Research

Tech news reads the last 30 days, Community watches 12 threads, Trading runs a debate on NVDA. Three items are flagged for you; the rest is filed in the vault.

last30daysTech news · ran 06:58 · 14 items
agent-reachCommunity · 17 platforms · 12 threads
tradingagentsTrading · debate running · 4 agents
GrokCompany + Competitor · weekly Mon

Tech news · last 30 daysAllagentslocaltoolsvideo

Ranked by Tech news (last30days skill): HN, PH, Reddit, X, GitHub. Amber = worth your 5 minutes. Each line says why it matters to your system.
  • HNClaude Agent SDK gets durable sessionsSame idea as pi-durable. Compare the restart contract before the engine plan.agents612
  • r/Qwen3.6-Omni runs speech + vision on 64 GB MacsCould replace Spark speech for drafts. Mac Studio test on arrival.local1800
  • GHPostiz 2.4: approval queues and per-channel rulesMatches the Posts screen. Poster can use native approvals.tools340
  • PHHyperFrames adds Resolve exportDirector already uses it; export may skip the timeline step.video290
  • XWispr Flow opens a feedback APIEnglish coach could pull your dictation stats directly.tools150
  • RSSDGX Spark firmware 2.1 · faster YuE2Music phase 2× faster if it holds.local90
  • GHJellyfin 11 · lessons as collectionsLibrary can group EN/KO versions of one lesson.tools410
  • PHObsidian Bases · live tablesSecondbrain could file clips into a Base instead of a note.tools980
  • HNMCP spec: stateless HTTP now defaultStudio is already on it.agents530
  • RSSKakaoTalk bot API changes · Dec 1kakaocli may need an update right after the Mac Studio lands.mac60
  • RSSResolve 21.2 beta · scripting gets async renderDirector could render EN and KO in one pass.video70
  • GHHerdr 0.9 · session handoff between Claude and CodexSoftware factory can show one session across both.agents220
  • HNGoogle Health API · sleep stagesHealth could show deep vs REM, not just hours.tools310
  • XNoto Sans KR variable · 2026 cutCaptions get a lighter weight for KO.video40
Full digest: vault · Research/2026-11-03 tech.md · also in Library as a 6-min podcast

Trading · NVDA earnings debateround 2 of 3

  • BullData-center demand still beats supply; guidance likely up.
  • BearPriced for perfection; export rules and a 3-week slide into print.
  • Risk deskPosition would be 4% of portfolio; max drawdown case −18%.
  • TraderNo new position. Re-check after the 19 Nov print.
  • round 1Bull and Bear state cases · Risk desk sizes it05:41
  • round 2Rebuttals with this week’s news (HBM4, export rules)running
  • round 3Trader decides · verdict to vault + Moneynext
Verdict so farHold · no new position · re-check after 19 NovStudio reports; you decide. Nothing here places an order.
News volume · 7 dTWTFSSM
  • NVDA+2.4%earnings 19 Nov
  • TSLA−1.1%quiet
  • 삼성전자+0.8%HBM4 news
  • SK하이닉스+3.1%
  • SPY+0.3%

Company & competitor watchGrok · weekly

  • NVIDIA19 Novearnings · pre-brief Fri
  • 삼성전자JanHBM4 ramp · weekly
  • Postiz—competitor · changelog Mon

Community · 12 threadsagent-reach · 17 platforms

r/XYTHNGHbili雪RSS+ 9 more checked, nothing new
  • r/r/LocalLLaMA · “Anyone running speech on Spark?”pain point · your setup answers itfor Mori
  • X@karpathy · agents need receipts, not retriesmatches ADR §4 · quote for a postpost idea
  • YT“I replaced Notion with Obsidian Bases” · 41k viewscompetitor · Secondbrain
  • r/r/ObsidianMD · Bases live tables threadfor Mori · learning datafor Mori
  • bilibilibili · 中文 agent 课程 · 2.1kfor 中文 coach
  • X@postiz · approval queues demotools
  • 雪雪球 · HBM 토론trading · 삼성전자
  • r/r/ClaudeAI · Max plan limits threadcost · compare with your usage
  • YT“Jellyfin on Apple TV in 2026” · commentslibrary · 3 people ask about captions
  • GHpi-durable · issue #41 · lease renewalengine · same problem you solved
  • X@wisprflow · Korean dictation betaEnglish coach · 中文 coach
  • r/r/Korean · 번역투 윤문 사례for Mori · 11 examplesfor Mori
Handed on2 threads → Mori collector (learning data) · 1 quote → Marketer (post idea) · 1 pain point → Diagnostician
v7 · Research