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. AOI designs and manufactures lasers, optical transceivers, and cable-networking equipment used in AI data centers, telecom, and broadband access networks. ACHR Archer Aviation Inc. Archer develops electric VTOL aircraft, autonomous defense aircraft, and aviation AI and airspace software for commercial and defense customers. AI C3.ai, Inc. C3 AI sells enterprise AI software and prebuilt applications that help large commercial and government customers deploy governed AI into operational workflows. AISP Airship AI Holdings, Inc. Airship AI develops AI-driven video, sensor, and data management software, edge hardware, and support services for government and enterprise security operations. ALAB Astera Labs, Inc. Astera Labs sells connectivity chips, boards, modules, and embedded management software used in AI and cloud servers and racks. AMBA Ambarella, Inc. Ambarella develops low-power edge AI semiconductor chips and software used in cameras, vehicles, robotics and on-premise intelligent systems. AMD Advanced Micro Devices, Inc. AMD designs CPUs, GPUs, adaptive silicon, networking products and related software for data center, client, embedded and gaming markets. AMKR Amkor Technology, Inc. Amkor provides outsourced semiconductor packaging and test services for chip companies, foundries, and electronics manufacturers. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy silicon-anode lithium-ion battery cells and custom battery solutions for aviation, defense, and mobility applications. AMZN Amazon.com, Inc. Amazon operates a global e-commerce and fulfillment network, the AWS cloud platform, a large digital advertising business, and subscription and media services. ANET Arista Networks, Inc. Arista sells Ethernet switching, routing, network software, and related services for AI/data center, campus, WAN, and branch environments. APLD Applied Digital Corporation Applied Digital designs, builds, owns, and operates large-scale AI and high-performance computing data center campuses, while also running legacy crypto hosting infrastructure. APP AppLovin Corporation AppLovin provides advertising software that helps advertisers acquire customers and helps publishers monetize mobile app and connected-TV inventory. APUS Apimeds Pharmaceuticals US, Inc. Apimeds is a pre-revenue micro-cap pursuing APITOX for knee osteoarthritis while also housing the MindWave digital-asset treasury and governance stack. ARM Arm Holdings plc Designs and licenses CPU, GPU and system architectures, developer tools, and selective silicon used across phones, cloud servers, PCs, vehicles and edge devices. ASML ASML Holding N.V. ASML supplies lithography systems, Holistic Lithography software, metrology and inspection tools, and services used to manufacture advanced semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile builds direct-to-cell satellites and related ground infrastructure so mobile carriers and government users can connect ordinary devices from space. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver self-driving system and sells driverless trucking services through carrier, shipper, and truck OEM partners. AVAV AeroVironment, Inc. AeroVironment develops autonomous aircraft, loitering munitions, counter-drone, directed energy, space, cyber, and electronic warfare systems for U.S. and allied defense customers. AVGO Broadcom Inc. Broadcom designs semiconductor and infrastructure software products used in AI clusters, networking, private cloud, and other mission-critical enterprise systems. BBAI BigBear.ai Holdings, Inc. BigBear.ai sells AI software and engineering solutions for defense, border, cargo, and aviation security workflows, including secure generative AI, screening, and digital identity tools. BEAM Beam Therapeutics Inc. Beam Therapeutics develops base-editing genetic medicines and related delivery and manufacturing capabilities for sickle cell disease and rare genetic diseases. BFLY Butterfly Network, Inc. Butterfly sells handheld ultrasound devices plus cloud software, workflow tools, and embedded licensing that aim to expand imaging beyond traditional cart-based systems. BKSY BlackSky Technology Inc. BlackSky operates an Earth-observation satellite constellation and sells real-time imagery, analytics, and sovereign mission systems to government and commercial customers. BWXT BWX Technologies, Inc. BWXT manufactures naval nuclear reactors and fuel, provides government nuclear technical services, and supplies components and lifecycle services to commercial nuclear customers. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI processors, sells CS-series AI systems for on-premises deployments, and provides cloud AI compute and related services. CDNS Cadence Design Systems, Inc. Cadence sells chip-design software, semiconductor IP, simulation tools, and accelerated hardware used to design and verify semiconductors and electronic systems. CEG Constellation Energy Corporation Constellation generates power from a large U.S. fleet led by nuclear and natural gas assets and sells electricity, gas and related energy products to utilities, municipalities, cooperatives, and commercial and retail customers. CLS Celestica Inc. Celestica designs, engineers, manufactures and supports data center infrastructure hardware and other advanced technology products for hyperscalers, original equipment makers and industrial customers. COHR Coherent Corp. Coherent manufactures optical networking components, lasers, engineered materials, and related systems used in AI datacenters, communications, and industrial applications. COIN Coinbase Global, Inc. Coinbase runs a regulated digital-asset and multi-asset platform spanning trading, custody, stablecoin rails, and developer infrastructure for consumers, institutions, and builders. CORZ Core Scientific, Inc. Core Scientific builds and operates U.S. powered data center campuses for high-density AI colocation while still generating smaller revenue streams from self-mining bitcoin and hosted mining. CRDO Credo Technology Group Holding Ltd Credo designs high-speed connectivity chips, cables, optical interconnect products and diagnostics software used in AI and hyperscale data-center networks. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management plus adjacent data, analytics, collaboration, and AI workflow automation products. CRNC Cerence Inc. Cerence provides voice AI, conversational assistant software, connected services, and related in-vehicle software to automakers and transportation OEMs. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited, cell therapy, and RNA medicines for serious diseases, including CASGEVY with Vertex and several wholly owned clinical programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike provides cloud-delivered cybersecurity software and services for endpoint, identity, cloud, data, and AI-related defense. CRWV CoreWeave, Inc. CoreWeave provides GPU-accelerated cloud infrastructure, inference services, and related AI software to model developers, enterprises, and regulated customers. DDOG Datadog, Inc. Datadog provides a SaaS observability and security platform that monitors, analyzes, and increasingly automates customers’ cloud applications and infrastructure. DELL Dell Technologies Inc. Dell designs, manufactures, sells, finances, deploys, and supports PCs, servers, storage, networking, and related enterprise technology services worldwide. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells autonomous laboratory services, lab automation systems, and biological data-generation tools to biotech, pharma, academic, and industrial customers. EQIX Equinix, Inc. Equinix provides global data center capacity, interconnection and managed digital infrastructure services to enterprises, networks, cloud providers and AI customers. ESTC Elastic N.V. Elastic sells search, observability, and security software plus managed cloud services built on Elasticsearch. ETN Eaton Corporation plc Eaton sells electrical power-management equipment, modular power infrastructure, aerospace systems and related software/services to data center, utility, industrial and vehicle markets. FIVN Five9, Inc. Five9 provides cloud contact-center software that routes customer interactions and adds AI automation, analytics, and agent workflow tools for enterprises. FLNC Fluence Energy, Inc. Fluence sells utility-scale battery storage systems, operational services, and optimization software to utilities, developers, and data-center customers. FN Fabrinet Fabrinet provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services for complex products used in data centers, communications, automotive, medical, and industrial markets. GOOG Alphabet Inc. Alphabet monetizes user intent through Search and YouTube, sells cloud infrastructure and productivity software, and deploys AI across consumer and enterprise products. HPE Hewlett Packard Enterprise Company HPE sells servers, storage, networking, hybrid cloud software and financing to enterprise, service-provider, and government customers. HURA TuHURA Biosciences, Inc. Clinical-stage immuno-oncology company advancing IFx-2.0 for Merkel cell carcinoma and TBS-2025 for genetically defined acute myeloid leukemia subsets. HUT Hut 8 Corp. Hut 8 develops power-linked data center infrastructure, leases capacity for AI and cloud workloads, and operates bitcoin-related compute assets. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, and deployment-support software and services for technology, enterprise, and government customers. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computing systems and sells cloud access, direct systems, networking, security, sensing, and timing products to commercial and government customers. IREN IREN Limited IREN develops and operates powered data center campuses, GPU cloud infrastructure and related software/services for AI workloads while exiting legacy Bitcoin mining. JBL Jabil Inc. Jabil provides engineering, supply chain, manufacturing, system integration, and logistics services for large OEM and cloud customers across global end markets. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft, is building an air taxi service, and operates charter passenger flights through Blade. KDK Kodiak AI, Inc. Kodiak AI sells an autonomous driving system, onboard hardware, and operating software that let trucking, industrial, and defense customers run driverless vehicles. KTOS Kratos Defense & Security Solutions, Inc. Kratos designs and produces defense and space systems including unmanned aircraft, jet engines, microwave electronics, SATCOM ground equipment and mission software for U.S., allied and commercial customers. LITE Lumentum Holdings Inc. Lumentum sells optical and photonic components, modules, lasers, and subsystems used in AI and cloud data centers, telecom networks, industrial manufacturing, and sensing applications. LMND Lemonade, Inc. Lemonade sells renters, homeowners, pet, car, and term life insurance through its licensed carriers, agencies, app, and partner channels in the United States and parts of Europe. LSCC Lattice Semiconductor Corporation Lattice Semiconductor sells low-power programmable chips, design tools, and server firmware/manageability products used in compute, communications, industrial, and embedded systems. MBLY Mobileye Global Inc. Mobileye supplies advanced driver-assistance and autonomous-driving chips, software, mapping, and integrated systems to automakers and mobility operators. META Meta Platforms, Inc. Meta operates global social, messaging, and media apps, monetizes them primarily through advertising and business messaging, and also sells AI and virtual reality hardware and software. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells power management semiconductors and modules used in enterprise data, storage and computing, automotive, industrial, communications and consumer electronics. MRVL Marvell Technology, Inc. Marvell designs semiconductor and custom silicon products used in cloud, data center, carrier, enterprise, and security infrastructure. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, workplace software, business applications, developer tools, security products, gaming content, and online advertising to consumers and enterprises. MSTR Strategy Inc Strategy develops enterprise analytics software and uses public-market financing to acquire and hold bitcoin as its primary treasury reserve asset. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog RF, microwave and optical semiconductor products for data center, telecom, industrial and defense applications. MU Micron Technology, Inc. Micron designs and manufactures memory and storage chips used in AI servers, cloud infrastructure, mobile devices, vehicles and industrial systems. NBIS Nebius Group N.V. Nebius sells GPU cloud compute, storage, inference, and related AI platform services to developers and enterprises, with smaller businesses in autonomy and edtech. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and a large U.S. power development platform spanning generation, storage and transmission. NET Cloudflare, Inc. Cloudflare runs a global edge network that delivers security, networking, performance, and developer services for applications, APIs, users, and AI-driven workloads. NNOX Nano-X Imaging Ltd. Nanox develops digital X-ray imaging systems and sells related AI, cloud workflow, teleradiology, and health IT services to healthcare providers. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps enterprises automate IT, employee, customer, operations, and security workflows on a single governed platform. NTAP NetApp, Inc. NetApp provides enterprise data storage systems, data management software, cloud storage services, and related support that help customers run and protect data across on-premises and public-cloud environments. NTLA Intellia Therapeutics, Inc. Intellia Therapeutics develops in vivo CRISPR gene-editing medicines led by hereditary angioedema and transthyretin amyloidosis programs. NTRA Natera, Inc. Natera provides cell-free DNA testing services for oncology, women’s health, organ health, and related clinical research workflows. NVDA NVIDIA Corporation NVIDIA designs accelerated computing chips, systems, networking and software used in AI data centers, gaming, workstations and automotive. OKLO Oklo Inc. Oklo develops and plans to own and operate advanced fission power plants plus related fuel-cycle and isotope facilities for U.S. power, industrial, government, and healthcare-linked customers. ON ON Semiconductor Corporation onsemi designs and manufactures power and sensing semiconductors used in electric vehicles, industrial systems, and AI data-center power delivery. ORCL Oracle Corporation Oracle sells database software, business applications including NetSuite, cloud infrastructure, hardware, and related services to enterprises and governments. OUST Ouster, Inc. Ouster sells digital lidar sensors, stereo cameras, and perception software for industrial, robotics, automotive, and smart-infrastructure applications. PANW Palo Alto Networks, Inc. Palo Alto Networks sells enterprise cybersecurity hardware, software, and cloud-delivered subscriptions across network, cloud, operations, and identity security. PATH UiPath, Inc. UiPath sells enterprise automation software that helps organizations coordinate robots, AI-driven workflows, testing, and human approvals across business processes. PDYN Palladyne AI Corp. Palladyne AI builds embodied autonomy software, avionics, UAV-related systems, engineering services, and precision manufacturing for defense and industrial customers. PL Planet Labs PBC Planet operates a satellite fleet and software platform that sell Earth imagery, geospatial data products, analytics, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software platforms that integrate data, govern workflows, and deploy AI for governments and enterprises. POET POET Technologies Inc. POET Technologies designs photonic integrated circuits, optical engines, light sources and custom optical modules for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine develops gene-editing therapies using its Prime Editing platform for genetic diseases and partnered cell therapy programs. PWR Quanta Services, Inc. Quanta Services designs, builds, repairs and maintains electric power, communications, generation and load-center infrastructure. QBTS D-Wave Quantum Inc. D-Wave builds and sells annealing and gate-model quantum computing systems, cloud access, software, and services for enterprise, government, and research customers. QUBT Quantum Computing Inc. Quantum Computing Inc. sells photonics-based quantum machines, photonic components, foundry and semiconductor manufacturing services, and related systems for government, education, and commercial customers. RCAT Red Cat Holdings, Inc. Red Cat sells U.S.-made drones, uncrewed surface vessels, and command-and-control systems for defense, government, and public safety users. RDVT Red Violet, Inc. Provides identity intelligence, verification, fraud, compliance, and field-safety software and data solutions through IDI and FOREWARN. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and sells quantum computing access through cloud services, on-premises systems, and development contracts. RIOT Riot Platforms, Inc. Riot Platforms develops and operates power-backed campuses for Bitcoin mining and AI data center tenants, supported by in-house electrical engineering and fabrication. RKLB Rocket Lab Corporation Rocket Lab builds rockets, spacecraft, and satellite components and sells launch and space systems services to commercial, government, and defense customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company developing targeted small-molecule medicines for cancer and genetic disease, led by zovegalisib and supported by its Dynamo discovery engine. RMBS Rambus Inc. Rambus designs memory interface chips and licenses high-speed and security silicon IP used in AI, data center and client computing systems. RR Richtech Robotics Inc. Richtech Robotics develops, deploys, leases, and services commercial and light industrial robotic systems for hospitality, delivery, cleaning, and related automation workflows. RXRX Recursion Pharmaceuticals, Inc. Clinical-stage biotechnology company using proprietary data, automated labs, and AI to discover and develop drugs internally and with pharma partners. S SentinelOne, Inc. SentinelOne sells an AI-driven cybersecurity platform that helps enterprises protect endpoints, cloud workloads, identities, data, and emerging AI environments. SDGR Schrödinger, Inc. Schrödinger sells molecular discovery software and AI-enabled workflows to biopharma and other research customers while retaining upside from partnered and proprietary drug programs. SERV Serve Robotics Inc. Serve Robotics designs, deploys, and operates autonomous delivery and service robots for restaurant, retail, and hospital workflows. SITM SiTime Corporation SiTime designs and sells precision timing chips and related software used in AI systems, communications equipment, vehicles, industrial gear and aerospace electronics. SKHY SK hynix Inc. SK hynix manufactures memory semiconductors and related packaging products, including AI-focused high-bandwidth memory, for data-center and device customers worldwide. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures servers, storage, integrated AI systems, management software, and deployment services for cloud, enterprise, and data center customers. SMR NuScale Power Corporation NuScale Power develops small modular nuclear reactor technology and related licensing, engineering, and plant services for utilities, developers, industrial users, and large power buyers. SNOW Snowflake Inc. Snowflake provides a cloud-based data platform that lets organizations consolidate, analyze, share, and build applications and AI workflows on data using a consumption-based model. SNPS Synopsys, Inc. Synopsys sells chip-design software, semiconductor IP, hardware-assisted verification systems, and simulation tools used to design and validate semiconductors and complex electronic systems. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software that automates customer service, ordering, commerce, and assistant workflows across phones, chat, cars, TVs, kiosks, and enterprise systems. SPCX Space Exploration Technologies Corp. SpaceX designs, manufactures, launches, and operates rockets, spacecraft, satellite connectivity networks, and AI infrastructure/services for government, enterprise, and consumer customers. SPIR Spire Global, Inc. Spire Global sells satellite-derived weather, aviation, and radio-frequency intelligence data, analytics, and space services to government and commercial customers. STEM Stem, Inc. Stem sells software, controls, edge hardware, and services used to monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic builds robotic warehouse automation systems and software that help large retailers, wholesalers, and distributors move inventory with less labor and higher accuracy. TEM Tempus AI, Inc. Tempus AI sells molecular diagnostics, clinical workflow software, and data-driven AI tools to physicians, health systems, researchers, and biopharma customers. TLN Talen Energy Corporation Independent power producer and energy infrastructure company that sells electricity, capacity, and ancillary services, anchored by the Susquehanna nuclear plant and a PJM-heavy dispatchable fleet. TSLA Tesla, Inc. Tesla designs, manufactures and sells battery-electric vehicles, energy storage systems, solar products and related software and services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC provides outsourced semiconductor manufacturing and advanced packaging services to chip companies worldwide. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, sequencing workflow tools, and antibody discovery services used by biotech, pharma, diagnostics, industrial, agricultural, and academic customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and systems used in AI computing, industrial, telecom, vehicle, and aerospace and defense applications. VRT Vertiv Holdings Co Vertiv supplies power, cooling, racks, monitoring, and lifecycle services for data centers and other mission-critical digital infrastructure. VST Vistra Corp. Vistra is an integrated U.S. power producer and retail electricity supplier with a large fleet of gas, nuclear, coal, solar, and battery assets. WULF TeraWulf Inc. TeraWulf develops, owns and operates U.S. power-backed data center campuses for AI and high-performance computing while still operating bitcoin mining infrastructure at Lake Mariner. ZS Zscaler, Inc. Zscaler sells subscription access to a cloud security platform that securely connects users, devices, workloads, applications, and AI systems for enterprises.

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