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: 2026-10-01T14:30 (UTC)
- US 10-year hit 5.34%, highest since 2002, after ISM prices paid jumped to 77.9; rate-sensitive holdings fell 2-4% early Thursday.
- Micron down 3% in its first session after the beat; targets raised at Goldman, Mizuho and Deutsche but the margin guide caps it.
- BYD September sales 463,561, up 17% year on year and the best month of 2026; overseas guidance raised to 1.9-2.0m.
- ASX 200 fell 2.0% to its lowest since June as Australian yields hit 5.40%; Nikkei +3.3% on chip names.
- Amazon signed a 20-year nuclear deal for Calvert Cliffs and joined Goldman's conviction list; Brent back above $100.
- Tonight AEST: Fed's Jefferson 03:30, Bowman 05:00; US payrolls and Tesla Q3 deliveries Friday night.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.4%, STRIPE 16.8%, META 6.5%, FIGR 4.7%, AMZN 2.4%, MU 2.3%, MRVL 1.0%, NVDA 0.9%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.2%
- watch: ENPH 1.2%, BABA 0.8%, RKT 0.3%
takes and reasons →
- buy: 6861 (Keyence Corp), ASML (ASML Holding), SKHY (SK hynix)
- accumulate: GEV (GE Vernova), NET (Cloudflare), 1211 (BYD), ALAB (Astera Labs), AVGO (Broadcom), HOOD (Robinhood Markets), MELI (MercadoLibre), SE (Sea Limited), TER (Teradyne), VRT (Vertiv Holdings)
- watch: BE (Bloom Energy), TSLA (Tesla)
theses, risks and catalysts →
6 bullish, 3 neutral
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (flat) — B200 / Blackwell rental price, $/GPU-hour
- bullish (flat) — Legacy-GPU residual value
- neutral (up) — All-in AI data-center build cost, $ per GW
- bullish (up) — Server DRAM / HBM contract price momentum
- bullish (up) — Power constraint
- neutral (up) — Hyperscaler capex vs cloud backlog
- neutral (flat) — Neocloud financing
- bullish (up) — Nvidia data-center revenue growth, gross margin and customer concentration
readings and what to watch →
- Thu 01 Oct: BOJ BoJ September Tankan
- Thu 01 Oct: BYD BYD September sales 463,561 (+17.0% y/y, +5.3% m/m); overseas 180,700 (+154% y/y); BEV 273,143 (+33%), PHEV 183,570 (-2.4%); Jan-Sep 3.13M (-3.9%)
- Thu 01 Oct: FED Fed Vice Chair Jefferson on 'US Economy and Monetary Policy'; Waller, Bowman and Cook also speak
- Thu 01 Oct: MACRO China National Day Golden Week market closure
- Thu 01 Oct: MACRO US ISM manufacturing PMI, September (August 54.6)
- Thu 01 Oct: RBA RBA Financial Stability Review, October 2026
- Fri 02 Oct: MACRO US September jobs report (government funded to Dec 11, so no shutdown delay)
- Fri 02 Oct: TSLA Tesla Q3 production and deliveries (Tesla IR consensus 461,974, -7% y/y; Q2 was 480,126)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-01T14:50 (UTC)
- Portable home: cabin on skids, bathroom, kitchen, bedroom and bunk room, $9,000, Mathoura, 190km, listed tonight. Ring in the morning.
- Chainsaw: MS 460 Melton sold. New: one-owner Husqvarna 592 XP, fresh chain, 24in bar, $1,600, Bendigo, 150km.
- Tractor: 1997 JD 6210 with cab and Burder loader, $35,000, Jindera, 250km, but about 7,000 hours; nothing new in band.
- Seen, held back: used Hayes pipe ripper $750 Echuca (model not stated); new-in-box Warn Zeon 10-S $1,500 Melbourne.
- Lloyds Austral NSW expandables still $7,900 and $6,300, close 7 Oct; 590km. Offsets, winch, Mac mini: no change.
- Tractor 90-140hp w/ loader — 6 live
best: 2011 Deutz-Fahr Agrofarm 420 with CRX360 Plus loader, 232 hours — $61,500 · 232 hours, one owner · Forbes, NSW (310km)
- Portable home, 2 rooms + bathroom — 6 live
best: Transportable cabin / granny flat, 8m x 3.2m — $7,000 · 8m long x 3.2m wide · Deniliquin, NSW (130km)
- Chainsaw, 30in bar — 6 live
best: Stihl MS 462, 63 hours, ex-government — $1,250 · 63 hours stated · Balnarring, VIC (70km)
- Offset discs 24-32 plate — 6 live
best: Shearer 300 24-plate trailing offset disc — $5,500 · 24 plates · Wharparilla, VIC (200km)
- Tree root ripper, single tyne — 6 live
best: Hayes Extra Heavy Duty single-tine ripper with pipelayer (new) — $1,290 · single tine, Cat 2 3PL · Pakenham, VIC (posted) (500km)
- Winch for the Ranger — 6 live
best: Warn Magnum 10k, complete setup, genuine remote — $700 · Warn Magnum 10,000 lb · Melbourne, VIC
- Mac mini M5 Pro/M6 32GB/1TB — 4 live
best: Mac mini M6, 32GB, 1TB (new, Apple) — $2,799 · M6 12-core CPU, 12-core GPU · Online
all 40 finds, with photos and detail →
- [-] MU Micron falls 3% in first regular session after record quarter
- [+] MU Goldman lifts Micron target to $1,250 but stays Neutral; Mizuho target to $1,400, Deutsche target $1,550
- [-] NVDA 10-year Treasury hits 5.33%, highest since 2002, capping the Micron-led tech bid
- [+] NVDA Barclays sees at least $30B of hyperscaler revenue upside for Nvidia in 2026 and 2027
- [n] GOOGL Google TPUs launched to orbit on SpaceX Transporter-18 for Project Suncatcher
- [+] GOOGL JPMorgan keeps Overweight on Alphabet after Gemini 4 Argon, says Google must reclaim AI leadership
all news →
all 22 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 2026-10-01 14:41 UTC.