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: 2026-11-06T03:40 (UTC)
- Nasdaq closes -5.5% into correction; chip index -12.3%, worst day since 2020, on data-centre rule fears.
- Holdings at the close: MU -17.5%, MRVL -16.4%, TSM -10.8%, NVDA -9.3%; BABA the only gainer.
- Cloudflare beats: revenue +39%, Q4 guide above; up 14.7% after hours after -8.3% in the session.
- Lumentum guides next quarter up about 27% but fell 18.7%; read-across for the Marvell deal.
- Next: jobs Sat 00:30 AEDT; loanDepot Q3 Mon Nov 9; CPI Wed Nov 11; Nvidia Wed Nov 18.
market summary →
- hold: OPENAI 62.9%, STRIPE 17.5%, META 5.6%, FIGR 3.7%, AMZN 2.6%, MU 1.5%, GOOGL 0.9%, BABA 0.8%, NVDA 0.7%, TSM 0.5%, NFLX 0.5%, AXOS 0.4%, RKT 0.4%, LDI 0.2%
- watch: ENPH 1.1%, MRVL 0.5%
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML)
- accumulate: CLS (Celestica), GEV (GE Vernova), NET (Cloudflare), SKHY (SK hynix), AVGO (Broadcom), BE (Bloom Energy), MELI (MercadoLibre), TER (Teradyne), VRT (Vertiv)
- watch: ALAB (Astera Labs), AMD (Advanced Micro Devices), HOOD (Robinhood Markets), SE (Sea Limited)
theses, risks and catalysts →
4 bullish, 3 neutral, 2 bearish
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (up) — B200 rental price, $/GPU-hour
- neutral (flat) — Hopper residual value
- bullish (down) — Data-centre cost of capital and build cost
- neutral (down) — Memory prices
- bearish (up) — Power and permitting bottleneck for AI data centres
- bullish (flat) — Hyperscaler capex vs cloud backlog
- bearish (up) — Neocloud credit
- neutral (flat) — Nvidia data-centre demand signals
readings and what to watch →
- Fri 06 Nov: Michigan consumer sentiment, November preliminary
- Fri 06 Nov: FED Fed Vice Chair for Supervision Bowman on supervision and regulation
- Fri 06 Nov: MACRO US jobs report, October
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-11-05T13:40 (UTC)
- Baldan CRSG28 28-plate offset discs down $1,000 to $7,000.
- No new finds worth a call today.
- Kioti PX1002 offer of $52,500 still pending; MF 7614 auction closes 12 Nov.
- Tractor 90-140hp w/ loader — 3 live
best: 2015 Kioti PX1002 100hp 4WD cab with KL901 loader, slasher, post-hole digger — $52,500 · 1,200 hours, full service at 1,000 · Oxley, VIC (330km)
- 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: Baldan CRSG28 28-plate trailing offset disc — $7,000 · 28 plates, owned since new · Myrtleford, VIC (320km)
- 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 32 finds, with photos and detail →
- [-] MU Chip stocks have worst day since 2020; Micron falls 17.5%
- [-] NVDA Nasdaq enters correction as AI trade unwinds
- [-] MRVL Marvell falls 16.4% in chip selloff
- [+] NET Cloudflare Q3 revenue up 39%, guide raised; shares up 15% after hours
- [+] MRVL Lumentum beats and guides next quarter up about 27%
- [-] LDI loanDepot falls 7.9% ahead of Nov 9 results
all news →
all 49 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 2026-11-06 03:42 UTC.