diff --git a/data/briefings.json b/data/briefings.json index 726bbb4..d21eb41 100644 --- a/data/briefings.json +++ b/data/briefings.json @@ -1243,6 +1243,17 @@ "tasks": "No active tasks in dashboard.", "summary": "Markets: S\u0026P closed Fri at 6,672 (-1.5%), now -4.96% from ATH — 3rd straight losing week. Iran war escalation continues: Hormuz blockade, Dubai flights suspended, UAE intercepted 4 missiles + 6 drones Sunday. Trump pressuring NATO allies to join naval coalition.\n\nS (SentinelOne): ~$13.93 Monday morning indication (+1.05% today). Last close ~$14.47 Fri. Goldman cut PT to $14.50. Morgan Stanley cut to $17. Short still profitable.\n\nTasks: Dashboard API returned empty — no active tasks in system.", "created_at": "2026-03-15T22:30:59.370945535-04:00" + }, + { + "id": "00975f5c", + "date": "2026-03-16", + "title": "Morning Briefing — Monday March 16, 2026", + "weather": "St. Pete: Nothing notable — skipping", + "markets": "Gold $5,023/oz (all-time high territory, geopolitical flight to safety). WTI Crude $96-98/bbl, Brent ~$103.70 — Iran striking Gulf neighbors, energy crisis fears. EUR/USD ~1.148 (volatile, USD firm on oil-driven inflation fears + central bank uncertainty). S\u0026P 500 futures +0.3%. USD holds strong despite slight pullback from recent highs. JPY weak, intervention risk rising.", + "news": "NVIDIA GTC 2026 keynote TODAY at 2PM ET — Jensen Huang presenting Vera Rubin (5x Blackwell performance, H2 2026 ship), NemoClaw open-source enterprise agent platform, and 1GW deal with Thinking Machines Lab. 30,000 attendees, 190 countries. OpenClaw creator Peter Steinberger is on the agentic AI panel. Meta signed $27B deal with Dutch AI cloud provider Nebius — $12B committed Vera Rubin capacity + up to $15B more over 5 years. Micron (MU) +4% premarket ahead of March 18 earnings; 2026 HBM capacity fully sold out. SentinelOne Q4 (Mar 12): profit forecast missed estimates — short position performing well. NABL still weak post-Feb 20 Q4 miss. Trump signing anti-benefit-fraud task force EO today chaired by VP Vance. Iran situation: Khamenei killed Feb 28, Iran now striking Gulf neighbors, energy crisis concerns, CIA recruiting Iranians via social media.", + "tasks": "Review NVIDIA GTC announcements as they drop. Monitor SentinelOne short position.", + "summary": "Big day: Jensen Huang keynotes NVIDIA GTC 2026 at 2PM ET — Vera Rubin, NemoClaw, gigawatt-scale AI infra. OpenClaw creator Peter Steinberger on the agentic AI panel. Meta drops $27B bomb on Dutch Nebius for Vera Rubin capacity. Gold at $5,023 and oil at $97 signal sustained geopolitical premium — Iran conflict intensifying. Micron pre-earnings pop (+4%) as HBM demand stays white-hot. SentinelOne short continues to work post-Q4 miss. Claude usage healthy: 20% weekly, 80% remaining.", + "created_at": "2026-03-16T09:47:49.299607397-04:00" } ] } \ No newline at end of file diff --git a/data/claude-usage-history.json b/data/claude-usage-history.json index d7c0331..0837eec 100644 --- a/data/claude-usage-history.json +++ b/data/claude-usage-history.json @@ -1,104 +1,4 @@ [ - { - "session_percent": 2, - "timestamp": "2026-02-18T12:29:21.884374Z", - "weekly_percent": 59 - }, - { - "session_percent": 2, - "timestamp": "2026-02-18T12:59:26.949054Z", - "weekly_percent": 59 - }, - { - "session_percent": 2, - "timestamp": "2026-02-18T13:00:01.467853Z", - "weekly_percent": 59 - }, - { - "session_percent": 2, - "timestamp": "2026-02-18T13:29:28.391679Z", - "weekly_percent": 59 - }, - { - "session_percent": 2, - "timestamp": "2026-02-18T13:59:31.610479Z", - "weekly_percent": 59 - }, - { - "session_percent": 2, - "timestamp": "2026-02-18T14:00:02.119513Z", - "weekly_percent": 59 - }, - { - "session_percent": 2, - "timestamp": "2026-02-18T14:00:06.539210Z", - 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"weekly_percent": 60 - }, - { - "session_percent": 14, - "timestamp": "2026-02-18T15:59:22.149705Z", - "weekly_percent": 61 - }, - { - "session_percent": 14, - "timestamp": "2026-02-18T16:00:01.844160Z", - "weekly_percent": 61 - }, - { - "session_percent": 15, - "timestamp": "2026-02-18T16:02:10.804541Z", - "weekly_percent": 61 - }, { "session_percent": 15, "timestamp": "2026-02-18T16:02:15.087405Z", @@ -9998,5 +9898,105 @@ "session_percent": 0, "timestamp": "2026-03-16T10:02:25.020247Z", "weekly_percent": 20 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T11:00:01.879158Z", + "weekly_percent": 20 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T11:02:08.092336Z", + "weekly_percent": 20 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T11:02:15.219122Z", + "weekly_percent": 20 + }, + { + "session_percent": 1, + "timestamp": "2026-03-16T12:00:02.227550Z", + "weekly_percent": 20 + }, + { + "session_percent": 1, + "timestamp": "2026-03-16T12:02:08.468268Z", + "weekly_percent": 20 + }, + { + "session_percent": 1, + "timestamp": "2026-03-16T12:02:18.881587Z", + "weekly_percent": 20 + }, + { + "session_percent": 2, + "timestamp": "2026-03-16T12:22:11.005142Z", + "weekly_percent": 20 + }, + { + "session_percent": 2, + "timestamp": "2026-03-16T13:00:01.981988Z", + "weekly_percent": 20 + }, + { + "session_percent": 2, + "timestamp": "2026-03-16T13:02:08.001414Z", + "weekly_percent": 20 + }, + { + "session_percent": 2, + "timestamp": "2026-03-16T13:02:17.117945Z", + "weekly_percent": 20 + }, + { + "session_percent": 3, + "timestamp": "2026-03-16T13:45:07.265933Z", + "weekly_percent": 20 + }, + { + "session_percent": 3, + "timestamp": "2026-03-16T14:00:02.590142Z", + "weekly_percent": 20 + }, + { + "session_percent": 3, + "timestamp": "2026-03-16T14:02:07.410737Z", + "weekly_percent": 20 + }, + { + "session_percent": 3, + "timestamp": "2026-03-16T14:02:35.293636Z", + "weekly_percent": 20 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T15:00:02.140301Z", + "weekly_percent": 20 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T15:02:08.830358Z", + "weekly_percent": 20 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T15:02:45.486053Z", + "weekly_percent": 20 + }, + { + "session_percent": 5, + "timestamp": "2026-03-16T16:00:01.898703Z", + "weekly_percent": 21 + }, + { + "session_percent": 6, + "timestamp": "2026-03-16T16:02:22.815340Z", + "weekly_percent": 21 + }, + { + "session_percent": 6, + "timestamp": "2026-03-16T16:02:42.128566Z", + "weekly_percent": 21 } ] \ No newline at end of file diff --git a/data/news.json b/data/news.json index ef2bf20..84037a8 100644 --- a/data/news.json +++ b/data/news.json @@ -1,5 +1,76 @@ { "items": [ + { + "id": "f80bd1d4", + "title": "AlexFinn on OpenClaw: Ships 5 Features, 75K YouTube Subs, $100K+ Revenue", + "body": "Viral thread: AlexFinn cataloguing what his OpenClaw AI CoS has actually built — autonomous SaaS feature shipping (+25% ARR), 8 YouTube scripts (+75K subs, $20K ad revenue), automated newsletters (+6K subscribers, $12K ARR), trained custom AI model on his content library. Thread getting strong traction.", + "type": "info", + "source": "@AlexFinn on X", + "url": "https://x.com/AlexFinn/status/2032910905961492589", + "timestamp": "2026-03-16T09:48:17.33708991-04:00" + }, + { + "id": "302ed876", + "title": "Trump Signs Anti-Benefit-Fraud EO — Vance Chairs Task Force", + "body": "Executive order signed today creating national anti-fraud task force. VP Vance chairs, FTC Chairman Ferguson as VP, Stephen Miller as senior adviser. Focus on California, New York, Illinois, Maine, Colorado. Identity verification standards + audits for housing, food, medical, and financial assistance programs.", + "type": "info", + "source": "NY Post", + "url": "https://x.com/nypost/status/2033538126522491153", + "timestamp": "2026-03-16T09:48:17.33098437-04:00" + }, + { + "id": "18e4beec", + "title": "SentinelOne (S) Short: Q4 Profit Forecast Miss, Stock ~$12-13", + "body": "SentinelOne Q4 (reported Mar 12): profit forecast fell short of estimates. Stock declined on mixed financials + weak Q1 adjusted EPS guidance. Needham maintaining Buy but stock down ~45% YTD from highs. Short interest \u003e7%. Short position is performing.", + "type": "success", + "source": "X / UTEX", + "url": "https://x.com/MarcJacksonLA/status/2032212211318604144", + "timestamp": "2026-03-16T09:48:17.323985517-04:00" + }, + { + "id": "f1fba77e", + "title": "Micron (MU) +4% Premarket — HBM Demand Fuels Earnings Anticipation", + "body": "Micron jumps ahead of March 18 earnings. 2026 HBM capacity fully sold out, early HBM4 ramp underway. Q1 FY2026 revenue was $13.64B (+57% YoY). Analysts bullish: Citi at $430, UBS at $475, Stifel at $550. HBM memory shortage expected to persist beyond 2026.", + "type": "info", + "source": "X / InvezzPortal", + "url": "https://x.com/InvezzPortal/status/2033513389079642340", + "timestamp": "2026-03-16T09:48:17.317851558-04:00" + }, + { + "id": "49ced59c", + "title": "Gold Hits ~$5,023/oz — Oil at $97-104 on Iran/Gulf Crisis", + "body": "Gold at $5,023 (flight to safety). WTI ~$96-98/bbl, Brent ~$103.70. Iran striking Gulf neighbors following Feb 28 killing of Khamenei — energy crisis fears persisting. USD holding firm on oil-driven inflation + central bank uncertainty. JPY weak with intervention risk rising.", + "type": "warning", + "source": "LiteFinance / Financial Express", + "url": "https://www.financialexpress.com/market/sensex-nifty-50-stock-market-today-updates-gold-rate-us-asia-nikkei-silver-rate-fii-crude-oil-us-israel-iran-conflict-16-march-2026-4173787/", + "timestamp": "2026-03-16T09:48:17.311825455-04:00" + }, + { + "id": "c2010539", + "title": "Meta Signs $27B Deal with Dutch Nebius for AI Infrastructure", + "body": "$12B committed for Vera Rubin capacity starting early 2027, plus up to $15B additional over 5 years if capacity isn't sold to others. One of the largest AI infra agreements of 2026. Nebius stock soared on the news.", + "type": "info", + "source": "Bloomberg / Reuters", + "url": "https://www.cnbc.com/2026/03/16/meta-nebius-ai-infrastructure.html", + "timestamp": "2026-03-16T09:48:17.305925896-04:00" + }, + { + "id": "5b8f7f4a", + "title": "NVIDIA GTC 2026 Keynote Today — Vera Rubin, NemoClaw, 1GW Deal", + "body": "Jensen Huang keynotes at SAP Center (2PM ET today, livestream free at nvidia.com). Highlights: Vera Rubin GPU (~5x Blackwell, shipping H2 2026), NemoClaw open-source enterprise AI agent platform, 1GW strategic partnership with Thinking Machines Lab for frontier model training. OpenClaw creator Peter Steinberger is on the Agentic AI panel. 30,000 attendees from 190 countries.", + "type": "info", + "source": "NVIDIA Blog / TNW", + "url": "https://blogs.nvidia.com/blog/gtc-2026-news/", + "timestamp": "2026-03-16T09:48:17.299735995-04:00" + }, + { + "id": "73f2f81d", + "title": "851 Brightwaters listing: 3,225 views (Feb 11–Mar 16)", + "body": "Weekly MLS activity report. Top sites: Zillow 1,813, Realtor.com 357, MLS 214. 1 favorite. 82% new visitors. Listing outperforming zip code peers. Top cities: St. Pete (48), Tampa (38), St. Paul MN (32).", + "type": "info", + "source": "Diana Geegan / ListTrac", + "timestamp": "2026-03-16T09:11:51.741199472-04:00" + }, { "id": "3ac6bd0d", "title": "NABL M\u0026A Watch: KKR, Silver Lake \u0026 Thoma Bravo Backing — Barracuda Deal Rumored", diff --git a/data/status.json b/data/status.json index 78bcb51..2dcdf42 100644 --- a/data/status.json +++ b/data/status.json @@ -2,9 +2,9 @@ "items": { "claude": { "key": "claude", - "value": "20% used · 6:02 AM", + "value": "21% used · 12:02 PM", "type": "info", - "updated_at": "2026-03-16T06:02:25.084312134-04:00" + "updated_at": "2026-03-16T12:02:42.196308744-04:00" }, "claude-code-update": { "key": "claude-code-update", @@ -14,15 +14,15 @@ }, "claude-usage": { "key": "claude-usage", - "value": "📊 Weekly: 20% used", + "value": "📊 Weekly: 21% used", "type": "info", - "updated_at": "2026-03-16T06:02:20.675250835-04:00" + "updated_at": "2026-03-16T12:02:41.76729474-04:00" }, "claude_usage": { "key": "claude_usage", - "value": "Weekly 3% | Session 1% | Sonnet 2% — resets Mar 20", + "value": "Weekly 20% used (80% remaining) · Sonnet 25% · Session 3% · Resets Fri Mar 20", "type": "info", - "updated_at": "2026-03-13T09:47:34.274640118-04:00" + "updated_at": "2026-03-16T09:48:22.237363834-04:00" }, "claude_weekly": { "key": "claude_weekly",