# leki ⚔️ (@mkfilko) on x

- id: koinon:creator:x_mkfilko
- url: https://koinonlink.com/kol/x/mkfilko
- schema_version: 1.4

## Identity
- platform: x
- handle: mkfilko
- platform_url: https://twitter.com/mkfilko
- country: Singapore
- entity_type: creator
- person_id: Cross-platform identity not resolved for this creator.

## Reach
- followers: 15026
- following: 667
- posts_total: 9664
- posts_observed: 1
- posts_per_day: 2.35
- account_age_days: 4112
- verified: true
- size_tier: koc

## Engagement
- status: peak_post_only
- peak_post_engagement_rate: 0.00246
- best_post_interactions: 37
- measurement_source: x_post_interactions
- measurement_formula: interactions on one post — likes, or likes + reposts + replies depending on the discovery path (the two are not distinguishable in the stored data)
- comparable_pool: peak_interactions
- status_note: We have only the single best observed post, so no mean exists. peak_post_engagement_rate is an UPPER BOUND, systematically higher than an average — never compare it against an average rate.
- unit_note: engagement_rate and peak_post_engagement_rate are ratios (0-1); avg_interactions_per_post and best_post_interactions are absolute counts. Read status before reading any number: a null rate has several different causes and status says which one applies here.

## Content
- category: finance
- subcategory: investing
- category_confidence: 0.95
- category_source: derived_from_recent_content
- topics: semiconductor stocks, compound semiconductors, stock valuation and supply chain analysis, high-risk high-reward investing
- bio: With great risk comes great reward, always hunting for the next 10x - $BRUN, $IQE, $BB, $MRLN, Mirae ($025560), $SILC, $EOS.AX, $SHT

## Audience (inferred)
- status: present
- description: stock traders and investors focused on semiconductor and compound semiconductor stocks hunting for high-risk 10x opportunities
- roles: none
- seniority: practitioner
- pain_points: missing out on undervalued niche semiconductor plays while chasing popular names like MU, lack of detailed supply chain knowledge on GaAs/InP epi suppliers, difficulty spotting 10x compound semiconductor stocks at low valuations
- posts_analysed: 2
- confidence: 0.4

## Commercial (inferred)
- audience_buyer_fit: 0.6
- promotion_intent: 0.7
- open_to_collaboration: false
- contact: Koinon does not publish creator contact details.

## Quality signals
- authenticity_score: 87
- authenticity_basis: engagement_observed
- credibility_score: 87
- flagged_for_review: false
- koinon_bd_grade: B — measures Koinon partner-outreach fit, not creator quality
- interpretation: Signals for triage, not verdicts. A flag means the profile is worth a manual check.

## Evidence
- [x_mkfilko#a4122735] $BRUN Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, plans to release its financial results for the second quarter ended June 30, 2026, pre-market on Friday, August 14, 2026. The company plans (https://twitter.com/mkfilko/status/2072969653471863005)
- [x_mkfilko#8b88bb46] $NBIS Inverse head and shoulders 👀? https://t.co/i6wtd3rCDf
- [x_mkfilko#213ea6d8] Fidelity owns 5.6% of $BRUN in a newly filed 13G! Do I need to say more? It’s clear that they see potential in this company. https://t.co/gQcRZ5BLOF
- [x_mkfilko#f402ad9b] I just learnt that a possible explanation for this is because Michael Burry @michaeljburry shorted $NBIS and that’s why companies closely related to $NBIS all got hit with similar price action today. I hope these bastards get squeezed. Completely irrational and ridiculous. https:
- [x_mkfilko#d0a6ce87] Everything in this post 3 months ago about $BRUN going 2x from here and still being cheaper than $NBIS is still true btw.
- [x_mkfilko#4d751ed6] Interesting that there’s a divide in the price action within the AI/HPC sector. Neoclouds like $BRUN and $NBIS are down awhile the former miners turn neoclouds are up. I’m personally still holding to my positions here, am heavy in $BRUN. 2 back to back red days are brutal but it’
- [x_mkfilko#11e4131e] I concur. Still early in the move imo. https://t.co/erUR5zGcGb
- [x_mkfilko#32df0ec2] Every name on this list is still a buy at current prices imo, except $BLZE because it's probably filling the post earnings gap. It's really not that complicated.

## Provenance
Every inferred field below carries how it was produced. Facts stay facts; inferences stay inferences.

- audience.description: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- audience.roles: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- audience.seniority: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- commercial.audience_buyer_fit: source_type=ai_inferred, confidence=0.6, freshness_days=76, method=llm_scorer — Relative signal within Koinon indexing, not a market-wide score.
- commercial.promotion_intent: source_type=ai_inferred, confidence=0.6, freshness_days=76, method=llm_scorer
- quality.anomaly_flags: source_type=heuristic, confidence=0.5, freshness_days=111, method=profile_snapshot_and_engagement_ratio_heuristic — Means "worth a manual check", NOT confirmed fraud. Flags can be wrong and are not a verdict about the person.
- quality.authenticity_score: source_type=heuristic, confidence=0.5, freshness_days=76, method=Profile-shape heuristic from a single snapshot (follower count, following ratio, account age, posting volume, verification), reduced for engagement red flags where post engagement was collected. Where only a follower count is available the score saturates at 58. — The input set differs by platform; do not compare this score across platforms.
- quality.koinon_bd_grade: source_type=ai_inferred, confidence=0.5, freshness_days=111, method=llm_partner_fit_classifier + fit_score >= 0.6 AND authenticity >= 60 => A; fit_score >= 0.4 AND authenticity >= 45 => B; else C. authenticity < 30 or a promotional-pattern flag => quarantine. — Koinon partner-outreach fit, not creator quality.
- reach.followers: source_type=observed, confidence=0.95, freshness_days=111, method=platform_profile

## Freshness
- profile_checked_days_ago: 111
- content_analysed_days_ago: 76
- audience_updated_days_ago: 76

## AI retrieval
- indexing_requests: 14
- user_triggered_requests: 0
- note: Being indexed in bulk is not the same as being retrieved to answer a question.

## This profile
- Claim or correct: https://koinonlink.com/claim?k=x_mkfilko
- Request removal: https://koinonlink.com/claim?k=x_mkfilko
- Terms: https://koinonlink.com/for-ai