# Daily Notes — Thursday, February 26, 2026

## Morning Brief
- NVIDIA Q4 FY26 earnings: $68.1B rev (+73% YoY), DC $62.3B (+75%), Q1 guide $79.5B vs $72.8B est — largest semi beat ever
- Market sold NVDA anyway (-5.5%) — priced in thesis confirmed
- S&P futures -0.19%, Nasdaq -0.35% at morning open

## Technical Work
- **Spacebot/Andrew** (192.168.1.17): channel model calls reply() and stops; worker dispatch broken. Johan debugging multi-step agentic tasks. Revisiting 2026-03-03.
- **Sandbox config** research for Spacebot: mode=enabled/disabled, writable_paths in config.toml; --share-net not a config option

## X/Tech Scan Findings
- **OpenClaw 2026.2.25** released: heartbeat DM fix, subagent overhaul, Slack thread fixes, 30+ security hardening fixes
- **Qwen 3.5** (35B/122B/27B by Alibaba): rivals Sonnet 4.5, runs on 32GB RAM → relevant for Johan's M4 Max
- **Gemini Nano Banana 2**: Google new image model, Pro quality at Flash speed, free tier
- **OpenClaw beta** (@steipete ~22:42 UTC): External Secrets Management, CP thread-bound agents, WebSocket support for Codex/Claude Code as first-class ACP subagents

## Markets Close
- S&P 500: -0.54% → 6,908
- NASDAQ: -1.18% → 22,878
- NVDA: -5.5% (massive beat but fully priced)
- CRM: +4%, IONQ: +21%, C3.ai: -18%
- BTC: ~$67,500
- **SentinelOne (S) short**: -7.82% → $13.27 (earnings not until Mar 12)

## Communications
- Telegram msgs sent to Johan (Signal cross-context blocked):
  - #835: Qwen 3.5 + Gemini Nano Banana 2 notes
  - #836: @steipete OpenClaw beta highlights

## Heartbeats
- 5PM: K2 clean, MC 0 new, doc inbox empty — all quiet

## Notes
- Night: Sophia monitoring as usual (Johan night nurse shift ~10:30 PM–5 AM)
