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Nightview Capital

Dec 2024 → Mar 2026 · Publishes quarterly

Our archive holds 3 letters from Nightview Capital, behind 20 investment theses. Every quote below is copied verbatim from the letter it came from.

Nightview Capital’s own letters page
3
Letters
0
Companies
0
Moves
20
Theses

Theses · 20

  • ServiceNow Inc
    March 2026

    ServiceNow is a mission-critical enterprise workflow platform with deep switching costs and AI-driven automation that strengthens its flywheel and customer expansion.

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  • NVIDIA Corp
    March 2026

    NVIDIA is the preferred AI compute platform with leading H100/Blackwell hardware and a sticky software ecosystem, benefiting from rising aggregate demand despite efficiency gains.

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  • Tesla Inc
    March 2026

    Tesla is viewed as an AI and robotics company with significant option value in energy, autonomous driving, and robotics beyond autos, underpinning a long-term holding.

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  • Amazon.com, Inc.
    December 2025

    Amazon.com, Inc. benefits from AWS strength and AI-driven efficiencies in core ecommerce, creating operating leverage and underappreciated long-term earnings power.

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  • Tesla Inc.
    December 2025

    Tesla, Inc. exemplifies the shift to real-world physical AI with a structural data advantage in FSD that supports a long-term software and autonomy profit opportunity.

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  • Airbnb
    December 2024

    Airbnb is uniquely positioned to capitalize on the growing demand for experience-driven travel through its scalable platform, strong financial discipline, and untapped expansion opportunities.

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  • Alibaba
    December 2024

    Alibaba is well-positioned for growth due to its core business recovery, strong cash reserves, and emerging cloud and AI opportunities, presenting a compelling investment opportunity.

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  • Amazon
    December 2024

    Amazon is poised for growth and profitability through retail margin expansion, a rapidly growing advertising business, and the continued dominance of Amazon Web Services (AWS).

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  • Goldman Sachs
    December 2024

    Goldman Sachs is poised for sustained growth due to its leadership in investment banking and strong performance in asset and wealth management.

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  • Hyatt
    December 2024

    Hyatt is well-positioned for long-term growth through its asset-light model, strong loyalty program, luxury focus, and global expansion strategy.

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  • Meta
    December 2024

    Meta is a dominant force in global advertising, leveraging its extensive platform reach, AI advancements, and innovations in wearables to drive long-term growth.

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  • MGM Resorts
    December 2024

    MGM Resorts is transforming its business model by prioritizing luxury experiences and global expansion, making it a leader in the hospitality sector.

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Letter archive · 3

2026

2025

2024

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