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: 2026-10-26T00:30 (UTC)
- Meta's capex raise and Lam's supply warning hit chips: SOX fell 6.7% Oct 22; Meta down 8%, Marvell 7% since Oct 21.
- Mortgage names rose as the 10-year fell to 5.00%: loanDepot up about 15%, Rocket 6% since Oct 21.
- Brent hit about $116, its highest since June 2022; futures give a Fed hike this week only about 9%.
- Bloom Q3 revenue up 138% with guidance raised again; moved to accumulate. Credo cut to low conviction on new competition.
- OpenAI reported near a $30B raise at $1.25T, below its $1.4T target; not closed, so the mark is unchanged.
- This week, all morning AEDT: Enphase Wed; Fed, Alphabet, Microsoft Thu; Amazon, Axos, Rocket Fri.
market summary →
- hold: OPENAI 61.8%, STRIPE 17.2%, META 5.9%, FIGR 4.0%, AMZN 2.4%, MU 2.0%, GOOGL 1.0%, MRVL 0.9%, NVDA 0.8%, TSM 0.6%, AXOS 0.4%, RKT 0.3%, LDI 0.2%
- watch: ENPH 1.2%, BABA 0.8%, NFLX 0.5%
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML Holding), SKHY (SK hynix ADR)
- accumulate: GEV (GE Vernova), NET (Cloudflare), AVGO (Broadcom), BE (Bloom Energy), HOOD (Robinhood), MELI (MercadoLibre), VRT (Vertiv)
- watch: ALAB (Astera Labs), CLS (Celestica), TER (Teradyne), 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 (flat) — Capex vs backlog
- bearish (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Sun 25 Oct: MELI Brazil presidential runoff: Flavio Bolsonaro vs Lula
- Mon 26 Oct: CLS Celestica Q3 2026 results, call and Investor and Analyst Day
- Tue 27 Oct: ENPH Enphase Q3 2026 results (guide revenue $290-320M, GAAP GM 42-45%)
- Tue 27 Oct: HOOD Robinhood Q3 2026 results and video call
- Tue 27 Oct: MACRO US September advance durable goods orders (Census)
- Tue 27 Oct: MACRO US September new home sales (Census)
- Tue 27 Oct: TER Teradyne Q3 2026 results (confirmed Oct 13)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-25T23:50 (UTC)
- New: Massey Ferguson 7614 with loader, 1,103 hours, 140hp, one owner, Holbrook clearing sale 12 Nov, 300km.
- Same Holbrook sale: Valtra N134 with loader, 1,815 hours, year and hp not stated. Not listed, worth a call.
- New: 1000 L tow-behind fuel cart with Honda pump, Barellan clearing sale 5 Nov, 110km.
- Dropped: JD 6630 with 741 loader, Tottenham, now bid at $89,000, over the $80k ceiling.
- Deutz-Fahr M600 with loader, 2,531 hours, Adelong: bid $71,000, reserve not met, still open.
- New: base EXEQ 20ft expandable with ensuite, $18,150 inc GST, Shepparton, 250km. Not wired.
- 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: 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 35 finds, with photos and detail →
- [n] MELI Brazil runoff too close to call; Lula slightly ahead at half count
- [n] MU Taoyuan members reject Micron profit-sharing offer; talks pushed to Oct 27 by typhoon
- [n] OPENAI OpenAI nears up to $30B round at $1.25T, down from $1.4T target
- [n] GOOGL Alphabet reports Wed Oct 28; consensus about $128B revenue
- [-] MACRO S&P 500 -0.5%, Nasdaq -0.7% for the week; second straight weekly loss
- [-] MACRO Brent hits about $116, highest since June 2022, up 5% on the week
all news →
all 37 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 2026-10-25 23:53 UTC.