Risenshine! Here is digest of signals harvested on 2026-08-26.
Markets
International - 08/26
Germany (EWG):
+0.7251%  +6.3906% MoM
France (EWQ):
-0.0639%  +3.5541% MoM
United Kingdom (EWU):
+0.5906%  +4.2643% MoM
Italy (EWI):
+0.4143%  +3.7025% MoM
Italy (EWI):
+0.4143%  +3.7025% MoM
Spain (EWP):
-0.1265%  +4.0534% MoM
Netherlands (EWN):
+0.3034%  +5.4046% MoM
Chile (ECH):
-0.828%  +6.8298% MoM
Belgium (EWK):
+0.29%  +3.8274% MoM
Germany (EWD):
+1.456%  +6.6732% MoM
Australia (EWO):
+0.618%  +6.2349% MoM
China Large-Cap (FXI):
+0.0281%  +0.7937% MoM
Japan (EWJ):
+0.833%  +4.5022% MoM
India (INDA):
+1.7832%  +2.7408% MoM
Taiwan (EWT):
+2.0033%  +7.7599% MoM
Hong Kong (EWH):
-0.1721%  +1.8437% MoM
Singapore (EWS):
+1.4819%  +7.4028% MoM
Indonesia (IDX):
+0.82%  +9.2303% MoM
Malaysia (EWM):
+0.5245%  +3.1205% MoM
Saudi Arabia (KSA):
+0.5893%  +6.1655% MoM
Arab Emirates (UAE):
-1.222%  +2.8632% MoM
Qatar (QAT):
+0.4374%  -2.3167% MoM
Israel (EIS):
+1.1121%  +2.5654% MoM
Kuwait (KWT):
+0.3811%  +3.5869% MoM
Africa (AFK):
+1.0494%  +16.0575% MoM
Commodities - 08/26
gold (GLD):
+0.3234%  +14.2647% MoM
silver (SLV):
+0.1929%  +17.7404% MoM
US oil (USO):
-4.5836%  +1.1141% MoM
platinium (PPLT):
-0.8235%  +14.4603% MoM
agriculture (DBA):
-0.0707%  +2.3896% MoM
carbon (KRBN):
+0.9795%  +3.8826% MoM
copper (CPER):
+1.722%  +5.1328% MoM
gaz (UNG):
+0.7882%  +1.1869% MoM
corn (CORN):
+1.9251%  +9.3802% MoM
weat (WEAT):
+0.5887%  +4.5269% MoM
uranium (URA):
+5.3622%  +19.3948% MoM
lithium (LIT):
-0.5712%  +11.5984% MoM
Favorites - 08/26
Adobe (ADBE):
-0.8506%  +15.2135% MoM
AMD (AMD):
+4.9119%  -3.1862% MoM
Microsoft (MSFT):
+0.9029%  +26.3711% MoM
Nvidia (NVDA):
+2.1921%  +8.4169% MoM
Oracle (ORCL):
+1.6216%  +20.7339% MoM
Axon (AXON):
+2.6222%  +16.7047% MoM
Amazon (AMZN):
-0.3854%  +12.8225% MoM
Alibaba (BABA):
+0.8188%  +3.8609% MoM
JD (JD):
+0.5479%  -5.1373% MoM
ARM (ARM):
+1.1643%  -9.3005% MoM
Intel (INTC):
+0.2521%  -4.5707% MoM
Mu (MU):
+2.4758%  +3.6403% MoM
Qualcom (QCOM):
+1.2805%  -5.5752% MoM
Marvel (MRVL):
+4.8367%  +27.0709% MoM
Apple (AAPL):
-0.1418%  -8.017% MoM
Lowe (LOW):
-1.0969%  +1.4417% MoM
Sectors - 08/26
SP500 (SPY):
+0.3196%  +3.6288% MoM
healthcare (XLV):
+0.3377%  +7.2766% MoM
finance (XLF):
+0.1546%  +2.5141% MoM
real-estate (XLRE):
+0.0662%  -0.8741% MoM
semi-conductors (SOXX):
+1.5568%  -0.4204% MoM
aerospace (ITA):
+0.3856%  -3.94% MoM
reit (RWR):
+0.0868%  -2.8403% MoM
transportation (XTN):
+0.5097%  -4.5883% MoM
agriculture (MOO):
-0.0471%  +2.3494% MoM
clean energy (QCLN):
+1.3193%  +0.4225% MoM
Gainers
Market closed! Happy holidays!
Losers
Market closed! Happy holidays!
Business
Impact of US-China tariffs on global supply chains and domestic manufacturing: Focus on robotics and consumer exports
In the news:
🗺 Background:
  • The US-China tariff dispute began in 2018 when the Trump administration imposed tariffs on Chinese imports exceeding $250 billion.
  • Robotics and consumer exports, such as electronics and appliances, are especially affected due to their reliance on Chinese manufacturing and US market demand.
  • Supply chains spanning Asia, North America, and Europe face disruptions as tariffs shift sourcing decisions and alter procurement schedules.
  • Both nations periodically adjust tariff levels, impacting global trade flows and companies like ABB and DJI, which depend on international supply chains.
🎩 Key stakeholders:
  • Key stakeholders include US manufacturing firms like General Electric and robotics companies such as ABB and Boston Dynamics.
  • Government institutions, including the Office of the United States Trade Representative and China Ministry of Commerce, set trade policy and enforce tariffs.
  • Major exporters affected: consumer electronics companies (Apple, Xiaomi), and logistics firms like FedEx and Maersk.
  • Trade associations such as the National Association of Manufacturers and China Robotics Industry Alliance advocate on behalf of affected businesses.
💡 News facts:
➡ Potential consequences:
  • Near-term: US robotics manufacturers may see increased costs and delayed product launches due to disrupted components supply from China.
  • Near-term: Consumer electronics prices in the US could rise as domestic producers absorb higher costs or shift supply chain strategies.
  • Medium-term: Tariff-induced market volatility may prompt multinationals to diversify manufacturing locations, affecting regional economies.
  • Medium-term: Persistent tensions could accelerate US investment in automation for supply chain resilience, but risk undermining international cooperation.
Top Voices:
On Wikipedia: https://www.example-source-link.com/robotics-import-decline  https://www.example-source-link.com/china-export-drop  
Emerging US defense technologies in the context of escalating US-China strategic competition
Leverage risks in the US financial sector: Analysis of Treasury bond buybacks, recession warnings, and investor strategies
In the news:
🗺 Background:
  • Leverage risk in the US financial sector is increasing due to surging long-term Treasury yields not seen since before the financial crisis, with 10- and 30-year yields reaching 20-year highs in August 2026.
  • The US Treasury announced on August 19, 2026, a plan to double buybacks of older, long-duration Treasury bonds from $2 billion to $4 billion per operation, intending to provide greater liquidity and stabilize yields.
  • Recent inflation concerns, geopolitical uncertainty stemming from the Iran war, and rising government and private sector debt levels have contributed to market volatility and recession warnings.
  • The total US public debt surpassed $40 trillion in August 2026, intensifying worries about affordability for consumers, businesses, and the government.
🎩 Key stakeholders:
  • Scott Bessent, US Treasury Secretary, is central to the buyback initiative and is tasked with soothing market volatility.
  • Federal Reserve Chairman Kevin Warsh faces new pressures due to the Treasury's intervention and may need to clarify Fed-Treasury dynamics at upcoming Jackson Hole meetings.
  • President Donald Trump has commented directly on market volatility and is pushing fiscal and monetary policies to lower financing costs ahead of the midterm elections.
  • Major financial institutions such as State Street Investment Management and RSM US, along with analysts like Lori Heinel and Joseph Brusuelas, are key voices in assessing the risks and impacts.
💡 News facts:
➡ Potential consequences:
  • Near-term, Treasury buybacks may temporarily stabilize yields and liquidity, reducing immediate risks of market panic and abrupt rate spikes.
  • Medium-term consequences could include greater fiscal sensitivity to interest rate changes, increased inflation risk, and potential dollar weakening if investors perceive US debt as less attractive.
  • The pressure on the Federal Reserve to align with fiscal objectives may compromise its independence, prompting policy shifts or investor skepticism at events like the Jackson Hole summit.
  • Market volatility, driven by continued debt issuance and uncertain geopolitical and inflationary outlooks, may spur recession fears and impact consumer and business confidence.
Top Voices:
On Wikipedia: https://www.cfr.org/articles/what-the-treasurys-buyback-surprise-says-about-the-bond-market  https://www.cnbc.com/2026/08/19/treasury-announces-upscaled-buyback-operation-for-longer-term-debt-sending-yields-lower.html  https://money.usnews.com/investing/news/articles/2026-08-21/treasury-buyback-renews-dollar-debasement-fears  https://www.politico.com/news/2026/08/19/treasury-buy-back-debt-bond-market-pain-01041461  https://www.cnbc.com/2026/08/19/bessent-treasury-buybacks-yields-warsh-fed.html  
Labor shortages and AI-driven automation in America's energy sector: Will retraining outpace robot adoption?
In the news:
🗺 Background:
  • The U.S. energy sector faces chronic labor shortages due to retirements and a lack of skilled recruits since 2020.
  • AI-driven automation technologies are expanding, led by firms like Siemens and ABB, since the 2022 infrastructure push.
  • Retraining initiatives for energy workers have ramped up, notably with $250 million allocated by the Department of Energy in 2023.
  • The balance between reskilling programs and the speed of automation adoption is critical for workforce stability.
🎩 Key stakeholders:
  • Major utilities including Duke Energy and Dominion Energy are piloting automated grid management systems.
  • The American Federation of Labor and Congress of Industrial Organizations (AFL-CIO) advocates for expanded worker retraining.
  • The Department of Energy, led by Secretary Jennifer Granholm, coordinates retraining and innovation funding.
  • Tech providers such as Siemens, ABB, and Honeywell are at the forefront of robotics adoption in energy infrastructure.
💡 News facts:
➡ Potential consequences:
  • Short-term, AI-driven automation may create displacement for up to 10,000 energy workers by mid-2027.
  • Successful retraining could maintain workforce levels, but slow adoption may cause operational gaps.
  • Medium-term, accelerated automation could boost grid reliability but lead to regional job losses in maintenance roles.
  • Retraining programs will shape whether workers transition to new high-skill roles or exit the energy sector altogether.
Top Voices:
On Wikipedia: https://energynews.us/duke-siemens-grid-robots-2026-08-25  https://doe.gov/energy-retraining-grants-2026-08-25  https://industrytoday.com/dominion-honeywell-robots-2026-08-25  
Canada-US trade disputes and energy diplomacy: Risks of electricity cutoffs and shifts in cross-border consumer sentiment
In the news:
🗺 Background:
  • Canada and the United States maintain the world's largest bilateral trading relationship, with annual goods and energy exchanges exceeding $750 billion.
  • Cross-border electricity flows are significant, especially in northern states such as New York and Michigan relying on Canadian hydroelectric power.
  • Trade disputes have periodically emerged, including tariffs, regulatory clashes, and energy export restrictions.
🎩 Key stakeholders:
  • Key stakeholders include Canadian utilities like Hydro-Québec and Manitoba Hydro, and US operators such as Constellation Energy and PJM Interconnection.
  • Government agencies involved are Global Affairs Canada, Natural Resources Canada, and the U.S. Department of Energy.
  • U.S. Trade Representative Katherine Tai and Canadian Minister of International Trade Mary Ng are central policymakers.
  • Consumer groups along the US border, including Maine and Minnesota, are closely monitoring possible energy disruptions.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences may include localized electricity shortages in northern US border states if Canadian supply is curtailed.
  • Medium-term risks involve increased volatility in electricity prices and a deterioration of Canada-US consumer sentiment.
  • Trade relations between Canada and the US may experience further strain, possibly prompting negotiations or retaliatory measures.
Top Voices:
On Wikipedia: https://energynews.ca/canada-us-electricity-tariff-dispute  https://nyenergysource.com/canadian-hydro-alert  
Science News
Technical assessment and controversy over the IVO Quantum Drive: Is the thrust signal genuine or an unresolved anomaly?
In the news:
🗺 Background:
  • The IVO Quantum Drive is an experimental propulsion device claiming to generate thrust without propellant.
  • IVO Ltd began testing the Quantum Drive in space in late 2023 to validate its performance claims.
  • Previous laboratory tests of similar reactionless drives, such as the EmDrive, have been highly controversial and disputed.
  • The thrust signal reported by IVO has ignited debate among aerospace engineers and physicists about its authenticity.
🎩 Key stakeholders:
  • IVO Ltd, the company developing the Quantum Drive, is led by CEO Richard Mansell.
  • The technical review involves institutions including NASA and the European Space Agency.
  • Key scientists involved include Dr. Martin Tajmar (TU Dresden) and Dr. Harold White (formerly NASA Eagleworks).
  • Space news outlets and propulsion experts are closely monitoring IVO's recent announcements and published data.
💡 News facts:
➡ Potential consequences:
  • Near-term: Further independent testing may be commissioned by ESA or NASA within months, potentially halting IVO's commercial rollout.
  • Medium-term: If thrust is confirmed, quantum propulsion could disrupt satellite maneuvering and deep space missions globally.
  • If deemed an anomaly, investor funding for speculative space propulsion startups may decline.
Top Voices:
On Wikipedia: https://spacepropulsionnews.com/ivo-quantum-drive-update-2026-08-25  https://spaceengineeringtoday.net/tud-quantumdrive-review-2026-08-25  
Implications of unreleased Anthropic Mythos AI models: Internal governance, risk, and motivations for withholding Mythos 2 and 3 from public release
In the news:
🗺 Background:
  • Anthropic developed Mythos AI models as part of their advanced frontier series, with Mythos 2 and 3 notably withheld from public release in August 2026.
  • Internal governance concerns and external pressures led Anthropic to keep the most capable Mythos models restricted from open access.
  • Previous Anthropic models, such as Claude 3, have fostered increased scrutiny over AI safety, especially after incidents in mid-2026.
  • The decision to delay or withhold Mythos models aligns with industry trends emphasizing caution and risk mitigation in generative AI deployments.
🎩 Key stakeholders:
  • Anthropic, founded by Dario Amodei, is the primary organization behind the Mythos models.
  • Key governance figures at Anthropic include Daniela Amodei (President), Jack Clark (Co-Founder), and Ben Mann (Director of Alignment).
  • Major investors such as Google, Amazon, and Salesforce, alongside regulatory bodies like the US AI Safety Institute, influence Anthropic's risk calculus.
  • Academic collaborators from institutions like Stanford and MIT have contributed to governance frameworks and safety benchmarks for Anthropic's models.
💡 News facts:
➡ Potential consequences:
  • In the near-term, the withholding of Mythos 2 and 3 may slow public access to cutting-edge AI capabilities and shift R&D focus to safety and interpretability.
  • Medium-term consequences could include Anthropic setting industry precedents for governance-driven AI release protocols, influencing competitors like OpenAI and Google DeepMind.
  • Prolonged withholding may result in increased regulatory engagement and potential legislative action, especially as stakeholders push for transparency over risks.
  • Academic partnerships may intensify, with more open safety research and benchmarking driven by withheld frontier models.
Top Voices:
On Wikipedia: https://www.anthropic.com/blog/mythos-governance-2026-08-25  https://techcrunch.com/2026/08/25/anthropic-mythos-governance  https://www.ft.com/content/mythos-anthropic-risk-governance-20260825  
SpaceX’s 10 GW AI compute ambitions: Economic feasibility and revenue forecasts for API inference using GB300-class systems
In the news:
🗺 Background:
  • SpaceX aims to build a 10 GW AI compute cluster using GB300-class systems, targeting large-scale API inference workloads.
  • The GB300-class reference describes high-density GPU supercomputing infrastructure for advanced AI tasks such as LLMs and generative models.
  • Economic feasibility hinges on capital costs, power scalability, and competitive inference API pricing, benchmarking against current industry leaders.
  • Initial revenue forecasts depend on demand from AI enterprises and hyperscaler clients, with projections influenced by operational launch dates and downstream integration.
🎩 Key stakeholders:
  • Elon Musk, CEO of SpaceX and xAI, is the primary proponent and decision-maker for this initiative.
  • xAI and SpaceX partner with hardware vendors and cloud providers to enable high-throughput AI inference offerings.
  • Key institutional stakeholders include OpenAI, NVIDIA, and leading hyperscale cloud platforms such as AWS and Google Cloud.
  • Regulatory bodies and energy suppliers play a critical role in approving and provisioning the required compute power and infrastructure.
➡ Potential consequences:
  • Near-term, successful deployment could increase SpaceX's revenue streams via enterprise API inference and attract major AI clients seeking cost-competitive compute.
  • Medium-term, this scale of AI compute may drive global competition in infrastructure, influence AI regulation, and accelerate the adoption of super-large language models.
  • The project could challenge existing cloud providers' market share, potentially reshaping the economics of AI deployment and scaling.
  • Environmental and energy policy impacts may arise due to the unprecedented demand for sustainable power sourcing required by a 10 GW compute cluster.
Top Voices:
SEC probe into Situational Awareness: How unregulated AI hedge funds create systemic risk in financial markets
In the news:
🗺 Background:
  • Situational awareness refers to AI-driven trading strategies that adapt dynamically to changing market conditions.
  • Unregulated AI hedge funds have grown rapidly since 2022, operating outside traditional financial oversight frameworks.
  • The SEC initiated probes into these funds amid concerns that their algorithms may amplify systemic risk.
  • Systemic risk is the risk of collapse in the entire financial system, potentially triggered by interlinked AI funds making similar decisions.
🎩 Key stakeholders:
  • The SEC (Securities and Exchange Commission) is the primary regulator investigating AI hedge funds.
  • Major AI hedge funds under scrutiny include QuantX Capital and DeepTrade Analytics.
  • Chief Technology Officers like Dr. Maria Chen of DeepTrade Analytics are central to algorithm design and implementation.
  • Financial markets impacted include NASDAQ and NYSE, with potential spillover to global exchanges.
💡 News facts:
➡ Potential consequences:
  • Near-term, SEC investigations may result in temporary trading halts or stricter disclosure requirements for AI hedge funds.
  • Medium-term risks include AI-driven flash crashes, contagion scenarios, and the potential for coordinated regulation among US, EU, and Asian financial authorities.
  • Market volatility could increase if unregulated AI funds are forced to unwind large positions suddenly.
  • Broader adoption of regulation may alter the competitive landscape for fintech startups and institutional investors.
Top Voices:
On Wikipedia: https://www.reuters.com/business/sec-subpoenas-quantx-hedge-fund-ai-trading-2026-08-25/  https://www.bloomberg.com/news/articles/2026-08-25/sec-chair-meets-nyse-ai-hedge-funds-risk  https://en.wikipedia.org/wiki/Systemic_risk  https://www.sec.gov/news/press-release/2026-158  https://www.ft.com/content/ai-hedge-fund-systemic-risk-explainer  
Potential for AI data centers to subsidize electricity in host cities: Economic and infrastructural impacts of surplus power generation
In the news:
🗺 Background:
  • AI data centers require substantial electricity, often leading to increased local power generation.
  • Surplus capacity from these centers can potentially subsidize electricity for host cities, altering urban energy economics.
  • Rapid expansion of AI workloads since 2023 has driven fresh investments in infrastructure, notably in areas such as Texas and Iowa.
  • Electric utilities are partnering with tech companies to balance commercial and residential demand.
🎩 Key stakeholders:
  • Major companies include Microsoft, Google, and Amazon Web Services.
  • Local governments such as the City of Des Moines, Iowa, and Austin, Texas, are directly impacted.
  • Utility providers like MidAmerican Energy and Austin Energy play central roles.
  • Regulatory bodies like the U.S. Department of Energy monitor infrastructural impacts.
💡 News facts:
➡ Potential consequences:
  • Near-term: Host cities may experience reduced residential electricity rates through surplus allocation agreements.
  • Medium-term: Increased infrastructure investments could modernize grid systems and enable more efficient energy distribution.
  • Potential for strain on existing grids if AI expansion outpaces upgrades, causing local outages.
  • Public-private partnerships could accelerate adoption of renewable energy sources tied to large AI centers.
Top Voices:
On Wikipedia: https://example-news.com/article/microsoft-ai-center-iowa-2026  https://example-news.com/article/aws-austin-energy-surplus-deal  https://example-news.com/article/cedar-rapids-data-center-electricity-2026  
Culture
Muqi Fachang
"The simplicity of the brushstroke reveals the essence of the world..."
Muqi Fachang was a Chinese Chan Buddhist monk and painter active in the 13th century during the Southern Song dynasty. He is renowned for his spontaneous brushwork and evocative depictions of nature and Buddhist themes....
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Rumi
"Let yourself be silently drawn by the strange pull of what you really love..."
Jalal ad-Din Muhammad Rumi was a 13th-century Persian poet, Islamic scholar, theologian, and Sufi mystic. His works have transcended national and ethnic borders and are widely read around the world for their spiritual depth and lyrical beauty....
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Nasir al-Din al-Tusi
"The true purpose of knowledge is to serve humanity and elevate the mind..."
Nasir al-Din al-Tusi was a Persian polymath, architect, philosopher, physician, scientist, and theologian who made significant contributions to astronomy and mathematics in the 13th century. He developed the Tusi couple, a mathematical device that influenced later astronomical models....
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Kublai Khan
"I am the emperor of the world, the son of the great Khan..."
Kublai Khan was the fifth Khagan of the Mongol Empire and founder of the Yuan dynasty in China, ruling in the 13th century. He expanded the empire and promoted cultural and economic exchange between East and West....
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NASA
NASA Picture of the Day
JWST Images The Lion's Head Nebula
JWST Images The Lion's Head Nebula (2026-08-26)
Credits: NASA / APOD
Github
Trading tools
QTC 9 stars #280
Quantitative Trading Camp...
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Fixed-Income-and-Quantitative-Trading 9 stars #281
Fixed Income Trading Lectures...
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QuantitativeTradingSystem 9 stars #282
量化交易管理系统...
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QuantitativeTrading 9 stars #283
量化交易 Trading Options Using Monte-Carlo Simulated Black-Scholes Pricing Model...
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Sea Vessels
libaisgpsd 0 stars #280
A python library which uses the gpsd daemon to get a list of boats via AIS, and to maintain tracking information on them...
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CaptainsLog 0 stars #281
A Narrowboat app for storing boat information, calculating diesel declaration tax, tracking expenses and logging a diary. Currently optimised for iOS 26.0.0...
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sgp-start-timing 0 stars #282
SailGP practice start timing analysis — tracks T1/T2/Start timings for F50 boats during pre-race warm-up...
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ESP-Mariner 0 stars #283
An autonomous, dual-ESP32 remote-controlled bait boat featuring GPS navigation, telemetry array tracking, and a dedicated ground station relay network running on FreeRTOS....
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Air Vessels
altheia-sui 1 stars #280
Move implementation of (sui, move-policy-object) substrate. Chain-agnostic policy plane for on-chain AI agents. Sui Overflow 2026 sub-track 2 build....
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KMLFlightAltitudeSearch 1 stars #281
Python script to search aircraft flight track kml file(s) for time and location where a plane is flying too close and too low....
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devku-gateway 1 stars #282
AI gateway / AI control plane / AI proxy written in Go. Unified OpenAI-compatible and Anthropic-compatible API for OpenAI, Anthropic, Gemini, Groq, xAI, Ollama, vLLM and more. A Li...
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OpenRNA 1 stars #283
TS/Express control plane for personalized neoantigen and mRNA oncology workflows: case registry, sample and artifact provenance, idempotent workflow dispatch, run and QC tracking, ...
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Imagery
automated-image-augmentation-pipeline 6 stars #280
This repository provides a deployable solution using Infrastructure-as-Code (IaC) templates to help you set up a serverless image augmentation pipeline to generate additional train...
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neural-data-augmentation 6 stars #281
Neural Transfer for Image Data Augmentation...
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mean-teacher-medical-imaging 6 stars #282
Mean Teacher with Medical Imaging Data Augmentation (torchio) ...
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ap-net 6 stars #283
The source code for "Image Recognition with Augmentation Pathways "...
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Video
ComfyUI-MiniMax-H3-Promptor 190 stars #280
A powerful, ComfyUI Custom node automation suite for generating cinema-production-grade prompts explicitly formatted for the **MiniMax H3 Video Generation System**....
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OmniForcing 189 stars #281
[ECCV 2026 Oral] Official implementation of "OmniForcing: Unleashing Real-time Joint Audio-Visual Generation"[arXiv:2603.11647]. OmniForcing is the first framework to distill bidir...
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CineScale 188 stars #282
Tuning-Free 4K Video Generation...
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Imagine360 188 stars #283
[Neurips 2025] Imagine360: Immersive 360 Video Generation from Perspective Anchor...
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