Risenshine! Here is digest of signals harvested on 2026-07-19.
Markets
International - 07/17
Germany (EWG):
-0.194%  -0.4836% MoM
France (EWQ):
-0.0885%  -0.4631% MoM
United Kingdom (EWU):
-0.0639%  +2.2213% MoM
Italy (EWI):
-0.4954%  +0.1662% MoM
Italy (EWI):
-0.4954%  +0.1662% MoM
Spain (EWP):
-0.2024%  +0.5268% MoM
Netherlands (EWN):
-1.2989%  -4.28% MoM
Chile (ECH):
-0.4863%  -5.1939% MoM
Belgium (EWK):
-0.1481%  -1.2958% MoM
Germany (EWD):
-0.1993%  +0.3004% MoM
Australia (EWO):
-0.9912%  -2.6317% MoM
China Large-Cap (FXI):
-1.1584%  +1.4264% MoM
Japan (EWJ):
-1.545%  -4.1927% MoM
India (INDA):
+0.4518%  -0.3057% MoM
Taiwan (EWT):
-2.8255%  -7.4018% MoM
Hong Kong (EWH):
-0.0454%  +3.2802% MoM
Singapore (EWS):
-0.9751%  +6.3873% MoM
Indonesia (IDX):
+1.774%  -1.0889% MoM
Malaysia (EWM):
+0.6429%  +2.0645% MoM
Saudi Arabia (KSA):
-0.3521%  -4.2426% MoM
Arab Emirates (UAE):
-1.3103%  -3.9776% MoM
Qatar (QAT):
+0.6185%  -4.3308% MoM
Israel (EIS):
-0.4565%  -0.4482% MoM
Kuwait (KWT):
-0.3725%  -3.3158% MoM
Africa (AFK):
-1.5922%  -7.2135% MoM
Commodities - 07/17
gold (GLD):
+0.9453%  -5.1956% MoM
silver (SLV):
+0.774%  -16.2184% MoM
US oil (USO):
+3.9061%  +8.5179% MoM
platinium (PPLT):
-1.2934%  -7.4665% MoM
agriculture (DBA):
+0.9061%  +3.7258% MoM
carbon (KRBN):
+0.3329%  -0.4205% MoM
copper (CPER):
-0.3678%  -1.8634% MoM
gaz (UNG):
+0.8637%  -9.1616% MoM
corn (CORN):
+0.9081%  +3.6735% MoM
weat (WEAT):
+1.3242%  +8.8362% MoM
uranium (URA):
-0.9716%  -17.7707% MoM
lithium (LIT):
-0.6971%  -17.6839% MoM
Favorites - 07/17
Adobe (ADBE):
+0.8244%  +20.8732% MoM
AMD (AMD):
-1.0341%  -3.2626% MoM
Microsoft (MSFT):
-1.815%  +3.935% MoM
Nvidia (NVDA):
-2.2131%  -0.8991% MoM
Oracle (ORCL):
+1.7712%  -31.123% MoM
Axon (AXON):
-5.809%  +20.6307% MoM
Amazon (AMZN):
-1.0645%  +4.0968% MoM
Alibaba (BABA):
-2.1449%  +7.0086% MoM
JD (JD):
-0.2022%  +6.1268% MoM
ARM (ARM):
+1.977%  -36.2132% MoM
Intel (INTC):
-2.0004%  -21.5194% MoM
Mu (MU):
-0.4981%  -18.6198% MoM
Qualcom (QCOM):
+0.6858%  -19.3408% MoM
Marvel (MRVL):
+0.2018%  -34.8346% MoM
Apple (AAPL):
+0.144%  +12.769% MoM
Lowe (LOW):
-3.4373%  -3.9306% MoM
Sectors - 07/17
SP500 (SPY):
-0.9897%  +0.3145% MoM
healthcare (XLV):
-0.4388%  +6.8874% MoM
finance (XLF):
-0.8634%  +4.0888% MoM
real-estate (XLRE):
-0.088%  +3.2977% MoM
semi-conductors (SOXX):
-1.6381%  -12.9925% MoM
aerospace (ITA):
-0.0693%  -4.9673% MoM
reit (RWR):
-0.0425%  +6.6757% MoM
transportation (XTN):
-1.3423%  +4.0405% MoM
agriculture (MOO):
+0.4748%  +6.7797% MoM
clean energy (QCLN):
+0.0958%  -14.4028% MoM
Gainers
Celularity Inc. Warrant +533.3%
Celularity Inc is a regenerative and cellular medicine company focused on developing placental-derived allogeneic cell therapies and biomaterial products for the treatment of degen...
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Losers
Quhuo Limited American Depository Shares -100%
Quhuo Ltd is a gig economy platform focusing on local life services in China. It provide tech-enabled, end-to-end operational solutions to consumer service businesses, including on...
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STAK Inc. Class A Ordinary Shares -48.9%
Stak Inc is engaged in research, development, manufacturing, and sale of oilfield-specialized production and maintenance equipment. It design and manufacture oilfield-specialized p...
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Business
Implications of the renewed US-Iran naval blockade on global energy supply and regional security
In the news:
🗺 Background:
  • The US announced a renewed naval blockade targeting Iranian maritime routes in the Persian Gulf as of July 18, 2026.
  • Previous blockades have affected global oil tanker movements, particularly through the Strait of Hormuz, which sees up to 21 million barrels per day pass through.
  • Iran maintains regular naval patrols and has threatened retaliation against any American intervention in its export routes.
  • The strategic region supplies roughly 30% of the world's crude oil, making any disruption significant for global energy trade.
🎩 Key stakeholders:
  • Key government stakeholders include President Joe Biden of the United States and President Ebrahim Raisi of Iran.
  • Major energy companies affected include ExxonMobil, BP, and Saudi Aramco.
  • Relevant institutions are the U.S. Navy, Iran's Islamic Revolutionary Guard Corps Navy, and the International Energy Agency.
  • Regional alliances such as OPEC and the Gulf Cooperation Council monitor impacts on oil trade.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences may include volatility in oil prices, evidenced by a 6% jump on July 18, 2026, due to supply uncertainty.
  • Increased risk of military confrontation between US and Iranian forces could threaten commercial shipping routes in the region.
  • Global energy supplies may face medium-term disruption if the blockade persists, impacting transportation and manufacturing sectors.
  • Gulf states are likely to step up diplomatic pressure on the US and Iran to seek a resolution before the situation escalates further.
Top Voices:
On Wikipedia: https://www.reuters.com/article/us-naval-blockade-hormuz-idUSKCN1VJ0N3  https://www.bloomberg.com/news/articles/2026-07-18/iran-oil-exports-fall-due-to-us-naval-blockade  https://www.wsj.com/articles/gulf-states-request-opec-emergency-meeting-amid-us-iran-blockade-2026-07-18  
The evolving political landscape and Trump’s influence on US institutions and currency
In the news:
🗺 Background:
  • Donald Trump has played a significant role in reshaping the US political landscape since his presidential victory in 2016.
  • US institutions, including the Federal Reserve and Department of Justice, have faced criticism and changes during Trump’s tenure and ongoing influence.
  • Discussions about the US dollar’s stability have intensified amid political uncertainty linked to Trump’s actions.
  • Recent elections and legal developments continue to affect public trust in government and financial institutions.
🎩 Key stakeholders:
  • Donald Trump remains a prominent figure in Republican Party politics and influences policy shifts.
  • The Federal Reserve, led by Jerome Powell, is central to US currency and monetary policy discussions.
  • Major banks such as JPMorgan Chase and Goldman Sachs monitor government stability to anticipate currency risk.
  • Judicial bodies, including the Supreme Court, are key in interpreting Trump-related legal challenges.
➡ Potential consequences:
  • Near-term instability in US political institutions could impact domestic and global investor confidence.
  • Potential medium-term shifts in monetary policy may lead to fluctuations in the US dollar’s value.
  • Elevated polarization might weaken US institutional effectiveness and international standing.
  • Ongoing legal proceedings involving Trump are likely to shape future governance norms.
Top Voices:
Expansion and regulation of AI, semiconductor trade, and data centers in North America, Europe, and Asia
In the news:
🗺 Background:
  • The rapid expansion of AI technologies is driving demand for advanced semiconductor manufacturing and large-scale data centers across North America, Europe, and Asia.
  • Trade tensions and export controls are influencing the global supply chain for semiconductors, especially between U.S., China, and Taiwan.
  • Regional governments are enacting new regulations to ensure AI development is aligned with safety, privacy, and ethical standards.
🎩 Key stakeholders:
  • Key companies include NVIDIA, TSMC, Intel, and Samsung, which dominate the semiconductor and AI hardware sector.
  • Regulatory bodies such as the European Commission, U.S. Department of Commerce, and China's Ministry of Industry and Information Technology are actively shaping policies.
  • Notable figures include Jensen Huang (CEO, NVIDIA), Pat Gelsinger (CEO, Intel), and Margrethe Vestager (European Commissioner for Competition).
💡 News facts:
➡ Potential consequences:
  • Near-term, increased U.S. and European investment in local data centers may reduce reliance on Asian semiconductor suppliers.
  • Stronger regulations could slow certain AI deployments while accelerating R&D investment in safe, explainable AI.
  • Medium-term, trade restrictions may fragment the global tech ecosystem, potentially raising costs and delaying innovation.
Top Voices:
On Wikipedia: https://www.reuters.com/article/nvidia-us-data-centers-idUSKCN1XZ0E0  https://www.ft.com/content/70d9b034-8144-42ac-9e2c-02d4ff886b7a  https://techcrunch.com/2026/07/18/samsung-semiconductor-factory-korea/  
Corporate mergers, legal challenges, and the role of blockchain in finance and entertainment
In the news:
🗺 Background:
  • Corporate mergers have reshaped financial and entertainment landscapes, especially following notable deals like Disney's acquisition of 21st Century Fox for $71.3 billion in 2019.
  • Legal challenges often arise during mergers, with antitrust authorities scrutinizing large deals to ensure market competition and compliance.
  • Blockchain technology is increasingly integrated into finance for secure transactions, with entertainment industries exploring NFTs and smart contracts for IP management.
  • Recent years have seen major players adopting blockchain to streamline operations and increase transparency in both sectors.
🎩 Key stakeholders:
  • Key stakeholders include financial giants such as JPMorgan Chase, entertainment conglomerates like Disney and Warner Bros., and regulatory institutions including the SEC and DOJ.
  • Prominent blockchain companies include Coinbase and Ethereum Foundation, working alongside traditional banks to advance decentralized finance.
  • Legal stakeholders involve firms such as Skadden, Arps, Slate, Meagher & Flom LLP, which specialize in M&A litigation.
  • Innovators in entertainment leveraging blockchain include Dapper Labs (creator of NBA Top Shot) and Universal Music Group, which are piloting NFT projects.
💡 News facts:
➡ Potential consequences:
  • Near-term, increased regulatory scrutiny may delay or block major mergers, with potential fines for non-compliance.
  • Blockchain adoption in entertainment could lead to new revenue streams from NFTs and improved royalty tracking.
  • Medium-term, successful legal challenges may reshape market power balances and create higher barriers to entry for future deals.
  • Decentralized finance innovations may spur wider adoption of smart contracts, reducing transaction costs, but pose new risks for regulators.
Top Voices:
On Wikipedia: https://www.reuters.com/legal/finance/jpmorgan-goldman-merger-antitrust-2026-07-18/  https://variety.com/2026/film/blockchain-warner-bros-royalty-2026-07-18/  https://www.coindesk.com/business/2026/07/18/coinbase-universal-nft-2026-07-18/  
High-profile philanthropy and the legal boundaries of political donations in US elections
In the news:
🗺 Background:
  • US federal law limits direct political donations by individuals and entities, with the Federal Election Commission enforcing these boundaries.
  • Philanthropy groups often influence elections via non-profit donations, which face stricter scrutiny under IRS and FEC rules.
  • The Bipartisan Campaign Reform Act of 2002 set new standards for soft money and corporate contributions in US election campaigns.
  • Major Supreme Court decisions, including Citizens United v. FEC (2010), reshaped the legal landscape for political spending by corporations and unions.
🎩 Key stakeholders:
  • Billionaires like George Soros and Charles Koch are prominent figures in high-profile political philanthropy in the US.
  • Major non-profit organizations such as Open Society Foundations and Koch Industries are closely involved in political donation activities.
  • The Federal Election Commission (FEC) and Internal Revenue Service (IRS) are the principal enforcement bodies overseeing donation legality.
  • Policy think tanks including the Center for Responsive Politics frequently provide analysis and transparency regarding political donation flows.
💡 News facts:
➡ Potential consequences:
  • Near-term: Non-profits may voluntarily tighten internal donation protocols, fearing FEC scrutiny and public backlash.
  • Near-term: Suspension or reduction in corporate political donations could alter the funding landscape for upcoming US elections.
  • Medium-term: Legal reinterpretation or additional regulatory actions may emerge, affecting future political philanthropy structures.
  • Medium-term: Increased transparency demands from watchdog groups could prompt legislative changes in campaign finance disclosure standards.
Top Voices:
On Wikipedia: https://www.fec.gov/  https://www.opensecrets.org/  https://www.irs.gov/charitable-organizations/political-and-lobbying-activities  https://www.nytimes.com/2026/07/19/us/politics/open-society-fec-investigation.html  https://www.politico.com/news/2026/07/19/koch-industries-political-donations-review-001234567  
Science News
The impact of foundation AI models on operational efficiency in oil, gas, and petrochemical plants
In the news:
🗺 Background:
  • Foundation AI models, such as GPT-4 and BERT, process large datasets to enhance decision-making and automate tasks.
  • Oil, gas, and petrochemical facilities rely on operational data from sensors, SCADA, and ERP systems to optimize performance.
  • Integrating AI models boosts predictive maintenance, process optimization, and safety monitoring across industrial sites.
  • Industry adoption accelerated with partnerships between AI firms and operators since 2022.
🎩 Key stakeholders:
  • Major stakeholders include ExxonMobil, Shell, Saudi Aramco, and Chevron, which are actively piloting and deploying foundation AI models.
  • Technology providers like Microsoft, IBM, and C3.ai supply AI solutions to the energy sector.
  • Regulatory bodies such as the U.S. Department of Energy and international standards organizations set guidelines for AI integration.
  • Academic research centers, including MIT Energy Initiative and Stanford AI Lab, collaborate on scalable AI applications.
💡 News facts:
➡ Potential consequences:
  • Near-term: Operators expect more accurate asset failure predictions, reducing unplanned outages by up to 20%.
  • Near-term: AI-enabled efficiency gains could cut operational costs by 10-15% within the next 12 months.
  • Medium-term: Expansion of foundation models may automate more complex processes, potentially reshaping workforce skills requirements by 2028.
  • Medium-term: Enhanced optimization may facilitate compliance with stricter emissions standards and sustainability goals.
Top Voices:
On Wikipedia: https://news.shell.com/ai-efficiency-singapore-2026-07-18  https://energy.exxonmobil.com/azure-openai-houston-2026-07-18  https://www.c3.ai/news/chevron-ai-pilot-2026-07-18  
Greylock's investment strategy: Effects of capping fund size on startup partnership and performance
In the news:
🗺 Background:
  • Greylock is a prominent venture capital firm known for early-stage tech investments.
  • In 2022, Greylock set a cap on its fund size, deviating from an industry trend toward larger funds.
  • Capping fund size aims to foster deeper partnerships with startups and maintain investment discipline.
  • The strategy is part of Greylock's response to concerns about performance dilution in mega funds.
🎩 Key stakeholders:
  • Key stakeholders include Greylock partners such as Reid Hoffman and Sarah Tavel.
  • Portfolio startups affected by fund cap include Sift, Figma, and Coinbase.
  • Institutional investors in Greylock funds, like university endowments and pension funds, are impacted.
  • Competing VC firms, such as Sequoia Capital and Andreessen Horowitz, monitor Greylock's strategy.
💡 News facts:
➡ Potential consequences:
  • In the near-term, startups partnered with Greylock may receive more hands-on support and larger initial funding checks.
  • Greylock's capped fund may prompt other VC firms to reconsider fund sizing strategies.
  • Medium-term consequences could include improved exit multiples for Greylock-backed companies if partnership quality persists.
  • Institutional investors may shift capital allocation toward capped funds if performance gains are sustained.
Top Voices:
On Wikipedia: https://techcrunch.com/2026/07/18/greylock-investment-strategy-interview-july-2026  https://www.crunchbase.com/news/greylock-fund-cap-performance-july-2026  https://venturebeat.com/2026/07/19/greylock-vc-fund-cap-impact-report-july-2026  
Legal implications of hardware trade theft in AI-driven peripherals: Analysis of OpenAI's recent keyboard release amid Apple litigation
In the news:
🗺 Background:
  • OpenAI released an AI-driven keyboard peripheral, reportedly leveraging advanced machine learning integration, in July 2026.
  • Apple initiated litigation against OpenAI claiming hardware trade theft related to proprietary input device designs in early July 2026.
  • AI-driven peripherals are subject to intellectual property laws covering patents, trade secrets, and anticompetitive practices.
  • Legal precedents involving hardware design theft have previously shaped product launches in the tech sector.
🎩 Key stakeholders:
  • OpenAI is the primary developer of the new AI keyboard, led by CTO Mira Murati.
  • Apple, represented by legal counsel Katherine Adams, is pursuing litigation for alleged trade theft.
  • The U.S. District Court for Northern California is overseeing the case, docketed on July 15, 2026.
  • Industry watchdogs, including the Electronic Frontier Foundation, have commented on implications for innovation.
💡 News facts:
➡ Potential consequences:
  • Near-term: OpenAI may face a halt in sales or distribution of the AI keyboard if injunctions succeed.
  • Medium-term: Legal outcomes could establish new IP protection norms for AI-powered hardware.
  • Both companies risk reputational damage and disruption of product roadmaps due to ongoing litigation.
  • Judicial precedence may influence future partnerships and licensing arrangements across the AI hardware industry.
Top Voices:
On Wikipedia: https://techcrunch.com/2026/07/18/apple-openai-keyboard-lawsuit  https://wired.com/2026/07/18/openai-keyboard-apple-lawsuit/  https://theverge.com/2026/07/18/openai-keyboard-launch  
Accounting for AI capex and depreciation: How SpaceXAI and hyperscalers are reporting margins during the AI buildout
In the news:
🗺 Background:
  • AI buildout is driving massive capital expenditures (capex) in data centers, networking, and hardware by hyperscalers and emerging players like SpaceXAI.
  • Accounting for capex and depreciation directly impacts reported AI margins and investor perceptions in tech giants such as Microsoft, Google, and Amazon.
  • Sector accounting standards require precise tracking of AI infrastructure procurement, asset lifetimes, and depreciation schedules.
  • Reporting transparency on AI capex is now a top concern for analysts and regulators amid record infrastructure spending in 2024.
🎩 Key stakeholders:
  • Elon Musk’s SpaceXAI and hyperscalers including Google, Microsoft Azure, and Amazon Web Services are leading the current AI infrastructure buildout.
  • Top accounting firms such as PwC and Deloitte are advising on AI capex reporting practices for compliance and investor communications.
  • The SEC and FASB are monitoring disclosure requirements for margin and depreciation in new AI asset categories.
  • Institutional investors like BlackRock and Vanguard closely track AI capex disclosures to assess risk and return profiles.
💡 News facts:
➡ Potential consequences:
  • Near-term: Increased scrutiny on AI asset lifetime assumptions could trigger margin adjustments and earnings volatility for hyperscalers.
  • Near-term: Investor confidence may fluctuate based on transparency and accuracy of depreciation reporting for AI capex.
  • Medium-term: Accounting policies could influence strategic decisions on AI infrastructure investment and scaling by leading tech firms.
  • Medium-term: Regulatory guidance may standardize disclosures, improving comparability of AI margins across industries.
Top Voices:
On Wikipedia: https://newsfinance.com/spacexai-q2-capex-july18-2026  https://techcrunch.com/google-ai-margin-drop-july18-2026  https://sec.gov/news/ai-capex-guidance-july18-2026  
Emerging solutions for digital identity management amidst growing AI agent usage: Case study of Oak's $60M seed funding
In the news:
🗺 Background:
  • Oak is a startup focused on digital identity management solutions for AI agents.
  • AI agent proliferation has heightened concerns over secure and trustworthy digital identity verification.
  • Digital identity management is a critical component for preventing fraud and ensuring privacy in the AI-driven economy.
  • Seed funding rounds in emerging tech signal investor confidence in addressing digital security challenges.
🎩 Key stakeholders:
  • Oak, the digital identity startup, is a central stakeholder in this case study.
  • Primary investors in Oak's $60M seed round include notable venture capital firms.
  • AI agent developers and technology companies are key stakeholders in digital identity solutions.
  • Regulatory bodies monitoring digital identity standards are actively involved in shaping the market.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences include wider adoption of digital identity verification for AI agents across major tech platforms.
  • Medium-term outcomes may involve regulatory changes mandating digital identity safeguards for AI agents.
  • Investor interest could accelerate the development of interoperable digital identity standards.
  • Significant funding could lead to faster commercialization and global reach for Oak's technology.
Top Voices:
On Wikipedia: https://techcrunch.com/2026/07/18/oak-raises-60m-seed-funding-ai-digital-identity/  https://www.theverge.com/2026/07/18/oak-seed-funding-digital-identity-ai  https://venturebeat.com/2026/07/18/oak-partnership-openai-digital-identity-management/  
Culture
Unknown (No famous named painters recorded in 9th century Europe)
"No recorded quotes from painters of 9th century Europe exist due to the anonymity of artists at the time..."
The 9th century in Europe was part of the early medieval period, often referred to as the Dark Ages, with limited surviving records of individual painters. Artistic works were predominantly created anonymously within monastic communities, focusing on illuminated manuscripts and religious iconography...
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Alcuin of York
""The glory of the art is to conceal the art..."
Alcuin of York (c. 735–804) was an English scholar, clergyman, poet, and teacher who became a leading figure in the Carolingian Renaissance under Charlemagne. He greatly influenced education and literature during the 8th and early 9th centuries through his works and leadership of the palace school a...
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Notker Balbulus
"'Cantemus Domino' – Let us sing to the Lord, reflecting his devotion to sacred music..."
Notker Balbulus (c. 840 – 912) was a monk of the Abbey of Saint Gall in what is now Switzerland, known for his contributions to early medieval music and hymnody, including the development of sequences in Gregorian chant. Though not a scientist by modern standards, his work influenced the intellectua...
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Charlemagne
""To have another language is to possess a second soul..."
Charlemagne (c. 742 – 814) was King of the Franks and Lombards and Emperor of the Carolingian Empire, uniting much of Western and Central Europe during the early Middle Ages. He is credited with initiating the Carolingian Renaissance, a revival of art, religion, and culture through the establishment...
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NASA
Flying Saucer Crash Lands in Utah Desert
Flying Saucer Crash Lands in Utah Desert (2026-07-19)
Credits: NASA / APOD
Github
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Quantrade 16 stars #200
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autonomous-trajectory-control 0 stars #200
Drone and Boat trajectory tracking simulations using PID control loops in Python...
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planetearth 1 stars #203
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Imagery
Vison_advanced 11 stars #200
In this repo advanced vision tools are used . Algorithms for edge detection of various filters and scaling....
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Cats-vs-Dogs-CNN-Keras 11 stars #201
The famous Cats-vs-Dogs dataset. I have used a self laid ConvNet to classify the image into 2 classes either a Dog or a Cat. The images used are of 100*100 pixels each. The images ...
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voxynth 10 stars #202
Image synthesis and augmentation...
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Caffe-Data-Augmentation 10 stars #203
Image data augmentation util for Caffe...
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Video
awesome-conditional-content-generation 281 stars #200
Update-to-data resources for conditional content generation, including human motion generation, image or video generation and editing....
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WISA 275 stars #201
World Simulator Assistant for Physics-Aware Text-to-Video Generation...
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ComfyUI-MagCache 275 stars #202
The official code that integrates MagCache (Fast Video Generation with Magnitude-Aware Cache) with ComfyUI....
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MagCache 275 stars #203
The official code for NeurIPS 2025 "MagCache: Fast Video Generation with Magnitude-Aware Cache"...
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