KawzInvests
Author, Asymmetrical Bets (Substack)
KawzInvests is the pseudonymous X account of Kawz, who co-writes the Substack investment newsletter Asymmetrical Bets with Michael Sikand. The newsletter's about page describes Kawz as an engineer and computer scientist who looks for structural mispricings and for micro-caps linked to Anduril; no real name or employer has been disclosed. The X profile lists photonics, AI, defence, tech and space as its research areas. In 2025 its posts included defence and space companies such as Kraken Robotics, presented as the sonar and battery supplier for Anduril's underwater vehicles, and AST SpaceMobile; its main subject in 2026 has been optical networking for AI data centres: transceivers, lasers, silicon photonics and optical test equipment at companies such as Applied Optoelectronics, Lumentum, Coherent and Viavi, a theme the profile calls the optic supercycle.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #263 | #194 | #591 | #183 | — | #235 |
| Calls | 81 | 81 | 66 | 34 | 0/10 | 81 |
| Avg return | +0.9% | +3.8% | +3.8% | +15.6% | — | +6.8% |
| vs S&P 500 | +0.9 pp | +2.2 pp | -2.4 pp | +3.6 pp | — | +0.9 pp |
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Calls
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Best call P&L
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KawzInvests has 80 trade ideas tracked on Buzzberg across 80 tickers since January 2026. Win rate 29% across 78 evaluated calls, average return -11.9%. Ranked #194 on Buzzberg's 30-day Authors leaderboard. Most covered: AAOI, NOK, LITE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
