Joshua Wilkosz
Engineer. Builder. Melbourne / Boston.
github.com/wilkosz | linkedin.com/in/wilkosz | [email protected]
Software engineer and technology lead. Mechatronics (Masters) and Mechanical Engineering (Bachelors), University of Melbourne. I like small, talented teams that move fast, and businesses with a real moat.
what i build | agent's take | portfolio | agent picks | ai bellwethers | next fortnight | companies i love | gear i'm hunting | news | research log
- DocHub — Joint Technology Lead (2017 - present)
Online PDF editing and e-signatures, used by over 140 million people.
dochub.com
- PurpleGrain — Founder (2023 - present)
Marketplace connecting agricultural service providers with farmers.
purplegrain.com
- EarthPath — Founder (early)
Energy resilience and lower-impact infrastructure.
earthpath.xyz
more →
last updated: 2026-10-08T13:40 (UTC)
- Futures fall before Thursday's US open: Brent topped $104, the 10-year is near 5.3%, Hang Seng Tech fell 2.9% on China's reopening.
- TSMC September sales rose 54.6% to NT$511.86B, putting Q3 above guidance; TSMC reports Oct 15.
- Samsung's record Q3 profit came in slightly below forecasts; memory stocks fell, Micron down about 1% premarket.
- Broadcom reportedly lining up $50B+ of debt for OpenAI chips; Nvidia and Marvell down 1-2% at the open.
- Alphabet: TD Cowen lifts target to $485 on Cloud growth; it was the only mega-cap up at the open.
- Next: US CPI Wed Oct 14 (Thu morning AEDT), Anthropic investor session Oct 14, TSMC results Oct 15.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.2%, STRIPE 16.8%, META 6.4%, FIGR 4.7%, AMZN 2.5%, MU 2.4%, MRVL 1.1%, NVDA 0.9%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.2%
- watch: ENPH 1.2%, BABA 0.8%, RKT 0.3%
takes and reasons →
- buy: 6861 (Keyence Corp), ASML (ASML Holding), SKHY (SK hynix)
- accumulate: GEV (GE Vernova), NET (Cloudflare), AVGO (Broadcom), HOOD (Robinhood Markets), MELI (MercadoLibre), SE (Sea Limited), VRT (Vertiv Holdings)
- watch: 1211 (BYD), ALAB (Astera Labs), BE (Bloom Energy), TER (Teradyne), TSLA (Tesla)
theses, risks and catalysts →
6 bullish, 3 neutral
- bullish (flat) — H100 rental price, $/GPU-hour
- bullish (flat) — B200 / Blackwell rental price, $/GPU-hour
- bullish (flat) — Legacy-GPU residual value
- neutral (up) — All-in AI data-center build cost, $ per GW
- bullish (up) — Server DRAM / HBM contract price momentum
- bullish (up) — Power constraint
- neutral (up) — Hyperscaler capex vs cloud backlog
- neutral (flat) — Neocloud financing
- bullish (up) — Nvidia data-center revenue growth, gross margin and customer concentration
readings and what to watch →
- Thu 08 Oct: 005930 Samsung Electronics Q3 preliminary: operating profit 107.4T won (+783% y/y, +20% q/q), sales 195T won; first quarter above 100T won
- Thu 08 Oct: FED Fed Governor Waller, 'Economic Outlook', Istanbul Economic Forum (Central Bank of Turkiye)
- Thu 08 Oct: MACRO Shanghai and Shenzhen reopen after Golden Week (closed Oct 1-7)
- Thu 08 Oct: TSM TSMC September revenue NT$511.86B, up 54.6% y/y; Q3 above guidance
- Fri 09 Oct: MACRO University of Michigan consumer sentiment, October preliminary (August final was 51.7)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-08T13:37 (UTC)
- Chainsaw: new Husqvarna 395 XP, spare bar plus new 25in chain, $1,200, Melbourne. Only new find today.
- Slattery auction closed 8 Oct: Deere 5090R (last bid $23,300) and Ally Weld trailer ($2,600) marked sold.
- Pickles Kubota M108S (Mildura, 3,621 hours) opens 12 Oct, closes 13 Oct.
- Tractors, trailers, homes, discs, rippers, winches: all live listings still up, no price changes.
- Mac mini unchanged: M6 32GB/1TB $2,799; M5 Pro 48GB $4,049; 64GB $4,949.
- Tractor 90-140hp w/ loader — 5 live
best: Kubota M9540 95hp 4x4 cab with loader and 4-in-1 bucket — $65,000 · 2,230 hours, 95hp 4-cylinder Kubota, pre-emission engine so no AdBlue · Moss Vale, NSW (520km)
- Portable home, 2 rooms + bathroom — 6 live
best: Transportable cabin / granny flat, 8m x 3.2m — $7,000 · 8m long x 3.2m wide · Deniliquin, NSW (130km)
- Chainsaw, 30in bar — 6 live
best: Stihl MS 500i, 25in light bar — $1,200 · MS 500i, fuel injected · Chadstone, VIC (20km)
- Offset discs 24-32 plate — 6 live
best: Shearer 300 24-plate trailing offset disc — $5,500 · 24 plates · Wharparilla, VIC (200km)
- Tree root ripper, single tyne — 5 live
best: Hayes Extra Heavy Duty single-tine ripper with pipelayer (new) — $1,290 · single tine, Cat 2 3PL · Pakenham, VIC (posted) (500km)
- Winch for the Ranger — 6 live
best: Warn Magnum 10k, complete setup, genuine remote — $700 · Warn Magnum 10,000 lb · Melbourne, VIC
- Mac mini M5 Pro/M6 32GB/1TB — 4 live
best: Mac mini M6, 32GB, 1TB (new, Apple) — $2,799 · M6 12-core CPU, 12-core GPU · Online
- Drop deck trailer — 5 live
best: 2010 Zannit plant trailer, tri axle, beavertail — $12,000 · 2010 per the listing title · Murchison, VIC (310km)
all 43 finds, with photos and detail →
- [+] TSM TSMC September sales NT$511.86B, up 54.6% year on year
- [-] MACRO US futures fall as oil jumps 4% and the 10-year yield reaches 5.34%
- [n] MACRO Fed's Waller hints at an October pause; December hike still possible
- [-] AVGO Broadcom reportedly lining up more than $50B of debt for OpenAI chips
- [-] NVDA Nvidia, Broadcom and Marvell slip premarket as oil and yields rise
- [-] MU Memory stocks fall premarket; Samsung profit misses and Taiwan strike vote passes
all news →
all 26 logs →
Nothing here is financial advice. Holdings and opinions are my own; the "agent" sections are written by an automated research skill and may be wrong. Built 2026-10-08 13:38 UTC.