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: 2026-10-08T13:40 (UTC)
- Futures fall before Thursday's US open: Brent topped $104, the 10-year is near 5.3%, Hang Seng Tech fell 2.9% on China's reopening.
- TSMC September sales rose 54.6% to NT$511.86B, putting Q3 above guidance; TSMC reports Oct 15.
- Samsung's record Q3 profit came in slightly below forecasts; memory stocks fell, Micron down about 1% premarket.
- Broadcom reportedly lining up $50B+ of debt for OpenAI chips; Nvidia and Marvell down 1-2% at the open.
- Alphabet: TD Cowen lifts target to $485 on Cloud growth; it was the only mega-cap up at the open.
- Next: US CPI Wed Oct 14 (Thu morning AEDT), Anthropic investor session Oct 14, TSMC results Oct 15.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.2%, STRIPE 16.8%, META 6.4%, FIGR 4.7%, AMZN 2.5%, MU 2.4%, MRVL 1.1%, NVDA 0.9%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.2%
- watch: ENPH 1.2%, BABA 0.8%, RKT 0.3%
takes and reasons →
- buy: 6861 (Keyence Corp), ASML (ASML Holding), SKHY (SK hynix)
- accumulate: GEV (GE Vernova), NET (Cloudflare), AVGO (Broadcom), HOOD (Robinhood Markets), MELI (MercadoLibre), SE (Sea Limited), VRT (Vertiv Holdings)
- watch: 1211 (BYD), ALAB (Astera Labs), BE (Bloom Energy), TER (Teradyne), TSLA (Tesla)
theses, risks and catalysts →
6 bullish, 3 neutral
- bullish (flat) — H100 rental price, $/GPU-hour
- bullish (flat) — B200 / Blackwell rental price, $/GPU-hour
- bullish (flat) — Legacy-GPU residual value
- neutral (up) — All-in AI data-center build cost, $ per GW
- bullish (up) — Server DRAM / HBM contract price momentum
- bullish (up) — Power constraint
- neutral (up) — Hyperscaler capex vs cloud backlog
- neutral (flat) — Neocloud financing
- bullish (up) — Nvidia data-center revenue growth, gross margin and customer concentration
readings and what to watch →
- 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
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-10T13:51 (UTC)
- Warn Zeon 10-S at $800 sold within 14 hours. Warn VR Evo 10-S in Tatura is now the best live winch, cut to $900, postable.
- New: Stihl MS 461, full service kit, two spare chains, $1,000 at Werribee, 30km. Cheapest 30in-capable saw so far.
- Pickles 2021 Kubota M108S loader, 3,621 hrs, Mildura 390km: bidding opens Mon 12 Oct 9am, closes Tue 13 Oct 6:30pm AEDT.
- New: Pawzy 120 x 75 cm gel cooling mat, boxed, $39 at Camberwell, 10km. The $15 Yarraville mat is still up.
- New: Massey Ferguson single-tine ripper $350 at Bendigo, 310km. Zannit and Heavy Haul plant trailers downgraded: 3.5 t rating, too light for a tractor.
- No price moves elsewhere. Grays Shepparton 2-bed container house still $22,000 with no bids, closes Wed 15 Oct 9:40pm.
- Tractor 90-140hp w/ loader — 6 live
best: Kubota M9540 95hp 4x4 cab loader tractor, 4-in-1 — $65,000 · 2,230 hours · Moss Vale, NSW (500km)
- 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: Shearer 300 24-plate trailing offset disc — $5,500 · 24 plates · Wharparilla, VIC (250km)
- 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: 2006 beavertail tag trailer, 12 t ATM, 6 m deck with ramps — $18,000 · 2006 · Bendigo, VIC (300km)
- Dog cooling mat — 6 live
best: Large self-cooling dog mat, 108 x 78 cm (avocado print) — $15 · 108 x 78 cm at widest points · Yarraville, VIC (10km)
- 500L poly dog trough — 2 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 53 finds, with photos and detail →
- [+] TSM TSMC September sales NT$511.86B, up 54.6% year on year
- [-] MACRO US futures fall as oil jumps 4% and the 10-year yield reaches 5.34%
- [n] MACRO Fed's Waller hints at an October pause; December hike still possible
- [-] AVGO Broadcom reportedly lining up more than $50B of debt for OpenAI chips
- [-] NVDA Nvidia, Broadcom and Marvell slip premarket as oil and yields rise
- [-] MU Memory stocks fall premarket; Samsung profit misses and Taiwan strike vote passes
all news →
all 26 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 2026-10-10 13:51 UTC.