chore: auto-commit uncommitted changes

This commit is contained in:
James 2026-03-11 18:02:21 -04:00
parent e8e61eb670
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@ -1077,6 +1077,16 @@
"tasks": "• S earnings watch tomorrow (Mar 12) — short position\n• OpenClaw v2026.3.8 running (current)\n• Kaseya acquired Inky — review implications",
"summary": "Big story: US-Iran war entering week 2, oil volatile ($86$103 range), markets skittish. Stagflation risk real. Your S short: CEO dumping shares + DA Davidson at $14 PT — earnings tomorrow could be the catalyst. OpenClaw fully current at v2026.3.8. Kaseya moving aggressively on email security + AI for MSPs. Dutch angle: KLM grounded to Gulf, Netherlands evacuating Tehran embassy.",
"created_at": "2026-03-11T09:47:14.472065642-04:00"
},
{
"id": "ab09b2dc",
"date": "2026-03-11T20:15:00-05:00",
"title": "Evening Briefing — Wed Mar 11, 2026",
"markets": "Dow -0.99% (47,233), S\u0026P 500 -0.44% (6,751), Nasdaq -0.27% (22,636). Iran/Hormuz tensions drove volatility then modest selloff. Oil down. Gold/Silver surging. Bitcoin ~$74K. NBIS +16% on Nvidia $2B deal. SentinelOne (S) ~$14.35, Q4 earnings Thursday AH — CEO sold 36,932 shares at $13.81 on Mar 6. Short position: watching earnings.",
"news": "**Iran/Hormuz escalating:** US hit 28 mine-laying vessels (Trump claim; Central Command confirmed 16 destroyed). 3 merchant ships struck by projectiles. 32 nations agreed to release oil reserves in largest-ever coordinated release. KLM cancelled all Dubai flights until Mar 28. **Claude outage:** Anthropic confirmed elevated errors on Claude.ai + Claude Code starting ~14:44 UTC — login failures + slow responses, still investigating. **Nvidia → Nebius $2B:** Strategic partnership to build AI data centers, NBIS stock +16%. **Kaseya acquired Inky** (email security) last week — bundling into MSP stack with new AI pricing. **N-able** published identity-based backup attack guidance, partnering with SentinelOne on risk management. Dutch: Odido telecom caught routing customer data through US for years. NL health deductible (eigen risico) proposed to rise to €500+/yr from 2027.",
"tasks": "**Vault1984 (7 open — high priority):** systemd service, permanent VAULT_KEY, WebAuthn PRF L2, L2 field encrypt, scoped MCP tokens, code review pass, register authenticators. **Infra:** Cloudflare DNSSEC DS records (zavtra.nl, busel.nl, muskepo.nl). **Johan:** Export passwords (Chrome/Firefox/Proton), e-consultant taxes (Papa asked Feb 16), Discord account for James, 1% Club subscription.",
"summary": "Night shift starting into active Iran escalation — oil prices volatile, 32-nation reserve release coordinated. Markets ended slightly red. Nvidia dropping $2B into Nebius AI cloud (NBIS +16%). Claude had an outage today affecting Claude.ai and Claude Code. Kaseya absorbed Inky last week. On your plate: Vault1984 needs hardening (7 tasks, no restart survival yet), 3 domains stuck on DNSSEC at Cloudflare, and Papa's tax question is still open.",
"created_at": "2026-03-11T16:16:26.254578494-04:00"
}
]
}

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{
"items": [
{
"id": "aa0568a4",
"title": "OpenAI: ChatGPT for Excel Now in Beta",
"body": "OpenAI launched ChatGPT for Excel in beta (Mar 5), enabling direct AI assistance inside Microsoft Excel. Part of growing Microsoft/OpenAI enterprise integration push.",
"id": "6d2d2510",
"title": "NL gemeenteraadsverkiezingen 18 maart — lokale partijen in opmars",
"body": "Local parties gaining momentum ahead of the March 18 municipal elections. Medemblik's Hart voor Medemblik among those seeing increased support as voter interest in local governance grows.",
"type": "info",
"source": "NL Times",
"url": "https://nltimes.nl/2026/03/11/local-parties-running-march-18-municipal-elections",
"topic": "netherlands",
"timestamp": "2026-03-11T18:01:48.798665995-04:00"
},
{
"id": "1532b69e",
"title": "Trump tariff pressure: Dems push small business exemption bill",
"body": "Trump enforcing 25% tariffs on countries trading with Iran. Democrats introduced a bill to exempt small businesses as owners report significant economic pain from the tariff war.",
"type": "warning",
"source": "@realDonaldTrump",
"url": "https://www.theguardian.com/us-news/2026/mar/10/trump-news-at-a-glance",
"topic": "news",
"timestamp": "2026-03-11T18:01:41.994073395-04:00"
},
{
"id": "9c510e3e",
"title": "Iran IRGC: \"No negotiations — we will hit US and Israel until surrender\"",
"body": "IRGC publicly rejected any ceasefire talks, vowing continued strikes on US and Israeli targets. Escalation rhetoric intensifying as Trump administration scrambles to contain economic fallout.",
"type": "error",
"source": "IRGC",
"url": "https://eadaily.com/en/news/2026/03/11/irgc-no-negotiations-we-will-hit-the-us-and-israel-until-their-surrender",
"topic": "news",
"timestamp": "2026-03-11T18:01:41.98840256-04:00"
},
{
"id": "e23b5532",
"title": "US-Iran war: 140 service members wounded, $5B+ munitions in 2 days",
"body": "Trump says fighting will be \"ended soon\" but threatens harder strikes if needed. Pentagon confirms 140 US casualties. Gulf shipping halted, oil spiking — causing domestic gas price pressure.",
"type": "error",
"source": "@realDonaldTrump / Pentagon",
"url": "https://www.nytimes.com/live/2026/03/09/world/iran-war-israel-trump-oil",
"topic": "news",
"timestamp": "2026-03-11T18:01:41.982776316-04:00"
},
{
"id": "ca205ce0",
"title": "NABL ~$4.79 — Q4 \u0026 Full-Year 2025 results out Feb 19",
"body": "N-able reported Q4 and full-year 2025 earnings on Feb 19. Stock hovering around $4.66-$4.79 range in early March. No acquisition news this week.",
"type": "info",
"source": "N-able IR",
"url": "https://www.stocktitan.net/news/NABL/",
"topic": "nabl",
"timestamp": "2026-03-11T18:01:29.765092335-04:00"
},
{
"id": "df6c11c6",
"title": "Google ships Gemini 3.1 Flash-Lite + NVIDIA unveils Rubin",
"body": "Google released Gemini 3.1 Flash-Lite (faster, cheaper model) while NVIDIA announced its next-gen Rubin supercomputer platform for large-scale AI workloads.",
"type": "info",
"source": "Google / NVIDIA",
"url": "https://www.devflokers.com/blog/ai-breakthroughs-march-2026",
"topic": "ai",
"timestamp": "2026-03-11T18:01:23.042336231-04:00"
},
{
"id": "f2b5a53a",
"title": "30+ OpenAI \u0026 Google employees back Anthropic in DOD lawsuit",
"body": "More than 30 employees from OpenAI and Google DeepMind filed a joint statement supporting Anthropics lawsuit against the U.S. Defense Department over AI deployment practices.",
"type": "info",
"source": "Anthropic/OpenAI employees",
"url": "https://techcrunch.com/2026/03/09/openai-and-google-employees-rush-to-anthropics-defense-in-dod-lawsuit/",
"topic": "ai",
"timestamp": "2026-03-11T18:01:23.036630209-04:00"
},
{
"id": "86109d2f",
"title": "OpenAI launches GPT-5.4 — reasoning + autonomous computer use",
"body": "OpenAIs most capable model yet combines advanced reasoning, coding, and autonomous PC operation. Also launching ChatGPT for Excel/Google Sheets (beta) with FactSet, MSCI, and Moodys integrations.",
"type": "info",
"source": "OpenAI",
"url": "https://openai.com/blog/",
"url": "https://fortune.com/2026/03/06/anthropic-investors-are-not-on-the-same-page-in-pentagon-fight/",
"topic": "ai",
"timestamp": "2026-03-11T10:01:53.662562431-04:00"
"timestamp": "2026-03-11T18:01:23.030328219-04:00"
},
{
"id": "49b1f438",
"title": "Google Gemini 3.1 Pro — 77.1% on ARC-AGI-2, 1M Context",
"body": "Gemini 3.1 Pro (released Feb 2026) continues to lead the Pro-tier model rankings with a 1M-token context window, 77.1% on ARC-AGI-2, and multimodal support across text, images, audio, video, and code.",
"type": "info",
"source": "Google DeepMind",
"url": "https://deepmind.google/technologies/gemini/",
"topic": "ai",
"timestamp": "2026-03-11T10:01:53.655916055-04:00"
},
{
"id": "074240f9",
"title": "Oracle AI Infrastructure Revenue +84% YoY — Enterprise AI Demand Intact",
"body": "Oracle Q3 report shows AI infra revenue surged 84% and cloud overall +44%. Remaining performance obligations hit $553B. The across-the-board beat signals enterprise AI spending is accelerating despite macro uncertainty.",
"type": "success",
"source": "Oracle",
"url": "https://investor.oracle.com/",
"topic": "ai",
"timestamp": "2026-03-11T10:01:53.650229482-04:00"
},
{
"id": "ad31d504",
"title": "Oracle Surges 10%+ on AI Demand — Cloud Revenue +44%",
"body": "Oracle Q3 FY2026: cloud revenue up 44%, AI infrastructure revenue up 84% YoY. $553B remaining performance obligations. Stock jumped ~10% on the earnings beat, signaling continued enterprise AI infra demand.",
"type": "success",
"source": "Oracle Investor Relations",
"url": "https://investor.oracle.com/",
"id": "08f6d834",
"title": "Bitcoin ~$70,130 — Fear \u0026 Greed at 26 (\"Fear\")",
"body": "BTC stuck under $70K as Iran war and inflation uncertainty weigh on risk assets. Oil near $88/barrel. Market sentiment firmly in Fear territory.",
"type": "warning",
"source": "CoinDesk",
"url": "https://www.coindesk.com/daybook-us/2026/03/11/bitcoin-stuck-under-usd70-000-as-investors-play-it-safe-before-u-s-inflation-report",
"topic": "markets",
"timestamp": "2026-03-11T10:01:35.656006873-04:00"
"timestamp": "2026-03-11T18:01:10.066262195-04:00"
},
{
"id": "34051cfb",
"title": "Markets Flat — S\u0026P 500 ~Unchanged, Oil Spikes, Gold $5,181",
"body": "S\u0026P 500 futures -0.13%, NASDAQ flat at open. Oil +$3.55 on Iran war supply fears. Gold down $53 to $5,181. Iran war in day 12 is the dominant macro driver, keeping volatility elevated.",
"type": "info",
"source": "247 Wall St / Yahoo Finance",
"url": "https://247wallst.com/investing/2026/03/11/stock-market-live-march-11-2026-sp-500-spy-flat-as-oil-prices-spike-again/",
"id": "f0ba1fa4",
"title": "Dow -0.6%, S\u0026P flat amid Iran war \u0026 CPI data",
"body": "Dow drops 250+ points, S\u0026P 500 -0.1%, Nasdaq near flat. Iran conflict spiking oil prices; CPI inflation report awaited as economic pressure mounts.",
"type": "warning",
"source": "Yahoo Finance",
"url": "https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-slip-amid-fresh-inflation-data-continued-iran-fallout-133543561.html",
"topic": "markets",
"timestamp": "2026-03-11T10:01:35.650469987-04:00"
},
{
"id": "7f682c06",
"title": "Feb CPI Meets Expectations at 2.4%",
"body": "Bureau of Labor Statistics reported Feb 2026 CPI at +2.4% YoY (inline with forecasts), +0.3% MoM. Core CPI 2.5% YoY. Pre-war inflation had been stabilizing — oil spike from Iran war expected to pressure future readings.",
"type": "info",
"source": "BLS / Bureau of Labor Statistics",
"url": "https://www.bls.gov/cpi/",
"topic": "markets",
"timestamp": "2026-03-11T10:01:35.644922653-04:00"
"timestamp": "2026-03-11T18:01:10.060453238-04:00"
}
]
}

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@ -2,9 +2,9 @@
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