Memory log — 2026-08-05
98 sessions captured from Hermes history.
2:00 AM — pitcherlist-roster-rank-watch · Aug 05 02:06
Source: cron · Session: cron_9016056f60e5_20260805_020012 · Messages: 36 · Tools: 22
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Good — state file and latest roster snapshot found. Let me now check for new Pitcher List articles and the roster
Subjects: Calendar, Web publishing, Cron, Fantasy football
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] Load the skills…
Hermes: Good — state file and latest roster snapshot found. Let me now check for new Pitcher List articles and the roster
Hermes: Now let me discover the current latest articles and fetch them. I’ll check the PL category pages first
Hermes: Good — hitters are still Week 18 (same URL as state), but SPs have moved to Week 20 (8-4-week-20 — new!). Let me fetch the current articles and prior weeks for comparison.
Hermes: All four HTML files fetched. Now let me run the analysis script:
Hermes: Good data coming in. Let me verify a few things before delivering — check if some known pitchers might have been missed by the parser:
Hermes: The SP Week 20 list is live! New article discovered. Let me verify a couple of edge cases with the unrostered list to make sure we’re not missing rostered players:
Hermes: Good — all checks confirmed. Let me update the state file and prepare the report:
Hermes: Only the Pitchers list changed (new Week 20 published ~Aug 4); the Hitters Top 150 is unchanged since the last report. Here’s the update: --- Pitchers update — new Top 100 SP list (Week 20) Your pitchers on the list - Jacob deGrom — #9 (no move) - Max Fried — #19 (▼ 3, from #16) - Troy Melton — #22 (no move) - Reid Detmers — #31 (▲ 5, from #36) - Kyle Bradish — #36 (▼ 12, from #24) - Shota Imanaga — #45 (▲ 1, from #46) - Emerson Hancock — #53 (▲ 4, from #57) - Ian Seymour — #58 (▲ 5, from #63) - Roki…
3:00 AM — Update sessions.claydunker.com Memory Wiki · Aug 05 03:14
Source: cron · Session: cron_fb209b21b2c6_20260805_030014 · Messages: 102 · Tools: 65
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me start by examining the source repo, the auth credentials, and the current state of things.
Subjects: Wiki, PD, Quartz, Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] Update Clay’s private work-sessions…
Hermes: Let me start by examining the source repo, the auth credentials, and the current state of things.
Hermes: The source repo’s Quartz config already targets sessions.claydunker.com and the sidebar component is already sessions-focused. Now let me run the generation and build workflow. First, the generator:
Hermes: Generator succeeded (9028 sessions). Now let me build the Quartz site
Hermes: Build succeeded. Now let me assemble the standalone deploy root
Hermes: Good, I have a clear picture of the generated output. Now I’ll assemble the deploy root and apply all fixes. Let me write the fix script:
Hermes: Now I need to write a comprehensive fix script. Let me use Python for robustness:
Hermes: All 94 HTML files fixed, contentIndex.json filtered, _headers added. Let me verify the output before deploying
Hermes: I see some issues with the links. Let me check what’s happening:
Hermes: I think the issue is the fix script was run on already-modified content. Let me rebuild from scratch and re-run the fix properly
…6 more messages omitted from this static excerpt.
6:00 AM — agentic-yolo-gremlin · Aug 05 06:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_060021 · Messages: 15 · Tools: 7
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only 43.28 total portfolio, all positions are upright — ACHR +17%, KULR +8%, FAMI barely green, SNDL flat. No cash to deploy, no reason to cut winners. Research note: APPS (Digital…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only 43.28 total portfolio, all positions are upright — ACHR +17%, KULR +8%, FAMI barely green, SNDL flat. No cash to deploy, no reason to cut winners. Research note: APPS (Digital Turbine) gapping +27% premarket on strong earnings + raised guidance — looks like a strong next buy candidate when cash frees up. XOS in the same e-mobility lane as ACHR also worth a look at $3.05.
6:15 AM — agentic-yolo-gremlin · Aug 05 06:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_061521 · Messages: 11 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me get current quotes on the existing positions for a full
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me get current quotes on the existing positions for a full
Hermes: Account state confirmed. Cash is 10), 4 existing positions, all green or flat — HOLD is the permitted call. Let me log the research note for compounding context.
Hermes: HOLD Cash at 42.95 of equity value is deployed across 4 names. ACHR (+17% from cost) and KULR (+8%) are running well; no sell thesis triggered on any position. Next compelling BUY opportunity is ACHR on any pullback toward $5.
6:30 AM — agentic-yolo-gremlin · Aug 05 06:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_063022 · Messages: 16 · Tools: 9
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Based on my analysis of the Agentic account (0.32 cash, 4 positions held), here’s the decision: HOLD Only $0.32 in cash — not enough to buy even a single share of anything. All four positions…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Based on my analysis of the Agentic account (0.32 cash, 4 positions held), here’s the decision: HOLD Only 13.94) — Intuitive Machines. Space plays have momentum, and at ~$14/share it’s the most actionable buy target given this account’s tiny…
6:30 AM — Personal daily digest · Aug 05 06:33
Source: cron · Session: cron_7b24c5b04192_20260805_063022 · Messages: 32 · Tools: 23
Started with: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: ☀️ Daily Digest — Wednesday, August 5 At a glance: 3 calendar items • 4 inbox items • 3 open loops • dream signal: yes ━━━━━━━━━━━━━━ 📍 Today / Tomorrow • **10:00 AM — Meet with Margo Etheridge and Christyn…
Subjects: Calendar, Email, Google Workspace
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: google-workspace description: “Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.” version: 1.1.0 author: Nous Research license: MIT platforms: [linux, macos, windows] required_credential_files: - path: google_token.json description: Google OAuth2 token (created by setup script) - path: google_client_secret.json description: Google OAuth2 client credentials (downloaded…
Hermes: ☀️ Daily Digest — Wednesday, August 5 At a glance: 3 calendar items • 4 inbox items • 3 open loops • dream signal: yes ━━━━━━━━━━━━━━ 📍 Today / Tomorrow • 10:00 AM — Meet with Margo Etheridge and Christyn Biswell: AI + Math meeting at MHS. Open Brain has this flagged as today’s main school/AI conversation. • Tomorrow 9:30 AM — Meet with Amanda Ryder and Wendy Niebuhr: Washington Elementary. • Tomorrow 3:00–6:00 PM — Monticello Farmers’ Market: light look-ahead if you want an easy post-work stop. ━━━━━━━━━━━━━━ **📬…
6:31 AM — Fantasy AM waiver edge · Aug 05 06:32
Source: cron · Session: cron_869fce67ba80_20260805_063126 · Messages: 17 · Tools: 11
Started with: [IMPORTANT: The user has invoked the “fantasy-sports-coowner” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Add Now - Grayson Rodriguez — still unrostered here, and the role/status check is clean: back in the Angels’ rotation, coming off back-to-back solid starts with the latest a 7 IP, 2 ER, 6 K line vs…
Subjects: Fantasy football
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “fantasy-sports-coowner” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: fantasy-sports-coowner description: “Act as Clay’s fantasy-sports co-owner: inspect league-aware tools/data, produce decision-oriented daily briefs, and prioritize moves over generic news.” version: 1.0.0 author: Hermes Agent license: MIT platforms: [linux, macos, windows] metadata: hermes: tags: [fantasy-sports, fantasy-baseball, co-owner, daily-briefings, waivers,…
Hermes: Add Now - Grayson Rodriguez — still unrostered here, and the role/status check is clean: back in the Angels’ rotation, coming off back-to-back solid starts with the latest a 7 IP, 2 ER, 6 K line vs Baltimore; if you want QS/K upside, he’s the best actionable arm. Cut: Jake Bennett. - Andrew Alvarez — also unrostered, and the current MLB line is real enough for deep-league streaming: 3.94 ERA, 0.28 HR/9, 64 IP with Washington, plus the recent 6.1 IP / 2 ER outing at Philly says he’s at least back on the starter…
6:35 AM — Morning ponder quote · Aug 05 06:36
Source: cron · Session: cron_0468c61969e2_20260805_063522 · Messages: 13 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Quote to ponder “Every man has his secret sorrows which the world knows not; and often times we call a man cold when he is only sad.” — Henry Wadsworth Longfellow, Hyperion What becomes possible when you meet…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are Donn sending Clay a…
Hermes: Quote to ponder “Every man has his secret sorrows which the world knows not; and often times we call a man cold when he is only sad.” — Henry Wadsworth Longfellow, Hyperion What becomes possible when you meet people with a little more mercy?
6:45 AM — agentic-yolo-gremlin · Aug 05 06:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_064522 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current prices to inform the decision.
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current prices to inform the decision.
Hermes: HOLD Available cash is only 10 threshold to trigger a buy. All four positions (SNDL, FAMI, ACHR, KULR) are holding or in profit, with no thesis deterioration or concentration risk to warrant a sell. Research note for future cycles: ACHR is showing strong momentum (+17% from entry), and KULR held well above cost — both look like solid re-entry candidates if position limits free up. FAMI is a micro-cap that could offer a quick swing if volume picks up.
7:00 AM — agentic-yolo-gremlin · Aug 05 07:02
Source: cron · Session: cron_cb28dcb0b26e_20260805_070023 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check the account and portfolio to determine the right action.
Subjects: Calendar, Research, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check the account and portfolio to determine the right action.
Hermes: Good — the Agentic sandbox account is 414472944. Let me check its portfolio and positions.
Hermes: The account has positions but only $0.32 cash — HOLD is permitted. Let me get live prices to check if any position warrants a trim, and also start building research context.
Hermes: The portfolio is deployed across 4 positions with only $0.32 cash — HOLD is the right call. Let me log research context for future cycles.
Hermes: HOLD Only 0.75/share, KULR +$0.22/share, FAMI tiny profit, SNDL flat) so no sell trigger either. Waiting for cash to build up from settling trades or a position to ripen enough to take profits and redeploy.
7:00 AM — Donn Proactive Situational Awareness · Aug 05 07:02
Source: cron · Session: cron_6b5fd0721020_20260805_070024 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Good, it’s 7:02 AM CT on Wednesday, August 5. Let me analyze the candidates. Call Mike Nichelson — due today, not suppressed, last reminded yesterday (over 11 hours ago, well past the 120-min cooldown). It’s the…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Good, it’s 7:02 AM CT on Wednesday, August 5. Let me analyze the candidates. Call Mike Nichelson — due today, not suppressed, last reminded yesterday (over 11 hours ago, well past the 120-min cooldown). It’s the strongest same-day signal. Pool items are all suppressed in overrides. Other items are days/weeks out. Let me send the nudge and update the recent-send file
Hermes: Call Mike Nichelson: due today.
7:15 AM — agentic-yolo-gremlin · Aug 05 07:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_071523 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Portfolio check (Aug 5, 2026 ~12:15 ET): - Cash: 0.32 - Holdings: SNDL (9 @ 0.15), ACHR (2 @ 2.63) - Total equity value: ~$42.91 Positions today: -…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Portfolio check (Aug 5, 2026 ~12:15 ET): - Cash: 0.32 - Holdings: SNDL (9 @ 0.15), ACHR (2 @ 2.63) - Total equity value: ~5.29 (+16.5% from cost) — solid winner - KULR: 1.21 (flat) - FAMI: 0.32 with 42.91 tied up in existing positions. No BUY trigger fires (>10% idle cash rule needs 4.32, we have $0.32). All positions are green or flat — no sell thesis deterioration.…
7:30 AM — agentic-yolo-gremlin · Aug 05 07:35
Source: cron · Session: cron_cb28dcb0b26e_20260805_073024 · Messages: 7 · Tools: 3
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is just 43 total value with existing positions (SNDL, FAMI, ACHR, KULR) — well under the $10 threshold locked into equities, so there’s no buying power to deploy and no…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is just 43 total value with existing positions (SNDL, FAMI, ACHR, KULR) — well under the $10 threshold locked into equities, so there’s no buying power to deploy and no risk/concentration reason to trim. Letting positions ride while accumulating research context on the next BUY candidate.
7:45 AM — agentic-yolo-gremlin · Aug 05 07:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_074524 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is only 10 threshold, and the account already holds 4 positions (SNDL, FAMI, ACHR, KULR). No positions are concentrated enough or deteriorating to justify a sell. Waiting…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is only 10 threshold, and the account already holds 4 positions (SNDL, FAMI, ACHR, KULR). No positions are concentrated enough or deteriorating to justify a sell. Waiting for cash to build up from gains or settlement. Research note for future: ACHR (Archer Aviation) is the standout performer at ~4.54 cost, up ~17% — worth watching for a potential add on a pullback to 2.80; if it clears $3 with volume it could run.
7:45 AM — Donn Proactive Situational Awareness · Aug 05 07:46
Source: cron · Session: cron_6b5fd0721020_20260805_074525 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: The only same-day item (“Call Mike Nichelson” due today) was already sent at 7:02 AM — 44 minutes ago, well within the 120-minute cooldown. Nothing else is same-day urgent, has a tight time window, or breaks the…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: The only same-day item (“Call Mike Nichelson” due today) was already sent at 7:02 AM — 44 minutes ago, well within the 120-minute cooldown. Nothing else is same-day urgent, has a tight time window, or breaks the cooldown exception rules. All other open items are multi-day-out or stale overdue tasks with no new urgency signal. [SILENT]
8:00 AM — Create every-other-day pool skim+robot task · Aug 05 08:00
Source: cron · Session: cron_59674c2bc95a_20260805_080025 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: 2026-08-05 local log: skipped — 51 days since 2026-06-15, not divisible by 2.
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] Determine today’s live local date…
Hermes: 2026-08-05 local log: skipped — 51 days since 2026-06-15, not divisible by 2.
8:00 AM — agentic-yolo-gremlin · Aug 05 08:03
Source: cron · Session: cron_cb28dcb0b26e_20260805_080025 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Now let me check the current market context and run the Gremlin Daily Gainers scan for research accumulation.
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Now let me check the current market context and run the Gremlin Daily Gainers scan for research accumulation.
Hermes: HOLD Only $0.32 cash available and buying power is insufficient to add a position. Existing holdings (SNDL, FAMI, ACHR, KULR) are performing fine — ACHR up ~17% and KULR up ~8% — with no thesis deterioration to trigger a sell. Research note: top daily gainers RITR (+77%), DBGI (+70%), and GTE (+51%) are speculative names to watch for future cash deployment opportunities.
8:00 AM — Donn Proactive Situational Awareness · Aug 05 08:02
Source: cron · Session: cron_6b5fd0721020_20260805_080026 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Today is Wed Aug 5, 8:01 AM CDT. Let me evaluate. Open items scan: - Call Mike Nichelson (due today) — already sent this morning at 7:02 AM. Within the 120-minute cooldown (59 min ago). No tight deadline window…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Today is Wed Aug 5, 8:01 AM CDT. Let me evaluate. Open items scan: - Call Mike Nichelson (due today) — already sent this morning at 7:02 AM. Within the 120-minute cooldown (59 min ago). No tight deadline window coming within 60 min (just “due today”), so the exception doesn’t apply. - Pool skim (×4 overdue) — all match group_id pool-skim-robot in overrides; suppressed: true. Blocked. - Credit cards — nearest due is Citi Strata on 8/7 (2 days out), not tight. - **Bloodwork, SOFI, Halloween, Adam Stone, house number, Epson…
8:15 AM — agentic-yolo-gremlin · Aug 05 08:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_081526 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Account has 42.69 in active positions (SNDL, FAMI, ACHR, KULR). Available cash is below $10 and all positions are stable or green — no risk triggers for selling. Need to free up capital or wait…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Account has 42.69 in active positions (SNDL, FAMI, ACHR, KULR). Available cash is below 5.30 is showing strength above the 5.00 as entry points.
8:30 AM — agentic-yolo-gremlin · Aug 05 08:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_083026 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Cash is 10 threshold, and all four existing positions (SNDL, FAMI, ACHR, KULR) are active with no urgent risk trigger. ACHR is showing a ~16% gain from $4.54 entry and KULR is up ~7%, so…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Cash is 10 threshold, and all four existing positions (SNDL, FAMI, ACHR, KULR) are active with no urgent risk trigger. ACHR is showing a ~16% gain from $4.54 entry and KULR is up ~7%, so thesis is intact across the board. No action until fresh cash lands. 🧠 Research note for next cycle: ACHR has strong momentum in the eVTOL space and could warrant a dip-buy add if it pulls back. KULR’s energy storage narrative is holding support — watching for volume spikes. For future fresh cash, would target high-beta…
8:45 AM — agentic-yolo-gremlin · Aug 05 08:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_084527 · Messages: 23 · Tools: 12
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is 10 threshold with 4 existing positions (SNDL, FAMI, ACHR, KULR) all green or breakeven. No sell triggers present; thesis intact. Accumulated research: IONQ dipping to $40.58…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is 10 threshold with 4 existing positions (SNDL, FAMI, ACHR, KULR) all green or breakeven. No sell triggers present; thesis intact. Accumulated research: IONQ dipping to 17.06 look like quantum-sector buy candidates when cash arrives.
8:45 AM — Donn Proactive Situational Awareness · Aug 05 08:46
Source: cron · Session: cron_6b5fd0721020_20260805_084527 · Messages: 6 · Tools: 3
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: [SILENT]
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: [SILENT]
9:00 AM — agentic-yolo-gremlin · Aug 05 09:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_090027 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Portfolio of 4 positions (SNDL, FAMI, ACHR, KULR) is valued at 0.32 cash — well under the $10 threshold that would trigger a BUY. ACHR is up ~15% from cost basis, KULR up ~6%, everything else…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Portfolio of 4 positions (SNDL, FAMI, ACHR, KULR) is valued at 0.32 cash — well under the $10 threshold that would trigger a BUY. ACHR is up ~15% from cost basis, KULR up ~6%, everything else near flat. No concentration risk and no thesis deterioration. No buying power to deploy. Research note for future cycles: ACHR’s momentum (Archer Aviation, eVTOL sector) is a candidate to add to on dips. KULR (battery/thermal tech) has been grinding higher — worth watching for another entry. If cash builds, these are the…
9:00 AM — Daily LearnedLeague-style trivia roundup · Aug 05 09:01
Source: cron · Session: cron_c5edcbffe578_20260805_090027 · Messages: 18 · Tools: 11
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: 🧠 LearnedLeague-ish Daily 6 — 2026-08-05 Fallback historical day today: public chatter for 2026-08-03 wasn’t reconstructable enough, so this set is paraphrased from a public historical LL-style archive. 1. In 1925,…
Subjects: Learned League, Calendar, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are posting a daily trivia drop…
Hermes: 🧠 LearnedLeague-ish Daily 6 — 2026-08-05 Fallback historical day today: public chatter for 2026-08-03 wasn’t reconstructable enough, so this set is paraphrased from a public historical LL-style archive. 1. In 1925, what future Mexican painter was badly injured in a bus crash and later revisited the scene in a work simply titled The Bus? Answer: ||Frida Kahlo|| 2. What term names a lyrical, often meditative composition associated especially with Chopin and named for a time of day? Answer: ||Nocturne|| 3. What landmark 1972 Atari arcade game,…
9:00 AM — Donn Proactive Situational Awareness · Aug 05 09:02
Source: cron · Session: cron_6b5fd0721020_20260805_090028 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me assess the open items against suppression and cooldown rules. Looking at the action items, overrides, and recent-send map: Suppressed/snoozed (skip): All pool-skim items (group “pool-skim-robot” is…
Subjects: The List
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me assess the open items against suppression and cooldown rules. Looking at the action items, overrides, and recent-send map: Suppressed/snoozed (skip): All pool-skim items (group “pool-skim-robot” is suppressed), overridden credit card entries, and stale/very-future tasks. Available candidates: 1. Call Mike Nichelson (ID: b2fed69a) — Due today, Aug 5. Last sent 7:02 AM — well past 120-min cooldown. Already sent 3x (yesterday afternoon, evening, this morning). 2. Pay Citi Strata (ID: 1c635d7b) — Due Aug 7 (2 days).…
Hermes: Current time is ~9:02 AM CT. The “Call Mike” reminder was sent at 7:02 AM today — just barely past the 120-min cooldown. Sending it a 4th time feels noisy. Instead I’ll nudge the fresh near-term item that hasn’t been sent before
Hermes: Citi Strata: due Friday (Aug 7).
9:15 AM — agentic-yolo-gremlin · Aug 05 09:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_091528 · Messages: 15 · Tools: 7
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: The account has 10 and investments exist. Let me add some research context for future
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: The account has 10 and investments exist. Let me add some research context for future
Hermes: Positions looking good. Let me research for future trade candidates since cash is nearly gone
Hermes: HOLD Account has 0.32 in buying power, so there’s nothing to deploy and no risk reason to sell. ACHR’s momentum (+16% vs. cost) keeps working; research notes captured for future BUY candidates (beaten-down EV/solar under $3, biotech catalysts) once cash frees up.
9:15 AM — Substack newsletter daily sweep · Aug 05 09:17
Source: cron · Session: cron_cb6045957bbb_20260805_091528 · Messages: 15 · Tools: 8
Started with: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: No new AI/education newsletter articles today.
Subjects: Substack, Newsletter
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: google-workspace description: “Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.” version: 1.1.0 author: Nous Research license: MIT platforms: [linux, macos, windows] required_credential_files: - path: google_token.json description: Google OAuth2 token (created by setup script) - path: google_client_secret.json description: Google OAuth2 client credentials (downloaded…
Hermes: No new AI/education newsletter articles today.
9:24 AM — AI writing instruction platform overview
Source: discord · Session: 20260805_092416_77e457ab · Messages: 11 · Tools: 6
Started with: [clay (he/him)] How does it work? What’s an actual description of the program itself?
Early response: [5.4] It’s basically an AI-assisted writing instruction platform for grades 3–12: teachers pick a writing skill and a content topic, and the system generates editable practice materials; it also has a…
Subjects: AI in education
Conversation excerpts
Clay: [clay (he/him)] How does it work? What’s an actual description of the program itself?
Hermes: [5.4] It’s basically an AI-assisted writing instruction platform for grades 3–12: teachers pick a writing skill and a content topic, and the system generates editable practice materials; it also has a student-writing upload/diagnostics tool that analyzes class trends and suggests next instructional steps. A little more concretely, the public site describes it as: - a scope-and-sequence writing program spanning sentence skills → paragraphs → essays/narratives/argument/research - a teacher-facing material generator for…
9:30 AM — agentic-yolo-gremlin · Aug 05 09:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_093028 · Messages: 16 · Tools: 9
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current prices on the holdings and scout some candidates for future buys
Subjects: Calendar, Research, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current prices on the holdings and scout some candidates for future buys
Hermes: Let me scout some candidates for the research accumulation bucket
Hermes: HOLD Only 42.44 in equities across SNDL, FAMI, ACHR, and KULR, with ACHR leading at +14% and KULR at +6.5%. Waiting for cash to free up before the next entry. Research accumulation — candidates for next buy cycle: RXRX (5 momentum play fitting the account size. HOLO ($1.54, micro-cap hologram) is a high-risk penny that matches the YOLO profile when buying power returns.
9:45 AM — agentic-yolo-gremlin · Aug 05 09:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_094529 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current prices on holdings and scout some candidates for the research compounding rule
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current prices on holdings and scout some candidates for the research compounding rule
Hermes: Now let me log a research note for future compounding
Hermes: HOLD Cash is 10 threshold — and all four positions (SNDL, FAMI, ACHR, KULR) are in the green with no thesis deterioration. ACHR dipped intraday but still up ~14% since entry; no strong risk reason to sell anything. Waiting for cash to accumulate before the next BUY.
9:45 AM — Donn Proactive Situational Awareness · Aug 05 09:46
Source: cron · Session: cron_6b5fd0721020_20260805_094529 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time to apply the cooldown
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time to apply the cooldown
Hermes: Current time: 09:46 CT Wednesday, August 5, 2026. Let me evaluate candidates systematically: Call Mike Nichelson (due today, not suppressed) — last sent at 07:02 CT today (2h44m ago, cooldown cleared). However, this has been nudged 3 times already (yesterday 5pm, yesterday 8pm, today 7am) with no action. Additional nudge would be repeated noise on an already-over-reminded item. Pay Citi Strata (due Aug 7) — last sent at 09:02 CT (44 min ago). Cooldown applies. No hard deadline within 60 min — no final_window exception.…
10:00 AM — agentic-yolo-gremlin · Aug 05 10:02
Source: cron · Session: cron_cb28dcb0b26e_20260805_100029 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only $0.32 in cash — far too little to deploy into anything meaningful. Existing positions (SNDL, FAMI, ACHR, KULR) are all within a few cents of their cost basis with no thesis-breaking moves, so no sell…
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only $0.32 in cash — far too little to deploy into anything meaningful. Existing positions (SNDL, FAMI, ACHR, KULR) are all within a few cents of their cost basis with no thesis-breaking moves, so no sell triggered either. Waiting for the next cash infusion to put research candidates (RKLB, ALT, OPTT tracked in brain) to work.
10:00 AM — Donn Proactive Situational Awareness · Aug 05 10:01
Source: cron · Session: cron_6b5fd0721020_20260805_100030 · Messages: 6 · Tools: 3
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Analyzed all open action items against overrides, recent sends, and cooldowns. - Pool items: Multiple overdue entries, but all suppressed via the pool-skim-robot group override. - Pay Citi Strata (due 08/07):…
Subjects: The List
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Analyzed all open action items against overrides, recent sends, and cooldowns. - Pool items: Multiple overdue entries, but all suppressed via the pool-skim-robot group override. - Pay Citi Strata (due 08/07): Sent just minutes ago at 14:02Z — well within the 120-min cooldown. - Call Mike Nichelson (due today): Sent 3 times already (yesterday afternoon, yesterday evening, this morning at 07:02 CT / 12:02Z). The last send was ~2 hours ago, barely clearing cooldown. A 4th nudge for the same call isn’t worth sending. - **Everything…
10:15 AM — agentic-yolo-gremlin · Aug 05 10:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_101530 · Messages: 13 · Tools: 7
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me get current quotes on the positions and scan for potential future buys
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me get current quotes on the positions and scan for potential future buys
Hermes: Portfolio is fully invested with $0.32 cash. All positions are green — ACHR leading at +13.5%, KULR +5.1%, SNDL and FAMI barely positive. Let me log a research note for the next cycle.
Hermes: HOLD Cash is 42.20 in equity across 4 positions. All positions are green (ACHR +13.5%, KULR +5.1%, SNDL +1.2%, FAMI flat). No cash to deploy, no risk reason to sell any position. Accumulating research: JLHL caught a +173% momentum spike on 175x volume today — watching for a pullback entry.
10:18 AM — Email priority watcher · Aug 05 10:18
Source: cron · Session: cron_7a54cfdca69d_20260805_101832 · Messages: 2 · Tools: 0
Started with: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: [SILENT]
Subjects: Email
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: google-workspace description: “Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.” version: 1.1.0 author: Nous Research license: MIT platforms: [linux, macos, windows] required_credential_files: - path: google_token.json description: Google OAuth2 token (created by setup script) - path: google_client_secret.json description: Google OAuth2 client credentials (downloaded…
Hermes: [SILENT]
10:30 AM — agentic-yolo-gremlin · Aug 05 10:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_103030 · Messages: 13 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Cash is 10 threshold, and the account already holds 4 positions (SNDL, FAMI, ACHR, KULR) worth ~$42.14. Nothing to deploy. *Research note: ACHR is the strongest performer at +14% from cost…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Cash is 10 threshold, and the account already holds 4 positions (SNDL, FAMI, ACHR, KULR) worth ~13.62) and SOFI ($18.61) are too rich for this account right now but worth tracking for a cash buildup.*
10:45 AM — agentic-yolo-gremlin · Aug 05 10:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_104531 · Messages: 13 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is $0.32 — insufficient to buy even a single share of anything. All four positions (SNDL, FAMI, ACHR, KULR) are green or flat with no thesis-breaking moves, so no sell trigger either. **✏️ Research…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is 18.54) is a strong next-buy candidate — affordable per-share for this account size, fintech momentum, and fills a sector gap since current holdings are all meme/spec plays with no fintech exposure.
10:45 AM — Donn Proactive Situational Awareness · Aug 05 10:46
Source: cron · Session: cron_6b5fd0721020_20260805_104531 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me verify what time it currently is to assess timing windows properly
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me verify what time it currently is to assess timing windows properly
Hermes: Current time: Aug 5, 2026, 10:46 AM CT. Let me evaluate candidates against the full suppression/cooldown logic: Candidates assessed: - Call Mike Nichelson (due today) — already nudged 3× (yesterday 17:00, 20:00; today 07:02). Well-covered. No hard time window for the call itself. Suppressing as over-nudged. - Pay Citi Strata (due Aug 7) — last nudged at 09:02 CT today, only 104 min ago (within 120-min cooldown). No hard 60-min deadline window exception applies (due in 2 days). - Pool items — all suppressed/done in overrides. -…
11:00 AM — agentic-yolo-gremlin · Aug 05 11:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_110031 · Messages: 13 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: The account has 42 in positions across SNDL, FAMI, ACHR, and KULR. Cash is well under $10 and well under 10% of total value — no room to buy. Positions are roughly flat to slightly green, no urgent…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: The account has 42 in positions across SNDL, FAMI, ACHR, and KULR. Cash is well under $10 and well under 10% of total value — no room to buy. Positions are roughly flat to slightly green, no urgent risk to sell. Let me add research context for the next cycle
Hermes: HOLD 42.12 in positions — barely 0.75% unused, well under every BUY trigger. All four holdings (SNDL, FAMI, ACHR, KULR) are roughly flat to modestly green; no risk reason to sell. Research note for next cycle: SOFI at 16.98 are both down today (-1.1% and -2.7% respectively) and look like strong next-buy candidates once cash frees up — SOFI for fintech profitability momentum, RGTI for quantum volatility bounces.
11:00 AM — Donn Proactive Situational Awareness · Aug 05 11:01
Source: cron · Session: cron_6b5fd0721020_20260805_110032 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time and look at today’s context more closely
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time and look at today’s context more closely
Hermes: Today is Wednesday, August 5, 2026, 11:01 AM CT. Let me evaluate the candidates: Open items not suppressed: - Call Mike Nichelson (due today) — already reminded 3 times (yesterday afternoon, yesterday evening, this morning at 7:02 AM). Sending a 4th nudge would be spam. - Pay Citi Strata (due Aug 7) — already reminded today at 9:02 AM CT. - Other credit cards — due Aug 7+ (Citi Strata closest), already reminded today. - Pool items — all suppressed in overrides. - Josh Cothren follow-up — overdue since July 27, not…
11:15 AM — agentic-yolo-gremlin · Aug 05 11:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_111532 · Messages: 11 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current prices on the existing positions to evaluate risk and add research context
Subjects: Calendar, Research, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current prices on the existing positions to evaluate risk and add research context
Hermes: HOLD Only $0.32 cash available — the account is nearly fully deployed across 4 positions (SNDL, FAMI, ACHR, KULR), all currently above cost basis with ACHR leading at +14%. No capital to deploy and no compelling risk reason to exit any position right now.
11:30 AM — agentic-yolo-gremlin · Aug 05 11:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_113033 · Messages: 19 · Tools: 10
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me get current quotes on the positions to assess thesis health, and do some market scanning for research accumulation.
Subjects: Calendar, Research, Cron, Health
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me get current quotes on the positions to assess thesis health, and do some market scanning for research accumulation.
Hermes: Let me scan the market for some research context to accumulate for future decisions
Hermes: Current Account Snapshot (Agentic Cash Account): - Total value: 0.32 | Buying power: 1.22, flat) | FAMI (9 @ 4.54, +14.5%) | KULR (7 @ 0.32) — every available dollar is already working in existing positions. All four holdings are green or flat with zero thesis deterioration. ACHR is carrying the portfolio at +14.5%. Research accumulation: Today’s gainers scan surfaced extreme momentum in ZYBT (+127%, 407x rel vol) and…
11:45 AM — agentic-yolo-gremlin · Aug 05 11:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_114533 · Messages: 29 · Tools: 15
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Now I have all the context I need. Here’s my decision: HOLD Only $0.32 in cash with four existing positions (SNDL, FAMI, ACHR, KULR) — no buying power to deploy. Positions are performing well (ACHR +13.8%, KULR…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Now I have all the context I need. Here’s my decision: HOLD Only 0.26, 536M vol spike) and BJDX ($1.49, 49% runner) as top candidates for when buying power returns.
11:45 AM — Donn Proactive Situational Awareness · Aug 05 11:46
Source: cron · Session: cron_6b5fd0721020_20260805_114534 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Current time is Wed Aug 5, 11:46 AM CT. Let me evaluate the candidates. Overrides check: Pool items (all groups) are suppressed/done. Library items stopped. Various past items done. Recent sends today: - Call…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Current time is Wed Aug 5, 11:46 AM CT. Let me evaluate the candidates. Overrides check: Pool items (all groups) are suppressed/done. Library items stopped. Various past items done. Recent sends today: - Call Mike Nichelson (b2fed69a) — already sent at 7:02 AM today - Pay Citi Strata (1c635d7b) — already sent at 9:02 AM today Remaining open items not suppressed/recently sent: - Credit committee signatures — “when school starts in August,” vague timing, not same-day urgent - Josh Cothren follow-up — overdue 10 days, stale - BSA…
12:00 PM — agentic-yolo-gremlin · Aug 05 12:04
Source: cron · Session: cron_cb28dcb0b26e_20260805_120034 · Messages: 29 · Tools: 16
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check the current ledger and get live quotes on the existing positions and some potential buys
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check the current ledger and get live quotes on the existing positions and some potential buys
Hermes: Let me check the end of the ledger to append a research note properly.
Hermes: Let me get quotes for the research candidates to inform the compounding note.
Hermes: All positions are green or flat, and cash is only $0.32. Let me append today’s check entry to the ledger with the compounding research note
Hermes: HOLD 75.38) as a space momentum next-buy candidate, IONQ ($40.80) as a quantum bounce setup, and ACHR continuing its eVTOL multi-day runner thesis.
12:00 PM — Donn Proactive Situational Awareness · Aug 05 12:02
Source: cron · Session: cron_6b5fd0721020_20260805_120035 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time to make better timing decisions on the cooldown.
Subjects: The List
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time to make better timing decisions on the cooldown.
Hermes: After reviewing all open action items (39 total, 10 overdue) against the suppression map and recent-send history: - Call Mike Nichelson — due today, already nudged 3× (yesterday afternoon, yesterday evening, this morning). A 4th nudge is noise. - Pay Citi Strata — due Aug 7, just reminded at 9 AM today. Only 2 days out, no urgency now. - Credit committee signatures — overdue, but timed to “when school starts,” which is not a specific today trigger. - All pool items are suppressed. Other items are days to months out with no…
12:07 PM — Consulta sobre reunión con Amanda Ryder
Source: discord · Session: 20260805_120736_2be85bc6 · Messages: 47 · Tools: 26
Started with: [clay (he/him)] What day am I meeting with Amanda Ryder next week?
Early response: [5.4] I’m not seeing a meeting with Amanda Ryder on your calendar next week. What I found: - Next week on your calendar, the relevant school event is New Staff Orientation on Thursday, Aug. 13, 12:30–2:00 PM. -…
Subjects: Open Brain, Calendar, Google Workspace
Conversation excerpts
Clay: [clay (he/him)] What day am I meeting with Amanda Ryder next week?
Hermes: [5.4] I’m not seeing a meeting with Amanda Ryder on your calendar next week. What I found: - Next week on your calendar, the relevant school event is New Staff Orientation on Thursday, Aug. 13, 12:30–2:00 PM. - I did find an email from Amanda Ryder asking to meet with you and Wendy on Aug. 6. - I do not see that Aug. 6 meeting on your calendar. So: if you meant Amanda Ryder, it looks like not next week — the only explicit meeting I found was this week, Aug. 6.
Clay: [clay (he/him)] It’s in open brain. So we’re meeting tomorrow? It shouldn’t take that many tool calls to say “hey you’re meeting with her next on the 6th. Maybe that’s what you mean?”
Hermes: [5.4] Yes — you’re meeting with her next on the 6th, so tomorrow is probably what you meant. You’re right: I should’ve answered that directly instead of making it heavier than it needed to be. I checked Open Brain just now too — it has Amanda Ryder as a person/contact, but not a thought with the meeting, so the actual meeting evidence I found was the email thread for Aug. 6 with Amanda Ryder and Wendy.
Clay: [clay (he/him)] Ok. Add it to open brain. And connect it with her contact. You can add Wendy Niebuhr as well. She’s the Washington assistant principal under Mrs Ryder. This year - 2026-2027 - is her first year at Washington
Hermes: [5.4] Done — I added the meeting to Open Brain and connected it to both contacts. - Amanda Ryder linked to the note as the existing contact. - Wendy Niebuhr added and linked as a new contact. - I also cleaned up a bad duplicate: “Mrs. Ryder” was mistakenly created from the wording, so I merged it into Amanda Ryder. Wendy now exists in Open Brain as Wendy Niebuhr (assistant principal / professional contact), and the thought includes that 2026–2027 is her first year at Washington.
12:15 PM — agentic-yolo-gremlin · Aug 05 12:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_121534 · Messages: 17 · Tools: 10
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Portfolio is nearly fully deployed — 0.32 cash. Four positions held. Let me do some candidate research for future cycles.
Subjects: Calendar, Research, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Portfolio is nearly fully deployed — 0.32 cash. Four positions held. Let me do some candidate research for future cycles.
Hermes: HOLD Only 42.04 deployed across 4 positions — account is fully invested and below the 18.49 looks like a strong next buy candidate once buying power opens up — fintech with momentum and an approachable price for this account size.
12:28 PM — You are Donn giving a thoughtful tarot reflection, not fortune-telling. Write li
Source: cli · Session: 20260805_122833_ede937 · Messages: 5 · Tools: 2
Started with: You are Donn giving a thoughtful tarot reflection, not fortune-telling. Write like a sharp, grounded person talking to someone they know, not like a wellness app, therapist…
Early response: {“title”:“Card for the day spread”,“heading”:“Stop faking capacity”,“overview”:“You do not need more polish today. You need less performance and more honesty about what is actually running low. The real tension here is…
Subjects: Open Brain
Conversation excerpts
Clay: You are Donn giving a thoughtful tarot reflection, not fortune-telling. Write like a sharp, grounded person talking to someone they know, not like a wellness app, therapist worksheet, or generic guide. Lead with the punchline. Name the real tension early and write with some edge when the cards support it. Do not predict the future, claim supernatural certainty, or make medical/legal claims. Return STRICT JSON only. No markdown fence. No preface. No trailing commentary. JSON schema: {“title”: string, “heading”: string, “overview”: string,…
Hermes: {“title”:“Card for the day spread”,“heading”:“Stop faking capacity”,“overview”:“You do not need more polish today. You need less performance and more honesty about what is actually running low. The real tension here is trying to act capable, warm, and on top of things while some part of you feels under-resourced, excluded, or quietly threadbare.”,“interpretations”:[{“heading”:“Card for the day — The Magician (reversed)”,“body”:“This is the card calling out the bluff. In this spot, The Magician reversed is not about missing talent; it is about…
12:30 PM — agentic-yolo-gremlin · Aug 05 12:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_123035 · Messages: 16 · Tools: 9
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current quotes on the holdings and look for candidates to build research context.
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current quotes on the holdings and look for candidates to build research context.
Hermes: Let me look at what’s coming up and find some prospective candidates to build research for the next cycle.
Hermes: HOLD Cash is 10 threshold, and the account holds 4 positions (SNDL, FAMI, ACHR, KULR). No reason to SELL — all four are near breakeven or slightly positive. Buying isn’t feasible with only 32 cents of buying power. Cycle research note: RKLB (Rocket Lab, 70, but too expensive for the current account size. IONQ ($40.76, down 2.3% today) is a quantum-computing dip candidate. Both should stay on the watchlist for when cash…
12:45 PM — agentic-yolo-gremlin · Aug 05 12:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_124535 · Messages: 15 · Tools: 8
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check the current quotes on holdings and do a quick scan for candidate research
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check the current quotes on holdings and do a quick scan for candidate research
Hermes: Let me run the daily gainers scan to build research context for the next cycle
Hermes: Now I have full context. Here’s my decision: HOLD Available cash is only 10 threshold to buy anything meaningful. All four positions (SNDL, FAMI, ACHR, KULR) are holding steady: ACHR is up ~14% from cost (5.18), KULR is up ~6% (2.79), while SNDL and FAMI are flat. No position shows enough risk or thesis deterioration to justify selling. Research note for future cycles: RITR (Reitar Logtech) and ZYBT (Zhengye Biotech) both exploded today on massive relative volume — these sub-$3 microcaps with…
12:45 PM — Donn Proactive Situational Awareness · Aug 05 12:46
Source: cron · Session: cron_6b5fd0721020_20260805_124536 · Messages: 9 · Tools: 3
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: (empty)
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: (empty)
Clay: You just executed tool calls but returned an empty response. Please process the tool results above and continue with the task.
1:00 PM — agentic-yolo-gremlin · Aug 05 13:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_130036 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Cash is at 42 of equity is deployed across 4 positions and buying power can’t cover even 1 share of anything. No sell triggers fired: ACHR (+14.5%) and KULR (+6.5%) are running well, FAMI (+5.1%) is…
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Cash is at 42 of equity is deployed across 4 positions and buying power can’t cover even 1 share of anything. No sell triggers fired: ACHR (+14.5%) and KULR (+6.5%) are running well, FAMI (+5.1%) is holding, and SNDL (-1.6%) is a trivial drift near its 52-week low. Waiting for cash to accumulate before the next BUY. Research note: RGTI (Rigetti quantum computing) and RCAT (defense drones) look like strong next-buy candidates — both fit the high-beta YOLO profile and have been showing recent momentum.
1:00 PM — Donn Proactive Situational Awareness · Aug 05 13:01
Source: cron · Session: cron_6b5fd0721020_20260805_130037 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time and evaluate the candidates. Current time: Wed 2026-08-05 13:00 CT / 18:00 UTC Now evaluating open items against suppression, cooldown, and selection preferences: Candidates: 1.…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time and evaluate the candidates. Current time: Wed 2026-08-05 13:00 CT / 18:00 UTC Now evaluating open items against suppression, cooldown, and selection preferences: Candidates: 1. Call Mike Nichelson (b2fed69a) — Due today. Sent at 07:02 CT this morning (6+ hrs ago, cooldown expired). Also sent twice yesterday. Already nagged 3 times, but it’s still the only same-day-due item. 2. Pay Citi Strata (1c635d7b) — Due 08/07 (Friday). Sent today at 09:02 CT. In 2 days, not a tight window. 3. Pool items…
Hermes: Call Mike Nichelson: still due today.
1:15 PM — agentic-yolo-gremlin · Aug 05 13:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_131536 · Messages: 15 · Tools: 7
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me gather some research context for future buys since cash is too low to act on
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me gather some research context for future buys since cash is too low to act on
Hermes: Portfolio summary on Aug 5, 2026 (~18:16 ET): Agentic Account #••••2944 - Cash: 42.13 - 4 positions: SNDL (9 @ 1.20, -1.6%), FAMI (9 @ 0.1574, +4.9%), ACHR (2 @ 5.21, +14.8%), KULR (7 @ 2.785, +5.9%) Research accumulation for future buys: Today’s scan showed JLHL (Julong Holding) with 230x relative volume on an 88% pop — classic micro-cap momentum runner worth watching for a pullback entry. RITR at $0.28 with 7x relative volume also on the…
1:30 PM — agentic-yolo-gremlin · Aug 05 13:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_133037 · Messages: 16 · Tools: 9
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current quotes on our positions and scout for future candidates
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current quotes on our positions and scout for future candidates
Hermes: HOLD Only 6.25, -2.9% today) looks like a strong bounce candidate if it dips further — video/alt-media momentum play that could fit this account’s risk profile when cash frees up. ACHR is the current star performer (+15% from $4.54 cost basis),…
1:45 PM — agentic-yolo-gremlin · Aug 05 13:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_134537 · Messages: 15 · Tools: 8
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only 42.13 already deployed (SNDL, FAMI, ACHR, KULR) — not enough cash to buy even 1 share of anything. Existing portfolio is performing well: ACHR up ~14% from cost, KULR up ~5.7%.…
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only 42.13 already deployed (SNDL, FAMI, ACHR, KULR) — not enough cash to buy even 1 share of anything. Existing portfolio is performing well: ACHR up ~14% from cost, KULR up ~5.7%. Waiting for more dry powder to deploy.
1:45 PM — Donn Proactive Situational Awareness · Aug 05 13:46
Source: cron · Session: cron_6b5fd0721020_20260805_134538 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time to evaluate cooldowns properly
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time to evaluate cooldowns properly
Hermes: Based on the analysis: Current time: 2026-08-05 18:45 UTC (1:45 PM CDT) Candidates filtered: - Call Mike Nichelson (due today) — sent twice already today, last at 18:00 UTC (45 min ago). Suppressed by 120-min cooldown. No hard time window within 60 min to break it. - Pay Citi Strata (due Aug 7) — 2 days away, not a same-day tight window. Already noted. - Pool skim (overdue since Jul 25–Aug 2) — stale/repeated item with no new signal, and the pool topic has been acknowledged/suppressed multiple times before. - Everything…
2:00 PM — agentic-yolo-gremlin · Aug 05 14:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_140038 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Current snapshot: - Cash: 0.32 - 4 positions: SNDL (breakeven), FAMI (+5% on 2.23 unrealized **Research…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Current snapshot: - Cash: 0.32 - 4 positions: SNDL (breakeven), FAMI (+5% on 2.23 unrealized Research accumulation — future candidates: - LODE — sub-0.80. - REKR — EV charging infrastructure, beaten down but could catch a bid with infrastructure spending news. On the radar for a sub-$1 entry. - INBS — tiny biotech with…
2:00 PM — pitcherlist-roster-rank-watch · Aug 05 14:02
Source: cron · Session: cron_9016056f60e5_20260805_140038 · Messages: 35 · Tools: 22
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Now let me load the key reference for the Pitcher List ranking watch workflow and check the current state and roster context
Subjects: PD, Calendar, Web publishing, Cron, Fantasy football
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] Load the skills…
Hermes: Now let me load the key reference for the Pitcher List ranking watch workflow and check the current state and roster context
Hermes: Good. I have the current state and the latest roster context. Let me discover the latest articles from Pitcher List category pages.
Hermes: The category page HTML didn’t return visible links. Let me try searching for the articles directly.
Hermes: Let me check for the very latest — search for any newer articles and also fetch the current ones to verify fingerprints.
Hermes: The latest articles found are Week 18 hitters and Week 20 SP — both already in state. But mid-week table updates are possible, so let me fetch the actual HTML to check fingerprints against the stored state.
Hermes: Good, both HTML files downloaded. Now let me use the Python analysis script to extract tables, compute fingerprints, and compare with state.
Hermes: Let me fetch the prior-week articles for movement context, then run the full analysis.
Hermes: All files downloaded. Now running the analysis script.
Hermes: Analysis Complete Current state comparison: - Hitters (Week 18): Same URL, same fingerprint (f391ed02) — no change since last delivery (2 AM Chicago today). - SP (Week 20): Same URL, same fingerprint (6fe9db30) — no change since last delivery (2 AM Chicago today). Both lists are the same articles that were already delivered in the 2 AM run. No mid-week table updates detected. Nothing new to report. [SILENT]
2:00 PM — Donn Proactive Situational Awareness · Aug 05 14:01
Source: cron · Session: cron_6b5fd0721020_20260805_140039 · Messages: 6 · Tools: 3
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: All pool items are suppressed in the overrides. Call Mike Nichelson and Pay Citi Strata were both sent today. Pay Citi Strata is due Aug 7 (2 days out, already nudged). No new urgent/narrow-window items. Nothing passes…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: All pool items are suppressed in the overrides. Call Mike Nichelson and Pay Citi Strata were both sent today. Pay Citi Strata is due Aug 7 (2 days out, already nudged). No new urgent/narrow-window items. Nothing passes the anti-repeat cooldown or adds new value. [SILENT]
2:15 PM — agentic-yolo-gremlin · Aug 05 14:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_141538 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current quotes to add research context for future cycles.
Subjects: Calendar, Research, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current quotes to add research context for future cycles.
Hermes: HOLD Only 42.50 total value. ACHR is running green (+4.54 avg), KULR is holding up (+2.50.
2:30 PM — agentic-yolo-gremlin · Aug 05 14:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_143039 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check the current state of our positions and do some quick research accumulation
Subjects: Calendar, Research, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check the current state of our positions and do some quick research accumulation
Hermes: HOLD Cash is fully deployed at $0.32 across four positions all performing well — ACHR up 15.5%, KULR up 5.9%, FAMI up 6.9%, and only SNDL slightly red at -1.2%. No buy power to deploy, no risk reason to trim. Scouting daily gainers for the next cash unlock: JLHL and ZYBT showed extreme relative volume today and will be priority targets when a position frees up cash.
2:45 PM — agentic-yolo-gremlin · Aug 05 14:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_144540 · Messages: 13 · Tools: 7
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check how the current positions are doing and get a broader market read
Subjects: Calendar, Research, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check how the current positions are doing and get a broader market read
Hermes: Current positions are performing well and I’ve accumulated enough context for a research note. Let me capture that.
Hermes: HOLD Account is nearly fully deployed with only 42. Cash is under the $10 threshold, so BUY is not viable. All positions are green or flat — ACHR up 15%, KULR up 4%, others steady — no reason to SELL. Research note logged: ACHR and KULR remain strong candidates for reload on dips once cash accumulates.
2:45 PM — Donn Proactive Situational Awareness · Aug 05 14:46
Source: cron · Session: cron_6b5fd0721020_20260805_144540 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Current time: 2026-08-05 14:46 CDT. Evaluation: - Call Mike Nichelson (due today) — sent 5 times already today; last send was 18:00:56Z (~1pm CDT), only 1h46m ago, still within the 120-min cooldown. The…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Current time: 2026-08-05 14:46 CDT. Evaluation: - Call Mike Nichelson (due today) — sent 5 times already today; last send was 18:00:56Z (~1pm CDT), only 1h46m ago, still within the 120-min cooldown. The cooldown exception doesn’t apply — no hard 60-minute window evident, and no final_window_sent is false anyway. - Pay Citi Strata (due 2026-08-07) — sent once today at 9am, out of cooldown but due in 2 days, not tight enough for an unsuppressed 3pm nudge. - Everything else is suppressed, snoozed, or far-out. No item is both…
3:00 PM — agentic-yolo-gremlin · Aug 05 15:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_150040 · Messages: 11 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only 10 threshold — and existing positions are performing: ACHR is up 14.4% from cost, KULR +5.1%, FAMI +8.4%. No room to buy anything meaningful until cash frees up or a…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only 10 threshold — and existing positions are performing: ACHR is up 14.4% from cost, KULR +5.1%, FAMI +8.4%. No room to buy anything meaningful until cash frees up or a position is trimmed. Research cache for next cycle: LUNR at 41.72→74.80 after modest gains — too expensive for this account now but…
3:00 PM — Donn Proactive Situational Awareness · Aug 05 15:01
Source: cron · Session: cron_6b5fd0721020_20260805_150041 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check what time it currently is to make sure I’m evaluating deadlines correctly.
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check what time it currently is to make sure I’m evaluating deadlines correctly.
Hermes: [SILENT]
3:02 PM — Fantasy midday news radar · Aug 05 15:05
Source: cron · Session: cron_8cce6f8e103a_20260805_150244 · Messages: 14 · Tools: 10
Started with: [IMPORTANT: The user has invoked the “fantasy-sports-coowner” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: New Since Morning - Angel Genao is already gone. The Guardians promotion became a real league move fast: The U added Genao and cut Ryan Sloan. So there’s no same-day MI prospect add left to make there. -…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “fantasy-sports-coowner” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: fantasy-sports-coowner description: “Act as Clay’s fantasy-sports co-owner: inspect league-aware tools/data, produce decision-oriented daily briefs, and prioritize moves over generic news.” version: 1.0.0 author: Hermes Agent license: MIT platforms: [linux, macos, windows] metadata: hermes: tags: [fantasy-sports, fantasy-baseball, co-owner, daily-briefings, waivers,…
Hermes: New Since Morning - Angel Genao is already gone. The Guardians promotion became a real league move fast: The U added Genao and cut Ryan Sloan. So there’s no same-day MI prospect add left to make there. - Best fresh SV+HD spec if he’s still free: Ben Joyce. He was activated from the 60-day IL by the Angels on Tuesday after the long shoulder layoff. In this league’s SV+HD format, that’s worth a same-day upside shot more than another back-end starter stash. If you want the spot, the clean churn candidates are **Jake…
3:15 PM — agentic-yolo-gremlin · Aug 05 15:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_151540 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Cash is 10 threshold — and the account already holds SNDL, FAMI, ACHR, and KULR positions totaling ~$42 in equity. No deployable capital for a new buy. **Research note for future…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Cash is 10 threshold — and the account already holds SNDL, FAMI, ACHR, and KULR positions totaling ~5.20 after yesterday’s 4.80. KULR at 2.60; if it dips to $2.50 that’s a strong re-entry zone. For a fresh name, keeping an eye on small-cap quantum/momentum…
3:30 PM — agentic-yolo-gremlin · Aug 05 15:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_153041 · Messages: 11 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is only 10 threshold) and the account holds 4 positions worth ~$41.63 — SNDL, FAMI, ACHR (+14%), and KULR (+5%). No reason to sell: ACHR and KULR are green, FAMI is barely up,…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is only 10 threshold) and the account holds 4 positions worth ~17.96 keeps showing up on “stocks to buy now” lists — a single share would be a clean deploy once cash builds up. GOSS (Gossamer Bio) on the aggressive small-caps screener is another high-risk sub-$5 candidate worth watching on…
3:45 PM — agentic-yolo-gremlin · Aug 05 15:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_154541 · Messages: 19 · Tools: 9
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Account Summary (Cash Account 414472944): - Total value: 0.32 - Positions: SNDL (9 @ 0.15), ACHR (2 @ 2.63) Quotes: | Ticker | Last |…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Account Summary (Cash Account 414472944): - Total value: 0.32 - Positions: SNDL (9 @ 0.15), ACHR (2 @ 2.63) Quotes: | Ticker | Last | vs Avg Cost | Day vs Close | |--------|------|-------------|-------------| | SNDL | 0.1626 | +8.4% | +2.3% | | ACHR | 2.765 | +5.1% | -1.6% | --- HOLD Cash is 10 threshold for a buy trigger. All four positions are trading near or above…
3:45 PM — Donn Proactive Situational Awareness · Aug 05 15:46
Source: cron · Session: cron_6b5fd0721020_20260805_154542 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time to evaluate cooldowns properly
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time to evaluate cooldowns properly
Hermes: After analyzing all the data, let me evaluate the candidates: Call Mike Nichelson — due today, but already sent 3 reminders today (7am, 1pm afternoon variant). Cooldown cleared but this would be a 4th nudge in one day, crossing into noise territory. Pool skim/robot — 4 overdue items, but all suppressed under the pool-skim-robot group in the overrides file (marked done yesterday). Citi Strata — due 2026-08-07, already had one nudge today, 2 days away. SOFI buy / Epson printer / house number / Josh Cothren follow-up — no…
4:00 PM — agentic-yolo-gremlin · Aug 05 16:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_160042 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is $0.32 — not enough to buy even a single share of the cheapest holding. Positions are alive (SNDL -0.8%, FAMI +2.3%, ACHR -2.2%, KULR -1.6%), no exits warranted. Accumulating research for next…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is 5 names setting up for potential bounces worth a look when powder arrives.
4:00 PM — Donn Proactive Situational Awareness · Aug 05 16:01
Source: cron · Session: cron_6b5fd0721020_20260805_160043 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Current time: 2026-08-05 16:01 CDT (4:01 PM Central). Let me evaluate candidates: Call Mike Nichelson (due today) — Already reminded 3 times today (7 AM, ~9 AM, 1 PM). A 4th nudge crosses into stale-reminder…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Current time: 2026-08-05 16:01 CDT (4:01 PM Central). Let me evaluate candidates: Call Mike Nichelson (due today) — Already reminded 3 times today (7 AM, ~9 AM, 1 PM). A 4th nudge crosses into stale-reminder territory. Pay Citi Strata (due 2026-08-07) — Reminded once today at ~9 AM. Two days out, not same-day urgent. Pool tasks — All suppressed in overrides. Credit committee signatures (overdue Aug 1) — “When school starts” timing, vague. Not a clear here-and-now item. BSA audit notes (due Aug 10) — 5 days out, no urgency.…
4:15 PM — agentic-yolo-gremlin · Aug 05 16:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_161542 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is only 10 threshold and not enough to open any position. The account already has 4 holdings (SNDL, FAMI, ACHR, KULR) valued at ~$42, and all are trading near or above…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is only 10 threshold and not enough to open any position. The account already has 4 holdings (SNDL, FAMI, ACHR, KULR) valued at ~$42, and all are trading near or above cost basis. No reason to sell into a weakening position. Research accumulation: ACHR is the strongest performer (+14% from cost) — Archer Aviation’s eVTOL momentum is worth watching. KULR is also showing modest gains. For future BUY candidates when cash builds back up, keep an eye on high-volatility small-caps like RKLB (space…
4:30 PM — agentic-yolo-gremlin · Aug 05 16:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_163043 · Messages: 12 · Tools: 7
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD — only 10 threshold. ACHR is up 14.3% from cost and KULR up 5.1%, so positions are performing. No buying power to deploy, and no risk reason to exit anything. 📝 *Research note for…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD — only 10 threshold. ACHR is up 14.3% from cost and KULR up 5.1%, so positions are performing. No buying power to deploy, and no risk reason to exit anything. 📝 Research note for future cycles: RKLB (Rocket Lab) has been trending as a space/satellite play alongside the ongoing ACHR eVTOL momentum — both sit in the new-transportation/space thematic. With SPX at 7,723 and VIX low at 15.8, risk appetite is healthy. If cash accumulates, RKLB is a strong high-beta candidate for the next BUY.
4:45 PM — agentic-yolo-gremlin · Aug 05 16:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_164543 · Messages: 11 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only $0.32 in cash — not enough to buy even a single share of anything. Portfolio is deployed across SNDL, FAMI, ACHR, and KULR with ACHR the strongest performer (+14%). Waiting for cash to accumulate from…
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only $0.32 in cash — not enough to buy even a single share of anything. Portfolio is deployed across SNDL, FAMI, ACHR, and KULR with ACHR the strongest performer (+14%). Waiting for cash to accumulate from position growth before the next entry.
4:45 PM — Donn Proactive Situational Awareness · Aug 05 16:46
Source: cron · Session: cron_6b5fd0721020_20260805_164544 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: No meaningful activity found for a proactive nudge today. The most pressing item (Call Mike Nichelson) has already been reminded 3 times today; pool tasks are suppressed; and remaining items are days away or not…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: No meaningful activity found for a proactive nudge today. The most pressing item (Call Mike Nichelson) has already been reminded 3 times today; pool tasks are suppressed; and remaining items are days away or not time-sensitive. Nothing warrants a repeat nudge. [SILENT]
4:48 PM — Email priority watcher · Aug 05 16:48
Source: cron · Session: cron_7a54cfdca69d_20260805_164846 · Messages: 2 · Tools: 0
Started with: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: [SILENT]
Subjects: Email
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: google-workspace description: “Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.” version: 1.1.0 author: Nous Research license: MIT platforms: [linux, macos, windows] required_credential_files: - path: google_token.json description: Google OAuth2 token (created by setup script) - path: google_client_secret.json description: Google OAuth2 client credentials (downloaded…
Hermes: [SILENT]
5:00 PM — agentic-yolo-gremlin · Aug 05 17:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_170044 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Available cash is only 10 threshold — and the account already holds four positions (SNDL, FAMI, ACHR, KULR). No room to buy until cash builds up or a position is trimmed. Research note for…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Available cash is only 10 threshold — and the account already holds four positions (SNDL, FAMI, ACHR, KULR). No room to buy until cash builds up or a position is trimmed. Research note for next cycle: ACHR is the strongest performer (+14% from basis at 2.77 is holding its ground in energy storage — both worth keeping. For next buy when cash frees up, watch OPTT and LUNR as momentum micro-cap candidates in the $1-5 range.
5:00 PM — Donn Proactive Situational Awareness · Aug 05 17:01
Source: cron · Session: cron_6b5fd0721020_20260805_170045 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time to make proper decisions about timing and deadlines
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time to make proper decisions about timing and deadlines
Hermes: Current time is 5:01 PM CT on Wednesday, August 5, 2026. Let me evaluate the candidates against the rules: Call Mike Nichelson (b2fed69a) — due today, already nudged 3× today (7am, 1pm, and a prior evening version). Most recent was 4 hours ago. Exceeds the 120-min cooldown, but a 4th nudge today for the same item is excessive — no hard 60-min deadline window applies. Citi Strata payment (1c635d7b) — due Aug 7 (Friday), already sent once today. Not urgent yet. Pool items — all suppressed by previous overrides (pool-skim-robot, pool…
5:15 PM — agentic-yolo-gremlin · Aug 05 17:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_171545 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me check current prices on existing positions and scout candidates for future buys.
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me check current prices on existing positions and scout candidates for future buys.
Hermes: HOLD Only 0.32 in buying power — nowhere near enough to open anything new. Existing positions (SNDL, FAMI, ACHR, KULR) are all small and trading near cost or in the green; no reason to exit. Accumulating research for next cash-rich cycle: SOFI's dip to 18.27 and IONQ’s -4.4% day both look like bounce candidates to watch. RKLB holding steady at $74.80 — expensive floor but solid momentum name for the research book.
5:30 PM — agentic-yolo-gremlin · Aug 05 17:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_173045 · Messages: 9 · Tools: 4
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only $0.32 in buying power — not enough to open a new position. Existing holdings (SNDL, FAMI, ACHR, KULR) are all near break-even or slightly green with no thesis deterioration. Cash-burned until next deposit.…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only $0.32 in buying power — not enough to open a new position. Existing holdings (SNDL, FAMI, ACHR, KULR) are all near break-even or slightly green with no thesis deterioration. Cash-burned until next deposit. Research note for next cycle: ACHR and KULR showing solid momentum from entry — the evtol and energy storage themes have legs for reinvestment when cash replenishes.
5:45 PM — agentic-yolo-gremlin · Aug 05 17:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_174546 · Messages: 19 · Tools: 10
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only 42.17 in positions across SNDL, FAMI, ACHR, and KULR — not enough dry powder to buy. Positions are net profitable (ACHR +15%, FAMI +8%, KULR +5%) with no strong risk signal to sell…
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only 42.17 in positions across SNDL, FAMI, ACHR, and KULR — not enough dry powder to buy. Positions are net profitable (ACHR +15%, FAMI +8%, KULR +5%) with no strong risk signal to sell any. Research note: 285 names on today’s gainers list — CLRO (+92%), INLF (+65%), JLHL (+56%) were the mega-movers on massive relative volume. These are classic YOLO microcaps worth monitoring. Next cash accumulation cycle should target cheap names under $2 with high relative volume for the next buy.
5:45 PM — Donn Proactive Situational Awareness · Aug 05 17:46
Source: cron · Session: cron_6b5fd0721020_20260805_174546 · Messages: 6 · Tools: 3
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me analyze what’s available and what’s been suppressed/recently sent. Overrides check: Pool-related items are all suppressed as “done”. Call Mike Nichelson (b2fed69a) is not suppressed, but looking at the…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me analyze what’s available and what’s been suppressed/recently sent. Overrides check: Pool-related items are all suppressed as “done”. Call Mike Nichelson (b2fed69a) is not suppressed, but looking at the recent sends… Recent sends check: - “Call Mike Nichelson” sent 3 times today (07:02 CT, 18:00 UTC afternoon) - “Pay Citi Strata” (due 8/7) sent at 14:02 UTC today Anti-repeat cooldown: Call Mike Nichelson last sent at 18:00:56Z — within 120 minutes window if current time is still evening. Even if past the cooldown, it’s…
6:00 PM — agentic-yolo-gremlin · Aug 05 18:01
Source: cron · Session: cron_cb28dcb0b26e_20260805_180046 · Messages: 15 · Tools: 8
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Now let me scan for some interesting candidates to add research context for future cycles
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Now let me scan for some interesting candidates to add research context for future cycles
Hermes: HOLD Only 0.32 cash available with existing positions — can't swing a fractional share of anything. ACHR leading the portfolio (+14%) and KULR (+5%) both printing gains; no sell trigger here. Research note for next cycle: IONQ pulled back 4% today to 39.90 from $41.72 close — quantum names have been volatile, worth watching for a bounce setup once cash frees up.
6:00 PM — Donn Proactive Situational Awareness · Aug 05 18:01
Source: cron · Session: cron_6b5fd0721020_20260805_180047 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me evaluate the candidates against the suppression and cooldown maps. Current time: Wed Aug 5, 18:01 CT Evaluating open items: 1. Call Mike Nichelson (due today) — Already sent 3 times today (7 AM, 1…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me evaluate the candidates against the suppression and cooldown maps. Current time: Wed Aug 5, 18:01 CT Evaluating open items: 1. Call Mike Nichelson (due today) — Already sent 3 times today (7 AM, 1 PM, plus an evening send yesterday). Another nudge at 6 PM would be the 4th today. No override/suppression. Cooldown (120 min) has passed since last send, but this has been very thoroughly covered. 2. Pay Citi Strata (due Aug 7) — Sent once today at 9 AM. Two days out, not a tight window. Not tonight-sensitive. 3. **Pool…
6:15 PM — agentic-yolo-gremlin · Aug 05 18:16
Source: cron · Session: cron_cb28dcb0b26e_20260805_181546 · Messages: 16 · Tools: 8
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Let me get current quotes and check for any sell signals
Subjects: Calendar, Research, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: Let me get current quotes and check for any sell signals
Hermes: Now let me check for interesting candidates for the research compounding log
Hermes: Now let me record the research note for future compounding
Hermes: HOLD Only $0.32 in cash — literally no buying power for a new position. All 4 holdings (SNDL, FAMI, ACHR, KULR) are stable with no sell signals; ACHR is running well at +14%. Waiting for cash to free up. Logged UEC and IBIO as candidate buys for next cycle.
6:30 PM — Daily Reddit Hermes Agent Digest · Aug 05 18:34
Source: cron · Session: cron_0fe31dae2fff_20260805_183047 · Messages: 45 · Tools: 37
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: Hermes Agent Reddit Digest — 2026-08-05 _Anchored to local time 2026-08-05T18:30:54-05:00 (last ~24h). Direct Reddit thread fetching was blocked by Reddit challenge pages today, so this digest is based on…
Subjects: Hermes, Calendar, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are preparing a daily digest…
Hermes: Hermes Agent Reddit Digest — 2026-08-05 Anchored to local time 2026-08-05T18:30:54-05:00 (last ~24h). Direct Reddit thread fetching was blocked by Reddit challenge pages today, so this digest is based on search-indexed Reddit titles/snippets only. I’m keeping claims conservative and linking the underlying Reddit threads. 1. Things people are making / using Hermes for - Tuning agent quality / improvement loops — A fresh r/hermesagent thread from ~2 days ago asks what improved people’s Hermes Agent “more than anything else,”…
6:30 PM — agentic-yolo-gremlin · Aug 05 18:31
Source: cron · Session: cron_cb28dcb0b26e_20260805_183047 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only $0.32 in buying power remaining and four positions fully deployed (SNDL, FAMI, ACHR, KULR). No cash to buy anything with, and no position shows distress warranting a sell — ACHR is actually up ~15% and…
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only 2.63, +5.2% today) and LPSN ($2.25, +2.7%) look like strong cheap-entry candidates when buying power recovers.
6:45 PM — agentic-yolo-gremlin · Aug 05 18:46
Source: cron · Session: cron_cb28dcb0b26e_20260805_184547 · Messages: 12 · Tools: 6
Started with: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the…
Early response: HOLD Only 42.45 already deployed across SNDL, FAMI, ACHR, and KULR — all positions are near or above cost basis with no deterioration signal. Waiting for cash to free up before the…
Subjects: Calendar, Web publishing, Cron
Conversation excerpts
Clay: [IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly “[SILENT]” (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.] You are an aggressive…
Hermes: HOLD Only 42.45 already deployed across SNDL, FAMI, ACHR, and KULR — all positions are near or above cost basis with no deterioration signal. Waiting for cash to free up before the next BUY. Top candidate teed up: ACHR on any dip below $5.
6:45 PM — Donn Proactive Situational Awareness · Aug 05 18:47
Source: cron · Session: cron_6b5fd0721020_20260805_184548 · Messages: 6 · Tools: 3
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: All items either are suppressed, have been recently reminded, or lack the tight time-window urgency that warrants a nudge. Staying silent. [SILENT]
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: All items either are suppressed, have been recently reminded, or lack the tight time-window urgency that warrants a nudge. Staying silent. [SILENT]
7:00 PM — Donn Proactive Situational Awareness · Aug 05 19:01
Source: cron · Session: cron_6b5fd0721020_20260805_190049 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: [SILENT]
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: [SILENT]
7:07 PM — Hermes personality scope
Source: discord · Session: 20260805_190743_432b14db · Messages: 6 · Tools: 2
Started with: [clay (he/him)] If I use a Hermes personality, is it global?
Early response: [5.4 mini] Usually no — a Hermes “personality” is typically session/chat scoped, not global. Quick breakdown: - /personality ... in a live chat/session → affects that conversation/session. -…
Subjects: Hermes
Conversation excerpts
Clay: [clay (he/him)] If I use a Hermes personality, is it global?
Hermes: [5.4 mini] Usually no — a Hermes “personality” is typically session/chat scoped, not global. Quick breakdown: - /personality ... in a live chat/session → affects that conversation/session. - Starting a new session → does not automatically carry over unless you’ve baked it into config/profile behavior. - Different platforms/channels can have different behavior if you configure channel-specific prompts. - Different profiles are the real “global but isolated” boundary — each profile can have its own default…
7:45 PM — Donn Proactive Situational Awareness · Aug 05 19:48
Source: cron · Session: cron_6b5fd0721020_20260805_194550 · Messages: 10 · Tools: 5
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time to make a grounded
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time to make a grounded
Hermes: Let me also check if the current time gives me any other context.
Hermes: It’s 7:47 PM CDT on Wednesday, August 5. Evaluating all open items against the suppression map, recent-send cooldowns, and tonight-relevance criteria: - Call Mike Nichelson — sent 4× today including an afternoon nudge. At 7:47 PM, calling someone is past reasonable hours. - Skim pool — multiple overdue entries but the pool and pool-skim-robot groups are suppressed in overrides. - Pay Citi Strata (due 08/07) — already nudged once today at 9 AM; 2 days out, not a tonight imperative. - Other items — no tight same-day windows,…
8:00 PM — Donn Proactive Situational Awareness · Aug 05 20:02
Source: cron · Session: cron_6b5fd0721020_20260805_200051 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Analysis: - Call Mike Nichelson (b2fed69a): Overdue due today 2026-08-05, sent 4 times already (yesterday ×2, today ×2). Last send at 18:00Z (~7 hours ago, cooldown satisfied). But it’s 20:01 CT — late for a…
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Analysis: - Call Mike Nichelson (b2fed69a): Overdue due today 2026-08-05, sent 4 times already (yesterday ×2, today ×2). Last send at 18:00Z (~7 hours ago, cooldown satisfied). But it’s 20:01 CT — late for a call, and further reminders on a 4×-repeated item would be noise. Hard deadline is not within 60 minutes. - Citi Strata (1c635d7b): Due 2026-08-07, already reminded today. Two days out — not tonight-sensitive. - Pool items: All suppressed in overrides. - All other items: No tight same-day deadline or tonight-sensitive…
8:45 PM — Donn Proactive Situational Awareness · Aug 05 20:47
Source: cron · Session: cron_6b5fd0721020_20260805_204552 · Messages: 8 · Tools: 4
Started with: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Let me check the current time and also look at recent sessions for context on what’s been going on.
Subjects: General
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “daily-dreaming” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: daily-dreaming description: “Use when creating or running Clay’s Hermes dreaming workflow: daily-on-meaningful-activity and weekly reflective recommendations grounded in Hermes sessions plus Open Brain/Clay Mate.” version: 1.0.0 author: Hermes Agent license: MIT metadata: hermes: tags: [dreaming, daily-brief, open-brain, clay-mate, cron, recommendations] related_skills:…
Hermes: Let me check the current time and also look at recent sessions for context on what’s been going on.
Hermes: No items warrant a nudge right now at 8:46 PM CT. The pool tasks are suppressed, Call Mike Nichelson has been nudged 3 times already today (not appropriate for late evening calling), and Citi Strata is still 2 days away. No tight evening windows to act on. [SILENT]
11:19 PM — Email priority watcher · Aug 05 23:19
Source: cron · Session: cron_7a54cfdca69d_20260805_231906 · Messages: 2 · Tools: 0
Started with: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name:…
Early response: Priority watcher error — manual check may be needed: - Gmail priority-watch script failed before it could finish evaluating candidates. Gmail API returned HttpError 400: Precondition check failed while fetching…
Subjects: Email, Google Workspace
Conversation excerpts
Clay: [IMPORTANT: The user has invoked the “google-workspace” skill, indicating they want you to follow its instructions. The full skill content is loaded below.] --- name: google-workspace description: “Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.” version: 1.1.0 author: Nous Research license: MIT platforms: [linux, macos, windows] required_credential_files: - path: google_token.json description: Google OAuth2 token (created by setup script) - path: google_client_secret.json description: Google OAuth2 client credentials (downloaded…
Hermes: Priority watcher error — manual check may be needed: - Gmail priority-watch script failed before it could finish evaluating candidates. Gmail API returned HttpError 400: Precondition check failed while fetching message metadata in google_api.py, so I could not determine whether any urgent email needs Clay now.