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: 2026-11-13T18:45 (UTC)
- Chip rout deepens Fri: AMD -10%, Broadcom -5%, MRVL -6%, MU -4%, NVDA -3% as HSBC cuts Nvidia to Hold.
- 10y touched 5.17%, highest since October; PPI +6.5% y/y keeps a December Fed hike in play.
- META +2% against a Nasdaq down about 1.5%; the only holding clearly green.
- OpenAI reportedly raising $15B at $1.25T; SPV mark unchanged at 7.96x.
- Next: Nvidia results Tue Nov 17 = Wed morning AEDT; Anthropic IPO prices around Nov 18.
market summary →
- hold: OPENAI 70.7%, STRIPE 13.4%, META 4.5%, FIGR 3.5%, AMZN 2.0%, MU 1.4%, GOOGL 0.7%, BABA 0.6%, TSM 0.5%, NFLX 0.4%, AXOS 0.3%, RKT 0.3%
- trim: LDI 0.1%
- watch: ENPH 0.8%, NVDA 0.5%, MRVL 0.5%
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML Holding)
- accumulate: CLS (Celestica), GEV (GE Vernova), NET (Cloudflare), SKHY (SK Hynix (000660)), AVGO (Broadcom), BE (Bloom Energy), MELI (MercadoLibre), TER (Teradyne), VRT (Vertiv)
- watch: ALAB (Astera Labs), AMD (Advanced Micro Devices), HOOD (Robinhood), SE (Sea Ltd)
theses, risks and catalysts →
5 bullish, 2 neutral, 2 bearish
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (up) — B200 rental price, $/GPU-hour
- bullish (up) — Hopper residual value
- bearish (up) — Data-centre cost of capital and build cost
- neutral (flat) — Memory prices
- bullish (flat) — Power and permitting bottleneck for AI data centres
- bullish (up) — Hyperscaler capex vs cloud backlog
- bearish (flat) — Neocloud credit
- neutral (down) — Nvidia data-centre demand signals
readings and what to watch →
- Fri 13 Nov: AAPL Apple HomeView and Apple TV 4K ship
- Fri 13 Nov: MACRO US PPI, October (confirmed)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-11-13T12:07 (UTC)
- New: 2011 John Deere 6830, JD683 loader, 1,823 hours, 140hp, Coleambally 50km, auction closes 19 Nov.
- New: 2014 Valtra N103 with loader, 3,593 hours, 110hp, $55,000 + GST, Tourello VIC, 470km.
- All 25 existing finds still listed; no price changes, nothing sold.
- Slattery and Grays: nothing in range this week.
- 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: 26-plate trailing offset discs, no ram — $2,250 · 26 plates · Baddaginnie, VIC (330km)
- Tree root ripper, single tyne — 6 live
best: Linkage single-tyne ripper, North Yalgogrin — $250 · single tyne · West Wyalong, NSW (100km)
- 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 30 finds, with photos and detail →
- [-] NVDA HSBC downgrades Nvidia to Hold after Huang exit
- [n] OPENAI OpenAI reportedly raising $15B at $1.25T valuation
- [+] META Meta rises about 2% against falling Nasdaq
- [-] MACRO 10y yield hits 5.17%, Fed hike bets build
- [+] HOOD Robinhood among six brokers selling Anthropic IPO shares to retail
- [-] NVDA Nvidia closes down 4.3% after Huang resigns; Kress interim CEO
all news →
all 56 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 2026-11-13 18:10 UTC.