Research & Insights

Research & Insights

Inside the Rolex origin story; Market concentration vs. diversification

ChatGPT usage rates, LLMs vs. equity analysts, global data center pricing, and more

How to focus on the signal; Is Google the “Apple of AI”?

The Power of Addition by Subtraction

How to make smarter investment decisions in an age of endless information.

Audio streaming churn, EV leaders by the numbers, AI driving data center growth, and more

Welcome to Nightpixels, a data-driven visual blog about investing, business, and technology.

Mastery as a lifelong journey; Good decisions are enabled by multidisciplinary thinking 

“The caterpillar does all the work, but the butterfly gets all the publicity.” ― George Carlin

Sports betting tax rates, the percentage of Americans with passports, foreign investment in US stocks, and more

Welcome to Nightpixels, a data-driven visual blog about investing, business, and technology.

Intellectual compounding over a lifetime; Luck vs. skill in investing

Microsoft bets on AI in PCs, visualizing time arbitrage, space junk, and more

Welcome to Nightpixels, a data-driven visual blog about investing, business, and technology.

The enduring value of curiosity

Issue #136 of The Nightcrawler

Sign up to receive THE NIGHTCRAWLER

Our weekly newsletter written by Eric Markowitz, Nightview Capital’s Managing Partner.

You are now leaving the Nightview Capital site and entering The Nightview Fund [ NITE ] site.

Enter your email address to download the Fact Sheet