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: 2026-10-16T07:50 (UTC)
- Hot US PPI (+1.3% m/m) but bonds rallied, 10-year down 10bp to 5.09%; loanDepot +14%, Figure +10%, Rocket +5%.
- TSMC lifted 2026 growth to about 44% and sees no AI slowdown, yet its ADR fell 1.8% and Taipei 0.8%.
- Chip index fell a seventh straight day: Nvidia -1.8%, Marvell -1.7%; Micron closed +1.9% after a 6% intraday drop.
- CoreWeave credit swaps hit a record before Huang backed it; shares closed +5.9%, the neocloud bellwether stays bearish.
- Asia steadied Friday: KOSPI +2.05%, Samsung +2.6%, SK hynix +0.8% after Thursday's 10-11% falls.
- Next: China Q3 GDP Mon 13:00 AEDT; Netflix Wed 07:00 AEDT; Meta Thu 07:30 AEDT; Fed decision Thu Oct 29 05:00 AEDT.
market summary →
- add: GOOGL 1.0%, TSM 0.6%
- hold: OPENAI 60.6%, STRIPE 16.9%, META 6.6%, FIGR 4.7%, AMZN 2.5%, MRVL 0.9%, BABA 0.8%, NVDA 0.8%, NFLX 0.5%, AXOS 0.4%
- trim: LDI 0.2%
- 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 →
- 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: 2026-10-16T14:05 (UTC)
- New: Stihl MS660 at Bayswater, 30 km, $1,300 firm, new barrel and piston, 25in bar; $799 under a new MS 462.
- New: 2014 John Deere 6125R Premium, 125hp, H340 loader, 3,098 hrs, Wunghnu VIC, 220 km. No price shown, so ring for one.
- First Kioti in range: new PX9520, 95hp, loader, no cab, $82,995. Over the ceiling, so it misses the top six.
- New: used Warn Zeon 10-S at Swan Hill, $1,000, 340 km, control pack and remote in the photo.
- Grays RBM beavertail still on its $9 opening bid with no bids; closes 22 Oct. Tottenham JD 6630 sale is 23 Oct.
- Tractors over $80,000 or past 400 km now rated stretch; the 6125R and Barellan JD 6150 take their places.
- 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 →
- [n] MACRO Taiwan shares close up 0.3% at 47,111.26 Friday after Thursday's 3.41% drop
- [-] MACRO Reuters: CoreWeave 2031 bonds yield 15.78%; Oracle, Amazon, Alphabet and Meta CDS at records
- [n] SKHY KOSPI +2.05% after Black Thursday; Samsung +2.6%, SK hynix +0.8%; Nikkei +1.4%
- [n] FED Warsh gives no October signal in Bangkok: 'will make judgements at the October and December meeting'
- [+] MACRO Asia rebounds after the chip rout: Nikkei +1.9%, Hang Seng +1.2%; Jakarta falls over 10% on MSCI warning
- [+] TSM TSMC raises 2026 sales growth forecast to about 44% in US dollars, keeps capex at $60-64B
all news →
all 32 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 2026-10-16 13:53 UTC.