Humans were made to hunt.

For nearly all of our evolutionary history, survival meant scanning the horizon, tracking movement, sensing patterns before they formed, and knowing when to pounce—or when to wait. We didn’t survive by accident. We survived by learning how to see.

I think about investing the same way.

It’s not all about spreadsheets or PE ratios. Those tools are for accountants, which I am. But I’m also hunter. I watch the terrain. I look for signs—shifts in behavior, market inefficiencies, early customer enthusiasm, technology curves bending. I don’t need to be first. I need to be early and right.

Right now, I’m focused on three areas where I believe the asymmetry is enormous and the tailwinds are just beginning. 

These are the spaces where I’m actively hunting: energy, humanoid robots, and space.

Each of these sectors is undergoing profound transformation. Each has the potential to generate multiple multitrillion-dollar outcomes. And each one, if you know where to look, is starting to send signals. The kind of signals a hunter pays attention to.

1. Energy: The Silent Giant Awakens

Let’s start with energy.

For decades, energy has been the sleepiest corner of the market—dominated by legacy oil, regulated utilities, and glacial permitting processes. But that’s changing fast.

AI is, at its core, an energy problem. The human brain accounts for just 2% of body weight, yet it consumes around 20% of our energy—a reminder that intelligence is energy-intensive. The same is true for artificial intelligence. As we expand global energy capacity, we’re not just powering more machines—we’re unlocking greater computational intelligence, amplifying global productivity, and scaling our collective “brainpower” through AI.

Training large models and running global compute infrastructure is going to require a staggering amount of electricity. And that’s before you even consider electrification of vehicles, industrial decarbonization, or residential demand.

In my view, one of the most underappreciated opportunities in the world today is Tesla’s energy business. MegaPacks, Powerwalls, Autobidder—this is a platform that’s just beginning to scale. Most people still think of Tesla as a car company. They’re missing the forest for the trees.

Within a few years, I believe the Tesla energy division alone could be worth a trillion dollars. Why? Because it solves a core problem for data centers, cities, and grids: balancing supply and demand. When energy is cheap at night and expensive during the day, MegaPacks can arbitrage the spread. When solar and wind become intermittent, these batteries smooth the curve. 

When you need resilience, they provide backup instantly.

And it’s not just Tesla. I’ve started paying close attention to next-gen nuclear. The U.S. pioneered clean energy in the 1950s—and then basically stopped building it. That’s changing. Modular reactors, alternative fuels, even nuclear-powered AI clusters—this is no longer fringe. France gets 70% of its electricity from nuclear and has had no major issues. We could, too.

The signal is clear: I believe we’re going to need 2x, 5x, even 10x more energy in the years ahead. And the companies that help us meet that demand? They’ll be giants.

2. Humanoid Robots: The Next Industrial Revolution

The second area I’m hunting is humanoid robots.

Tesla’s Optimus is developing quickly. So are dozens of other prototypes from China. In the next 3 to 5 years, I believe we’re going to see an explosion of robotic platforms—general-purpose humanoids that can do basic tasks: stocking shelves, carrying loads, assisting in factories and warehouses, even providing care in hospitals and homes.

This is the birth of a new industrial category.

And just like no one company could make every smartphone, no one company will dominate robots. If the global market ends up needing even 100 million units, there could be multiple winners. That’s what I’m watching for now: who is showing early signs of velocity? Where are the best engineers going? Where is the customer pull?

China is especially interesting. Labor pressures, industrial scale, and sheer ambition make it fertile ground for robotics innovation. We’re actively invested in companies like XPeng Robotics, but the key is flexibility. The game is moving quickly. If we need to pivot, we will. I want to be in the right horse within 12–24 months—not five years too late.

3. Space: The Frontier After the Frontier

The third area on my map is space. Admittedly, this is the earliest-stage of the three. But I believe every long-term investor should be looking here now.

I believe SpaceX’s Starship could change the economics of orbit. Frequent launches, bigger payloads, lower cost per kilogram—in my view, this is the railroad moment for space. Once Starship is launching weekly, entirely new business models could become viable: orbital manufacturing, asteroid mining, persistent Earth observation, global broadband.

Starlink is already a working example. It’s not a novelty. It’s infrastructure in the early stages.

The key insight is this: space might not be won by rocket companies alone. Just like solar, the value will accrue somewhere in the stack—maybe in software, maybe in data analytics, maybe in satellite servicing. The best way to be ready is to pay attention now.

A good hunter knows that even if you’re not ready to pull the trigger today, you need to be tracking the herd. When the moment comes, you won’t have time to study from scratch.

Disclosures:

This has been prepared for information purposes only. This information is confidential and for the use of the intended recipients only. It may not be reproduced, redistributed, or copied in whole or in part for any purpose without the prior written consent of Nightview Capital.

The opinions expressed herein are those of Nightview Capital and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. This is not an offer to sell, or a solicitation of an offer to purchase any fund managed by Nightview Capital. This is not a recommendation to buy, sell, or hold any particular security. 

Nightview Capital, LLC (Nightview Capital) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Nightview Capital including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.