Asymmetric Opportunities
Asymmetric OpportunitiesInvestment research. I like companies with dominant positions in niche markets serving critical inputs into massive markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | asymmetricopportunities.substack.co... |
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Latest Issues
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Seikoh Giken 6834 Update
### Q3 Results Crushed It. Guidance Blew Through My Bull Case.
Nittobo (3110) - we are early
And soon, you will need to pay
The AI Bubble Debate Is Missing Half the Equation
The axis of debate around the “AI Bubble” issue is almost always revolving around supply: Nvidia GPUs, TSMC fabs, Zuckerberg revealing $600 billion in capex for 2026-2028, Oracle and OpenAI signing mega deals.
NHK Spring (TSE: 5991): Mispriced AI Storage Infrastructure Play
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Authors
The writers behind this newsletter.
Investment research. I like companies with dominant positions in niche products which are critical inputs into massive markets that are growing quickly
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