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: 2026-11-15T18:07 (UTC)
- Still weekend, markets shut; no material news on holdings or loves since last run.
- Nvidia confirmed: Q3 results Tue Nov 17 after US close = Wed morning AEDT.
- Anthropic IPO range unchanged at $70-78; trading expected Thu Nov 19 = Fri morning AEDT.
- Mon: Warsh speaks; Tue: US retail sales and RBA minutes; Wed: FOMC minutes.
market summary →
- hold: OPENAI 70.6%, STRIPE 13.4%, META 4.6%, FIGR 3.4%, AMZN 2.1%, 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 →
- Mon 16 Nov: MACRO China October industrial output, retail sales, investment
- Mon 16 Nov: MACRO NY Empire State manufacturing, November
- Mon 16 Nov: MACRO Fed Chair Warsh speaks; China Oct retail sales and industrial output earlier
- Tue 17 Nov: HD Home Depot Q3 results
- Tue 17 Nov: MACRO US October retail sales
- Tue 17 Nov: MACRO US import and export prices, October (confirmed)
- Tue 17 Nov: MACRO Fed's Hammack speaks
- Tue 17 Nov: MACRO RBA minutes of the November board meeting
- Tue 17 Nov: NVDA Nvidia Q3 fiscal 2027 results and call, first under interim CEO Kress
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-11-15T12:07 (UTC)
- New: 2013 JD 5093E, H240 loader, 1,748 hours, $79,000 ONO, Culcairn 260km. Listed today.
- North Yalgogrin single-tyne ripper down to $250 (was $350).
- 2019 MF 7614 with loader, 850 hours, back on AuctionsPlus in Dubbo at $89,000 bid - over budget.
- Every live find re-checked: none sold. Nothing new for cabins, discs or fuel tanks.
- 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 — 5 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 29 finds, with photos and detail →
- [-] NVDA Nvidia ends week down 12.75% ahead of Tuesday earnings
- [-] 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
all news →
all 60 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 2026-11-15 18:07 UTC.