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: 2026-11-04T18:40 (UTC)
- Democrats take both chambers; Dow up about 2.9% intraday, oil down 8%, 10-yr near 4.9%.
- Mega-caps lead: AMZN +7%, GOOGL +5%, META +2%; NVDA -1% as AI hardware lags.
- Texas governor result pledges a data-centre pause; VRT -14%, GEV -10%, BE -8% intraday.
- AMD beats in Q3, up 7% after hours; added to watchlist. CRDO dropped.
- Next: Cloudflare Thu after US close (Fri 9am AEDT); jobs Fri (Sat 00:30 AEDT); Nvidia Nov 17.
market summary →
- hold: OPENAI 78.2%, STRIPE 21.8%, AMZN -, AXOS -, BABA -, FIGR -, GOOGL -, LDI -, META -, MU -, NFLX -, NVDA -, RKT -, TSM -
- watch: ENPH -, MRVL -
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML Holding)
- 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 (flat) — B200 rental price, $/GPU-hour
- bullish (up) — Hopper residual value
- neutral (down) — Data-centre cost of capital and build cost
- neutral (down) — Memory prices
- bearish (up) — Power and permitting bottleneck for AI data centres
- bullish (up) — Hyperscaler capex vs cloud backlog
- bearish (up) — Neocloud credit
- neutral (flat) — Nvidia data-centre demand signals
readings and what to watch →
- Wed 04 Nov: ARM Arm fiscal Q2 2027 results and webcast
- Wed 04 Nov: ASML ASML interim dividend EUR 1.88 per share paid
- Wed 04 Nov: MACRO ISM services PMI, October
- Wed 04 Nov: MELI MercadoLibre Q3 2026 results and call
- Wed 04 Nov: QCOM Qualcomm fiscal Q4 2026 results and call
- Thu 05 Nov: LDI loanDepot Q3 2026 results (date not confirmed)
- Thu 05 Nov: NET Cloudflare Q3 2026 results and call (confirmed Oct 13)
- 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: 2026-11-04T13:40 (UTC)
- 2010 McCormick T-Max 100 ($72,600) is gone, marked sold.
- No new finds worth a call today.
- 17 other Facebook finds still listed, no price moves.
- Kioti PX1002 offer of $52,500 still pending; MF 7614 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: 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 32 finds, with photos and detail →
- [+] MARKET Democrats win Congress; stocks rally, oil falls over 8%
- [-] VRT AI power stocks slide after Democrats win Congress and Texas governor
- [-] GEV Argus cuts GE Vernova target to $1,100 from $1,300, keeps Buy
- [+] ALAB Astera Labs Q3 revenue $584.9M, guides Q4 to $730-750M
- [+] AMD AMD data-centre revenue +97%; guides Q4 to about $17B
- [n] NVDA Nvidia reportedly tells cloud partners to cap Chinese customers at 49%
all news →
all 47 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 2026-11-04 18:43 UTC.