chore: auto-commit uncommitted changes

This commit is contained in:
James 2026-02-27 00:01:27 -05:00
parent 5e4358309f
commit 0f1fa0231d
4 changed files with 149 additions and 77 deletions

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@ -725,6 +725,17 @@
"tasks": "Monitor NABL — down 10.9% since Feb 20 Q4 miss, now ~$7.97. SentinelOne $13.40, 52-week low approaching.",
"summary": "NVIDIA crushed Q4 but market yawned. Gold at $5,163 (+25% YTD). Salesforce dragging futures. SentinelOne short holding strong at $13.40 (-45% YoY). NABL took another hit after Q4 miss. Claude weekly at 65%.",
"created_at": "2026-02-26T10:01:03.142263464-05:00"
},
{
"id": "55cfdc0a",
"date": "2026-02-26T20:00:00-05:00",
"title": "Evening Briefing — Thu Feb 26, 2026",
"weather": "St. Pete — check weather app",
"markets": "S\u0026P 500: -0.54% → 6,908.86 | NASDAQ: -1.18% → 22,878.38 | DOW: flat | NVDA: -5.5% (beat earnings, sell the news) | CRM: +4% | IONQ: +21% | C3.ai: -18% | BTC: ~$67,500 | SentinelOne (S): -7.82% → $13.27",
"news": "• NVDA blowout Q4 FY26: 73% rev growth, $78B guide — stock sold off 5.5% anyway (priced in)\n• CENTCOM briefed Trump on Iran military options today; indirect nuclear talks ongoing in Geneva same day\n• FBI firings continued today\n• OpenClaw in Japanese tech press: incident where agent deleted all user emails (Meta AI researcher)\n• Rob Jetten became youngest Dutch PM (Feb 24); Dutch banks in talks for unified payment system vs US\n• SentinelOne (S) earnings NOT until Mar 12 — today drop is broad tech sympathy",
"tasks": "• [HIGH] Azure Files Backup - new project (in-progress)\n• [MEDIUM] Fix Cloudflare DNSSEC DS Records (pending)",
"summary": "Tech sold off despite Nvidia blowout earnings — classic sell-the-news. SentinelOne short at $13.27 (-7.82% today), earnings Mar 12. Geopolitically hot: CENTCOM briefed Trump on Iran while nuclear talks happened in Geneva. OpenClaw getting press in Japan for an email-delete incident. Two open tasks on your board.",
"created_at": "2026-02-26T20:00:54.171501239-05:00"
}
]
}

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"id": "2876bd5e",
"title": "News: Trump Team Disappointed in Iran Talks",
"body": "Kushner and Witkoff unhappy with morning session; evening negotiations ongoing in Geneva.",
"id": "39ceb059",
"title": "Trump Secures Another Court Victory",
"body": "President Trump wins again in court.",
"type": "info",
"source": "Axios",
"url": "https://x.com/DeItaone/status/2027085086886121562",
"source": "TrumpDailyPosts (@TrumpDailyPosts)",
"url": "https://x.com/TrumpDailyPosts/status/2027203229575241915",
"topic": "news",
"timestamp": "2026-02-26T18:00:43.253564867-05:00"
"timestamp": "2026-02-26T22:00:35.194856951-05:00"
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"title": "News: US-Iran Nuclear Talks Escalate",
"body": "US demands Iran dismantle nuclear sites and surrender uranium; technical talks set for Vienna next week amid military buildup.",
"type": "warning",
"source": "Oman / @DeItaone",
"url": "https://x.com/DeItaone/status/2027095170647204314",
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"timestamp": "2026-02-26T18:00:43.23701122-05:00"
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{
"id": "2422bd54",
"title": "AI: Grok 4.20 Beta Shines in Engineering",
"body": "Elon Musk highlights Grok 4.20's prowess in brainstorming novel space program ideas.",
"type": "success",
"source": "@elonmusk",
"url": "https://x.com/elonmusk/status/2027094139096227842",
"id": "1ddb6d04",
"title": "stereOS: Hardened Linux OS for AI Agents Open Sourced",
"body": "NixOS-based system with gVisor sandboxes for agents; includes stereosd daemon, agentd, masterblaster client for orchestration.",
"type": "info",
"source": "John McBride (@johncodes)",
"url": "https://x.com/johncodes/status/2027079574513664071",
"topic": "ai",
"timestamp": "2026-02-26T18:00:43.22087397-05:00"
"timestamp": "2026-02-26T22:00:35.169290704-05:00"
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{
"id": "b71c621e",
"title": "AI: Anthropic Rejects Pentagon Final Offer",
"body": "Anthropic turns down DoD's final proposal in AI safeguards dispute; CEO says virtually no progress.",
"type": "warning",
"source": "Axios / @DeItaone",
"url": "https://x.com/DeItaone/status/2027149788563517476",
"id": "db3b0bbc",
"title": "OpenClaw 2026.2.26 Released",
"body": "Features: External Secrets Management, ACP thread-bound agents, Codex WebSocket transport, Android improvements, 11 security fixes.",
"type": "info",
"source": "OpenClaw (@openclaw)",
"url": "https://x.com/openclaw/status/2027173869648216469",
"topic": "ai",
"timestamp": "2026-02-26T18:00:43.205090957-05:00"
"timestamp": "2026-02-26T22:00:35.152141399-05:00"
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{
"id": "96893697",
"title": "NABL: Cross-Sell Ahead of Acquisition Plan on AI Tech",
"body": "MSP cross-sell performing well ahead of plan, driven by AI capabilities and fast threat assessment.",
"id": "3840a579",
"title": "Mass Layoffs Across Tech and Beyond Amid AI Shift",
"body": "39 companies including US Gov DOGE (317k), UPS (78k), Amazon (30k) cutting thousands; AI replacing jobs at mass scale.",
"type": "info",
"source": "N-able Q4 Call",
"url": "https://www.defenseworld.net/2026/02/25/n-able-q4-earnings-call-highlights.html",
"topic": "nabl",
"timestamp": "2026-02-26T18:00:43.189017775-05:00"
"source": "MilkRoadAI (@MilkRoadAI)",
"url": "https://x.com/MilkRoadAI/status/2027160182485291385",
"topic": "markets",
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"title": "NABL: Q4 Revenue $130M, ARR $540M, 30% EBITDA Margin",
"body": "N-able reports strong Q4 results with 12% YoY ARR growth, focus on data protection and security.",
"type": "success",
"source": "N-able Earnings",
"url": "https://www.insidermonkey.com/blog/n-able-nabl-reports-130m-q4-revenue-and-strong-30-adjusted-ebitda-margins-1704332/",
"topic": "nabl",
"timestamp": "2026-02-26T18:00:43.172954059-05:00"
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{
"id": "45343ffa",
"title": "Markets: Retail Investors Buy AI Fear Dip",
"body": "Retail piles into MSFT, SNOW, NVDA as Wall Street dumps software on AI disruption fears. Trading activity near records.",
"id": "b44561e0",
"title": "Block Cuts Headcount by Nearly Half to Under 6,000",
"body": "Jack Dorsey announces reduction from 10k+ to ~6k employees, citing AI tools enabling smaller, flatter teams while business grows.",
"type": "info",
"source": "@DeItaone",
"url": "https://x.com/DeItaone/status/2027132235514872090",
"source": "Jack Dorsey (@jack)",
"url": "https://x.com/jack/status/2027129697092731343",
"topic": "markets",
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"title": "Markets: JPM Raises Nvidia PT to $265 Despite Dip",
"body": "JPMorgan lifts Nvidia price target to $265/share from $250 amid ongoing AI demand, even as stock faces sell-the-news pressure.",
"type": "info",
"source": "@DeItaone",
"url": "https://x.com/DeItaone/status/2027142525480292857",
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"title": "Markets: Block (SQ) Shares Surge 22% on Massive AI-Focused Layoffs",
"body": "Block announces plan to cut nearly half its workforce to bet big on AI, sending shares up 22%. Tech CEOs embracing aggressive cost cuts amid AI pivot.",
"type": "success",
"source": "@zerohedge",
"url": "https://x.com/zerohedge/status/2027155059201470695",
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