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: 2026-10-21T22:45 (UTC)
- Meta Q3 revenue up 26% to $64.6B, Q4 guide $73-76B; up 3-5% after hours despite a $9.9B legal charge.
- Netflix down 8% since Oct 16 after cutting its 2026 ad forecast to $2.7B; take moved from hold to watch.
- Chips snapped an 8-day losing streak; holdings bounced: Marvell up 7%, Amazon and TSMC up 5% since Oct 16.
- H100 rent hit a record $2.86/hr while CoreWeave bonds hold near 80c: compute still bid, financing still stressed.
- Sea cut to watch/low after a 17% three-day drop on its cloud push and possible fintech IPO.
- Next: Bloom Fri 08:00 AEDT; FOMC Thu Oct 29 05:00 AEDT; Alphabet and Microsoft Thu Oct 29; Amazon Fri Oct 30.
market summary →
- add: GOOGL 1.0%, TSM 0.6%
- hold: OPENAI 61.0%, STRIPE 17.0%, META 6.3%, FIGR 4.4%, AMZN 2.6%, MRVL 0.9%, NVDA 0.8%, BABA 0.8%, AXOS 0.4%
- trim: LDI 0.2%
- watch: MU 2.1%, ENPH 1.2%, NFLX 0.5%, 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), VRT (Vertiv)
- watch: ALAB (Astera Labs), BE (Bloom Energy), CLS (Celestica), CRDO (Credo Technology), TER (Teradyne), 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 (flat) — Data-centre cost per GW and the cost of capital
- bullish (up) — Memory prices
- bullish (flat) — Power bottleneck
- neutral (flat) — Capex vs backlog
- bearish (flat) — Neocloud credit
- bullish (up) — Nvidia data centre
readings and what to watch →
- Wed 21 Oct: IBM IBM Q3 2026 results and webcast
- Wed 21 Oct: LRCX Lam Research September-quarter (fiscal Q1 2027) results and call
- Wed 21 Oct: MACRO US Treasury 20-year bond auction
- Wed 21 Oct: META Meta Q3 2026 results and call (confirmed Oct 12)
- Wed 21 Oct: SAP SAP Q3 2026 results and analyst call
- Wed 21 Oct: TSLA Tesla Q3 2026 results and Q&A webcast
- Wed 21 Oct: TXN Texas Instruments Q3 2026 results and call
- Thu 22 Oct: BE Bloom Energy Q3 2026 results and call
- Thu 22 Oct: MACRO US initial jobless claims, week to Oct 17
- Thu 22 Oct: MACRO Conference Board Leading Economic Index, September (August -0.1% to 99.5)
- Thu 22 Oct: SPOT Spotify Q3 2026 results
- Fri 23 Oct: MACRO S&P Global US flash manufacturing, services and composite PMIs, October
- Fri 23 Oct: MACRO University of Michigan consumer sentiment, October final (prelim 46.3; 1-yr inflation 4.7%, 5-yr 3.5%)
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-10-22T00:40 (UTC)
- New want: 1000 L fuel trailer with 12V pump, Warburn, 30km, $700 + GST. Cheapest diesel cart found.
- 1000 L tandem fuel cart with pump, Coleambally, 40km, $1,800 + GST; 1000 L tank on a gravity stand, Hay, $500.
- JD 6630 with 741 loader, 1,552 hours, 130hp: Tottenham auction timer now starts 27 Oct, not 23 Oct.
- New: 2016 Deutz-Fahr M600 with loader, 2,531 hours, Adelong, 240km, auction ends 26 Oct.
- Sold: Shearer 24-plate discs ($5,500) and the $7,000 transportable cabin.
- Removed pallet forks, drop deck trailer and chainsaw from the hunt.
- 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: 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 35 finds, with photos and detail →
- [+] META Meta Q3 revenue up 26% to $64.6B, Q4 guide $73-76B; shares up after hours
- [n] META Meta to issue non-voting Class C shares as a one-for-one stock dividend
- [+] NVDA Huang at GTC Berlin: every European company will become an AI company
- [n] MU Micron signs labour deal with Taichung union; Taoyuan strike still planned
- [-] GOOGL Alphabet slips ahead of Oct 28 results; KeyBanc trims target
- [-] BABA Alibaba falls about 4% as US-listed China tech sells off
all news →
all 36 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 2026-10-21 22:11 UTC.