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: 2026-10-15T07:50 (UTC)
- Hot US CPI (3.7%, core 2.6%) sank the Nasdaq 1.9% and chips 4.3%; Marvell -8.7%, loanDepot -10.7%, Enphase -8.4%.
- Asia chip rout Thursday: KOSPI -7.6% after a circuit breaker, SK hynix -11%, Nikkei -4.9%; Micron moved from hold to watch.
- TSMC beat after Taipei closed: Q4 guided to $52.3-54.3B against $48.8B expected; the ADR reacts from 00:30 AEDT Fri.
- CoreWeave fell 15% as its 2032 bonds dropped below 78c; the neocloud-credit bellwether flips to bearish.
- Anthropic reportedly told investors Q3 revenue was $16.8B and adjusted-profitable; IPO marketing could start the week of Nov 9.
- Next: US PPI and retail sales 23:30 AEDT tonight; China Q3 GDP Mon 13:00 AEDT; Netflix results Wed 07:00 AEDT.
market summary →
- add: GOOGL 1.0%, TSM 0.6%
- hold: OPENAI 60.9%, STRIPE 17.0%, META 6.6%, FIGR 4.3%, AMZN 2.5%, MRVL 0.9%, BABA 0.8%, NVDA 0.8%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.1%
- watch: MU 2.1%, ENPH 1.1%, RKT 0.3%
takes and reasons →
- buy: 6861 (Keyence), ASML (ASML Holding), SKHY (SK hynix ADR)
- accumulate: GEV (GE Vernova), NET (Cloudflare), AVGO (Broadcom), HOOD (Robinhood), MELI (MercadoLibre), SE (Sea Limited), VRT (Vertiv)
- watch: 1211 (BYD), ALAB (Astera Labs), BE (Bloom Energy), CLS (Celestica), CRDO (Credo Technology), TER (Teradyne), TSLA (Tesla)
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 (flat) — Data-centre cost per GW and the cost of capital
- bullish (up) — Memory prices
- bullish (flat) — Power bottleneck
- neutral (down) — Capex vs backlog
- bearish (down) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Thu 15 Oct: FED Cleveland Fed's Hammack speaks (second appearance of the week)
- Thu 15 Oct: FED Fed Chair Warsh fireside chat with IMF's Georgieva, Bangkok
- Thu 15 Oct: MACRO US September PPI (day after CPI)
- Thu 15 Oct: MACRO US September advance retail sales (Census)
- Thu 15 Oct: MACRO US initial jobless claims, week to Oct 10 (prior 197K)
- Thu 15 Oct: MACRO Philadelphia Fed Manufacturing Business Outlook Survey, October
- Thu 15 Oct: MACRO NY Fed Empire State Manufacturing Index, October
- Thu 15 Oct: RBA Australia September jobs: -39,300 (+19,600 expected), unemployment 4.7% (4.6% expected)
- Thu 15 Oct: TSLA Tesla Roadster demo, SpaceX McGregor TX (moved from Oct 1, weather)
- Thu 15 Oct: TSM TSMC Q3 2026: record net profit NT$763.06B, +68.7% y/y, above estimates
- Fri 16 Oct: MACRO US September import/export price indexes (BLS) and industrial production (Fed G.17)
- Fri 16 Oct: MACRO Monthly US equity options expiry (third Friday)
- Sat 17 Oct: FED FOMC communications blackout begins ahead of Oct 27-28 meeting
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-15T13:51 (UTC)
- 2022 McCormick S-Max 90hp loader tractor still listed at $62,000, Yarroweyah, 190 km. Still the tractor to call.
- New: Stihl MS880 with 36in and 25in bars, $1,950 (was $2,400), Melbourne.
- New: 2023 MF 4610, 100hp, 240 hrs, loader and cab, $86,000 inc GST, Bendigo. $6,000 over budget.
- Grays Shepparton 2-bed container house sold for $22,000 on one bid, plus 8% premium.
- Sold: Melbourne Warn VR Evo 10-S without remote ($800). Tyabb Carbon 9,500 lb kit still $500.
- No change on dog mat, dog trough, deep ripper, trailer or Mac mini.
- Tractor 90-140hp w/ loader — 6 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: 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: Carbon 9,500 lb winch, synthetic rope, solenoid and hand controller — $500 · 9,500 lb (Carbon) · Tyabb, VIC (60km)
- 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: 2001 DoT bogie plant trailer, 10,000 kg ATM, 5.2 m x 1.97 m — $12,500 · 2001 · Melbourne, VIC (dealer, delivers nationally) (440km)
- Dog cooling mat — 6 live
best: Lexi & Me cooling mat Large, 98 x 81 cm (Mykonos blue) — $10 · size L, 81 x 98 cm · St Kilda East, VIC (10km)
- 500L poly dog trough — 6 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 57 finds, with photos and detail →
- [+] TSM TSMC Q3 beats: revenue $46.72B (+41.2% y/y) vs $44.6-45.8B guide, gross margin 66.4%, EPS NT$29.43 (+68.7%)
- [+] TSM TSMC guides Q4 revenue to $52.3-54.3B, about 14% above Q3 at the midpoint, with 65-67% gross margin
- [-] MACRO Taiwan shares close down 3.41% at 46,969.87 before TSMC's results
- [-] BABA Hong Kong opens lower on US rate-hike bets; Alibaba and Tencent down nearly 2%
- [-] ANTHROPIC Q3 growth slowdown tempers the $2T pitch; SemiAnalysis sees about $74B run rate at year-end
- [+] TSM TSMC guides Q4 revenue $52.3-54.3B vs about $48.8B expected
all news →
all 31 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 2026-10-15 13:51 UTC.