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: 2026-10-18T13:55 (UTC)
- Quiet weekend: no company news for any holding; all takes unchanged.
- Iran's Guards say two tankers hit Hormuz mines; still unconfirmed by the US, UKMTO or owners.
- JPMorgan: big cloud firms now spend about 93% of operating cash flow on AI, up from 33% in 2023.
- Next: China Q3 GDP 13:00 AEDT today (4.4% poll); Netflix Wed 07:00; Meta and Tesla Thu morning AEDT.
market summary →
- add: GOOGL 1.0%, TSM 0.6%
- hold: OPENAI 61.0%, STRIPE 17.0%, META 6.4%, FIGR 4.7%, AMZN 2.4%, MRVL 0.9%, BABA 0.8%, NVDA 0.8%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.2%
- watch: MU 2.0%, ENPH 1.1%, RKT 0.3%
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML Holding), SKHY (SK hynix ADR)
- accumulate: GEV (GE Vernova), NET (Cloudflare), AVGO (Broadcom), HOOD (Robinhood), MELI (MercadoLibre), SE (Sea Limited), VRT (Vertiv)
- watch: ALAB (Astera Labs), BE (Bloom Energy), CLS (Celestica), CRDO (Credo Technology), TER (Teradyne)
theses, risks and catalysts →
6 bullish, 2 neutral, 1 bearish
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (up) — 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 (down) — Capex vs backlog
- bearish (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Mon 19 Oct: MACRO China Q3 GDP (NBS): Reuters poll 4.4% y/y, 1.1% q/q
- Mon 19 Oct: MACRO Texas TCEQ compliance report due under Abbott's data-center permit freeze
- Mon 19 Oct: MACRO China September industrial production, retail sales, fixed-asset investment and 70-city house prices (with Q3 GDP)
- Tue 20 Oct: 1211 BYD second-generation Seagull launch
- Tue 20 Oct: MACRO US housing starts and building permits, September
- Tue 20 Oct: NFLX Netflix Q3 2026 results (company outlook: revenue $12.86B, operating income $4.27B, EPS $0.82)
- Tue 20 Oct: NVDA Nvidia GTC Berlin (Washington D.C. edition is Nov 30-Dec 3, keynote Dec 1)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-18T13:39 (UTC)
- Nothing new worth a call since last night.
- Grays RBM 7.8t beavertail now $1,509 with 31 bids (was $209), reserve not met, closes Wed 22 Oct 8pm.
- JD 6630 Tottenham clearing sale Fri 23 Oct, inspection Thu 22 Oct; still no guide.
- Facebook not checked this run: Chrome did not respond.
- 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: Transportable cabin / granny flat, 8m x 3.2m — $7,000 · kitchen and living · Deniliquin, NSW (170km)
- Chainsaw, 30in bar — 6 live
best: Stihl MS 461, full service kit, Egan muffler — $1,000 · Full service kit fitted, ready to go · Werribee, VIC (30km)
- Offset discs 24-32 plate — 6 live
best: Shearer 300 24-plate trailing offset disc — $5,500 · 24 plates · Wharparilla, VIC (250km)
- Tree root ripper, single tyne — 6 live
best: Farm-Aid FA106 heavy duty single-tine ripper (new) — $1,145 · single tine · Coopers Plains, QLD (ships)
- Winch for the Ranger — 6 live
best: Carbon 9,500 lb winch, synthetic rope, solenoid and hand controller — $500 · 9,500 lb (Carbon) · Tyabb, VIC (60km)
- Mac mini M5 Pro/M6 32GB/1TB — 3 live
best: Mac mini M6, 32GB, 1TB (new, Apple) — $2,799 · M6 12-core CPU, 12-core GPU · Online (ships)
- Drop deck trailer — 6 live
best: 2006 beavertail tag trailer, 12 t ATM claimed, 6 m deck with ramps — $18,000 · 2006, 1 owner · Bendigo, VIC (300km)
- 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)
- Pallet forks, Lovol P5130 loader — 4 live
best: Himac 1800 kg tractor pallet forks, sliding tynes, Euro, 1220 mm tynes (new) — $2,421 · 1,800 kg rated, load centre not stated · Drayton (Toowoomba), QLD
all 54 finds, with photos and detail →
- [n] MACRO JPMorgan: big cloud firms spending about 93% of operating cash flow on AI
- [-] MACRO Iran Guards say two tankers hit mines in Hormuz; no independent confirmation
- [-] NVDA CoreWeave ends week down 24% on debt fears
- [n] ANTHROPIC FT: Anthropic offers Blackstone a coupon above 10% on a $9B slice of $60B TPU debt
- [+] AAPL iPhone Duo US delivery dates slip to late January within 30 minutes of pre-orders
- [+] BABA Alibaba rises 2.3% in Hong Kong as Hang Seng Tech gains 1.16%
all news →
all 35 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 2026-10-18 13:39 UTC.