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 125 symbols:

AAOI Applied Optoelectronics, Inc. Designs and manufactures optical transceivers, lasers, optical components, and broadband networking products for AI data centers, cable, telecom, and fiber access networks. ACHR Archer Aviation Inc. Archer develops electric and hybrid VTOL aircraft plus related aviation software and services for commercial and defense markets. AI C3.ai, Inc. C3 AI sells enterprise AI software, tools, and industry applications for commercial and government customers, with a focus on governed deployment in complex environments. AISP Airship AI Holdings, Inc. Airship AI sells AI-driven video, sensor, and data management software plus edge hardware for government and commercial security operations. ALAB Astera Labs, Inc. Astera Labs sells connectivity chips, modules and software that help hyperscalers and system partners build and operate rack-scale AI and cloud infrastructure. AMBA Ambarella, Inc. Ambarella designs low-power edge AI semiconductor chips and software for cameras, vehicles, robotics, and other embedded vision systems. AMD Advanced Micro Devices, Inc. AMD designs and sells data center, client, gaming and embedded compute products including server and PC CPUs, AI GPUs, adaptive silicon, networking products and related software. AMKR Amkor Technology, Inc. Amkor is a leading OSAT provider that packages and tests semiconductors for chip companies, foundries, and electronics manufacturers. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy silicon-anode lithium-ion cells and battery products for drones, defense, aerospace, and other weight-sensitive mobility uses. AMZN Amazon.com, Inc. Amazon operates a global consumer commerce and logistics network and a large cloud platform, monetizing demand through retail, seller services, advertising, subscriptions, and enterprise infrastructure. ANET Arista Networks, Inc. Arista Networks sells high-performance Ethernet switching, routing, network software, and support for AI, cloud, data center, campus, and wide-area networking environments. APLD Applied Digital Corporation Applied Digital designs, builds, owns, and operates power-dense data centers and leases AI/HPC capacity to hyperscalers and other compute customers in North America. APP AppLovin Corporation AppLovin provides advertising software that helps app publishers and other businesses acquire customers, monetize inventory, and measure performance. APUS Apimeds Pharmaceuticals US, Inc. A micro-cap public company combining Apitox osteoarthritis drug rights with MindWave digital-asset treasury, custody, and yield software activities. ARM Arm Holdings plc Arm licenses CPU architectures, compute IP and subsystems, earns per-chip royalties, and is expanding into Arm-designed silicon for AI and cloud workloads. ASML ASML Holding N.V. ASML supplies advanced lithography systems, related software, metrology and services that chipmakers use to manufacture semiconductors at scale. ASTS AST SpaceMobile, Inc. AST SpaceMobile is building a space-based cellular broadband network that connects standard smartphones through mobile carrier partners and government customers. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver autonomous driving system and is commercializing driverless freight services for trucking customers. AVAV AeroVironment, Inc. AeroVironment develops autonomous defense systems including military drones, strike systems, counter-drone products, directed-energy and space/cyber capabilities, and mission software for U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs and supplies semiconductor and infrastructure software products for cloud, enterprise, broadband, wireless and industrial customers. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software and related services for defense, intelligence, homeland security, aviation screening, trade, and travel workflows. BEAM Beam Therapeutics Inc. Beam Therapeutics develops one-time genetic medicines based on base editing for sickle cell disease and rare liver and metabolic disorders. BFLY Butterfly Network, Inc. Butterfly Network sells handheld single-probe ultrasound devices, cloud workflow software, education, and embedded ultrasound-chip licensing to healthcare customers and partners. BKSY BlackSky Technology Inc. BlackSky sells low-latency satellite imagery, AI-enabled analytics, and mission solutions to government and commercial customers through its owned constellation and software stack. BWXT BWX Technologies, Inc. BWXT designs, manufactures and services nuclear components, fuel and technical solutions for U.S. government programs and commercial nuclear power customers. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI processors, rack-scale systems, and cloud services for large-model training and ultra-low-latency inference. CDNS Cadence Design Systems, Inc. Cadence provides software, semiconductor IP, hardware emulation, and system analysis tools used to design, verify, and optimize chips and electronic systems. CEG Constellation Energy Corporation Constellation generates electricity from nuclear, natural gas, hydro, wind, and solar assets and sells power and energy solutions to utilities, businesses, public-sector customers, and households in the United States. CLS Celestica Inc. Celestica designs, engineers, manufactures, and supports data-center hardware platforms and other complex electronic products for large cloud, communications, and industrial customers. COHR Coherent Corp. Coherent develops and manufactures photonics products including optical transceivers, lasers, modules, systems, and engineered materials for communications, industrial, instrumentation, and electronics markets. COIN Coinbase Global, Inc. Coinbase operates consumer, institutional, and developer infrastructure for trading digital assets, custody, payments, and onchain applications. CORZ Core Scientific, Inc. Core Scientific designs, builds and operates U.S. power-backed data centers for high-density AI colocation while still running smaller digital asset self-mining and hosted mining businesses. CRDO Credo Technology Group Holding Ltd Credo designs high-speed copper and optical interconnect chips, cables, modules, and related diagnostics for AI and cloud data infrastructure. CRM Salesforce, Inc. Salesforce sells cloud software for CRM, customer service, collaboration, data, integration, analytics, and AI automation to enterprises. CRNC Cerence Inc. Cerence develops and licenses conversational AI software, connected services, and agentic workflows for automotive OEMs and mobility customers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines, shares in CASGEVY economics with Vertex, and is advancing broader in vivo, cell therapy, and cardiometabolic programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity software and services that protect endpoints, cloud workloads, identities, data, and security operations. CRWV CoreWeave, Inc. CoreWeave operates a GPU-focused AI cloud and related software stack for training, inference, storage, orchestration, and enterprise AI deployments. DDOG Datadog, Inc. Datadog sells a cloud observability, security, and AI operations platform that helps enterprises monitor, analyze, and act on software and infrastructure workloads. DELL Dell Technologies Inc. Dell Technologies designs, manufactures, sells and supports servers, storage, PCs, networking, software, financing and related services worldwide. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells automated lab infrastructure, biological R&D services, data generation, and related software tools to pharma, biotech, industrial, and government customers. EQIX Equinix, Inc. Equinix operates carrier-neutral data centers and interconnection services that let enterprises, cloud providers and networks colocate infrastructure and connect to each other. ESTC Elastic N.V. Elastic sells cloud and self-managed software for enterprise search, observability, and security on top of the Elasticsearch platform. ETN Eaton Corporation plc Eaton makes electrical power equipment, controls, software and aerospace systems used in data centers, utilities, buildings, industry and aircraft. FIVN Five9, Inc. Five9 provides cloud contact center software, telephony, workflow automation, and AI tools for enterprise customer service and sales operations. FLNC Fluence Energy, Inc. Fluence sells grid-scale battery storage systems, long-term services, and optimization software for utilities, developers, and large power users. FN Fabrinet Fabrinet provides advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to OEMs of complex products. GOOG Alphabet Inc. Alphabet operates Google’s search, advertising, video, cloud, subscription, platform, and device businesses, plus selected long-term technology bets. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software and services, and IT financing for commercial, enterprise, and public-sector customers. HURA TuHURA Biosciences, Inc. TuHURA Biosciences is a clinical-stage immuno-oncology company developing therapies intended to overcome resistance to cancer immunotherapy. HUT Hut 8 Corp. Hut 8 develops, commercializes, and operates power-backed data center, compute, cloud, and digital asset infrastructure across North America. INOD Innodata Inc. Innodata provides AI data engineering, evaluation, and deployment-support services and software to frontier labs, large technology companies, enterprises, and government customers. IONQ IonQ, Inc. IonQ builds trapped-ion quantum computing systems and sells access through its own cloud and partner clouds, while expanding into quantum networking, security, sensing, space data, and semiconductor manufacturing services. IREN IREN Limited IREN builds and operates grid-connected data centers, GPU cloud infrastructure and related software for AI training and inference, while also operating Bitcoin mining capacity. JBL Jabil Inc. Jabil provides engineering, supply chain, and outsourced manufacturing for cloud infrastructure, healthcare, industrial, automotive, and connected-device customers. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft and is building passenger air-taxi, defense, training and related mobility services around them. KDK Kodiak AI, Inc. Kodiak AI develops and deploys autonomous driving software, hardware, and operating services for long-haul trucking, industrial fleets, and defense ground vehicles. KTOS Kratos Defense & Security Solutions, Inc. Kratos sells unmanned aircraft, propulsion, rocket and microwave systems, satellite ground infrastructure, and mission software to U.S. and allied defense customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical and photonic components, lasers, modules, and switching products for AI/cloud networks, telecom transport, and industrial applications. LMND Lemonade, Inc. Lemonade is a digital insurer that sells renters, homeowners, car, pet, and term life policies in the U.S. and parts of Europe through its own app and partner integrations. LSCC Lattice Semiconductor Corporation Lattice Semiconductor designs low-power programmable chips, development tools, and firmware/manageability software used in AI servers, communications gear, industrial equipment, and embedded systems. MBLY Mobileye Global Inc. Mobileye develops and supplies automotive vision chips, mapping, safety software, and autonomous-driving systems for automakers and mobility operators. META Meta Platforms, Inc. Meta runs Facebook, Instagram, WhatsApp and Messenger, monetizing global user attention mainly through advertising while expanding AI tools, business messaging and consumer devices. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells semiconductor-based power management chips, modules, and related tools used in data center, storage, automotive, communications, industrial, and consumer systems. MRVL Marvell Technology, Inc. Marvell designs semiconductor and connectivity products used in AI, cloud, carrier and enterprise data infrastructure. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, business applications, security, developer tools, devices, and gaming services to consumers, enterprises, and public-sector customers. MSTR Strategy Inc. Strategy combines a large bitcoin treasury and multi-security capital stack with enterprise analytics, cloud, support, and services software. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures specialty RF, microwave, analog, mixed-signal and optical semiconductor products for data center, telecom, industrial and defense customers. MU Micron Technology, Inc. Micron designs, manufactures, and sells memory and storage semiconductors, including DRAM, NAND, NOR, HBM and SSD products for data center, client, mobile and automotive markets. NBIS Nebius Group N.V. Nebius sells AI cloud infrastructure, managed AI platform services, and related developer tooling, while also owning Avride and TripleTen. NEE NextEra Energy, Inc. NextEra Energy is a large U.S. electric utility and power infrastructure company that owns Florida Power & Light and develops generation, storage, transmission, gas and nuclear assets through NextEra Energy Resources. NET Cloudflare, Inc. Cloudflare runs a global network that helps customers secure applications, route traffic, improve performance, and deploy developer services closer to users. NNOX Nano-X Imaging Ltd. Nanox sells lower-cost 3D imaging systems, imaging AI software, teleradiology services, and healthcare IT tools to medical providers. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps large organizations automate and govern workflows across IT, employee, customer, security, and AI-related operations. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data management software, support, and cloud storage services for customers running data across on-premises and public clouds. NTLA Intellia Therapeutics, Inc. Intellia develops CRISPR-based gene editing medicines for severe diseases, led by hereditary angioedema and transthyretin amyloidosis programs. NTRA Natera, Inc. Natera sells cell-free DNA and genetic testing services across oncology, women’s health, and organ health, with growing value in repeated disease surveillance workflows. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, systems, networking and software used for AI, cloud, gaming, robotics and autonomous systems. OKLO Oklo Inc. Oklo develops fast-fission power plants, fuel-cycle capabilities, and isotope-production assets aimed at clean baseload power, fuel services, and radioisotopes. ON ON Semiconductor Corporation onsemi designs, manufactures, and sells power and sensing semiconductor devices used in automotive, industrial, and AI data center systems. ORCL Oracle Corporation Oracle sells database software, enterprise applications, cloud infrastructure, and healthcare IT systems to enterprises, governments, and regulated industries. OUST Ouster, Inc. Ouster designs and sells digital lidar sensors, cameras, and perception software used in industrial automation, robotics, smart infrastructure, automotive, and security applications. PANW Palo Alto Networks, Inc. Palo Alto Networks sells network security, cloud security, security operations, identity security, observability and related subscriptions and support to enterprises and public-sector customers. PATH UiPath, Inc. UiPath sells enterprise software that coordinates AI agents, robots, APIs, documents, and people inside governed business workflows. PDYN Palladyne AI Corp. Palladyne AI builds autonomy software, avionics, UAV systems, precision-manufactured components, and engineering services for defense, aerospace, industrial, and public-sector customers. PL Planet Labs PBC Planet operates an Earth-observation constellation and sells satellite imagery, geospatial data, analytics, tasking, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software for governments and enterprises to integrate data, manage operations, and deploy AI-enabled workflows in sensitive environments. POET POET Technologies Inc. POET Technologies designs photonic integrated optical engines, light-source products and selected custom optical modules for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Clinical-stage biotechnology company developing Prime Editing genetic therapies for Wilson disease, alpha-1 antitrypsin deficiency, chronic granulomatous disease, and partnered programs. PWR Quanta Services, Inc. Quanta Services provides design, engineering, construction, upgrade, repair and maintenance services for electric, utility, communications and large-load infrastructure. QBTS D-Wave Quantum Inc. D-Wave develops and sells quantum computing systems, cloud access, software, and related services for commercial, government, and research customers. QUBT Quantum Computing Inc. Quantum Computing Inc. sells photonic and quantum hardware products and provides photonic chip foundry and advanced packaging services for government, educational, and commercial customers. RCAT Red Cat Holdings, Inc. Red Cat builds and sells small defense drones, uncrewed surface vessels, controllers, and related mission software for military, government, and public safety users. RDVT Red Violet, Inc. red violet sells identity intelligence software and data products for identity verification, fraud and risk, compliance, investigative, and professional safety workflows. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and systems, and sells cloud and on-premises access to its quantum computing stack for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot develops power-rich campuses, bitcoin mining operations, and electrical engineering capabilities for crypto and AI data-center workloads. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission software and operations for commercial, civil, and defense customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage biotechnology company developing precision small-molecule therapies for cancer and genetic disease using its Dynamo discovery engine. RMBS Rambus Inc. Rambus designs, sells and licenses memory interface chips, security IP and interface IP used in servers, AI systems and other data-intensive semiconductor platforms. RR Richtech Robotics Inc. Richtech Robotics develops, deploys, and services task-specific robots and Robots-as-a-Service offerings for hospitality, retail, healthcare, and light industrial workflows. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotechnology company using an AI-native drug discovery system, automated labs, and proprietary data to build internal medicines and partner programs. S SentinelOne, Inc. SentinelOne sells AI-driven cybersecurity software and services that protect endpoints, cloud workloads, identities, and AI environments for enterprises, governments, and partners. SDGR Schrodinger, Inc. Schrödinger sells physics-based molecular design software and uses the same platform in partnered and proprietary drug discovery programs. SERV Serve Robotics Inc. Serve Robotics designs and operates autonomous delivery robots and hospital service robots, selling fleet and software services to restaurants, delivery platforms, brands, and health systems. SITM SiTime Corporation SiTime designs and sells MEMS-based precision timing and clocking semiconductors for data center, communications, industrial, automotive, aerospace, mobile and consumer electronics. SKHY SK hynix Inc. SK hynix makes DRAM, HBM, NAND, and storage products used in AI servers, data centers, mobile devices, and other electronics. SMCI Super Micro Computer, Inc. Supermicro designs, manufactures, and sells servers, storage, networking, liquid-cooled rack systems, and related management software for AI, cloud, and enterprise customers. SMR NuScale Power Corporation NuScale designs and commercializes small modular nuclear reactor technology plus related engineering, licensing, training, and plant support services for utilities, industrial users, and project developers. SNOW Snowflake Inc. Snowflake provides a cloud data platform that lets enterprises store, analyze, share, and use data and AI workloads across major public clouds. SNPS Synopsys, Inc. Synopsys provides chip design software, semiconductor IP, simulation and analysis tools, cloud-delivered engineering workflows, and related services for semiconductor and systems developers. SOUN SoundHound AI, Inc. Provides voice and conversational AI software that helps enterprises automate customer and employee interactions across phone, chat, kiosks, vehicles, TVs, and other connected devices. SPCX Space Exploration Technologies Corp. SpaceX sells launch and spacecraft services, Starlink connectivity, secure government space systems, and a fast-growing AI infrastructure and software stack. SPIR Spire Global, Inc. Spire Global sells satellite-derived data, analytics, and space services to government and commercial customers using its owned low Earth orbit constellation and related ground and software infrastructure. STEM Stem, Inc. Stem sells software, edge controls, and services that monitor, manage, and optimize solar, storage, and hybrid energy assets for owners, operators, EPCs, and developers. SYM Symbotic Inc. Symbotic builds automated warehouse systems that combine robotics, software, and services for large retail, wholesale, food, beverage, and distribution customers. TEM Tempus AI, Inc. Tempus AI provides oncology and genetic testing, clinical workflow software, and de-identified data products for healthcare providers and life-science companies. TLN Talen Energy Corporation Talen Energy is an independent power producer that owns nuclear and dispatchable generation and sells electricity, capacity, and ancillary services, including power for large data-center loads. TSLA Tesla, Inc. Tesla designs, manufactures and sells electric vehicles, battery storage systems and related software and services through a vertically integrated direct-to-customer model. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC is the world's leading pure-play semiconductor manufacturer, producing advanced logic chips and advanced packaging for fabless and integrated device customers. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, NGS tools, and antibody discovery solutions for biotech, pharma, diagnostics, industrial, academic, and research customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and systems that convert and manage electricity for computing, industrial, telecom, transportation, and defense applications. VRT Vertiv Holdings Co Vertiv designs, builds, deploys and services power, cooling, rack and control infrastructure for data centers and other mission-critical digital facilities. VST Vistra Corp. Competitive power producer and retail electricity supplier with a diversified U.S. fleet across gas, nuclear, solar, and batteries plus multiple retail power brands. WULF TeraWulf Inc. TeraWulf develops and operates power-backed U.S. digital infrastructure for AI and high-performance computing hosting while retaining residual bitcoin mining operations. ZS Zscaler, Inc. Zscaler sells cloud-delivered zero trust security services that securely connect users, devices, applications, branches, and workloads for enterprises and government agencies.

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

Show older entries ▼

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