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: 2026-10-29T18:50 (UTC)
- Alphabet down about 13% intraday on the free cash flow miss, its worst day since the 2004 IPO.
- Marvell down about 11% on reports it is in advanced talks to buy Lumentum; take moved to watch.
- Samsung says 2027 HBM is sold out at agreed prices; chip operating profit KRW 106.5T.
- US Q3 GDP grew 3.4% annualised; September PCE inflation 3.6% and rising.
- Nasdaq down about 1.7% midday, chips almost 2%; 10-yr eased to 4.98%.
- Next, AEDT: Amazon, Axos, Rocket results ~7am Fri.
market summary →
- hold: OPENAI 74.4%, STRIPE 20.7%, AMZN 2.9%, GOOGL 1.0%, NVDA 1.0%, AXOS -, BABA -, ENPH -, FIGR -, META -, MU -, NFLX -, RKT -, TSM -
- watch: LDI -, MRVL -
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), HOOD (Robinhood Markets), CRDO (Credo Technology), SE (Sea Limited)
theses, risks and catalysts →
6 bullish, 2 neutral, 1 bearish
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (flat) — B200 rental price, $/GPU-hour
- bullish (flat) — Hopper residual value
- neutral (flat) — Data-centre cost per GW and the cost of capital
- bullish (up) — Memory prices
- bullish (flat) — Power bottleneck
- neutral (flat) — Capex vs backlog
- bearish (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Thu 29 Oct: 005930 Samsung Q3: op profit KRW 107.4T confirmed, chips KRW 106.5T; net profit missed
- Thu 29 Oct: 1211 BYD Q3 2026 results
- Thu 29 Oct: 6861 Keyence fiscal Q2 (half-year) results
- Thu 29 Oct: AMZN Amazon Q3 2026 results and call (confirmed Oct 15)
- Thu 29 Oct: AXOS Axos Financial fiscal Q1 2027 results and call
- Thu 29 Oct: ECB ECB held deposit rate at 2.50%; Lagarde to leave Feb 7, 2027
- Thu 29 Oct: INTC Intel Q3 2026 results and call
- Thu 29 Oct: MACRO US Q3 GDP advance: +3.4% annualised (Q2 2.2%)
- Thu 29 Oct: MACRO US September PCE: prices +3.6% y/y, pace quickened
- Thu 29 Oct: MACRO PJM files revised reliability-backstop plan at FERC
- Thu 29 Oct: RKT Rocket Companies Q3 results
- Fri 30 Oct: AAPL Apple HomePod mini 2 ($149) ships
- Fri 30 Oct: BOJ Bank of Japan policy decision and Outlook Report
- Fri 30 Oct: MACRO US Employment Cost Index, Q3 2026 (BLS)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-29T13:45 (UTC)
- Quiet day: no new listings cleared the bar since this morning.
- Kioti PX1002 and Deutz M600 lots were due to close 29 Oct; result not visible without an AuctionsPlus login.
- 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 — 6 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: Blue Line 28-plate offset disc, new bearings and ram seals, width not stated — $7,500 · 28 plates, heavy duty · Griffith, NSW (40km)
- Tree root ripper, single tyne — 6 live
best: Linkage single-tyne ripper, North Yalgogrin — $250 · single tyne · West Wyalong, NSW (100km)
- Stick rake, Lovol P5130 loader — 5 live
best: New heavy-duty stick rake, 2100 mm, Euro hitch, side wings — $1,890 · 2,100 x 500 x 1,020 mm, 200 kg · Seymour, VIC (320km)
- Diesel storage 200-1,000L — 6 live
best: About 1000 L steel diesel tank on raised stand, gravity feed — $500 · about 1,000 L · Hay, NSW (130km)
all 35 finds, with photos and detail →
- [-] GOOGL Alphabet falls 12-13%, biggest post-earnings drop on record
- [-] MRVL Marvell drops about 11% on reported talks to buy Lumentum
- [+] 005930 Samsung confirms record KRW 107.4T Q3 operating profit; 2027 HBM sold out
- [n] ECB ECB holds at 2.50%, Lagarde announces early exit
- [-] MACRO US Q3 GDP +3.4%, September PCE inflation 3.6% y/y
- [-] GOOGL Alphabet falls about 10% on search and ad miss; Microsoft up about 3%
all news →
all 41 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 2026-10-29 18:39 UTC.