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: 2026-10-30T18:55 (UTC)
- Nasdaq down about 4% Friday midday on AI-spending fears, Intel's weak guide and oil above $100; VIX up 35%.
- Amazon missed on EPS and revenue, but AWS grew 39%; 2027 capex to be meaningfully above $220B.
- Alphabet closed Thursday down 12.6%, its worst day in over 20 years.
- Marvell closed Thursday down 13% on a reported $83B all-stock bid for Lumentum; not confirmed.
- Rocket revenue beat at $3.28B, but the Q4 guide is lower; Axos EPS up 16%.
- Next: China PMI Saturday; Apple results Tue morning AEDT; RBA Tue 2:30pm AEDT.
market summary →
- hold: OPENAI 77.1%, STRIPE 21.5%, RKT 0.4%, AMZN -, AXOS -, BABA -, ENPH -, FIGR -, LDI -, META -, MU -, NFLX -, NVDA -, TSM -
- watch: MRVL 1.0%, GOOGL -
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 (flat) — 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 (up) — Capex vs backlog
- bearish (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Fri 30 Oct: AAPL Apple HomePod mini 2 ($149) ships
- Fri 30 Oct: BOJ BOJ held at 1.25% (8-1); says underlying inflation at 2%, December hike in play
- Fri 30 Oct: MACRO US Employment Cost Index Q3: +0.8% q/q
- Sat 31 Oct: MACRO China official PMIs, October (consensus manufacturing 50.0 vs 50.1)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-30T13:50 (UTC)
- Quiet day: nothing new cleared the bar; all 19 Facebook finds unchanged in price.
- Kioti PX1002 and Deutz M600 auction lots closed 29 Oct; marked gone, result hidden behind login.
- Rejected: two 2012 Case Maxxum 125s at Cowra, $44,000-55,000, both 5,200 hours.
- Tractor 90-140hp w/ loader — 4 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 33 finds, with photos and detail →
- [-] MARKET Nasdaq down over 3% as AI capex fears spread
- [n] OPENAI OpenAI $30B round at $1.25T still open
- [-] INTC Intel falls about 30% on weak Q4 guide, dragging chips
- [n] BOJ BOJ holds at 1.25%, flags December hike
- [-] MACRO Oil up about 2% after Hormuz tanker attack; 10-yr eases to about 4.93%
- [n] AMZN Amazon misses on Q3 EPS and revenue; AWS grows 39%
all news →
all 42 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 2026-10-30 18:40 UTC.