About Me

Most people trade the AI hype. I hunt for the asymmetric reality.

I’m Mikel, a Singapore-based trader and investor. Over the past few years, I’ve refined a framework specifically designed to uncover high-conviction AI plays—identifying the silent enablers, infrastructure layers, and top beneficiaries before the consensus catches on.

On my website, I pull back the curtain on my entire process. You get the raw research, comprehensive company deep dives, real-time portfolio updates, and swing setups.

Catch my daily market thoughts on X (@mkfilko), or dive into the framework on the site to see what I’m currently buying. 🐵