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: 2026-11-12T18:30 (UTC)
- Nvidia CEO Jensen Huang resigned Nov 12; CFO Colette Kress is interim CEO. NVDA about -5% midday; results still Tue Nov 17 (Wed 9am AEDT).
- OpenAI round at $1.25T marks the private stake near 8x cost, up from 5.4x.
- Figure Q3: marketplace volume +135%, stock up about 10% despite softer Q4 margin guide.
- Alibaba about -7% on China AI chip worries; results Nov 19. AMD and Broadcom up about 5%.
- 10-year yield about 5.1%; December Fed hike near fully priced. Indexes roughly flat midday.
- Next: PPI Fri, Anthropic prices Nov 18 and lists Nov 19 (Thu/Fri AEDT).
market summary →
- hold: OPENAI 70.5%, STRIPE 13.4%, META 4.4%, FIGR 3.6%, AMZN 2.1%, MU 1.4%, GOOGL 0.7%, MRVL 0.5%, TSM 0.5%, NFLX 0.4%, AXOS 0.3%
- trim: LDI 0.1%
- watch: ENPH 0.8%, BABA 0.6%, NVDA 0.5%, RKT 0.3%
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 (flat) — 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 →
- Thu 12 Nov: AMAT Applied Materials fiscal Q4 results and call (confirmed)
- Thu 12 Nov: CSCO Cisco fiscal Q1 2027 results and call (confirmed)
- Thu 12 Nov: FIGR Figure Technology Q3 results and call
- Thu 12 Nov: MACRO Fed speakers: Hammack, Barr, Bowman, Goolsbee, Daly, Jefferson
- Thu 12 Nov: NVDA Jensen Huang resigns as Nvidia CEO; CFO Colette Kress interim CEO
- 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: 2026-11-12T12:07 (UTC)
- Grays Case Maxxum 140 + loader passed in at $43,500 after 81 bids; open to offers.
- New: 2014 Deere 6125R, H340 loader, 3,098 hours, Shepparton area (300km); price not stated.
- Deere 6110M loader tractor sold at $90,000; MF 7614 bid to $89,000. Both above budget.
- New: 2-bed container house with ensuite, Dubbo (390km), cut to $23,500.
- Slattery Deutz 5130 TTV auction closed; no result published.
- New: 1,000 L overhead fuel tank, Berrigan (170km), $1,500.
- Tractor 90-140hp w/ loader — 4 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 28 finds, with photos and detail →
- [-] NVDA Jensen Huang resigns; CFO Colette Kress named interim CEO
- [+] FIGR Figure Q3: marketplace volume +135%, EBITDA margin 58%
- [-] BABA Alibaba drops about 7% on China AI chip worries
- [+] AMD AMD up ~5% as rivals gain on Nvidia exit; BofA target $700
- [+] AVGO Broadcom up ~5% on rotation from Nvidia
- [+] ALAB Astera sees Scorpio X above $1B run rate by end-2026
all news →
all 54 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 2026-11-12 18:11 UTC.