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: 2026-11-01T18:50 (UTC)
- Quiet weekend: US prices unchanged since Friday's 7.2% chip sell-off.
- BYD October sales up 11% to 490,168; overseas sales doubled on a year ago.
- Marvell-Lumentum and OpenAI's round still unconfirmed; Lumentum reports Nov 5.
- Next, AEDT: Apple results 9am Tue, RBA 2:30pm Tue, AMD and Astera Wed morning, US jobs early Sat.
market summary →
- hold: OPENAI 62.5%, STRIPE 17.4%, META 5.7%, AMZN 2.4%, MU 2.0%, GOOGL 0.9%, NVDA 0.8%, MRVL 0.8%, BABA 0.8%, TSM 0.6%, NFLX 0.5%, AXOS 0.4%, RKT 0.3%
- watch: FIGR 3.8%, ENPH 1.0%, LDI 0.2%
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 (up) — B200 rental price, $/GPU-hour
- bullish (flat) — Hopper residual value
- neutral (down) — Data-centre cost per GW and the cost of capital
- bullish (up) — Memory prices
- bullish (flat) — Power bottleneck
- neutral (up) — Capex vs backlog
- bearish (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Mon 02 Nov: AAPL Apple fiscal Q4 2026 results and call (first under CEO John Ternus)
- Mon 02 Nov: MACRO ISM manufacturing PMI, October
- Mon 02 Nov: PLTR Palantir Q3 2026 results and webcast
- Tue 03 Nov: ALAB Astera Labs Q3 2026 results and call
- Tue 03 Nov: AMD AMD Q3 2026 results and call (guide about $13B revenue)
- Tue 03 Nov: MACRO US job openings (JOLTS), September
- Tue 03 Nov: MACRO US midterm elections (House and Senate)
- Tue 03 Nov: RBA RBA cash rate decision and November Statement on Monetary Policy (Board meets Nov 2-3)
- Tue 03 Nov: SMCI Supermicro fiscal Q1 2027 results and call
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-11-01T13:50 (UTC)
- Quiet day: nothing new cleared the bar and no prices moved.
- Barellan tow-behind fuel tank auction closes Thu 5 Nov, 3pm AEDT.
- MF 7614 with loader, 1,103 hours, Little Billabong clearing sale closes 12 Nov.
- Tractor 90-140hp w/ loader — 3 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 — 5 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 31 finds, with photos and detail →
- [+] 1211.HK BYD October sales 490,168, up 11% y/y; exports up 103%
- [-] MACRO China October factory PMI 49.3, back in contraction
- [-] MRVL Marvell slides again on reported all-stock Lumentum deal
- [-] GOOGL Alphabet extends losses after worst day since 2004
- [-] MARKET Nasdaq -2.9%, chip index -7.2% as Intel drops 28.6%
- [-] MACRO Nasdaq -2.9%, S&P -1.8% as Intel's guide drags chips
all news →
all 44 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 2026-11-01 18:38 UTC.