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: 2026-11-02T18:55 (UTC)
- Marvell signed an all-stock deal for Lumentum at a 24% premium; Marvell down 9.5% midday, take stays watch.
- Partial rebound Monday midday: S&P up 0.6%, Nasdaq up 0.8%; oil down about 7% on Iran ceasefire hopes.
- US factory ISM 55.5 beat the 54.6 forecast; production at its highest since November 2021.
- Korea October chip exports up 259% on a year ago; SK hynix up 4.5% in Seoul.
- Next, AEDT: Apple results 9am Tue, RBA 2:30pm Tue, AMD and Astera Wed morning.
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), HOOD (Robinhood Markets), CRDO (Credo Technology), SE (Sea Limited)
theses, risks and catalysts →
6 bullish, 2 neutral, 1 bearish
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (up) — B200 rental price, $/GPU-hour
- bullish (flat) — Hopper residual value
- neutral (down) — Data-centre cost per GW and the cost of capital
- bullish (up) — Memory prices
- bullish (flat) — Power bottleneck
- neutral (up) — Capex vs backlog
- bearish (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Mon 02 Nov: AAPL Apple fiscal Q4 2026 results and call (first under CEO John Ternus)
- Mon 02 Nov: MACRO ISM manufacturing PMI, October
- Mon 02 Nov: PLTR Palantir Q3 2026 results and webcast
- Tue 03 Nov: ALAB Astera Labs Q3 2026 results and call
- Tue 03 Nov: AMD AMD Q3 2026 results and call (guide about $13B revenue)
- Tue 03 Nov: MACRO US job openings (JOLTS), September
- Tue 03 Nov: MACRO US midterm elections (House and Senate)
- Tue 03 Nov: RBA RBA cash rate decision and November Statement on Monetary Policy (Board meets Nov 2-3)
- Tue 03 Nov: SMCI Supermicro fiscal Q1 2027 results and call
- 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 (provisional)
- Wed 04 Nov: QCOM Qualcomm fiscal Q4 2026 results and call
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-11-02T13:50 (UTC)
- EXEQ expandable container house with ensuite, Shepparton, down to $13,441 inc GST from $18,150; 260km, pick-up only.
- New: 6m x 3m portable building with bathroom, Shepparton, $15,000; room count not stated.
- Barellan tow-behind fuel tank auction closes Thu 5 Nov, 3pm AEDT.
- No new tractor cleared the bar; MF 7614 clearing sale closes 12 Nov.
- Tractor 90-140hp w/ loader — 3 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: 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 →
- [-] MRVL Marvell signs all-stock deal to buy Lumentum
- [-] MRVL Marvell down 9.5%, Lumentum down 15% by 1pm ET
- [+] MACRO ISM manufacturing 55.5 in October, beats ~54.6
- [+] SKHY SK hynix +4.5% in Seoul as Kospi rebounds 2.2%
- [+] MACRO Oil falls ~7% on Iran ceasefire hopes, stocks rebound
- [+] 1211.HK BYD October sales 490,168, up 11% y/y; exports up 103%
all news →
all 45 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 2026-11-02 18:40 UTC.