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: 2026-11-10T13:40 (UTC)
- Nvidia -4.3% Monday as its board probes the CEO, while the chip index rose 6.9%.
- loanDepot Q3 missed: loss widened to $29M, volume -12%; shares -17%. Take moved to trim.
- S&P 500 +2.35%, best day since April; MU +6.3%, MRVL +9.5%, META +5.1%.
- TSMC October revenue +59.7% year on year.
- Anthropic to set its IPO range this week, with trading expected next week.
- Next: US CPI tonight 8:30am ET (Wed 12:30am AEDT); CoreWeave after close; Nvidia Nov 17.
market summary →
- hold: OPENAI 62.1%, STRIPE 17.3%, META 5.9%, FIGR 4.3%, AMZN 2.6%, MU 1.7%, GOOGL 0.9%, BABA 0.8%, NVDA 0.7%, TSM 0.6%, NFLX 0.5%, AXOS 0.4%, RKT 0.4%
- trim: LDI 0.2%
- watch: ENPH 1.1%, MRVL 0.6%
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML Holding)
- accumulate: CLS (Celestica), GEV (GE Vernova), NET (Cloudflare), SKHY (SK hynix), AVGO (Broadcom), BE (Bloom Energy), MELI (MercadoLibre), TER (Teradyne), VRT (Vertiv)
- watch: ALAB (Astera Labs), AMD (Advanced Micro Devices), HOOD (Robinhood), SE (Sea Limited)
theses, risks and catalysts →
3 bullish, 5 neutral, 1 bearish
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (up) — B200 rental price, $/GPU-hour
- neutral (flat) — Hopper residual value
- neutral (flat) — Data-centre cost of capital and build cost
- neutral (flat) — Memory prices
- neutral (flat) — Power and permitting bottleneck for AI data centres
- bullish (flat) — Hyperscaler capex vs cloud backlog
- bearish (up) — Neocloud credit
- neutral (flat) — Nvidia data-centre demand signals
readings and what to watch →
- Tue 10 Nov: CRWV CoreWeave Q3 results and call
- Tue 10 Nov: MACRO US CPI, October (confirmed)
- Tue 10 Nov: MACRO Fed speakers: Waller, Logan 9:35am ET, Schmid 1:30pm ET
- Tue 10 Nov: SE Sea Limited Q3 results and call
- Tue 10 Nov: TSM TSMC October revenue
- Wed 11 Nov: MACRO Veterans Day: stocks open, bond market closed
- Thu 12 Nov: AMAT Applied Materials fiscal Q4 results and call
- Thu 12 Nov: CSCO Cisco fiscal Q1 2027 results and call (confirmed)
- Thu 12 Nov: FIGR Figure Technology Q3 results and call
- Thu 12 Nov: MACRO Fed speakers: Hammack, Barr, Bowman, Goolsbee, Daly, Jefferson
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-11-10T13:40 (UTC)
- Deere 6110M (1,937 hours) and MF 7614 (1,103 hours) with loaders: AuctionsPlus, Holbrook area 300km, run tomorrow 12 Nov.
- New: 2002 New Holland TL100A, 98hp, cab, AP30 loader, $48,500, Young 260km, hours not stated.
- New: 2015 Kubota M9540, $30,000 + GST, Griffith 100km, tidy but no loader.
- Sold: 2015 Kioti PX1002 with loader, Oxley VIC.
- Gone: EXEQ expandable container house, Shepparton, pulled from Machines4u.
- Tractor 90-140hp w/ loader — 6 live
best: 2022 McCormick S-Max 90hp 4WD cab tractor with loader and 4-in-1 bucket, 251 hours — $62,000 · 251 hours, described as new condition · Yarroweyah, VIC (190km)
- Portable home, 2 rooms + bathroom — 5 live
best: Expanding container cabin, 2 bed, full bathroom, base unit (new) — $19,990 · 2 bedrooms · Cobram, VIC (180km)
- Offset discs 24-32 plate — 6 live
best: 26-plate trailing offset discs, no ram — $2,250 · 26 plates · Baddaginnie, VIC (330km)
- Tree root ripper, single tyne — 6 live
best: Linkage single-tyne ripper, North Yalgogrin — $250 · single tyne · West Wyalong, NSW (100km)
- Diesel storage 200-1,000L — 5 live
best: About 1000 L steel diesel tank on raised stand, gravity feed — $500 · about 1,000 L · Hay, NSW (130km)
all 28 finds, with photos and detail →
- [n] NVDA Nasdaq-100 +3.4% while Nvidia lost about $200B
- [+] TSM TSMC October revenue +59.7% y/y
- [+] MARKET S&P 500 +2.35%, Nasdaq +2.74%, chip index +6.85%
- [-] NVDA Nvidia -4.3% as board probes CEO; chips rally without it
- [-] LDI loanDepot Q3: loss widens to $29M, volume down 12%
- [+] META JPMorgan adds Meta to focus list; Meta +5%, Amazon +3%
all news →
all 51 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 2026-11-10 13:41 UTC.