chore: auto-commit uncommitted changes
This commit is contained in:
James
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3dce4fe249
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@ -398,6 +398,16 @@
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"tasks": "NABL earnings Thursday Feb 19. Markets closed Monday (Presidents' Day).",
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"summary": "Quiet Sunday. Markets took a hit this week on AI capex fears despite friendly CPI. Gold continues its run near $5K. Presidents' Day tomorrow = no trading. Key watch: NABL earnings Thursday. Greenland drama continues. Dutch elections happening.",
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"created_at": "2026-02-15T10:01:23.432025353-05:00"
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},
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{
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"id": "0d383038",
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"date": "2026-02-15T20:00:00-05:00",
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"title": "Evening Briefing — Sunday, February 15, 2026",
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"markets": "**Friday Close (markets closed today):**\n• Dow: 49,500.93 (+0.10%)\n• NASDAQ: 22,546.67 (-0.22%)\n• Russell 2000: 2,646.70 (+1.18%)\n• VIX: 20.60 (-1.06%)\n• **SentinelOne (S): ~$13.48** — CEO Tomer Weingarten sold 39,472 shares at $13.48 on Feb 14. Stock down ~50% over past year. Short position looking healthy.\n• **N-able (NABL): $5.35** — Under pressure, returns negative past 1 \u0026 3 months. Simply Wall St flagging valuation gap.",
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"news": "**🌍 Trump/Politics:**\n• Partial government shutdown continues — ICE mask use dispute between Dems/GOP\n• Greenland still dominating Munich Security Conference; Danish PM says Trump still wants to own it\n• Reuters exclusive: US military preparing potentially weeks-long Iran operations; Trump openly floated regime change\n• Trump claims victory on affordability despite persistent public anxiety\n• White House ballroom renderings released — 'finest ever built'\n\n**🤖 AI:**\n• Matt Shumer's 'Something Big Is Happening' essay went mega-viral — comparing current AI moment to Feb 2020 pre-COVID. Huge debate.\n• India AI Impact Summit kicks off tomorrow (Feb 16-20) — Modi inaugurating, Pichai \u0026 Altman headlining, 100+ countries\n• NYT piece on software companies rebranding as AI companies (SaaStr → SaaStr AI)\n• Guardian analysis: Evidence to allay investor fears about AI job losses\n\n**📊 MSP/Industry:**\n• NABL at $5.35 — continued weakness, no major news\n• No significant MSP/backup vendor announcements today",
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"tasks": "**Open Tasks:**\n• 🔴 Azure Files Backup — in-progress (James). 31 tests passing, needs real Azure E2E test.\n• ✅ Immich update — done",
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"summary": "Quiet Sunday. Markets barely moved Friday — your S short is sitting pretty with CEO insider selling at $13.48 (down ~50% YoY). NABL continuing to bleed at $5.35. Big geopolitical stories: Iran operations prep and ongoing Greenland drama. AI world buzzing about Matt Shumer's viral essay. Shannon scan on zurich shows last audit log but workflow not found (may have completed). Have a good shift. ⚡",
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"created_at": "2026-02-15T20:01:17.924745618-05:00"
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}
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}
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@ -1578,5 +1578,95 @@
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"session_percent": 12,
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"timestamp": "2026-02-16T00:00:11.189277Z",
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]
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@ -104,6 +104,19 @@
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"status": "delivered",
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"created_at": "2026-02-15T09:02:56.510577018-05:00",
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"updated_at": "2026-02-15T09:02:56.510577069-05:00"
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},
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{
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"id": "8d975408",
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"carrier": "USPS",
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"retailer": "Nordstrom",
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"description": "Open Edit Slim Fit Stretch Cotton Chinos (Black Caviar + Beige Hummus, Size 38)",
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"tracking_number": "9234690161978773492562",
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"tracking_url": "https://tools.usps.com/go/TrackConfirmAction?tLabels=9234690161978773492562",
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"expected_date": "2026-02-20",
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"status": "shipped",
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"notes": "Order #1026793809, $59.06 total. Shipped 02/16/2026.",
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"created_at": "2026-02-15T19:32:13.180472285-05:00",
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"updated_at": "2026-02-15T21:51:01.24931785-05:00"
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}
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@ -1,5 +1,50 @@
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{
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"items": [
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{
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"id": "ea3f3be8",
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"title": "NABL Continues Bleeding — $5.35",
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"body": "N-able under pressure with negative returns over 1 and 3 months. Simply Wall St flagging valuation gap.",
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"type": "warning",
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"source": "Simply Wall St",
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"url": "https://simplywall.st/stocks/us/software/nyse-nabl/n-able/news/assessing-n-able-nabl-valuation-after-recent-share-price-wea",
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"timestamp": "2026-02-15T20:01:30.370561759-05:00"
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},
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{
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"id": "94d0fc70",
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"title": "US Military Preparing Weeks-Long Iran Operations",
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"body": "Reuters exclusive: Pentagon preparing potentially weeks-long operations against Iran. Trump openly floated regime change at Fort Bragg.",
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"type": "warning",
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"source": "Reuters",
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"url": "https://www.reuters.com/world/middle-east/us-military-preparing-potentially-weeks-long-iran-operations-2026-02-13/",
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"timestamp": "2026-02-15T20:01:30.369829531-05:00"
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},
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{
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"id": "e1c90f0c",
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"title": "Matt Shumer 'Something Big Is Happening' Goes Viral",
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"body": "AI entrepreneur's essay comparing current AI moment to Feb 2020 pre-COVID sparked massive debate. Guardian, NYT, and others covering the fallout.",
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"type": "info",
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"source": "Multiple",
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"url": "https://www.theguardian.com/technology/2026/feb/13/ai-effects-on-business-industry-evidence-to-allay-investor-fears",
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"timestamp": "2026-02-15T20:01:30.368374642-05:00"
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},
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{
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"id": "e250fcd4",
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"title": "India AI Impact Summit Starts Tomorrow",
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"body": "Feb 16-20 in New Delhi. Modi inaugurating, Pichai \u0026 Altman headlining. 100+ countries, 15-20 heads of government.",
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"type": "info",
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"source": "BusinessToday",
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"url": "https://www.businesstoday.in/technology/news/story/ai-impact-summit-2026-what-to-expect-agenda-speakers-key-sessions-516192-2026-02-15",
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"timestamp": "2026-02-15T20:01:30.367488477-05:00"
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},
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{
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"id": "a990b614",
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"title": "SentinelOne CEO Sells 39K Shares at $13.48",
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"body": "Tomer Weingarten sold 39,472 shares on Feb 14. Stock down ~50% YoY. Short position favorable.",
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"type": "success",
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"source": "Markets Daily",
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"url": "https://www.themarketsdaily.com/2026/02/14/tomer-weingarten-sells-39472-shares-of-sentinelone-nyses-stock.html",
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"timestamp": "2026-02-15T20:01:30.366902048-05:00"
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},
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{
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"id": "42e3d873",
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"title": "Dutch general election underway",
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@ -2,9 +2,9 @@
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"items": {
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"claude": {
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"key": "claude",
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"value": "12% used · 6:00 PM",
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"value": "16% used · 12:00 AM",
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"type": "info",
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"updated_at": "2026-02-15T18:00:07.170294925-05:00"
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"updated_at": "2026-02-16T00:00:03.539959865-05:00"
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},
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"claude-code-update": {
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"key": "claude-code-update",
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@ -14,9 +14,9 @@
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},
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"claude-usage": {
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"key": "claude-usage",
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"value": "📊 Weekly: 12% used",
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"value": "📊 Weekly: 16% used",
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"type": "info",
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"updated_at": "2026-02-15T18:00:05.569938058-05:00"
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"updated_at": "2026-02-16T00:00:04.807791361-05:00"
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"claude_usage": {
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"key": "claude_usage",
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