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: 2026-10-12T07:15 (UTC)
- KOSPI fell 3.65% Monday as China's CXMT showed denser DRAM; Samsung and SK hynix down over 3%, a risk for Micron tonight.
- TSMC fell just 0.4% in Taipei after the holiday, far less than the ADR's 4% slide; results Thursday 17:00 AEDT.
- FT: Nvidia in early talks to buy Reflection AI or add to its $800M stake; Puck says Netflix plans 5% job cuts.
- White House demands transparency from Anthropic over Claude's false police tip, two days before its investor session (Thu AEDT).
- AI debt issuance fell to $23B in September from $113B in June; H100 rent dipped 2c to $2.83, DDR5 spot at a new high.
- Next: US opens 00:30 AEDT Tue, Apple event 00:00 AEDT Wed, CPI Wed 23:30 AEDT (core seen +0.2%), ASML Wed 16:00 AEDT.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.2%, STRIPE 16.8%, META 6.4%, FIGR 4.9%, AMZN 2.5%, MU 2.3%, 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 →
- Mon 12 Oct: 1211 BYD Paris Motor Show press conference, unnamed world premiere
- Mon 12 Oct: FED Cleveland Fed President Hammack, luncheon speech, NABE annual meeting
- Mon 12 Oct: MACRO OCP Global Summit 2026 (open compute racks, networking, power)
- Mon 12 Oct: MACRO IMF and World Bank Annual Meetings, Bangkok
- Mon 12 Oct: MACRO Columbus Day: US federal holiday, bond market shut by convention
- Mon 12 Oct: TSLA Paris Motor Show: Tesla Cybercab first European display, BYD stand
- Tue 13 Oct: 1211 BYD Da Han flagship EV launch
- Tue 13 Oct: AAPL Apple 'Welcome home' launch: HomePad, Apple TV 4K, HomePod mini 2 (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 (hiked to 4.60%, 9-0)
- Wed 14 Oct: ANTHROPIC Anthropic pre-IPO investor day
- Wed 14 Oct: ASML ASML Q3 2026 results and Q4 guide (Q3 guide EUR 11.0-12.0B sales, 55-57% gross margin)
- 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)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-12T13:52 (UTC)
- New: 2008 JD 6630, 130hp, 1,552 hrs, JD 741 loader, one owner. Tottenham clearing sale 23 Oct, no premium, about 390 km.
- Pickles 2021 Kubota M108S loader at $8,100 after 35 bids, closes 6:30pm tonight. 3,621 hrs, no cab.
- Husqvarna 395 XP with new 25in bar back at $1,200 in Melbourne; Wallan MS 461 and Wollert MS 462 gone.
- New: crated 24-plate offset discs at Seymour, $7,890, 2.5 m, rated 70-100hp, 330 km.
- New: boxed Warn Zeon 10-S, $1,500 at Point Cook; Tatura VR Evo 10-S still the pick at $900.
- Quiet: no change on trailer, dog trough, portable home or Mac mini.
- 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: Warn VR Evo 10-S, like new, factory fitted, never used in anger — $900 · 10,000 lb (VR Evo 10-S) · Tatura, VIC (170km)
- 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 →
- [-] ANTHROPIC White House AI task force demands 'immediate and full transparency' after Claude's false murder tip
- [n] ANTHROPIC Anthropic investor day Oct 14; still no public S-1, 132 days after the confidential filing
- [n] 1211 BYD holds a world-premiere press conference at the Paris Motor Show tonight
- [n] TSLA Cybercab on show in Europe for the first time as Paris Motor Show opens
- [-] MACRO KOSPI falls 3.65% as Samsung and SK hynix drop on CXMT's denser DRAM design
- [n] TSM TSMC slips 0.4% in Taipei as Taiwan reopens flat after the holiday
all news →
all 28 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 2026-10-12 13:52 UTC.