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Investment research for retail investors who want the next big theme before the market finds it. Co-written by Michael Sikand and @KawzInvests.


Source: Substack dashboard, September 2026. 660K+ total views all time.
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Asymmetrical Bets is an investment research newsletter for retail investors who want to find the next big theme before the market does. It's co-written by Michael Sikand, a Forbes 30 Under 30 founder whose business news startup Our Future was acquired by Morning Brew, and finance creator @KawzInvests. Every issue goes deep on AI infrastructure, optics, semiconductors, and space, and includes exclusive CEO interviews and real portfolio updates. Michael's media network reaches millions of investors each month across YouTube, X, Instagram, and Discord, and that reach has helped make Asymmetrical Bets a top-50 Substack finance publication.
Readers in 134 countries and all 50 U.S. states. Top states: California, New York, Texas, Florida, New Jersey.
Share of Asymmetrical Bets readers who also read each publication.
Top-of-issue placement with your logo and message. The first thing readers see when they open the email.
Ask about thisA mid-issue feature placed alongside our research. Great for ongoing awareness at a lighter touch.
Ask about thisA full issue built around your company, sent to the entire list. Maximum depth and attention.
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