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: 2026-10-14T07:45 (UTC)
- ASML beat on profit, raised its 2026 guide to EUR 44-45B and said 2027-28 tool supply will fall short of AI demand.
- Micron fell 3.6%, a third straight loss, as Taiwan plant workers voted 99% to authorise a strike; Korea's bounce faded Wednesday.
- Banks beat but sold off as JPMorgan missed; Rocket hit a 52-week low, loanDepot fell 4.8% and Figure 4.3%.
- Meta rose 2.6% after launching Muse Wonder, its first frontier model, on top of Monday's 3.4% gain.
- China's September exports rose 36% against 25.5% expected; factory prices rose 5.0%, the fastest since 2022.
- Next: US CPI 23:30 AEDT tonight (core seen +0.2%), Anthropic investor session Thu AEDT, TSMC results Thu 17:00 AEDT.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.3%, STRIPE 16.8%, META 6.8%, FIGR 4.6%, AMZN 2.5%, MU 2.1%, MRVL 1.0%, NVDA 0.8%, BABA 0.8%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.2%
- watch: ENPH 1.2%, 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, 3 neutral
- 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
- neutral (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Wed 14 Oct: ANTHROPIC Anthropic pre-IPO investor day
- Wed 14 Oct: ASML ASML Q3 2026: sales EUR 11.66B, GM 57.5%; Q4 guide EUR 14.2-15.2B; 2026 EUR 44-45B
- Wed 14 Oct: BAC Bank of America Q3 2026 results and call
- Wed 14 Oct: FED Fed Beige Book
- Wed 14 Oct: FED Fed Vice Chair for Supervision Bowman, two Bangkok appearances
- Wed 14 Oct: MACRO US September CPI (PPI follows Thu Oct 15, 08:30 ET)
- Wed 14 Oct: MACRO China September CPI (NBS)
- Wed 14 Oct: MACRO China September trade data (customs): exports seen +25.5% y/y, imports +24.5%, surplus $118.1B
- Wed 14 Oct: MS Morgan Stanley Q3 2026 results and call
- Thu 15 Oct: FED Cleveland Fed's Hammack speaks (second appearance of the week)
- Thu 15 Oct: FED Fed Chair Warsh fireside chat with IMF's Georgieva, Bangkok
- Thu 15 Oct: MACRO US September PPI (day after CPI)
- Thu 15 Oct: MACRO US September advance retail sales (Census)
- Thu 15 Oct: MACRO Australia labour force, September (ABS)
- Thu 15 Oct: MACRO US initial jobless claims, week to Oct 10 (prior 197K)
- Thu 15 Oct: MACRO Philadelphia Fed Manufacturing Business Outlook Survey, October
- Thu 15 Oct: MACRO NY Fed Empire State Manufacturing Index, October
- Thu 15 Oct: TSLA Tesla Roadster demo, SpaceX McGregor TX (moved from Oct 1, weather)
- Thu 15 Oct: TSM TSMC Q3 2026 results, Q4 guide and 2026 capex update (Q3 guide $44.6-45.8B, GM 65-67%)
- Fri 16 Oct: MACRO US September import/export price indexes (BLS) and industrial production (Fed G.17)
- Fri 16 Oct: MACRO Monthly US equity options expiry (third Friday)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-14T13:52 (UTC)
- New: 2022 McCormick 90hp, cab, loader, 4-in-1, 251 hrs, $62,000, Yarroweyah VIC, 190 km. Listed 10 weeks, so confirm first.
- Sold: Leeton 24-plate offset discs ($12,000, 50 km), the only strong set. Griffith Blue Line 28-plate at $7,500 is now closest.
- New: 2014 JD 6150 with loader, 3,900 hrs, Barellan clearing sale 5 Nov, 110 km. No guide price yet.
- New: Stihl MS 660 Magnum with two 30in bars, $1,500 in Melbourne.
- Kioti searched for the first time: nothing used at 90hp+ in range; a 2022 RX8030 (under 90hp) is $63,250 at Swan Hill.
- Grays Shepparton 2-bed closes tonight 9:40pm with 0 bids at $22,000; it no longer makes the top six.
- 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: 2001 DoT bogie plant trailer, 10,000 kg ATM, 5.2 m x 1.97 m — $12,500 · 2001 · Melbourne, VIC (dealer, delivers nationally) (440km)
- 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 — 5 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 56 finds, with photos and detail →
- [-] ASML ASML shares fall about 4% in first reaction: sales slightly under the EUR 11.72B consensus, profit well above
- [+] ASML ASML Q3 sales EUR 11.66B, a hair under consensus; says 2027-28 supply will not meet AI demand
- [+] MACRO China's September exports jump 36.3% y/y, imports 31%; surplus $133.5B
- [n] MACRO China PPI rises 5.0% y/y in September, fastest since June 2022; CPI 0.9%, just under forecast
- [-] MU Micron Taiwan workers vote 99% to authorise a strike as CXMT fears extend the memory selloff
- [n] MACRO JPMorgan misses on EPS for the first time in about three years; Goldman profit +29%, Wells and Citi beat
all news →
all 30 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 2026-10-14 13:52 UTC.