Risenshine! Here is digest of signals harvested on 2026-08-14.
Markets
International - 08/14
Germany (EWG):
+0.455%  +6.4096% MoM
France (EWQ):
+0.095%  +4.2775% MoM
United Kingdom (EWU):
-0.0622%  +3.1217% MoM
Italy (EWI):
-0.1027%  +3.9714% MoM
Italy (EWI):
-0.1027%  +3.9714% MoM
Spain (EWP):
+0.0798%  +5.2349% MoM
Netherlands (EWN):
+0.0841%  +3.9458% MoM
Chile (ECH):
+0.4496%  +0.9285% MoM
Belgium (EWK):
-0.6689%  +0.9253% MoM
Germany (EWD):
-0.019%  +4.5815% MoM
Australia (EWO):
+0.3407%  +4.4939% MoM
China Large-Cap (FXI):
+0.1578%  +1.8524% MoM
Japan (EWJ):
-0.3351%  +4.9626% MoM
India (INDA):
-0.4702%  +2.1039% MoM
Taiwan (EWT):
-0.5674%  +4.2931% MoM
Hong Kong (EWH):
-0.5556%  +1.3361% MoM
Singapore (EWS):
+0.5227%  +4.8769% MoM
Indonesia (IDX):
+1.1791%  +6.5498% MoM
Malaysia (EWM):
-0.6392%  +0.539% MoM
Saudi Arabia (KSA):
-0.2244%  +2.2315% MoM
Arab Emirates (UAE):
+0.2552%  +2.2917% MoM
Qatar (QAT):
+0.0227%  -0.7312% MoM
Israel (EIS):
+0.1125%  +1.4036% MoM
Kuwait (KWT):
-0.5267%  +3.1735% MoM
Africa (AFK):
-0.9929%  +7.4259% MoM
Commodities - 08/14
gold (GLD):
+0.7093%  +7.9065% MoM
silver (SLV):
+0.8425%  +12.3348% MoM
US oil (USO):
+0.9078%  +3.9422% MoM
platinium (PPLT):
+2.1236%  +4.4766% MoM
agriculture (DBA):
+0.2849%  -1.0054% MoM
carbon (KRBN):
-0.4657%  +1.3934% MoM
copper (CPER):
+0.4517%  +3.6241% MoM
gaz (UNG):
+0.6008%  -4.9299% MoM
corn (CORN):
+1.5075%  +2.1922% MoM
weat (WEAT):
+2.426%  -0.0401% MoM
uranium (URA):
-0.3757%  +10.22% MoM
lithium (LIT):
+1.0313%  +6.1497% MoM
Favorites - 08/14
Adobe (ADBE):
-2.1886%  +17.8171% MoM
AMD (AMD):
+4.0269%  -5.0421% MoM
Microsoft (MSFT):
-0.1695%  +25.3792% MoM
Nvidia (NVDA):
-0.0377%  +5.9835% MoM
Oracle (ORCL):
-2.6053%  +14.8389% MoM
Axon (AXON):
-0.3882%  +13.3205% MoM
Amazon (AMZN):
-0.6337%  +3.3299% MoM
Alibaba (BABA):
+1.277%  +5.1236% MoM
JD (JD):
-1.2457%  -1.1783% MoM
ARM (ARM):
-0.2333%  +0.3574% MoM
Intel (INTC):
-1.6641%  -0.1651% MoM
Mu (MU):
+1.2939%  +6.3962% MoM
Qualcom (QCOM):
-0.4126%  -7.793% MoM
Marvel (MRVL):
-1.1027%  +6.5306% MoM
Apple (AAPL):
-0.0213%  -6.8107% MoM
Lowe (LOW):
-0.2658%  +3.8062% MoM
Sectors - 08/14
SP500 (SPY):
-0.2687%  +2.7795% MoM
healthcare (XLV):
-0.4514%  +5.8942% MoM
finance (XLF):
-0.1202%  +2.8819% MoM
real-estate (XLRE):
+0.3103%  +1.5709% MoM
semi-conductors (SOXX):
-1.0967%  -1.9036% MoM
aerospace (ITA):
+1.1264%  +6.8025% MoM
reit (RWR):
+0.2274%  +0.2624% MoM
transportation (XTN):
-0.6767%  -2.7293% MoM
agriculture (MOO):
+0.5435%  -0.2206% MoM
clean energy (QCLN):
+0.7349%  -2.4096% MoM
Gainers
Artius II Acquisition Inc. Rights +1788.9%
...
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Onfolio Holdings Inc. Warrant +138%
Onfolio Holdings Inc actively manages small online businesses that operate in sectors with long-term growth opportunities, have positive and stable cash flows, face minimal threats...
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Losers
TMC the metals company Inc. Warrants -68.9%
TMC The Metals Co Inc is a deep seabed minerals developer focused on the collection, processing and refining of polymetallic nodules found on the seafloor in international waters o...
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Amplitech Group, Inc. Series B Right -67%
...
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Business
Impact of Yemen Red Sea shipping crisis and Strait of Hormuz tensions on global oil supply chains
In the news:
🗺 Background:
  • The Red Sea and Strait of Hormuz are key chokepoints for global oil transport, with more than 20% of the world’s oil passing through these corridors annually.
  • Houthi attacks on shipping in Yemen and Iran’s escalating demands at the Strait of Hormuz have sharply raised tensions since August 2026.
  • Instability in these regions disrupts vital supply chains connecting Middle Eastern producers to markets in Europe, Asia, and the United States.
  • Geopolitical risks in both Red Sea and Hormuz have led to rerouting of oil tankers and increased shipping costs.
🎩 Key stakeholders:
  • The Iranian government and Iranian Revolutionary Guard Corps are increasing demands and leverage at the Strait of Hormuz.
  • Houthi militants in Yemen are intensifying maritime attacks that endanger international shipping lanes.
  • Major oil companies such as Saudi Aramco and BP, and global shipping insurers, face financial and operational disruptions.
  • The United States government is pressured to negotiate with Iran to restore stable oil flows.
💡 News facts:
➡ Potential consequences:
  • In the near term, oil prices could spike sharply due to forced rerouting and risk premiums added to tankers passing through the Red Sea and Strait of Hormuz.
  • Supply disruptions could push some refineries in Europe and Asia to cut output or turn to alternative, more expensive sources.
  • In the medium term, major energy buyers may accelerate investments in alternative routes or non-Middle East suppliers.
  • Prolonged tensions may create new leverage for Iran in ongoing international negotiations, impacting broader regional security.
Read online: https://fortune.com/2026/08/11/houthi-attacks-yemen-red-sea-iran-hormuz/  https://fortune.com/2026/08/12/iran-mafia-protection-toll-strait-hormuz-eye-popping-20-billion/  https://fortune.com/2026/08/12/iran-oil-strait-of-hormuz/  
Analyzing the rise of AI infrastructure in the Gulf and shifts in global data control strategies
In the news:
🗺 Background:
  • The Gulf region is rapidly increasing investment in AI infrastructure such as cables, fiber networks, and data centers as of 2026.
  • Control over data highways is seen as central to both economic competitiveness and digital sovereignty for Gulf nations.
  • Global shifts in data control strategies are driven by surging AI adoption and the geopolitics of data flows.
  • Recent moves by Gulf governments reflect a desire to reduce reliance on foreign-controlled data chokepoints.
🎩 Key stakeholders:
  • Major Gulf governments include the United Arab Emirates, Saudi Arabia, and Qatar.
  • Telecom giants like Etisalat, stc, and Qatar Telecom are central to data infrastructure investments.
  • International companies such as Google Cloud and Microsoft are involved in regional partnerships and infrastructure expansion.
  • Regulatory bodies and sovereign wealth funds are providing funding and policy direction for AI and data projects.
💡 News facts:
➡ Potential consequences:
  • In the near-term, enhanced regional data control may attract more global tech investment and AI research to the Gulf.
  • Medium-term, increased infrastructure independence could shift power dynamics in international data regulation and digital trade.
  • Gulf nations may set precedents for new data governance policies as investments mature.
  • A more resilient and autonomous data ecosystem could reduce exposure to geopolitical risks and global supply chain disruptions.
Read online: https://fortune.com/2026/08/12/the-gulf-ai-boom-is-driving-the-race-to-control-the-data-highways/  https://fortune.com/2026/08/12/the-gulf-wants-to-break-free-from-the-worlds-data-chokepoints/  
Consequences of cutting international aid: Maternal health outcomes in Nepal after USAID reductions
In the news:
🗺 Background:
  • USAID historically provided significant maternal health aid to Nepal, supporting pregnancy and childbirth care.
  • In 2025, the United States reduced foreign aid allocations to Nepal, impacting healthcare services.
  • Nepal relies on external funding for maternal health programs, including emergency obstetric care.
  • Prior USAID support contributed to declines in maternal and child mortality rates in Nepal over the past decade.
🎩 Key stakeholders:
  • USAID is the principal U.S. agency responsible for administering foreign aid to Nepal.
  • Nepal's Ministry of Health and Population oversees public health programs affected by aid reductions.
  • Local health workers, including midwives and doctors in rural areas, are directly impacted by funding cuts.
  • The Associated Press conducted interviews with affected stakeholders for recent coverage.
💡 News facts:
➡ Potential consequences:
  • Near-term effects include further increases in maternal deaths and preventable childbirth complications in rural Nepal.
  • Medium-term consequences may involve a reversal of prior improvements in maternal mortality rates and increased pressure on local health systems.
  • Communities could face shortages of trained medical staff and essential supplies without restored funding.
  • Longer-lasting impacts may include loss of trust in healthcare and delays in achieving national health targets.
Read online: https://apnews.com/article/usaid-nepal-maternal-child-death-trump-aid-cuts-43fb5e8aff8a4f65b7f18781455c3f91  
Security implications of advanced AI and drone warfare: A comparison of NATO's defensive AI doctrine and Taiwan's military urban tactics
In the news:
🗺 Background:
  • NATO is developing a defensive doctrine that utilizes advanced AI and drones to fortify its eastern flank against potential threats.
  • Taiwan is adapting its urban military tactics by training Abrams M1A2T tank crews to hide and refuel within cities during the Han Kuang annual drills.
  • AI technologies are increasingly integrated in modern warfare for surveillance, coordination, and rapid response across both NATO and Taiwan.
  • Urban environments are being used by militaries for concealment and logistical advantage, especially facing adversaries with superior surveillance capabilities.
🎩 Key stakeholders:
  • NATO Command Structure and its member states are jointly involved in shaping the AI and drone defensive doctrines.
  • Taiwanese Ministry of National Defense coordinates urban military adaptation alongside the United States, supplier of M1A2T tanks.
  • AI technology firms contracted by NATO for battlefield drone coordination include defense specialists in Europe and North America.
  • Key decision-makers include General Tod Wolters (NATO), Taiwan's Defense Minister Chiu Kuo-cheng, and manufacturer General Dynamics Land Systems.
💡 News facts:
➡ Potential consequences:
  • Near-term consequence: The integration of AI in NATO's defensive doctrine may accelerate battlefield decision-making while mitigating risks of autonomous lethal action.
  • Near-term consequence: Taiwan's urban tactics could increase survivability and logistical sustainability for tanks during a possible conflict with China.
  • Medium-term consequence: The proliferation of AI-driven drone warfare may trigger regulatory debates and strategic recalibrations among global military alliances.
  • Medium-term consequence: Urban militarization might turn cities into contested battlegrounds, impacting civilian safety and urban infrastructure resilience.
Read online: https://www.businessinsider.com/nato-plan-drone-infested-battlefield-ai-flies-humans-decide-strikes-2026-8#article  https://www.businessinsider.com/taiwan-abrams-m1a2t-tank-crews-hide-han-kuang-china-cities-2026-8#article  
Evaluating the ethical and legal controversies around monetizing political social media: The Truth Social early access case
In the news:
🗺 Background:
  • Truth Social released an API offering early access to posts by political figures, including Donald Trump, in August 2026.
  • Monetizing political social media content has sparked debates about legality and ethics, particularly related to market manipulation.
  • Economists and legal scholars have raised concerns over the potential for insider trading driven by real-time access to influencer posts.
  • Early access subscriptions reportedly cost up to $100,000 per month, targeting financial firms leveraging the information for investment decisions.
🎩 Key stakeholders:
  • Donald Trump is central as the owner and frequent poster on Truth Social, whose content drives platform value.
  • Trump Media & Technology Group is the parent company overseeing Truth Social and its API commercialization.
  • Interim CEO of Trump Media publicly confirmed the existence of paying customers for the early access API.
  • Financial firms and hedge funds, nearly a dozen according to reports, are subscribers seeking predictive market advantage.
💡 News facts:
➡ Potential consequences:
  • In the near-term, legal investigations and lawsuits may halt or restrict the Truth API's commercialization.
  • Regulatory bodies could establish new frameworks or rules for monetizing political social media tied to market-sensitive content.
  • Affected financial firms may face increased scrutiny and compliance burdens, impacting their trading operations.
  • Medium-term effects may include broader reforms around social media monetization, transparency, and digital ethics in politics.
Read online: https://fortune.com/2026/08/12/trump-media-truth-api-insider-trading/  https://www.businessinsider.com/lawsuit-donald-trump-early-access-truth-social-posts-corrupt-2026-8#article  
Science News
Impact and adoption of AI watermarks for academic and workplace integrity
In the news:
🗺 Background:
  • AI watermarks are digital signatures embedded in content generated by artificial intelligence to help identify and trace its origin.
  • Academic institutions and workplaces increasingly adopt AI-generated content, raising concerns about plagiarism and integrity.
  • Anthropic and other AI firms began deploying watermarking in 2026 to target misuse in education and employment.
  • The growing reliance on generative AI tools has made detection of machine-generated content a key ethical issue for universities and businesses.
🎩 Key stakeholders:
  • Anthropic is the developer of Claude, a popular AI model, and recently announced the rollout of new watermarking features.
  • Universities and colleges are primary stakeholders, with administrators and professors monitoring AI use for academic honesty.
  • Employers and HR departments in tech and knowledge sectors are adopting watermark detection to enforce workplace integrity.
  • Students and workers using Claude and similar AI platforms are directly impacted, facing new compliance requirements.
💡 News facts:
➡ Potential consequences:
  • Near-term, institutions may see a spike in detected AI-generated academic misconduct, prompting stricter enforcement and penalties.
  • Medium-term, increased transparency from watermarks could push students and employees to adapt ethical AI usage habits.
  • Some users may seek ways to circumvent watermarking technologies, leading to a new wave of detection and countermeasures.
  • Workplace trust and compliance monitoring may evolve, with HR relying on AI watermark tracing for employee output verification.
Read online: https://techcrunch.com/2026/08/12/some-claude-users-are-mad-that-anthropics-new-watermarks-will-catch-them-cheating-at-their-jobs-classes/  
Strategic leadership transition at Fermi and implications for AI-driven nuclear power innovation
In the news:
🗺 Background:
  • Fermi is an AI-driven nuclear power firm focused on pioneering automation and safety technologies.
  • The company experienced a leadership shakeup after firing co-founder Toby Neugebauer, who previously held the CEO post.
  • Fermi leverages AI to optimize nuclear plant operations, aiming to drive efficiency in clean energy production.
  • Leadership transitions can significantly impact strategic direction and investor confidence in emerging tech sectors.
🎩 Key stakeholders:
  • Lee McIntire, an independent board member, was named Fermi CEO in August 2026.
  • Toby Neugebauer, co-founder, was dismissed as CEO more than three months prior to the appointment.
  • Fermi's board of directors played a central role in the transitional process.
  • TechCrunch is a primary news outlet reporting these developments.
💡 News facts:
➡ Potential consequences:
  • McIntire’s appointment may accelerate Fermi’s development of AI-powered nuclear solutions in the near term.
  • Investor and industry confidence could stabilize as leadership uncertainty is resolved.
  • Medium-term, Fermi's innovation pipeline may benefit from new strategic stewardship, impacting AI integration in nuclear energy.
  • Leadership transition sets a precedent for governance and crisis management in AI-energy startups.
Read online: https://techcrunch.com/2026/08/12/ai-nuclear-power-firm-fermi-finally-has-a-new-ceo/  
Economic and social consequences of Amazon's opt-out policy for training AI on Twitch content
In the news:
🗺 Background:
  • Amazon announced a new policy on August 12, 2026, to use Twitch streamers' content for training its AI by default.
  • Twitch, owned by Amazon, hosts millions of live-streaming content creators whose material will be included unless they opt out.
  • The policy aims to bolster Amazon's AI capabilities for speech, video, and content analysis.
🎩 Key stakeholders:
  • Amazon and Twitch are the implementing companies with direct stakes in policy impacts.
  • Twitch CPO Mike Minton publicly addressed user concerns about the opt-out process on August 12, 2026.
  • Streamers, content creators, and their audiences are directly affected by Amazon's use of their content.
  • Regulatory bodies like the FTC may monitor implications for data privacy and creator rights.
💡 News facts:
➡ Potential consequences:
  • In the near term, streamers may experience reduced control over their content and potential backlash due to data privacy concerns.
  • Medium-term, Amazon's AI models could advance at a faster pace, deepening competitive advantage in content moderation and recommendation systems.
  • Economic effects may include increased monetization for Amazon and Twitch but potential loss of trust or migration among creators.
  • Regulatory scrutiny could intensify, with possible demands for increased transparency or policy revisions regarding creator consent.
Read online: https://techcrunch.com/2026/08/12/amazon-will-train-on-twitch-streamers-content-by-default-unless-they-opt-out/  
Technical advancements and cost efficiency in SpaceXAI's Grok models compared to existing AI benchmarks
In the news:
🗺 Background:
  • SpaceXAI Grok models are advanced AI models designed to compete with industry leaders like OpenAI and Fable.
  • Grok 4.6 recently launched as a 1.5T-parameter model with improved supervised fine-tuning and reinforcement learning.
  • SpaceXAI is targeting both technical frontier capability and cost reduction compared to benchmark models such as Fable 5 Max and Opus 5.
  • Major upcoming releases include Grok 4.7, expected to deliver substantial performance improvements.
🎩 Key stakeholders:
  • Elon Musk is a key driving force behind SpaceXAI and the Grok model developments.
  • Cognition Labs provides benchmarking insights on Grok 4.6 relative to competitors.
  • OpenAI (creator of GPT-5.6) and Fable (creator of Fable 5 Max) are main benchmark competitors.
  • SpaceX is the parent company supporting AI innovation and deployment.
💡 News facts:
➡ Potential consequences:
  • The drastic reduction in operational costs could catalyze broad adoption of Grok models for enterprise and research applications.
  • SpaceXAI's technical dominance may pressure competitors to accelerate innovation or reduce prices, reshaping the industry landscape in the near-term.
  • Significant performance improvements of Grok 4.7 could boost SpaceXAI's reputation, potentially making it a leader in AI development by mid-2027.
  • Lower barriers to access frontier AI models may enable more diverse applications across sectors, including science, finance, and engineering.
Read online: https://www.nextbigfuture.com/2026/08/updated-spacex-catalysts.html  https://www.nextbigfuture.com/2026/08/xai-grok-4-6-is-near-frontier-capable-but-85-lower-cost.html  https://www.nextbigfuture.com/2026/08/elon-claims-spacexai-grok-4-7-will-surpass-all-current-models.html  
Innovations in grid-scale battery technology: Form Energy's business expansion and new customer profile
In the news:
🗺 Background:
  • Form Energy specializes in developing grid-scale batteries designed for long-duration energy storage.
  • The company's flagship product is a 100-hour battery aimed at supporting renewable energy integration and grid stability.
  • Expansion in battery technology is driven by increasing demand from utilities and tech companies for reliable, sustainable energy solutions.
  • Recent innovations have enabled Form Energy to secure significant investments and new market opportunities.
🎩 Key stakeholders:
  • Form Energy is the central company advancing large-scale battery solutions.
  • Google and Crusoe are notable customers recently engaged in contracts with Form Energy.
  • Major investors in Form Energy include Breakthrough Energy Ventures, led by Bill Gates.
  • The expansion involves manufacturing facilities and partnerships with energy and technology companies.
💡 News facts:
➡ Potential consequences:
  • Near-term, expanded manufacturing will increase supply of large-scale batteries for utilities and technology firms.
  • New customer relationships, including Google and Crusoe, could drive additional adoption of renewable-friendly storage solutions.
  • Medium-term, Form Energy's deployment could enable broader decarbonization and resilience for energy grids.
  • Investment influx may spur innovation and competition among grid-scale battery providers.
Read online: https://techcrunch.com/2026/08/12/form-energy-raises-750m-to-build-more-100-hour-batteries-for-the-grid/  
Culture
No well-documented painters are known from the 11th century Middle East
"N/A..."
The 11th century Middle East is noted more for its contributions to literature, science, and philosophy than for individual painters, as painting was often part of manuscript illumination rather than standalone art....
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Al-Ma'arri
"Do not believe what you hear, and only half of what you see..."
Abu al-'Ala' al-Ma'arri (973–1057) was a blind Arab philosopher, poet, and writer from the Abbasid era known for his skeptical and rationalist views expressed in his poetry and prose. He is considered one of the greatest poets of the classical Arabic tradition....
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Avicenna (Ibn Sina)
"The knowledge of anything, since all things have causes, is not acquired or complete unless it is known by its causes..."
Ibn Sina (980–1037), known in the West as Avicenna, was a Persian polymath who made monumental contributions to medicine, philosophy, and science, particularly with his book 'The Canon of Medicine' which was a standard medical text for centuries....
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Alp Arslan
"Do not grieve! What is destined will happen..."
Alp Arslan (1029–1072) was the second sultan of the Seljuk Empire who significantly expanded its territories and famously defeated the Byzantine Empire at the Battle of Manzikert in 1071, a turning point in Middle Eastern and Anatolian history....
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NASA
NASA Picture of the Day
Total Solar Eclipse from Greenland
Total Solar Eclipse from Greenland (2026-08-14)
Credits: On August 12
Github
Trading tools
Quantitative-Country-ETF-Trading-Strategy 23 stars #160
Quantitative Country ETF Trading Strategy...
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quantpp 23 stars #161
quant++: A C++ quantitative trading framework. ...
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Quantitative-Trading-Strategies-Using-Python 23 stars #162
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RustyQLib 23 stars #163
RustyQlib: A quant library for derivative pricing and quantitative finance...
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Sea Vessels
BBD-Gasoline-Report-Bot 0 stars #160
Telegram bot for boat fuel consumption tracking and analytics...
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radar-point-cloud-tracking 0 stars #161
Radar point cloud processing and object tracking system for detecting and tracking boats and buoys...
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Easytotrack 0 stars #162
Tracker for open water rowing boat racers...
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ChatBoat 0 stars #163
A local AI chatbot built with Ollama, LangChain, and Streamlit — run open-source LLMs privately on your machine with full LangSmith tracking....
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Air Vessels
sky_camera 2 stars #160
This Python program processes sky camera videos to detect and track moving objects such as UFOs, UAPs, planes and satellites....
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Skylog 2 stars #161
🛩️ A flight tracker that remembers every plane it sees over your house. Worldwide live ADS-B map, per-aircraft memory, pattern detection, satellite overlay. No account, no tracker...
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esp32-flight-radar 2 stars #162
Live aircraft radar on a 1.28" round ESP32 display. Tracks planes overhead with altitude colours, directional icons, and tap-for-details. Free APIs, no keys needed....
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aexp 2 stars #163
aexp is a lightweight Go-based experiment control plane for researchers and coding agents. It keeps the simplicity of SSH while adding tracked runs, tmux-backed execution, resource...
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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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SuperpixelGridMasks 14 stars #162
SuperpixelGridMasks is an approach for sensor-based data augmentation towards image classification tasks and so on....
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CNN_system 14 stars #163
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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Video
OmniCustom 425 stars #160
Official Implementation of 'OmniCustom: Sync Audio-Video Customization Via Joint Audio-Video Generation Model' ...
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VisionReward 423 stars #161
[AAAI 2026] VisionReward: Fine-Grained Multi-Dimensional Human Preference Learning for Image and Video Generation...
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World-R1 416 stars #162
[ICML 2026] World-R1: Reinforcing 3D Constraints for Text-to-Video Generation...
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qvac 414 stars #163
Open-source local AI SDK - run AI on-device with no cloud, no API keys. Supports GGUF, RAG, image, music, and video generation, speech-to-text, P2P inference, and more. Cross-platf...
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