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: 2026-10-13T07:45 (UTC)
- Memory rout spread: KOSPI fell 5.5% Tuesday, SK hynix 10%, Samsung 7%, after Micron lost 3.9% Monday on China's CXMT DRAM plan.
- Chip index fell 2.7% Monday, a fourth straight loss; Marvell -3.4%, TSMC -2% in New York and again in Taipei.
- Meta rose 3.4% after Zuckerberg said it caught up on frontier AI; Q3 results now Oct 21, 07:30 AEDT Thu Oct 22.
- WSJ: Amazon in talks to buy AI startup Decart for about $7B; Amazon fell 1.1%, Alphabet edged up 0.3%.
- Physical demand held: DDR5 spot set another high Tuesday and H100 rent rose 2c to $2.85.
- Next: banks 22:00 AEDT tonight, Apple 00:00 AEDT Wed, ASML 16:00 AEDT Wed, US CPI 23:30 AEDT Wed, TSMC 17:00 AEDT Thu.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.2%, STRIPE 16.8%, META 6.6%, FIGR 4.8%, AMZN 2.5%, MU 2.2%, MRVL 1.0%, NVDA 0.8%, BABA 0.8%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.2%
- watch: ENPH 1.2%, RKT 0.3%
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML Holding), SKHY (SK hynix ADR)
- accumulate: GEV (GE Vernova), NET (Cloudflare), AVGO (Broadcom), HOOD (Robinhood), MELI (MercadoLibre), SE (Sea Limited), VRT (Vertiv)
- watch: 1211 (BYD), ALAB (Astera Labs), BE (Bloom Energy), CLS (Celestica), CRDO (Credo Technology), TER (Teradyne), TSLA (Tesla)
theses, risks and catalysts →
6 bullish, 3 neutral
- 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 (down) — Capex vs backlog
- neutral (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Tue 13 Oct: 1211 BYD Da Han flagship EV launch
- Tue 13 Oct: AAPL Apple 'Welcome home' launch: HomeView hub (Gurman name), Apple TV, HomePod mini successor (expected)
- Tue 13 Oct: FED Fed Governor Waller discussion on AI, Bloomberg New Economy Forum, New Delhi
- Tue 13 Oct: JPM Q3 bank earnings start: JPMorgan, Wells Fargo, Citi, Goldman (BAC, MS Oct 14)
- Tue 13 Oct: MACRO US existing-home sales, September (NAR)
- Tue 13 Oct: MACRO SEMICON West 2026
- Tue 13 Oct: RBA RBA minutes of the Sep 28-29 meeting: unanimous hike to 4.60%, door open to more
- Wed 14 Oct: ANTHROPIC Anthropic pre-IPO investor day
- Wed 14 Oct: ASML ASML Q3 2026 results and Q4 guide (guide EUR 11.0-12.0B sales, 55-57% GM; consensus ~EUR 11.6-11.8B, ADR EPS ~$12.1-12.5)
- Wed 14 Oct: FED Fed Beige Book
- Wed 14 Oct: FED Fed Vice Chair for Supervision Bowman, two Bangkok appearances
- Wed 14 Oct: MACRO US September CPI (PPI follows Thu Oct 15, 08:30 ET)
- Wed 14 Oct: MACRO China September CPI (NBS)
- Wed 14 Oct: MACRO China September trade data (customs): exports seen +25.5% y/y, imports +24.5%, surplus $118.1B
- Thu 15 Oct: FED Cleveland Fed's Hammack speaks (second appearance of the week)
- Thu 15 Oct: FED Fed Chair Warsh fireside chat with IMF's Georgieva, Bangkok
- Thu 15 Oct: MACRO US September PPI (day after CPI)
- Thu 15 Oct: MACRO US September advance retail sales (Census)
- Thu 15 Oct: MACRO Australia labour force, September (ABS)
- Thu 15 Oct: MACRO US initial jobless claims, week to Oct 10 (prior 197K)
- Thu 15 Oct: MACRO Philadelphia Fed Manufacturing Business Outlook Survey, October
- Thu 15 Oct: MACRO NY Fed Empire State Manufacturing Index, October
- Thu 15 Oct: TSLA Tesla Roadster demo, SpaceX McGregor TX (moved from Oct 1, weather)
- Thu 15 Oct: TSM TSMC Q3 2026 results, Q4 guide and 2026 capex update (Q3 guide $44.6-45.8B, GM 65-67%)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-13T13:50 (UTC)
- New: Carbon 9,500 lb winch, synthetic rope, hand controller, $500 at Tyabb, 60 km. Cheapest complete kit on the list.
- New: Stihl MS 660 Magnum, rated to a 36in bar, $1,350 at Kinglake, 60 km.
- New: 2-bed off-grid container home at Cootamundra, 260 km, cut from $25,000 to $22,000; kitchen, shower, solar.
- Pickles Kubota M108S closed 13 Oct, outcome pending, last bid $8,100. Tottenham JD 6630 sale is 23 Oct.
- New: Baldan 28-plate offset discs at Myrtleford, $8,000, 320 km; wants about 130hp, plates worn.
- New: Petplay gel mat, 60 x 90 cm, new in box, $15, pickup in Moonee Ponds.
- Tractor 90-140hp w/ loader — 6 live
best: 2008 John Deere 6630 with JD 741 loader (Tottenham clearing sale, lot 1) — price TBC · 1,552 hours (described as genuine) · Tottenham, NSW (390km)
- Portable home, 2 rooms + bathroom — 6 live
best: Transportable cabin / granny flat, 8m x 3.2m — $7,000 · kitchen and living · Deniliquin, NSW (170km)
- Chainsaw, 30in bar — 6 live
best: Stihl MS 461, full service kit, Egan muffler — $1,000 · Full service kit fitted, ready to go · Werribee, VIC (30km)
- Offset discs 24-32 plate — 6 live
best: 24-plate trailing offset disc, used once (Eco-Offset decal) — $12,000 · 24 plates · Leeton, NSW (50km)
- Tree root ripper, single tyne — 6 live
best: Farm-Aid FA106 heavy duty single-tine ripper (new) — $1,145 · single tine · Coopers Plains, QLD (ships)
- Winch for the Ranger — 6 live
best: Carbon 9,500 lb winch, synthetic rope, solenoid and hand controller — $500 · 9,500 lb (Carbon) · Tyabb, VIC (60km)
- Mac mini M5 Pro/M6 32GB/1TB — 3 live
best: Mac mini M6, 32GB, 1TB (new, Apple) — $2,799 · M6 12-core CPU, 12-core GPU · Online (ships)
- Drop deck trailer — 6 live
best: 2001 DoT bogie plant trailer, 10,000 kg ATM, 5.2 m x 1.97 m — $12,500 · 2001 · Melbourne, VIC (dealer, delivers nationally) (440km)
- Dog cooling mat — 6 live
best: Lexi & Me cooling mat Large, 98 x 81 cm (Mykonos blue) — $10 · size L, 81 x 98 cm · St Kilda East, VIC (10km)
- 500L poly dog trough — 5 live
best: Tank World 500 L poly Dog Pool (DP500) — $495 · 1,570 mm across · Swan Hill, VIC (delivers to Melbourne, Zone 1) (340km)
all 56 finds, with photos and detail →
- [-] TSM Taiex falls 1.95% and TSMC 2.0% in Taipei two days before Q3 results
- [-] MACRO KOSPI closes down 5.47% as SK hynix falls 10% and Samsung 7.4% on CXMT memory fears; Taiex -1.95%
- [-] RBA RBA minutes: unanimous hike to 4.60%, AI-boom cost pressures among the reasons, further increases if required
- [-] FED Fed's Hammack wants to reach restrictive 'relatively quickly'; futures see about 85% odds of a December hike
- [-] MU Micron falls 3.9% and the chip index 2.7% on CXMT competition fears
- [+] META Meta rises 3.4% after Zuckerberg says it has caught up with rivals on frontier AI models
all news →
all 29 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 2026-10-13 13:50 UTC.