36 lines
1.7 KiB
Markdown
36 lines
1.7 KiB
Markdown
# Daily Notes — Thursday, February 26, 2026
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## Morning Brief
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- 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
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- Market sold NVDA anyway (-5.5%) — priced in thesis confirmed
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- S&P futures -0.19%, Nasdaq -0.35% at morning open
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## Technical Work
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- **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.
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- **Sandbox config** research for Spacebot: mode=enabled/disabled, writable_paths in config.toml; --share-net not a config option
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## X/Tech Scan Findings
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- **OpenClaw 2026.2.25** released: heartbeat DM fix, subagent overhaul, Slack thread fixes, 30+ security hardening fixes
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- **Qwen 3.5** (35B/122B/27B by Alibaba): rivals Sonnet 4.5, runs on 32GB RAM → relevant for Johan's M4 Max
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- **Gemini Nano Banana 2**: Google new image model, Pro quality at Flash speed, free tier
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- **OpenClaw beta** (@steipete ~22:42 UTC): External Secrets Management, CP thread-bound agents, WebSocket support for Codex/Claude Code as first-class ACP subagents
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## Markets Close
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- S&P 500: -0.54% → 6,908
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- NASDAQ: -1.18% → 22,878
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- NVDA: -5.5% (massive beat but fully priced)
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- CRM: +4%, IONQ: +21%, C3.ai: -18%
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- BTC: ~$67,500
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- **SentinelOne (S) short**: -7.82% → $13.27 (earnings not until Mar 12)
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## Communications
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- Telegram msgs sent to Johan (Signal cross-context blocked):
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- #835: Qwen 3.5 + Gemini Nano Banana 2 notes
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- #836: @steipete OpenClaw beta highlights
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## Heartbeats
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- 5PM: K2 clean, MC 0 new, doc inbox empty — all quiet
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## Notes
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- Night: Sophia monitoring as usual (Johan night nurse shift ~10:30 PM–5 AM)
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