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: 2026-10-26T14:00 (UTC)
- Anthropic filed its public S-1 for a Nasdaq listing as ANT; H1 revenue $16.3B, valuation talk $1.5-2T.
- Meta launched a $35B stock sale to fund AI, about 2% dilution, with $60B more planned from 2027.
- Lula won Brazil's runoff 51.8% to 48.2%; Brazil ADRs fell 10-29% premarket and MercadoLibre about 12%.
- Chips led Monday's open: Micron up 3%, Nvidia 2%; Brent down 5% near $110 as Iran strike fears eased.
- Next, AEDT: Celestica Tue ~7am; Robinhood and Enphase Wed ~7am; Fed Thu 5am; Alphabet Thu ~7:30am.
market summary →
- hold: OPENAI 61.8%, STRIPE 17.2%, META 5.8%, FIGR 4.0%, AMZN 2.5%, MU 2.1%, 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 →
- 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)
- 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)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-26T13:41 (UTC)
- New: 2015 Kioti PX1002 with loader, 1,200 hours, 100hp, cab, slasher included, Oxley VIC, 320km, closes 2 Nov.
- Deutz-Fahr M600 passed in at $71,000, reserve $80,000. Relisted, bidding 29 Oct, closes 2 Nov.
- Holbrook sale 12 Nov also has a 400 L diesel tank with 12V pump and an 800 L tank, if collecting the MF.
- Discs, ripper, stick rake: nothing new within range.
- Facebook not checked: Chrome extension still disconnected.
- 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 →
- [+] ANTHROPIC Anthropic publicly files S-1 for Nasdaq IPO under ticker ANT
- [n] NVDA Anthropic S-1: about $3.1B a month to SpaceX for Nvidia-GPU compute
- [-] META Meta launches $35B equity offering to fund AI buildout
- [-] MACRO Lula wins Brazil runoff; Brazil ADRs plunge
- [n] FED Futures price ~91% hold at Oct 27-28 FOMC, ~80% December hike
- [-] MELI Lula wins Brazil runoff; MELI down 11.7% at the open
all news →
all 38 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 2026-10-26 13:44 UTC.