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: 2026-09-30T14:30 (UTC)
- US core PCE cooled to 3.0% in August against 3.3% expected; October Fed hike odds fell to about 35% and Nasdaq opened higher.
- Micron reports Thu 6:30am AEST: consensus $51.5B revenue, options price a 7.9% move. SK hynix, Teradyne and ASML ride on it.
- FTC opened a safety probe into OpenAI and Anthropic; Altman says no IPO until models stop going rogue.
- Alphabet up 2.5% after Google began paying about 100 publishers for AI search content; Meta down 1.7% on an NYT tax-credit report.
- CFTC pushed CME's GPU rental futures past Oct 5, decision due Nov 9. H100 index at a new high, Blackwell premium narrowing.
- Amazon up 1.6% on a Synopsys custom-silicon deal; Enphase up 5.5% on rate relief; mortgage rates still 7.58%.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.2%, STRIPE 16.8%, META 6.4%, FIGR 4.9%, AMZN 2.4%, MU 2.4%, MRVL 1.0%, 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), SE (Sea Limited), SKHY (SK hynix)
- accumulate: GEV (GE Vernova), NET (Cloudflare), 1211 (BYD), ALAB (Astera Labs), AVGO (Broadcom), HOOD (Robinhood Markets), MELI (MercadoLibre), TER (Teradyne), VRT (Vertiv Holdings)
- watch: BE (Bloom Energy), TSLA (Tesla)
theses, risks and catalysts →
6 bullish, 3 neutral
- bullish (up) — 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 →
- Wed 30 Sep: HOOD HOOD Summit '26 day 2: Tenev, CFO Verma, Quirk, Guild on main stage
- Wed 30 Sep: MACRO US August PCE inflation + Q2 GDP third estimate (BEA annual revisions)
- Wed 30 Sep: MU Micron fiscal Q4 2026 results (guide ~$50B revenue, ~$31 EPS, ~86% gross margin)
- Wed 30 Sep: RBA ABS monthly CPI, August (plus household spending indicator)
- Thu 01 Oct: BOJ BoJ September Tankan
- Thu 01 Oct: BYD BYD September sales (August: 440,293, overseas 189,466 = 43% of total)
- Thu 01 Oct: FED Fed Vice Chair Jefferson on 'US Economy and Monetary Policy'; Waller, Bowman and Cook also speak
- Thu 01 Oct: MACRO China National Day Golden Week market closure
- Thu 01 Oct: MACRO US ISM manufacturing PMI, September (August 54.6)
- Thu 01 Oct: RBA RBA Financial Stability Review, October 2026
- Fri 02 Oct: MACRO US September jobs report (government funded to Dec 11, so no shutdown delay)
- Fri 02 Oct: TSLA Tesla Q3 production and deliveries (Tesla IR consensus 461,974, -7% y/y; Q2 was 480,126)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-09-30T14:55 (UTC)
- Both Lloyds container houses closed yesterday; Lloyds hides the result. Last seen $6,400 Shepparton, $4,000 Dubbo.
- Two more unused 2-room, kitchen, bathroom expandables at Lloyds Austral NSW, bids $5,700 and $7,900, close 7 Oct; 590km, price a tilt-tray.
- Chainsaw: the $800 Husqvarna 390 XP is pending. New: Stihl MS 661C, serviced, 25in bar, $1,500, Melbourne.
- Portable home: Cobram base-unit expanding cabin, 2 bedrooms and bathroom, no kitchen, $19,990, 210km.
- Offsets: Armstrong WCH 24-plate with recent service, $7,250, Nagambie, 290km; replaces the worn-plate Baldan.
- Mac mini: first private listing, sealed M5 Pro 64GB/1TB, $4,849, Sydney pickup, $100 under Apple. Tractor and ripper: nothing new.
- Tractor 90-140hp w/ loader — 6 live
best: 2011 Deutz-Fahr Agrofarm 420 with CRX360 Plus loader, 232 hours — $61,500 · 232 hours, one owner · Forbes, NSW (310km)
- 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 462, 63 hours, ex-government — $1,250 · 63 hours stated · Balnarring, VIC (70km)
- 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 — 6 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
all 40 finds, with photos and detail →
- [n] MU Micron reports fiscal Q4 tonight; options imply a 7.9% move either way
- [-] NVDA DeepSeek and Huawei release open-source tools to run AI on Ascend chips without CUDA
- [+] NVDA CoreWeave puts Nvidia Vera Rubin NVL72 into production, Cognition first customer
- [+] GOOGL Google starts paying about 100 publishers for content used in AI search answers
- [-] META NYT: Meta calls AI data centers 'experimental' to claim research tax credits
- [+] TSM Reuters sources: TSMC evaluating a Texas investment beyond its $265 billion Arizona plan
all news →
all 20 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 2026-09-30 14:45 UTC.