomberg reported that Bangladesh expects its first nuclear power plant to supply up to 15% of national electricity, strengthening energy security and reducing dependence on imported fossil fuels.
➡ Potential consequences:
  • In the near-term, Bangladesh could significantly reduce its annual fossil fuel import bill as the nuclear plant comes online.
  • Within the next few years, energy security is expected to improve due to diversification with nuclear power.
  • The medium-term may see increased foreign investment in Bangladesh's energy sector if the nuclear project proves successful.
  • Environmental benefits could accrue from the reduction in fossil-fuel-based electricity generation.
What rapid technological advancements reveal about the short lifespan of Chinese EVs and implications for global carmakers
In the news:
🗺 Background:
  • Chinese electric vehicles (EVs) now average only 1.8 years of use on the road, far shorter than typical car or cell phone lifespans.
  • Rapid advances in battery and tech integration drive frequent model upgrades and rapid obsolescence in China’s EV market.
  • Major market disruption contrasts with traditional auto industry norms, where vehicles regularly see operational cycles of 10 years or more.
  • This phenomenon reflects both intense innovation competition and shifting consumer expectations in China’s automotive sector.
🎩 Key stakeholders:
  • Leading Chinese EV makers such as BYD, Nio, and Geely are at the forefront of accelerated release cycles and high vehicle turnover.
  • German legacy automakers including Volkswagen, Mercedes-Benz, BMW, and Porsche face mounting pressure both in China and abroad.
  • Chinese government policies and local authorities incentivize rapid technological upgrades and new vehicle adoption.
  • International carmakers and global technology suppliers are directly impacted by evolving market standards and technological leadership in China.
💡 News facts:
➡ Potential consequences:
  • Near-term, international carmakers may be forced to accelerate product lifecycles and R&D spending to remain competitive in the Chinese and global EV markets.
  • Medium-term, rapid technological obsolescence could escalate challenges in sustainability, waste management, and resource utilization within the automotive sector.
  • Global OEMs might struggle to adapt their traditional long-cycle design and production models to match the pace of Chinese innovation.
  • Consumer expectations for frequent upgrades may reshape design priorities, affecting supply chains and after-sale markets worldwide.
Read online: https://fortune.com/2026/07/11/german-carmakers-volkswagen-mercedes-bmw-porsche-worst-declines-ever-china-q2-sales/  
How the closure claims of the Strait of Hormuz heighten geopolitical risks for energy markets and global security
In the news:
🗺 Background:
  • The Strait of Hormuz is a narrow waterway connecting the Persian Gulf and the Gulf of Oman, serving as a strategic chokepoint for global energy shipments.
  • Approximately 20% of the world’s oil passes through the Strait of Hormuz, making its openness critical for energy security and price stability.
  • Iran has previously threatened to close the strait in response to geopolitical tensions, disrupting the global supply chain for oil and liquefied natural gas.
  • The waterway has long been a flashpoint due to its proximity to major oil-exporting nations and frequent regional conflict.
🎩 Key stakeholders:
  • Iran’s military and government are central actors, making official announcements and enforcing actions in the strait.
  • Major energy importers such as China, Japan, India, and the European Union are directly affected by disruptions in Hormuz.
  • United States Central Command (CENTCOM) is tasked with ensuring freedom of navigation in the region.
  • Energy corporations including Saudi Aramco and Royal Dutch Shell rely on Hormuz for crude exports.
💡 News facts:
➡ Potential consequences:
  • In the near term, energy prices are likely to spike due to supply uncertainties and risk premiums for oil tankers transiting the region.
  • Shipping insurance rates for vessels in the Persian Gulf may rise sharply, impacting operating costs for energy companies.
  • Medium-term consequences include exacerbated geopolitical tensions involving Iran, the United States, and Gulf states, with potential risk of military escalation.
  • Global supply chains for crude oil and LNG could face prolonged disruptions if the closure or similar incidents persist, affecting economic stability worldwide.
Read online: https://fortune.com/2026/07/11/iran-strait-of-hormuz-closed-vessel-strike-unauthorized-route/  https://apnews.com/article/iran-united-states-trump-khamenei-funeral-533b52cf249314ba1d9b5f9a30b1ca43  
The multifactor causes behind the stubborn inflation in the US, including the roles of El Niño, AI, tariffs, and energy supply
In the news:
🗺 Background:
  • US inflation remains persistently high due to a multifactor mix including weather disruptions, technological shifts, geopolitical factors, and new tariffs.
  • The 2026 'Godzilla' El Niño triggered abnormal weather patterns, impacting crop yields and food prices.
  • The AI boom since 2025 led to a rapid surge in demand for high-performance hardware, driving up technology prices.
  • Recent policy changes such as tariffs on Chinese imports and energy supply shocks have compounded cost pressures across the supply chain.
🎩 Key stakeholders:
  • The US Federal Reserve continues to monitor these inflationary dynamics for future interest rate decisions.
  • Major corporations such as Nvidia, Samsung, and Micron play pivotal roles in the AI supply chain affected by pricing volatility.
  • Goldman Sachs is prominently analyzing and forecasting the magnitude of AI-induced inflation for US markets.
  • The Biden administration and key policy makers are responsible for setting and adjusting tariffs impacting goods prices.
💡 News facts:
  • Goldman Sachs estimates that US core inflation will rise by around 50 basis points due to AI by end of 2026, a fivefold impact relative to other countries, according to a July 11, 2026 report【2:0†
  • The US was the main exception to a global oil demand slump, with gasoline use rising in Q2 2026 despite global crude prices falling, as reported on July 11, 2026【3:0†
  • More than a year after tariffs took effect, businesses are still adjusting prices, creating persistent inflationary pressures, noted by Fortune on July 11, 2026【1:0†
➡ Potential consequences:
  • Consumers and businesses may face further price increases on technology products and everyday essentials in the coming quarters.
  • The Federal Reserve could maintain higher interest rates for longer, slowing economic growth to combat inflation.
  • Extended fuel and refined product cost pressures can impact transportation and logistics costs well into 2027.
  • Trade tensions and weather-related disruptions risk exacerbating volatility in core inflation components.
Read online: https://fortune.com/2026/07/11/global-oil-demand-crude-prices-gasoline-diesel-refined-products-inflation/  https://fortune.com/2026/07/11/inflation-outlook-godzilla-el-nino-ai-boom-trump-tariffs-fuel-crunch-ukraine-war-prices/  https://www.businessinsider.com/us-inflation-outlook-economy-ai-memory-software-prices-goldman-sachs-2026-7#article  
Kansas City's long-term investment strategy in sport infrastructure and its bid to become the premier destination for global soccer
In the news:
🗺 Background:
  • Kansas City has invested over $700 million in soccer and sport infrastructure over more than a decade.
  • This investment aims to transform Kansas City into a major hub for international soccer events.
  • Kansas City has previously been recognized as the 'Soccer Capital of America' and is now seeking global prominence.
  • The city is leveraging its upgraded facilities to compete for hosting rights for major soccer tournaments, including the FIFA World Cup.
🎩 Key stakeholders:
  • The City of Kansas City, Missouri, has been the principal government backer of infrastructure upgrades.
  • Major League Soccer team Sporting Kansas City and its ownership group have played a significant role in driving investment.
  • FIFA and international soccer governing bodies are crucial as decision-makers in awarding hosting rights.
  • Economic development agencies and private sponsors contributed to the ongoing funding of sport projects in the city.
💡 News facts:
➡ Potential consequences:
  • In the near-term, Kansas City could attract high-profile international matches and related economic activity.
  • Medium-term outcomes may include increased tourism, job creation, and heightened global reputation in sport event hosting.
  • Successful hosting could prompt further investment from both public and private sectors into Kansas City's sporting and urban infrastructure.
  • Positioning as a premier global soccer destination may foster further youth development and engagement in the sport across the city.
Read online: https://fortune.com/2026/07/11/kansas-city-soccer-capital-america-world-cup-fifa/  
Science News
Evaluating the impact of venture capital firms on biotech innovation post-pandemic crash, with a focus on cancer research acceleration
In the news:
🗺 Background:
  • The biotech sector suffered a major downturn following the COVID-19 pandemic, resulting in reduced funding and slower innovation through 2023.
  • Venture capital (VC) firms play a central role in financing biotech research, especially high-cost areas like cancer therapies.
  • The post-pandemic environment saw many biotech companies consolidate or pivot focus as access to VC capital tightened.
  • Recent years have seen an acceleration in cancer research driven by strategic VC investments and emerging talent.
🎩 Key stakeholders:
  • Yosemite, a venture capital firm founded by Reed Jobs, focuses specifically on accelerating cancer research initiatives.
  • Reed Jobs, son of Steve Jobs and Laurene Powell Jobs, leads Yosemite with a team of 17 as of July 2026.
  • Key pharmaceuticals partners include major drug developers facing patent cliffs and seeking next-generation innovations.
  • Academic and research institutions collaborate with VC-backed startups to fast-track clinical pipelines in oncology.
💡 News facts:
➡ Potential consequences:
  • In the near term, increased VC funding could lead to the rapid development and deployment of new cancer therapies.
  • Medium-term consequences may include greater alignment between biotech startups and pharmaceutical giants confronting patent expiration.
  • Stronger VC activity could attract top talent and further globalize cancer research pipelines.
Top Voices:
Read online: https://techcrunch.com/2026/07/11/reed-jobs-would-rather-talk-about-curing-cancer-than-his-last-name/  
Analyzing the shift in smart glasses design towards productivity and privacy by removing embedded cameras
In the news:
🗺 Background:
  • Smart glasses have traditionally featured embedded cameras for recording and augmented reality tasks.
  • Concerns over privacy and security have fueled debates about the suitability of always-on cameras in public and professional spaces.
  • Recent designs are shifting focus from media capture to productivity enhancement such as real-time translation and hands-free notifications.
  • This new direction caters to professionals who value discreetness and utility in work environments.
🎩 Key stakeholders:
  • Even Realities is a smart glasses maker actively shaping the no-camera trend in 2026.
  • Business professionals, frequent travelers, and those in multilingual environments are a key target audience.
  • Tech hardware designers and regulators concerned with workplace privacy influence adoption decisions.
  • Companies like Meta and Google, which previously pushed camera-enabled smart glasses, monitor industry shifts.
💡 News facts:
➡ Potential consequences:
  • In the near-term, adoption of camera-free smart glasses may accelerate in corporate environments due to fewer privacy concerns.
  • Manufacturers may prioritize features like translation, notification management, and productivity tools over recording capabilities.
  • Medium-term, regulations for wearable technologies may relax if privacy expectations are met, expanding market acceptance.
  • Consumer expectations may shift, with privacy-respecting designs becoming a differentiator for smart wearables.
Read online: https://techcrunch.com/2026/07/11/smart-glasses-without-a-camera-even-realities-bets-productivity-beats-recording-everyone/  
Examining OpenAI's strategy to position ChatGPT as a household tool for families, caregivers, and older adults
In the news:
🗺 Background:
  • OpenAI is seeking to establish ChatGPT as a primary tool within household environments.
  • The company is adapting its generative AI offerings to address the needs of families, caregivers, and older adults.
  • This expansion into home-focused applications follows significant public adoption of ChatGPT since its 2022 launch.
  • OpenAI aims to bridge the gap between AI technology and everyday family activities and caregiving tasks.
🎩 Key stakeholders:
  • OpenAI is the primary developer and initiator of ChatGPT's household strategy.
  • Families, caregivers, and older adults represent the main user groups targeted by this initiative.
  • Product managers at OpenAI are tasked with designing tailored experiences for domestic use cases.
  • TechCrunch is reporting on and analyzing the implications of OpenAI's strategic shift.
💡 News facts:
➡ Potential consequences:
  • In the near-term, ChatGPT could rapidly become a staple tool in homes for daily planning, education, and social engagement.
  • Wider household adoption may increase AI literacy among older adults and caregivers, potentially reducing barriers to technology use.
  • Medium-term effects could include a reshaping of the consumer AI market as competitors respond to OpenAI's family-centric approach.
  • Societal norms around caregiving, privacy, and technology use at home may evolve with the integration of generative AI in household routines.
Read online: https://techcrunch.com/2026/07/11/openai-bets-on-families-as-chatgpt-goes-deeper-into-households/  
Assessing the plausibility of a private company's valuation surpassing national economies: The case for SpaceX's long-term growth projections
In the news:
🗺 Background:
  • SpaceX is a private aerospace company founded by Elon Musk in 2002, primarily focused on rocket and satellite technologies.
  • Some analysts propose that SpaceX's long-term growth could surpass the GDP of individual nations, comparing it to companies like Saudi Aramco.
  • Historic shifts in global market valuation have seen tech giants exceed entire national stock markets within the past 15 years.
  • Discussion centers on extreme scenarios where technological innovation enables a single company to outpace traditional economic benchmarks.
🎩 Key stakeholders:
  • Elon Musk is the CEO and primary public face guiding SpaceX's ambitious roadmap.
  • Saudi Aramco serves as a historical analogue whose valuation has rivaled entire national economies in the past.
  • Global institutional investors and national governments monitor private sector expansions with macroeconomic implications.
  • The broader tech sector—including Tesla and Apple—serves as relevant reference points for transformative company valuation.
💡 News facts:
➡ Potential consequences:
  • Should SpaceX meet even a fraction of these growth projections, capital flows and policy paradigms may shift toward space infrastructure as a pillar of the global economy.
  • National economic sovereignty could be challenged by private entities wielding resources and assets on planetary and interplanetary scales.
  • Rapid valuation growth might trigger regulatory, ethical, and antitrust scrutiny as public and private boundaries blur.
  • In the medium term, new industries—such as asteroid mining and space manufacturing—could drastically expand the definition of global economic activity.
Top Voices:
Read online: https://www.nextbigfuture.com/2026/07/spacex-will-be-worth-more-than-earth-not-crazy-heres-the-actual-math.html  
Investigating consumer survival strategies and product innovations during urban heat waves: Case study of personal cooling appliances in NYC
In the news:
🗺 Background:
  • Urban heat waves in NYC are increasing in frequency and intensity, pushing residents to find effective survival strategies.
  • Personal cooling appliances such as slushie machines, portable fans, and air conditioners are becoming essential during extreme temperatures.
  • Urban populations like those in NYC are especially vulnerable due to the urban heat island effect and limited access to central cooling.
  • Product innovations and consumer adaptations are driven by rising heat-related health risks and energy costs.
🎩 Key stakeholders:
  • Tech appliance companies developing home-friendly personal cooling devices play a major role, e.g., makers of countertop slushie machines.
  • NYC residents across income levels are direct users of personal cooling products during peak heat events.
  • Local retailers, convenience stores like 7-Eleven, and delivery services are impacted by shifting consumer demand.
  • Municipal agencies monitor and respond to public health risks exacerbated by heat waves.
💡 News facts:
➡ Potential consequences:
  • Near-term: Increased sales of personal cooling appliances could stress the local electric grid and alter consumer spending patterns.
  • Near-term: Home-based cooling innovations may reduce reliance on public cooling centers and urban transport during heat waves.
  • Medium-term: Demand for efficient and sustainable cooling technologies may accelerate R&D and regulatory responses in the consumer tech sector.
  • Medium-term: Disparities in access to home cooling solutions may widen health and comfort gaps among socioeconomic groups in NYC.
Read online: https://techcrunch.com/2026/07/11/this-slushie-machine-was-a-lifesaver-during-nycs-heat-wave/  
Culture
No well-known painter from the 4th century Middle East
"N/A..."
The 4th century Middle East did not have famous painters whose works and biographies have been well-documented or survived to modern times. Artistic expression from this era and region was primarily seen in architecture, mosaics, and religious iconography rather than individual painters....
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Ammianus Marcellinus
""The greatness of Rome was in its people, and their deeds echo through the ages..."
Ammianus Marcellinus was a Roman historian of Greek origin born in the 4th century who chronicled the history of Rome in his work 'Res Gestae', covering the period from 96 to 378 AD. His detailed accounts provide valuable insight into the late Roman Empire, especially in the Eastern regions....
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Zosimos of Panopolis
""Alchemy is the art of separating the pure from the impure by fire and spirit..."
Zosimos of Panopolis was an Egyptian alchemist and gnostic mystic of the late 3rd and early 4th centuries, considered one of the earliest alchemists whose writings have survived. He is known for his technical descriptions of chemical processes and his philosophical interpretation of alchemy....
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Constantine the Great
""In this sign, you will conquer..."
Constantine the Great was a Roman Emperor who ruled from 306 to 337 AD and is notable for being the first Roman emperor to convert to Christianity, profoundly influencing the history of the Middle East and the wider Roman Empire. He established Constantinople as the new capital, which became a major...
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NASA
Red Sprites in the Tatacoa Desert
Red Sprites in the Tatacoa Desert (2026-07-15)
Credits: Mario Vargas Text: Keighley Rockcliffe (NASA GSFC, UMBC CSST, CRESST II)
Github
Trading tools
JPMorgan-Chase-virtual-internship-Quantitative-Research 23 stars #160
JP morgan virtual internship Quantitative Research...
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quant-super-system 22 stars #161
A Multi-Strategy Quantitative Trading System using the TastyTrade API and Kalshi...
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Algorithmic-Trading-and-Quantitative-Analysis 22 stars #162
A comprehensive guide to building an automated trading bot using Python, covering everything from data extraction to strategy backtesting and API integration for real-time trading....
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QuantTraderDL 22 stars #163
QuantTraderDL combines quantitative finance and AI, using TFT models to forecast major indices (S&P 500, Nasdaq, IBEX 35, Dow Jones, EURO STOXX 50) and optimize portfolios. A DRL t...
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Sea Vessels
bumper-boats 0 stars #160
Sandbox for experimenting with sensor simulation, track generation and association...
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wave-sense-project 0 stars #161
Wave Sense - Smart Marine Boat Tracking & Assistance System mini project...
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App to track break-in period...
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lokaferi 0 stars #163
Tracking Indonesia passanger ferry boat from their latest position GPS...
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Air Vessels
Plane-Tracking-System-Simulation- 1 stars #160
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Plane-Estimation-And-Tracking 1 stars #161
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window_tracking-planet_saving 1 stars #162
Working out optimal window ventilation for heat saving versus carbon dioxide concentrations...
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GyroPlane 1 stars #163
Wireless motion tracking using MPU6050 and Processing visualization...
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Imagery
augmentations_medical_images 14 stars #160
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Hyperspec-WGAN 14 stars #161
Synthetic Data Augmentation using a Generative Adversarial Network for Improved Hyperspectral Image Classification...
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CNN_system 14 stars #162
Keywords: CNN, Fully connect neural network, SFEW dataset, Image Preprocessing, Data Augmentation, Leakey ReLU, k-fold cross validation, Casper. In this project, I build my own CNN...
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SuperpixelGridMasks 14 stars #163
SuperpixelGridMasks is an approach for sensor-based data augmentation towards image classification tasks and so on....
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Video
RefAlign 383 stars #160
[ECCV 2026] Official PyTorch implementation of RefAlign: Representation Alignment for Reference-to-Video Generation...
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Nexior 379 stars #161
Consumer AI app for chat, image generation, video generation, and music creation powered by Ace Data Cloud APIs....
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SpecVQGAN 372 stars #162
Source code for "Taming Visually Guided Sound Generation" (Oral at the BMVC 2021)...
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Vidu4D 371 stars #163
[TPAMI 2025, NeurIPS 2024] Video4DGen: Enhancing Video and 4D Generation through Mutual Optimization...
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