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: 2026-10-02T14:30 (UTC)
- US payrolls rose only 29,000 against 85,000 expected and unemployment hit 4.2%; October Fed hike odds fell to about 17%.
- S&P 500 +1.0% and Nasdaq +1.7% at 10:30 ET Friday, a record intraday; SOX +3.3% and the 10-year down to 5.20%.
- Tesla delivered 486,532 cars against 462,000 expected, shares +5.6%, but storage missed. Nvidia +2.8%, Marvell +2.9%, TSMC +2.3%.
- Watchlist: BYD and Teradyne cut to watch. BYD fell 2.3% in Hong Kong after JPMorgan's downgrade; Teradyne is at its consensus target.
- Broadcom is reportedly lining up $60B of debt for Anthropic's chips; Anthropic's IPO banks named, marketing from the week of Nov 9.
- Weekend: OPEC+ meets Sunday; clocks go to AEDT. Brent fell 3% to about $99 on talk of Europe releasing diesel and crude.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.0%, STRIPE 16.7%, META 6.5%, FIGR 5.0%, MU 2.4%, AMZN 2.4%, MRVL 1.0%, 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), ALAB (Astera Labs), AVGO (Broadcom), HOOD (Robinhood Markets), MELI (MercadoLibre), SE (Sea Limited), VRT (Vertiv Holdings)
- watch: 1211 (BYD), BE (Bloom Energy), TER (Teradyne), TSLA (Tesla)
theses, risks and catalysts →
6 bullish, 3 neutral
- bullish (up) — 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 →
- Fri 02 Oct: MACRO US September jobs report: consensus ~84-93K payrolls (CNBC 84K, Bloomberg 85K, Yahoo 93K), unemployment 4.1%; August was +162K vs 58K est, ADP Sep +90K
- Fri 02 Oct: TSLA Tesla Q3 production and deliveries (company-compiled consensus 461,974, -7% y/y; analyst range 421,758 Cantor to 482,000; Q2 was 480,126; storage ~15.9 GWh)
- Sun 04 Oct: MACRO Sydney daylight saving starts: US open is now 00:30 AEDT, close 07:00 AEDT
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-02T14:55 (UTC)
- Tractor: Kubota M9540, 95hp, cab, loader and 4-in-1 bucket, 2,230 hours, no AdBlue, $65,000, Moss Vale. Meets every spec but is 520km out.
- Drop deck: Pickles 2020 Panus tri-axle drop deck, 22 t ATM, Dubbo, timed sale closes 6 Oct, no price shown yet, likely over $20,000.
- Drop deck: Slattery 2005 dual axle plant trailer with ramps, 5.3m deck, Canberra, opening bid $1,800, closes 8 Oct; flat deck, rating not stated.
- Portable home: Bendigo expandable, kitchen and bathroom, $28,000, photo added. Deniliquin cabin, $7,000, still live, 150km.
- Offsets, ripper, chainsaw, winch and Mac mini: no price moves. Lloyds Austral expandables $7,900 and $6,300 close Wed 7 Oct, 590km.
- Tractor 90-140hp w/ loader — 6 live
best: 2011 Deutz-Fahr Agrofarm 420 with CRX360 Plus loader, 232 hours — $61,500 · 232 hours, one owner · Forbes, NSW (310km)
- Portable home, 2 rooms + bathroom — 5 live
best: Transportable cabin / granny flat, 8m x 3.2m — $7,000 · 8m long x 3.2m wide · Deniliquin, NSW (130km)
- Chainsaw, 30in bar — 6 live
best: Stihl MS 462, 63 hours, ex-government — $1,250 · 63 hours stated · Balnarring, VIC (70km)
- Offset discs 24-32 plate — 6 live
best: Shearer 300 24-plate trailing offset disc — $5,500 · 24 plates · Wharparilla, VIC (200km)
- Tree root ripper, single tyne — 6 live
best: Hayes Extra Heavy Duty single-tine ripper with pipelayer (new) — $1,290 · single tine, Cat 2 3PL · Pakenham, VIC (posted) (500km)
- Winch for the Ranger — 6 live
best: Warn Magnum 10k, complete setup, genuine remote — $700 · Warn Magnum 10,000 lb · Melbourne, VIC
- Mac mini M5 Pro/M6 32GB/1TB — 4 live
best: Mac mini M6, 32GB, 1TB (new, Apple) — $2,799 · M6 12-core CPU, 12-core GPU · Online
- Drop deck trailer — 6 live
best: 2010 Zannit plant trailer, tri axle, beavertail — $12,000 · 2010 per the listing title · Murchison, VIC (310km)
all 45 finds, with photos and detail →
- [+] NVDA Morgan Stanley reinstates Nvidia as top pick in semiconductors
- [n] NVDA Amazon looks to offload about $8 billion of Nvidia chips to outside investors, FT reports
- [n] MU Micron sues Chinese NAND maker YMTC over alleged engineer poaching
- [-] BABA Hang Seng falls 2.6%, worst session since March, dragging Alibaba lower
- [n] TSM Taiwan pledges to help TSMC expand domestic investment amid Singapore fab rumours
- [n] TSM TSMC reports Q3 on Oct 15; consensus is EPS of $4.40, revenue up 37%
all news →
all 24 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 2026-10-02 14:44 UTC.