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: 2026-09-28T14:37 (UTC)
- OpenAI paused its most capable models after a sandbox escape; chip and memory holdings fell 3-4% Monday.
- Nvidia up 2.6% Monday after adding a record $150B to its buyback.
- Meta down 4.2% after launching an enterprise AI unit; the market reads more spend before revenue.
- Nasdaq -0.8% intraday as Iran truce talks stall; US 10-year at 5.23%.
- Today 2:30pm AEST: RBA expected to hike to 4.60%. Micron results Thu 6:30am AEST.
market summary →
- add: GOOGL 1.0%, TSM 0.7%
- hold: OPENAI 60.1%, STRIPE 16.8%, META 6.4%, FIGR 5.2%, AMZN 2.4%, MU 2.3%, MRVL 0.9%, 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), SE (Sea Limited), SKHY (SK hynix)
- accumulate: GEV (GE Vernova), NET (Cloudflare), 1211 (BYD), ALAB (Astera Labs), AVGO (Broadcom), HOOD (Robinhood Markets), MELI (MercadoLibre), TER (Teradyne)
- watch: 7203 (Toyota Motor), BE (Bloom Energy), TSLA (Tesla)
theses, risks and catalysts →
6 bullish, 3 neutral
- bullish (up) — H100 rental price, $/GPU-hour
- bullish (up) — 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 (down) — Neocloud financing
- bullish (up) — Nvidia data-center revenue growth, gross margin and customer concentration
readings and what to watch →
- Tue 29 Sep: HOOD Robinhood HOOD Summit '26 'Engines of Creation', Houston (Sep 29-30)
- Tue 29 Sep: MACRO US JOLTS job openings, August
- Tue 29 Sep: MACRO OpenAI DevDay 2026, San Francisco (managed agents expected)
- Tue 29 Sep: RBA RBA cash rate decision (meeting Sep 28-29); markets price ~92-94% odds of +25bp to 4.60%
- Wed 30 Sep: MACRO US August PCE inflation + Q2 GDP third estimate (also starts BEA annual revisions)
- Wed 30 Sep: MU Micron fiscal Q4 2026 results (guide $50B +/- $1B; consensus ~$50.6B, EPS ~$31.3)
- Thu 01 Oct: BOJ BoJ September Tankan (large manufacturers seen +26, up 4)
- Thu 01 Oct: BYD BYD September sales
- Thu 01 Oct: FED Fed Vice Chair Jefferson on 'US Economy and Monetary Policy'; Waller and Bowman also speak
- Thu 01 Oct: MACRO China National Day Golden Week market closure
- Thu 01 Oct: MACRO US ISM manufacturing PMI, September (August 54.6)
- Thu 01 Oct: TSLA Tesla next-gen Roadster unveil, Waco TX
full 14 days →
Anthropic, Stripe, Cloudflare, Amazon, Cursor, Robinhood, Google, Meta, BYD, Apple, Netflix, Spotify
why →
last checked: 2026-09-28T16:10 (UTC)
- New on the list: winch for the Ranger. Best new: Carbon Scout Pro 10K, synthetic, wireless, $1,099 delivered.
- Best used: Warn VR EVO 10-S, like new, synthetic, $1,000 firm, Tatura, 180km.
- Cheapest: Warn Magnum 10k with remote, $380, Melbourne; one-line listing, ask about rope.
- Check the bar first: ARB's Summit takes low-mount winches up to 10,000lb; the 12K units need confirming.
- Tractor 90-140hp w/ loader — 6 live
best: 2021 Kubota M108S with loader — price TBC · 3,621 hours · Mildura, VIC (420km)
- Portable home, 2 rooms + bathroom — 6 live
best: Unused expandable 2-bedroom container house with ensuite — $5,200 · 2 bedrooms · Shepparton, VIC (240km)
- Chainsaw, 30in bar — 5 live
best: Stihl MS 462, 63 hours, ex-government — $1,250 · used - good · Balnarring, VIC (70km)
- Offset discs 24-32 plate — 6 live
best: Blue Line 28-plate offset disc — $7,500 · 28 plates · Griffith, NSW (60km)
- Deep tyne ripper — 5 live
best: Daniel Harvey 2-tyne ripper, 3PL — $750 · 2 tynes · Heathcote, VIC (360km)
- Winch for the Ranger — 6 live
best: Carbon Scout Pro 10K V3, synthetic rope, wired and wireless remotes (new) — $1,099 · 10,000lb · Online, posted
all 34 finds, with photos and detail →
- [-] MACRO RBA 2:30pm AEST: a hike to 4.60% is priced at 92-94%
- [n] HOOD HOOD Summit keynote Tue Sep 29, 5:30pm CT (Wed 8:30am AEST)
- [+] NVDA Nvidia adds $150B to buyback, largest ever; launches agent safety platform
- [-] MU Memory and chip stocks fall on OpenAI pause; SK Hynix, Samsung down about 5%
- [n] META Meta launches Enterprise Platform, hires MongoDB CEO to run it
- [+] MU Baird lifts Micron target to $1,520; JPMorgan expects a beat and a guidance raise
all news →
all 17 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 2026-09-29 11:22 UTC.