Next Arc Research

Introduction

Next Arc Research is built around one question: as AI makes it cheaper to think, coordinate, and build, which companies are positioned to benefit most — and can we spot them before it shows up in the earnings? Every week, we analyze ~120 public companies, tracking where real advantages are forming, what the risks are, and what evidence would change our mind. See the FAQ.

Grounded in my own investing thesis and AI expertise, Next Arc Research leverages advanced reasoning models and extensive web research to evaluate companies through qualitative and quantitative signals of long-term potential. The framework is inspired by Emad Mostaque's "The Last Economy" thesis — the view that we’re entering a phase of unprecedented technological acceleration that will redefine how value emerges across industries.

Disclosure: I hold long positions in most of the companies I analyze on this platform. The detail page of any company will be specific as to whether I hold that company. My allocation to any particular company varies based on implied growth, risk and other factors. This is not investment advice and I am not paid to promote any company.

Methodology

Each week, AI models run fresh research on every company and score them across five dimensions:

• Growth Potential: Where could this company be in 5 years? Scores range from flat/declining to 10x+.
• Risk Profile: 10 weighted factors — technology maturity, regulatory exposure, capital needs, macro sensitivity, and more.
• AI Advantage: Not "does this company use AI?" but "does AI make this company harder to compete with?"
• Competitive Position: Who are the real threats, and where are the durable edges?
• Week-over-Week Trends: How are scores shifting? What's improving or deteriorating before it hits the headlines?

The models pull from earnings calls, product launches, regulatory filings, and competitive developments — so the analysis reflects this week, not last quarter.

Coverage

I analyze a curated selection of public companies with significant exposure to transformative technology trends. My coverage includes:

• AI & Machine Learning infrastructure and applications
• Biotechnology and AI-driven drug discovery
• Quantum computing and advanced semiconductors
• Robotics and automation
• Fintech and crypto infrastructure
• Cloud computing and SaaS platforms
• Energy transition and climate tech

Currently covering 122 symbols:

AAOI Applied Optoelectronics, Inc. Designs and manufactures optical transceivers, lasers, and broadband networking equipment for AI datacenters, cable broadband, telecom, and fiber networks. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff and landing aircraft, aviation software, and operating services for commercial and defense customers. AI C3.ai, Inc. C3 AI sells enterprise AI application software, an AI development platform, and related services to large commercial and government organizations. AISP Airship AI Holdings, Inc. Airship AI provides AI-driven video, sensor, and evidence-management software, edge appliances, and support services for government and commercial security operations. ALAB Astera Labs, Inc. Astera Labs designs connectivity semiconductors and control software that help hyperscalers and OEMs build and operate rack-scale AI systems. AMBA Ambarella, Inc. Ambarella designs low-power AI vision semiconductors and software used in cameras, vehicles, robots and other edge devices. AMD Advanced Micro Devices, Inc. AMD designs CPUs, GPUs, adaptive chips, networking products and supporting software for data center, client, gaming and embedded computing markets. AMPX Amprius Technologies, Inc. Develops and sells high-energy silicon-anode lithium-ion battery cells for drones, defense, aviation, light electric mobility, and other weight-sensitive applications. AMZN Amazon.com, Inc. Amazon operates global e-commerce and marketplace services, cloud and AI infrastructure, digital advertising, subscriptions, and logistics networks. ANET Arista Networks, Inc. Arista sells Ethernet switching and routing systems, EOS software, CloudVision management, and related services for AI, cloud, data center, campus, and routing networks. APLD Applied Digital Corporation Applied Digital designs, builds, and operates power-dense data center campuses and hosting capacity for AI, cloud, networking, and blockchain workloads. APP AppLovin Corporation AppLovin provides advertising software for advertisers and app publishers, including ad buying, in-app monetization, measurement, and connected TV tools. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech developing LT-100/Apitox for knee osteoarthritis while, through MindWave, operating digital-asset treasury and token-ecosystem activities. ARM Arm Holdings plc Arm licenses CPU, GPU and system IP, compute subsystems, and related tools, and is now expanding into Arm-designed silicon for AI and cloud workloads. ASML ASML Holding N.V. ASML supplies lithography, metrology, inspection, software and service systems that chipmakers use to manufacture advanced semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile designs, manufactures, and deploys satellites and gateway infrastructure to deliver cellular broadband directly to standard smartphones through carrier and government partners. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver, a self-driving system for freight trucks, and is commercializing it through recurring autonomous transport services. AVAV AeroVironment, Inc. AeroVironment sells autonomous systems, loitering munitions, counter-drone systems, ground robots, and adjacent space, cyber, and directed-energy solutions to U.S. and allied defense customers. AVGO Broadcom Inc. Broadcom designs custom AI and networking chips and sells infrastructure software, including VMware private-cloud products, to hyperscalers and enterprises. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software, analytics, and related services for defense, national security, and trade and travel customers. BEAM Beam Therapeutics Inc. Clinical-stage biotechnology company developing base-editing genetic medicines, led by risto-cel in sickle cell disease and BEAM-302 in alpha-1 antitrypsin deficiency. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound devices, cloud workflow software, and embedded ultrasound-chip technology to clinicians, health systems, and development partners. BKSY BlackSky Technology Inc. BlackSky sells satellite imagery, geospatial analytics, and mission workflows to government, defense, and related customers through its constellation and software stack. BWXT BWX Technologies, Inc. BWXT designs, manufactures and services nuclear reactors, fuel, heavy components and related services for U.S. government, utility, medical and advanced-reactor customers. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI processors, integrated AI systems, and cloud AI compute sold to model developers, enterprises, research institutions, and governments. CDNS Cadence Design Systems, Inc. Cadence sells software, hardware, reusable chip components, and engineering analysis tools used to design and validate semiconductors and intelligent systems. CEG Constellation Energy Corporation Constellation Energy owns a large U.S. fleet of nuclear, natural gas, hydro, wind, solar and geothermal generation and sells power, gas and energy solutions to businesses and other customers. CLS Celestica Inc. Celestica designs, engineers, manufactures and supports data-center, communications and advanced industrial technology products for hyperscalers, OEMs and enterprise customers. COHR Coherent Corp. Coherent develops and manufactures photonic materials, components, modules, lasers, and systems used in AI datacenter networking, communications, and industrial applications. COIN Coinbase Global, Inc. Coinbase operates crypto trading, custody, stablecoin, payments, and developer infrastructure products for consumers, institutions, and developers. CORZ Core Scientific, Inc. Core Scientific operates U.S. power-rich data center campuses for high-density AI colocation while still running smaller bitcoin self-mining and hosting businesses. CRDO Credo Technology Group Holding Ltd Credo sells high-speed connectivity chips, cables, optical interconnect products and related software/IP used in AI, cloud and hyperscale data infrastructure. CRM Salesforce, Inc. Salesforce sells cloud customer relationship management software plus data, analytics, integration, collaboration, and AI workflow tools to enterprises and public-sector customers. CRNC Cerence Inc. Cerence AI provides embedded and cloud-connected conversational AI, voice assistant, and related software for automakers and automotive suppliers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines, shares CASGEVY economics with Vertex, and advances wholly owned in vivo and cell-therapy programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity software and services that protect endpoints, cloud workloads, identities, data, SaaS applications, and AI workloads. CRWV CoreWeave, Inc. CoreWeave provides AI-focused cloud infrastructure, software, and related services for training, inference, and agentic workloads. DDOG Datadog, Inc. Datadog provides cloud software for monitoring infrastructure and applications, managing logs, improving user experience, and securing modern software systems. DELL Dell Technologies Inc. Dell sells PCs, servers, storage, related software, services and financing to enterprises, public-sector customers and consumers worldwide. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells autonomous lab services, lab automation software and systems, and biological data services to biotech, pharma, agriculture, and industrial customers. EQIX Equinix, Inc. Equinix runs a global network of data centers and digital connectivity services that let enterprises, clouds and networks place infrastructure close together and connect privately. ESTC Elastic N.V. Elastic sells search, observability, and security software through cloud and self-managed subscriptions, with growing emphasis on AI retrieval and workflow automation. ETN Eaton Corporation plc Eaton makes electrical power management equipment, data-center power and cooling systems, aerospace components, and related digital tools for utility, industrial, commercial and infrastructure customers. FIVN Five9, Inc. Five9 provides cloud contact-center software that combines telephony, routing, workflow, analytics, and AI for enterprise customer service operations. FLNC Fluence Energy, Inc. Fluence sells grid-scale battery energy storage systems, operational services, and optimization software for utilities, developers, and emerging data-center power applications. FN Fabrinet Fabrinet is a precision manufacturing partner for complex optical, electro-mechanical, and electronic products used by communications, datacenter, automotive, medical, and industrial OEMs. GOOG Alphabet Inc. Alphabet, the parent of Google, monetizes consumer intent through advertising and subscriptions while selling cloud, AI, software, and security products to enterprises. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid cloud software, and related services for private AI, data center, and edge environments. HURA TuHURA Biosciences, Inc. TuHURA Biosciences is a clinical-stage immuno-oncology company advancing IFx-2.0 in Merkel cell carcinoma, TBS-2025 in AML, and earlier checkpoint-resistance programs. HUT Hut 8 Corp. Hut 8 develops powered data center sites and compute infrastructure for AI, cloud, colocation, and bitcoin-related workloads in North America. INOD Innodata Inc. Innodata provides AI data engineering, evaluation, safety, observability, and deployment support to large technology companies, AI labs, and enterprises. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computing systems and sells quantum hardware, cloud access, networking, sensing, and security products to commercial and government customers. IREN IREN Limited IREN builds and operates power-backed data centers used for AI cloud services and Bitcoin mining. JBL Jabil Inc. Jabil is a global manufacturing and supply-chain partner that designs, sources, builds, and ramps complex hardware systems across AI infrastructure, healthcare, automotive, and industrial end markets. JOBY Joby Aviation, Inc. Joby Aviation develops electric vertical takeoff and landing aircraft and aims to operate premium passenger air taxi services while also selling aircraft and aviation services to partners. KTOS Kratos Defense & Security Solutions, Inc. Kratos sells defense and space systems including unmanned aircraft, propulsion and hypersonic products, satellite ground systems, and microwave electronics to U.S. and allied customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical components, modules, subsystems and lasers used in AI data-center networking, telecom, industrial and sensing markets. LMND Lemonade, Inc. Lemonade is a digital insurer selling renters, homeowners, car, pet, and term life coverage through its own app-led platform in the U.S. and parts of Europe. LSCC Lattice Semiconductor Corporation Lattice Semiconductor designs low-power programmable chips, related software, and security and control solutions used in servers, industrial systems, communications equipment, and embedded devices. MBLY Mobileye Global Inc. Mobileye sells advanced driver-assistance and autonomous-driving chips, software, maps and systems to automakers, suppliers and mobility operators. META Meta Platforms, Inc. Meta runs global social, messaging, and media platforms monetized mainly through advertising, with growing AI, business messaging, and wearable computing products. MPWR Monolithic Power Systems, Inc. Designs and sells semiconductor-based power management chips, DrMOS stages, modules, and control solutions for data center, automotive, communications, industrial, and consumer systems. MRVL Marvell Technology, Inc. Marvell designs custom silicon, switching, optical, storage and security chips used in cloud, AI, carrier and enterprise data infrastructure. MSFT Microsoft Corporation Microsoft provides cloud infrastructure, productivity software, business applications, developer tools, security, advertising, gaming, and AI services to enterprises and consumers. MSTR Strategy Inc Strategy issues public securities around a large bitcoin treasury and sells enterprise analytics, semantic-layer, and AI governance software. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs, manufactures and sells specialized RF, optical, analog and mixed-signal semiconductor products used in data center, telecommunications, industrial and defense systems. MU Micron Technology, Inc. Micron designs, manufactures, and sells memory and storage semiconductors, including DRAM, NAND, NOR, HBM and data-center SSD products for cloud, client, mobile, automotive and industrial markets. NBIS Nebius Group N.V. Nebius sells AI cloud compute, storage, networking and managed inference services to developers and enterprises building AI applications. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and NextEra Energy Resources, operating regulated electric utility, generation, storage and transmission assets across the U.S. NET Cloudflare, Inc. Cloudflare provides cloud-based network security, performance, Zero Trust, and developer platform services to businesses and public-sector organizations. NNOX Nano-X Imaging Ltd. Nanox sells digital imaging systems plus remote radiology, imaging AI, cloud workflow, and healthcare IT services to providers. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps large organizations automate, govern, and execute workflows across IT, customer service, HR, security, and other enterprise functions. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data management software, and cloud data services that help customers manage, protect, and move data across on-premises and public cloud environments. NTLA Intellia Therapeutics, Inc. Intellia develops in vivo CRISPR gene-editing therapies for severe diseases, led by hereditary angioedema and transthyretin amyloidosis programs. NTRA Natera, Inc. Natera provides molecular genetic testing services across oncology, women’s health, and organ health, using regulated laboratory infrastructure, bioinformatics, and clinical evidence to support adoption. NVDA NVIDIA Corporation NVIDIA sells accelerated computing chips, networking, systems and software used in AI data centers, gaming PCs, vehicles and industrial systems. OKLO Oklo Inc. Oklo is developing advanced fission power plants, nuclear fuel-cycle facilities, and radioisotope production assets aimed at supplying firm clean power and nuclear materials in the United States. ON ON Semiconductor Corporation onsemi designs and manufactures power semiconductor and sensing devices used in vehicles, industrial systems, energy infrastructure, and AI data center power delivery. ORCL Oracle Corporation Oracle sells cloud infrastructure, database technology, enterprise applications such as NetSuite, and Oracle Health software to enterprise and government customers. OUST Ouster, Inc. Ouster sells digital lidar sensors, cameras, AI compute, and perception software for robotics, industrial automation, automotive, and smart infrastructure deployments. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity software, subscriptions, hardware and services spanning network, cloud, security operations, AI and identity for enterprises, service providers and governments. PATH UiPath, Inc. UiPath sells software that helps enterprises build, orchestrate, run, and govern automation workflows, robots, testing, and AI agents across business processes. PDYN Palladyne AI Corp. Palladyne AI sells autonomy software, avionics, precision-manufactured components, UAV systems, and engineering services for defense and industrial customers. PL Planet Labs PBC Planet operates Earth-observation satellites and sells daily satellite imagery, geospatial data products, analytics, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software that helps governments and large enterprises integrate data, govern AI, and run operational workflows in sensitive environments. POET POET Technologies Inc. POET Technologies designs photonic integration products including optical engines, light sources and custom optical modules for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing Prime Editing therapies for rare genetic diseases, with lead programs in Wilson disease, alpha-1 antitrypsin deficiency, chronic granulomatous disease, and cystic fibrosis. PWR Quanta Services, Inc. Quanta Services is a specialty infrastructure contractor that designs, builds, repairs and maintains electric power, communications, pipeline and large-load-center systems. QBTS D-Wave Quantum Inc. D-Wave sells quantum computing systems, cloud access, and related services to enterprise, government, and research customers. QUBT Quantum Computing Inc. Quantum Computing Inc. develops photonic and quantum hardware, components, and foundry services for AI, secure communications, sensing, and optimization applications. RCAT Red Cat Holdings, Inc. Develops and sells U.S.-made drones, uncrewed surface vessels, ground control systems and related autonomy capabilities for defense, government and public safety customers. RDVT Red Violet, Inc. Red Violet provides identity-intelligence software and data products used for fraud, compliance, investigations, and real-estate safety workflows. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and systems, sells on-premises quantum hardware, and provides cloud access to its quantum computers for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot Platforms operates bitcoin mining sites, electrical engineering and fabrication businesses, and develops large-scale U.S. data center campuses for AI and high-performance computing customers. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission operations for commercial, civil, and defense customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company developing small-molecule therapies in oncology and genetic disease using its Dynamo discovery platform. RMBS Rambus Inc. Rambus designs memory interface chips and licenses interface and security silicon IP used in AI servers, data centers, PCs and other computing systems. RR Richtech Robotics Inc. Richtech Robotics develops and deploys service and light-industrial robots plus related data services for hospitality, retail, warehouse, and manufacturing customers. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotechnology company using its Recursion OS platform, automated labs, and proprietary data to discover and develop medicines internally and with partners. S SentinelOne, Inc. SentinelOne sells subscription cybersecurity software that protects endpoints, cloud workloads, identities, data, and security operations workflows with AI-driven detection, investigation, and response. SDGR Schrödinger, Inc. Schrödinger sells computational molecular discovery software and workflow tools and also monetizes its platform through collaborations and selected internal drug programs. SERV Serve Robotics Inc. Serve Robotics designs, deploys, and operates autonomous sidewalk delivery robots, hospital logistics robots, and related fleet software. SITM SiTime Corporation SiTime designs and sells silicon-based precision timing semiconductors and related software used in datacenter, communications, automotive, industrial, aerospace, mobile, and consumer electronics. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures AI and data-center servers, rack-scale systems, liquid-cooling infrastructure, storage, and management software for enterprise and cloud customers. SMR NuScale Power Corporation NuScale Power develops, licenses, and supports small modular nuclear reactor plants for utilities, industrial users, and project developers. SNOW Snowflake Inc. Snowflake sells a cloud data platform that lets enterprises store, process, govern, share, and build analytics and AI applications on data across major public clouds. SNPS Synopsys, Inc. Synopsys sells chip-design software, semiconductor interface IP, hardware-assisted verification systems, and engineering simulation tools used to build advanced semiconductors and complex products. SOUN SoundHound AI, Inc. SoundHound AI sells voice and agentic AI software that helps enterprises and OEMs automate customer and employee interactions across phones, chat, kiosks, vehicles, TVs, and drive-thrus. SPCX Space Exploration Technologies Corp. SpaceX sells launch services, LEO satellite broadband via Starlink, and AI-related digital services including Grok to government, commercial, and consumer customers. SPIR Spire Global, Inc. Spire operates a nanosatellite constellation and sells weather, aviation, radio-signal, and space-services data products to government and commercial customers. STEM Stem, Inc. Stem provides software, managed services, and edge control hardware that help owners monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic designs, installs, and supports AI-enabled warehouse automation systems that combine robotics, software, and operating services for large distribution customers. TEM Tempus AI, Inc. Tempus AI sells molecular diagnostics, de-identified multimodal data and analytics, and clinical workflow software to oncologists, health systems, and biopharma companies. TLN Talen Energy Corporation Talen Energy owns and operates nuclear and fossil power plants and sells electricity, capacity, and related services into U.S. wholesale markets, including long-term supply to large-load customers. TSLA Tesla, Inc. Tesla designs, manufactures and sells battery electric vehicles, energy storage systems, solar products and software-enabled mobility and energy services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures semiconductors for chip designers and adds advanced packaging and design-enablement services that are critical to leading-edge AI and high-performance computing chips. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, sequencing sample-preparation tools, and antibody discovery services for research, diagnostics, therapeutics, and industrial biology customers. VICR Vicor Corporation Vicor designs and manufactures modular power components and power systems used in AI compute, industrial, networking, transportation, and aerospace/defense applications. VRT Vertiv Holdings Co Vertiv designs, manufactures and services power, cooling, rack, monitoring and related infrastructure used in data centers and other mission-critical facilities. VST Vistra Corp. Vistra is an integrated U.S. power company that owns generation assets and sells electricity and natural gas to retail, commercial, and wholesale customers. WULF TeraWulf Inc. TeraWulf develops and operates U.S. power-secured data center campuses for AI and high-performance computing hosting alongside a shrinking bitcoin mining business. ZS Zscaler, Inc. Zscaler provides cloud-delivered cybersecurity and zero-trust access services that sit inline between enterprise users, workloads, branches, applications, and the internet.

Note: Availability of analysis for each symbol is subject to your Patreon tier membership level.

Patreon Tiers

You can support this project (to fund deeper and more frequent research across a broader set of companies) through joining as a Patreon member. Three different tiers provide different benefits depending on your goals. See below for samples of the analysis at different levels:

While you are subscribed at a particular tier on Patreon, you will have access to the Next Arc Research website where you will be able to browse the analysis of each company covered by that tier.
Note that "Top 10" etc. is based on the companies' implied growth through 2030 ranking when the analysis is performed, i.e. the 10/30/100 companies with the highest implied growth.

Update Cadence

These analyses are updated on a weekly basis around the 7th, 14th, 21st and 28th day of each month. If there are meaningful events in the market (e.g. earning season) then updates may be delayed to the end of the week.

Using the Data

Here are some practical ways people often use this kind of research inside their own workflow — purely as examples tied to the features of the platform, and not as recommendations or investment advice:

• Understanding the landscape: The growth buckets, alignment scores, and forecast 2030 opportunity help readers form a high-level view of where each company or network sits in the AI-era stack — who is structurally advantaged, who faces hard limits, and which segments (chips, robotics, biotech, crypto infrastructure) are accelerating or stagnating.
• Spotting movement week-to-week: Many people scan the weekly score changes, risk shifts, and narrative updates to identify companies where something meaningful changed — a new disclosure, a roadmap shift, a competitive surprise, or a macro factor the model picked up. It’s a quick way to know which names might deserve a closer look.
• Comparing peers within a theme: The interactive screener and the CSV tables let readers compare companies inside the same category (e.g. GPU vendors, cloud platforms, agentic AI, biofoundry automation, blockspace networks) to see how their growth/risk profiles differ and how the “story” changes over time.
• Interpreting ETFs and thematic exposure: For those who invest mostly through ETFs, the coverage list and sector tags can help clarify which underlying companies drive exposure to specific themes — and where concentration, correlation, or dependence on a small number of AI-era winners might exist.
• Deep-dive reasoning: The long-form sections (thesis, critique, growth reasoning, risk commentary, ecosystem momentum, comparative advantage, and ELI5 explanations) give readers a structured narrative to reflect on: what is driving a company’s potential and what could undermine it. People often use these as prompts for their own due-diligence questions.
• Tracking themes and developing conviction: Some readers use the trend commentary, risk dimension breakdowns, and scenario narratives to build a mental model of where AI-era value is likely to concentrate over the next several years — not as price forecasts, but as a way to reason about technological direction, market structure, and strategic positioning.

None of this is investment advice. Everyone’s financial situation, risk tolerance, and goals are different, so please consult a licensed financial adviser before making any investment decisions.

Changelog

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About

The Framework

The Next Arc Research framework is inspired by Emad Mostaque's "The Last Economy" thesis on the transformative impact of AI and exponential technologies. Rather than extrapolating from historical trends, I analyze how companies are positioned to capture value in a world where AI dramatically accelerates innovation, reduces costs, and enables new business models.

The Technology

Each week, AI reasoning models research every company from scratch — pulling from earnings calls, product launches, regulatory filings, and competitive moves. The analysis is scored and structured so you can compare companies and track how their positions change week over week.

The Creator

I've spent 30+ years working and investing in tech. I worked at Netscape, Yahoo!, Google and many startups in Silicon Valley - most recently in AI and LLM technology.

As a retail investor I invested in Bank of America during the 2008 Great Recession, Amazon before they got big and NVIDIA when they still focused on gaming. These investments allowed me to quit regular work and spend some time on Next Arc Research to find the next companies that are going to drive outsized returns in our tech-optimistic future. I resolved that anything I developed would be made available to others.

While I am hopeful for a tech-optimistic future of abundance for all, I also believe that the surest way to guard against being cut out of that future is to own a part of it.

Contact

Please reach out via my Patreon.

Free Resources

Try the analysis for free:

• Top 5 AI-Leveraged Companies (Free PDF) — This week's five highest-ranked companies, with growth scores, risk profiles, and what gives each one an edge
• Weekly Update Preview (Sample Analysis) — The week's biggest moves across all ~120 companies — themes, sector shifts, winners, and risk changes
• Builder Tier Sample PDF — A complete company report showing every dimension of the analysis (as of October 2025)
• Breakout Candidates (Free) — Companies passing our structural screen for breakout potential, with timing signals, failure modes, and the evidence behind each pick