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: 2026-10-17T07:50 (UTC)
- Nasdaq fell 2.1% Friday, its worst week since June (-4.5%); chip index down eight straight days, 24% off its June high.
- Rough week for AI holdings: Marvell -17%, Micron -15%, TSMC ADR -9%, Nvidia -7%; Netflix the only holding up.
- CoreWeave fell 11% Friday, about 25% on the week, as its 2031 bond yield topped 16%; neocloud bellwether stays bearish.
- Reuters: some Anthropic investors now discuss a $1.5T IPO valuation, down from about $2T, after Q3 growth slowed to 45%.
- Brent touched $110 on Hormuz and Saudi attacks; October Fed hike odds fell to about 15-17% after Warsh gave no signal.
- Next: China Q3 GDP Mon 13:00 AEDT (4.4% expected); Netflix Wed 07:00 AEDT; Meta Thu 07:30 AEDT; Tesla Thu 08:30 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: 1211 (BYD), ALAB (Astera Labs), BE (Bloom Energy), CLS (Celestica), CRDO (Credo Technology), TER (Teradyne), TSLA (Tesla)
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 →
- Sat 17 Oct: FED FOMC communications blackout begins ahead of Oct 27-28 meeting
- 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)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-17T14:20 (UTC)
- Bayswater Stihl MS660, rebuilt with a 25in bar, cut $100 to $1,200, 30 km.
- Stihl MS880 with 36in and 25in bars down $50 to $1,900.
- Grays RBM beavertail is now lot 17: $209 after 5 bids, reserve not met, closes 22 Oct 8pm.
- Tottenham JD 6630 with loader sells Fri 23 Oct; still no guide or bid.
- Nothing sold. McCormick S-Max at Yarroweyah still $62,000, 190 km; Deniliquin cabin still $7,000, 170 km.
- Chrome stopped responding mid-run, so some Facebook searches and Tank World were not re-checked.
- 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)
- Dog cooling mat — 6 live
best: Lexi & Me cooling mat Large, 98 x 81 cm (Mykonos blue) — $10 · size L, 81 x 98 cm · St Kilda East, VIC (10km)
- 500L poly dog trough — 6 live
best: Tank World 500 L poly Dog Pool (DP500) — $495 · 1,570 mm across · Swan Hill, VIC (delivers to Melbourne, Zone 1) (340km)
all 57 finds, with photos and detail →
- [+] BABA Alibaba rises 2.3% in Hong Kong as Hang Seng Tech gains 1.16%
- [-] MACRO Nasdaq falls 2.1% to 26,140, its worst week since June, on AI-debt worries; CoreWeave -12%
- [+] AAPL iPhone Duo preorders open at $1,999 and sell out; new orders now ship late January
- [+] 1211 BYD picks Sime Darby's Inokom plant for CKD assembly in Malaysia; HK shares +1.1%
- [-] MACRO CoreWeave falls more than 11%, nearly 25% on the week; 2031 bond yield briefly topped 16%
- [-] MACRO Chip index falls 3.83%, an eighth straight loss and longest streak since 2008; 23.9% below June record
all news →
all 33 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 2026-10-17 13:56 UTC.