diff --git a/data/briefings.json b/data/briefings.json index d21eb41..62e20ac 100644 --- a/data/briefings.json +++ b/data/briefings.json @@ -1254,6 +1254,17 @@ "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" + }, + { + "id": "fafb712d", + "date": "2026-03-16", + "title": "Evening Briefing — Monday March 16, 2026", + "weather": "St. Pete evening — night shift starting", + "markets": "S\u0026P 500 ~flat/up ~+0.99% to ~6,698 intraday (mixed signals, earlier data showed -0.61%). NASDAQ +1.2%. Goldman Sachs raised S\u0026P year-end target to 7,600 citing AI productivity. SentinelOne (S) ~$13.78 — short looking good. Berenberg cut PT to $20.50, Piper Sandler neutral $15, Morgan Stanley equal weight $17.", + "news": "• TRUMP: Appeals court reinstated third-country deportation policy (migrants can be sent to non-home countries). Kristi Noem replaced as DHS Secretary — deportation agenda at crossroads.\n• AI: Anthropic doubling Claude usage limits off-peak through March 27 (Free/Pro/Max/Team). Claude Code update: modelOverrides for custom provider IDs, fixes for hangs/deadlocks/session glitches.\n• DUTCH: Far-right group \"Defend\" rapidly expanding in NL post-Malieveld protest. Small explosion outside Amsterdam office claimed by Islamic group. Trade surplus narrowed to €8.06B.\n• KASEYA: 4th round of layoffs since April 2024 — 250 jobs cut in January (sales/marketing). Part of 55k+ tech layoffs across 166 companies in 2026.", + "tasks": "Vault1984: 8 pending (systemd service, VAULT_KEY persistence, WebAuthn PRF L2, code review). Infrastructure: DNSSEC DS records on 3 domains. Personal: e-consultant taxes (high priority, Papa messaged). Vault1984 password import waiting on export files from Johan.", + "summary": "Markets lifted (Goldman 7600 target has momentum), your Sentinelone short holding — PT cuts continuing. Anthropic doubling limits through Mar 27. Trump deportation machinery cleared courts again. NL sees far-right expansion. Kaseya layoffs continue. Night shift: big Vault1984 backlog and e-consultant taxes need attention soon.", + "created_at": "2026-03-16T16:16:10.688589393-04:00" } ] } \ No newline at end of file diff --git a/data/claude-usage-history.json b/data/claude-usage-history.json index 0837eec..f68c940 100644 --- a/data/claude-usage-history.json +++ b/data/claude-usage-history.json @@ -1,104 +1,4 @@ [ - { - "session_percent": 15, - "timestamp": "2026-02-18T16:02:15.087405Z", - "weekly_percent": 61 - }, - { - "session_percent": 18, - "timestamp": "2026-02-18T16:29:21.574823Z", - "weekly_percent": 61 - }, - { - "session_percent": 28, - "timestamp": "2026-02-18T16:59:23.891613Z", - "weekly_percent": 63 - }, - { - "session_percent": 28, - "timestamp": "2026-02-18T17:00:01.580334Z", - "weekly_percent": 63 - }, - { - "session_percent": 28, - "timestamp": "2026-02-18T17:02:05.941242Z", - "weekly_percent": 63 - }, - { - "session_percent": 28, - "timestamp": "2026-02-18T17:02:08.641831Z", - "weekly_percent": 63 - }, - { - "session_percent": 33, - "timestamp": "2026-02-18T17:29:22.823351Z", - "weekly_percent": 63 - }, - { - "session_percent": 34, - "timestamp": "2026-02-18T17:59:21.308747Z", - "weekly_percent": 63 - }, - { - "session_percent": 34, - "timestamp": "2026-02-18T18:00:01.562671Z", - "weekly_percent": 63 - }, - { - "session_percent": 34, - "timestamp": "2026-02-18T18:02:07.657416Z", - "weekly_percent": 63 - }, - { - "session_percent": 34, - "timestamp": "2026-02-18T18:02:16.917881Z", - "weekly_percent": 63 - }, - { - "session_percent": 37, - "timestamp": "2026-02-18T18:29:25.895557Z", - "weekly_percent": 64 - }, - { - "session_percent": 39, - "timestamp": "2026-02-18T18:59:22.569746Z", - "weekly_percent": 64 - }, - { - "session_percent": 39, - "timestamp": "2026-02-18T19:00:02.111382Z", - "weekly_percent": 64 - }, - { - "session_percent": 39, - "timestamp": "2026-02-18T19:02:05.852717Z", - "weekly_percent": 64 - }, - { - "session_percent": 39, - "timestamp": "2026-02-18T19:02:13.617545Z", - "weekly_percent": 64 - }, - { - "session_percent": 44, - "timestamp": "2026-02-18T19:29:22.575576Z", - "weekly_percent": 65 - }, - { - "session_percent": 45, - "timestamp": "2026-02-18T19:59:22.756378Z", - "weekly_percent": 65 - }, - { - "session_percent": 0, - "timestamp": "2026-02-18T20:00:01.625903Z", - "weekly_percent": 65 - }, - { - "session_percent": 0, - "timestamp": "2026-02-18T20:02:09.976212Z", - "weekly_percent": 65 - }, { "session_percent": 0, "timestamp": "2026-02-18T20:02:14.522565Z", @@ -9998,5 +9898,105 @@ "session_percent": 6, "timestamp": "2026-03-16T16:02:42.128566Z", "weekly_percent": 21 + }, + { + "session_percent": 10, + "timestamp": "2026-03-16T17:00:02.328174Z", + "weekly_percent": 22 + }, + { + "session_percent": 10, + "timestamp": "2026-03-16T17:02:07.420883Z", + "weekly_percent": 22 + }, + { + "session_percent": 10, + "timestamp": "2026-03-16T17:02:19.923958Z", + "weekly_percent": 22 + }, + { + "session_percent": 11, + "timestamp": "2026-03-16T17:06:09.857593Z", + "weekly_percent": 22 + }, + { + "session_percent": 11, + "timestamp": "2026-03-16T18:00:01.598678Z", + "weekly_percent": 22 + }, + { + "session_percent": 11, + "timestamp": "2026-03-16T18:02:07.793271Z", + "weekly_percent": 22 + }, + { + "session_percent": 11, + "timestamp": "2026-03-16T18:02:16.253723Z", + "weekly_percent": 22 + }, + { + "session_percent": 12, + "timestamp": "2026-03-16T18:06:24.802863Z", + "weekly_percent": 22 + }, + { + "session_percent": 13, + "timestamp": "2026-03-16T18:24:20.673506Z", + "weekly_percent": 22 + }, + { + "session_percent": 13, + "timestamp": "2026-03-16T19:00:02.096597Z", + "weekly_percent": 22 + }, + { + "session_percent": 13, + "timestamp": "2026-03-16T19:02:08.694017Z", + "weekly_percent": 22 + }, + { + "session_percent": 13, + "timestamp": "2026-03-16T19:02:20.018469Z", + "weekly_percent": 22 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T20:00:01.955034Z", + "weekly_percent": 22 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T20:02:09.343276Z", + "weekly_percent": 22 + }, + { + "session_percent": 0, + "timestamp": "2026-03-16T20:02:21.251432Z", + "weekly_percent": 22 + }, + { + "session_percent": 1, + "timestamp": "2026-03-16T21:00:01.946286Z", + "weekly_percent": 23 + }, + { + "session_percent": 1, + "timestamp": "2026-03-16T21:02:10.228493Z", + "weekly_percent": 23 + }, + { + "session_percent": 1, + "timestamp": "2026-03-16T21:02:16.930093Z", + "weekly_percent": 23 + }, + { + "session_percent": 2, + "timestamp": "2026-03-16T21:04:07.761383Z", + "weekly_percent": 23 + }, + { + "session_percent": 6, + "timestamp": "2026-03-16T22:00:01.624085Z", + "weekly_percent": 23 } ] \ No newline at end of file diff --git a/data/news.json b/data/news.json index 84037a8..57ae1a5 100644 --- a/data/news.json +++ b/data/news.json @@ -1,155 +1,84 @@ { "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": "e073debc", + "title": "Royal Netherlands Navy Joins EU Task Force Defending Cyprus", + "body": "The Dutch Navy joined the European naval task force defending Cyprus against Iranian missile strikes (from March 5). PM Rob Jetten inaugurated Feb 23; Netherlands actively engaged in Hormuz-related tensions.", + "type": "warning", + "source": "Wikipedia / rijksoverheid.nl", + "url": "https://en.wikipedia.org/wiki/2026_in_the_Netherlands", + "topic": "netherlands", + "timestamp": "2026-03-16T18:01:40.967110306-04:00" }, { - "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.", + "id": "0e7d41fa", + "title": "NL Local Elections: Local Parties Surge as Trust in Mainstream Fades", + "body": "Dutch local elections this week show local/independent parties thriving as voters shift away from national mainstream parties. Part of a broader pattern of political fragmentation across the Netherlands.", "type": "info", - "source": "NY Post", - "url": "https://x.com/nypost/status/2033538126522491153", - "timestamp": "2026-03-16T09:48:17.33098437-04:00" + "source": "DutchNews.nl", + "url": "https://www.dutchnews.nl/2026/03/local-parties-thrive-as-voters-lose-trust-in-mainstream-politics/", + "topic": "netherlands", + "timestamp": "2026-03-16T18:01:40.950603292-04:00" }, { - "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.", + "id": "e462c931", + "title": "SCOTUS Defers on TPS Protections for Haitians \u0026 Syrians", + "body": "The Supreme Court deferred a decision on ending Temporary Protected Status for Haitian and Syrians immigrants. Will hear arguments in the challenge to those legal protections.", + "type": "info", + "source": "US Supreme Court", + "url": "https://www.nytimes.com/live/2026/03/16/us/trump-news", + "topic": "news", + "timestamp": "2026-03-16T18:01:40.942711962-04:00" + }, + { + "id": "2728c18d", + "title": "US-Iran War: Trump Blasts Allies Over Strait of Hormuz", + "body": "Trump publicly criticized allied nations for refusing to send warships to secure the Strait of Hormuz, calling their response lacking \"enthusiasm.\" JD Vance deflected questions about his past anti-intervention stance.", + "type": "warning", + "source": "@realDonaldTrump / White House", + "url": "https://www.nytimes.com/live/2026/03/16/world/iran-war-trump-oil-lebanon", + "topic": "news", + "timestamp": "2026-03-16T18:01:40.935199285-04:00" + }, + { + "id": "617bcfac", + "title": "Nvidia GTC 2026: \"Vera Rubin\" AI Architecture Unveiled", + "body": "Jensen Huang unveiled the Vera Rubin AI platform at GTC 2026 today — successor to Blackwell. Keynote at SAP Center San Jose also featured Disney robots and space data centers.", "type": "success", - "source": "X / UTEX", - "url": "https://x.com/MarcJacksonLA/status/2032212211318604144", - "timestamp": "2026-03-16T09:48:17.323985517-04:00" + "source": "Nvidia GTC 2026", + "url": "https://www.cnet.com/news-live/nvidia-gtc-2026-live-blog-updates/", + "topic": "ai", + "timestamp": "2026-03-16T18:01:40.928967049-04:00" }, { - "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.", + "id": "a496dfb1", + "title": "NABL Holding ~$4.84 — Consensus Hold, Target $7.75", + "body": "N-able shares edged up $0.03 on Friday to $4.84. Analyst consensus remains Hold with a price target of $7.75. No major news or acquisition rumors this week.", "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", - "body": "Community chatter continues around N-able as a PE consolidation play. Backers include KKR, Silver Lake \u0026 Thoma Bravo. A potential Barracuda acquisition has been floated as part of cybersecurity MSP empire-building.", - "type": "info", - "source": "@AReda13738", - "url": "https://x.com/AReda13738/status/1901684686738354460", + "source": "MarketBeat", + "url": "https://www.marketbeat.com/stocks/NYSE/NABL/", "topic": "nabl", - "timestamp": "2026-03-16T06:01:59.558009311-04:00" + "timestamp": "2026-03-16T18:01:24.726011684-04:00" }, { - "id": "795658ed", - "title": "NABL Q4 2025: ARR Growth 7.7%, GAAP Net Loss $7.2M — FY26 Guidance Flat", - "body": "N-able closed FY25 with decelerating ARR growth (7.7% constant currency) as the Adlumin acquisition laps. Swung to $7.2M GAAP net loss in Q4 vs $3.3M profit a year ago. FY26 guidance: 8-9% ARR growth, ~30% EBITDA margins.", - "type": "warning", - "source": "N-able IR / @Finsee_main", - "url": "https://x.com/Finsee_main/status/2024490576033235453", - "topic": "nabl", - "timestamp": "2026-03-16T06:01:59.552279586-04:00" - }, - { - "id": "cb3d4ae1", - "title": "OpenAI + Ginkgo Bioworks: AI for Drug Discovery; IPO Faces Skeptical Investors", - "body": "OpenAI partnered with Ginkgo Bioworks for AI-driven biology and drug design. Separately, investors remain skeptical about OpenAIs planned IPO citing model quality concerns vs Claude/Gemini/DeepSeek competition.", - "type": "info", - "source": "OpenAI", - "url": "https://openai.com/blog", - "topic": "ai", - "timestamp": "2026-03-16T06:01:45.574647919-04:00" - }, - { - "id": "d9553395", - "title": "Google Supercharges Gemini in Workspace — Auto-Generates Docs/Sheets/Slides", - "body": "Google expanded Gemini in Workspace to pull data from emails, chats, Drive, and the web to auto-generate full documents, sheets, and presentations in seconds.", - "type": "info", - "source": "Google", - "url": "https://workspace.google.com/blog/", - "topic": "ai", - "timestamp": "2026-03-16T06:01:45.569050543-04:00" - }, - { - "id": "0aced65c", - "title": "NVIDIA Releases Nemotron 3 Super — 120B MoE, 1M Token Context", - "body": "NVIDIA launched Nemotron 3 Super on March 11: open-weights 120B MoE model (12B active params), 1M token context window, 2.2x faster than GPT-OSS-120B. Built for multi-agent agentic AI. Available on OpenRouter.", - "type": "info", - "source": "NVIDIA", - "url": "https://x.com/MrcuteAnish/status/2032851762139570593", - "topic": "ai", - "timestamp": "2026-03-16T06:01:45.563266154-04:00" - }, - { - "id": "b1c504c8", - "title": "S\u0026P 500 vs Oil: Near-Perfect -96% Correlation Since Iran Conflict", - "body": "Oil prices are the #1 market driver right now — S\u0026P 500 moving almost tick-for-tick inverse to front-month crude. Longer-dated futures pricing in sustained supply disruption.", - "type": "info", - "source": "@neilksethi / @dailychartbook", - "url": "https://x.com/neilksethi/status/2033483416532865476", + "id": "7ccae5d3", + "title": "Nebius Surges 13% on $27B Meta AI Infrastructure Deal", + "body": "Dutch cloud provider Nebius spiked 13% after inking a $27 billion AI infrastructure deal with Meta. Largest single AI infrastructure commitment announced in 2026 so far.", + "type": "success", + "source": "CNBC", + "url": "https://www.cnbc.com/2026/03/15/stock-market-today-live-updates.html", "topic": "markets", - "timestamp": "2026-03-16T06:01:34.755762462-04:00" + "timestamp": "2026-03-16T18:01:24.72028957-04:00" }, { - "id": "c592bc0b", - "title": "BTC ~$73K — Crypto Best Week Since Sep 2025", - "body": "Bitcoin hit a 6-week high near $74K on short liquidations and institutional inflows. ETH +6% on the week. Spot BTC ETF saw 5-day inflow streak of $763M. Crypto market cap ~$2.5T.", + "id": "ac1f39f2", + "title": "S\u0026P 500 +1%, Nasdaq +1.22% — Oil Pullback Drives Rally", + "body": "Major indices closed green: S\u0026P 500 +1.01% to 6,699, Nasdaq +1.22% to 22,374, Dow +0.83% to 46,946. Oil fell ~$3.83 to $94.88/barrel as the catalyst; Bitcoin up to ~$73,860.", "type": "info", - "source": "@zerocap_fx", - "url": "https://x.com/zerocap_fx/status/2033482987992719835", + "source": "CNBC Markets", + "url": "https://www.cnbc.com/2026/03/15/stock-market-today-live-updates.html", "topic": "markets", - "timestamp": "2026-03-16T06:01:34.750122675-04:00" - }, - { - "id": "b0d5dc4f", - "title": "S\u0026P 500 Futures Up 0.6% — Oil Tops $106 as Iran War Drags On", - "body": "US stock futures rose Monday morning as markets try to stabilize after four losing sessions. Oil surged past $106/bbl amid ongoing US-Iran strikes on energy infrastructure near the Strait of Hormuz.", - "type": "warning", - "source": "Bloomberg / Yahoo Finance", - "url": "https://www.bloomberg.com/news/articles/2026-03-15/oil-supplies-in-focus-ahead-of-stock-bond-open-markets-wrap", - "topic": "markets", - "timestamp": "2026-03-16T06:01:34.744453054-04:00" + "timestamp": "2026-03-16T18:01:24.714418947-04:00" } ] } \ No newline at end of file diff --git a/data/status.json b/data/status.json index 2dcdf42..efd2b7c 100644 --- a/data/status.json +++ b/data/status.json @@ -2,9 +2,9 @@ "items": { "claude": { "key": "claude", - "value": "21% used · 12:02 PM", + "value": "23% used · 6:00 PM", "type": "info", - "updated_at": "2026-03-16T12:02:42.196308744-04:00" + "updated_at": "2026-03-16T18:00:01.691627543-04:00" }, "claude-code-update": { "key": "claude-code-update", @@ -14,9 +14,9 @@ }, "claude-usage": { "key": "claude-usage", - "value": "📊 Weekly: 21% used", + "value": "📊 Weekly: 23% used", "type": "info", - "updated_at": "2026-03-16T12:02:41.76729474-04:00" + "updated_at": "2026-03-16T17:02:16.662570716-04:00" }, "claude_usage": { "key": "claude_usage",