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: 2026-11-08T05:00 (UTC)
- Chips bounce Fri after Thursday's rout: TSM +6.3%, MRVL +5.7%, MU +5.1%, NVDA +2.8%; Nasdaq +1.1%.
- October payrolls +165k vs about 60k expected; markets now price about 80% odds of a December Fed hike.
- S&P 500 still -2.7% on the week, its worst since April 2025; selloff is policy fear, not orders.
- H100 rents top $3 an hour for the first time; GPU supply still tight.
- FIGR +8.7%; NFLX -3.3%. Takes unchanged: ENPH and MRVL on watch, rest hold.
- Next: CPI and CoreWeave Tue (Wed AEDT), AMAT and Cisco Thu, Nvidia Nov 17 (Wed Nov 18 AEDT).
market summary →
- hold: OPENAI 62.6%, STRIPE 17.4%, META 5.6%, FIGR 4.0%, AMZN 2.6%, MU 1.6%, GOOGL 0.9%, BABA 0.8%, NVDA 0.7%, TSM 0.6%, 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 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), SE (Sea Limited)
theses, risks and catalysts →
3 bullish, 4 neutral, 2 bearish
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (up) — B200 rental price, $/GPU-hour
- neutral (flat) — Hopper residual value
- neutral (flat) — 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 →
- Mon 09 Nov: LDI loanDepot Q3 results (date not confirmed)
- Mon 09 Nov: MACRO CFTC review deadline for CME H100/B200 GPU rental futures
- Mon 09 Nov: MACRO China CPI and PPI, October
- Tue 10 Nov: CRWV CoreWeave Q3 results and call
- Tue 10 Nov: MACRO US CPI, October
- Tue 10 Nov: SE Sea Limited Q3 results and call
- Tue 10 Nov: TSM TSMC October revenue
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-11-08T13:40 (UTC)
- New: 26-plate offset discs, $2,250, Baddaginnie VIC 330km, no lift ram, width not stated.
- Deere 6110M (1,937 hours) and MF 7614 (1,103 hours) loader tractors still close 12 Nov on AuctionsPlus.
- Nothing new worth a call for tractors, homes, rippers or diesel.
- Tractor 90-140hp w/ loader — 4 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: 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 — 5 live
best: About 1000 L steel diesel tank on raised stand, gravity feed — $500 · about 1,000 L · Hay, NSW (130km)
all 27 finds, with photos and detail →
- [n] MARKET October payrolls rise 165,000, unemployment falls to 4.1%
- [-] MARKET Reuters: traders hope tech storm blows out; Fed hike odds above 80%
- [+] NVDA Chips lead partial rebound after record-scale selloff
- [+] NET Cloudflare up 9.9% after Q3 beat
- [-] SKHY SK hynix falls another 10% in Seoul
- [n] AMD Chips bounce after worst day since 2020
all news →
all 50 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 2026-11-08 13:38 UTC.