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: 2026-10-27T14:00 (UTC)
- Chips rallied a second day on a $63B bank-and-Blackstone package for Anthropic's Broadcom chips; SOX up 2.8% Monday, 1.7% Tuesday.
- Nvidia is putting $3B into Meta's stock raise, now $37.5B; Meta is down 11% since Oct 21 on dilution.
- Celestica upgraded to accumulate/high: Q3 revenue up 83% and a first 2027 outlook of $40B, up 90%.
- Micron's Taoyuan union talks ended without a deal; next round Nov 6, no new strike called.
- Next, AEDT: Enphase and Robinhood ~7am Wed; Fed 5am Thu; Alphabet ~7am Thu; Amazon, Axos, Rocket ~7am Fri.
market summary →
- hold: OPENAI 61.9%, STRIPE 17.3%, META 5.7%, FIGR 3.9%, AMZN 2.5%, MU 2.1%, GOOGL 1.0%, MRVL 0.9%, NVDA 0.8%, TSM 0.7%, 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: CLS (Celestica), GEV (GE Vernova), NET (Cloudflare), AVGO (Broadcom), BE (Bloom Energy), HOOD (Robinhood), MELI (MercadoLibre), VRT (Vertiv)
- watch: ALAB (Astera Labs), 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 (flat) — 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 →
- 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)
- Wed 28 Oct: AAPL Apple 'Pro and Tell' Mac event, Los Angeles
- Wed 28 Oct: FED FOMC decision (meeting Oct 27-28, no projections)
- Wed 28 Oct: GEV GE Vernova Q3 2026 results and webcast
- Wed 28 Oct: GOOGL Alphabet Q3 2026 results and call
- Wed 28 Oct: MACRO Australia CPI, September (ABS)
- Wed 28 Oct: MSFT Microsoft fiscal Q1 2027 results and webcast
- Wed 28 Oct: NOW ServiceNow Q3 2026 results and call
- Wed 28 Oct: SKHY SK hynix Q3 2026 results, call and shareholder-return plan
- Wed 28 Oct: VRT Vertiv Q3 2026 results and call (confirmed Oct 14)
- Thu 29 Oct: 005930 Samsung Electronics full Q3 2026 results and call
- Thu 29 Oct: 1211 BYD Q3 2026 results
- Thu 29 Oct: 6861 Keyence fiscal Q2 (half-year) results
- Thu 29 Oct: AMZN Amazon Q3 2026 results and call (confirmed Oct 15)
- Thu 29 Oct: AXOS Axos Financial fiscal Q1 2027 results and call
- Thu 29 Oct: ECB ECB monetary policy decision and press conference
- Thu 29 Oct: INTC Intel Q3 2026 results and call
- Thu 29 Oct: MACRO US Q3 GDP, advance estimate (BEA)
- Thu 29 Oct: MACRO US September personal income and outlays, PCE inflation (BEA)
- Thu 29 Oct: MACRO PJM files revised reliability-backstop plan at FERC
- Thu 29 Oct: RKT Rocket Companies Q3 results
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-27T13:41 (UTC)
- New: 2010 container home, bunk room, kitchenette and lounge, toilet and shower, $19,000, Young NSW, 250km.
- Sold: the $22,000 off-grid container home at Cootamundra.
- Kioti PX1002 with loader, 1,200 hours: bidding opens 29 Oct, closes 2 Nov. No bids yet.
- Deutz M600 relisted with $71,000 standing from the pass-in; also closes 2 Nov.
- Barellan sale 5-9 Nov adds a Jarrett 3PL single-tyne ripper beside the 1000 L fuel cart. One trip, 110km.
- Tractors on Facebook this week missed: Case JX1100U with loader at 5,336 hours, Kubota M8540 at 85hp.
- 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] META Nvidia takes $3B of Meta's upsized equity raise, expands Muse and Vera Rubin deal
- [n] MU Micron Taoyuan union talks end without a deal; third round set for Nov 6
- [+] MACRO Chips extend rally; Kospi up 3.8%, Nikkei up 1.7% on Anthropic IPO optimism
- [n] FED Fed meeting begins; futures price about 10% chance of a hike
- [+] SKHY SK hynix up 5.2% in Seoul on eve of Q3 and return plan
- [+] VRT Vertiv closes $1.45B UtilityInnovation Group purchase
all news →
all 39 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 2026-10-27 13:47 UTC.