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 120 symbols:

AAOI Applied Optoelectronics, Inc. AOI designs and manufactures optical transceivers, laser components, and broadband networking equipment for AI datacenters, cable operators, telecom, and FTTH customers. ACHR Archer Aviation Inc. Archer develops the Midnight electric vertical takeoff and landing aircraft plus related aviation technologies and services for commercial air mobility and defense use cases. AI C3.ai, Inc. C3 AI sells enterprise AI application software, an AI application development platform, and related services to large commercial and government organizations. AISP Airship AI Holdings, Inc. Airship AI sells edge video, sensor, and evidence-management software, related appliances, and support services for government and commercial customers in security-critical environments. ALAB Astera Labs, Inc. Astera Labs designs semiconductor connectivity products and embedded system-management software used in hyperscale cloud and AI infrastructure. AMBA Ambarella, Inc. Ambarella designs low-power edge AI vision chips and related software for security cameras, automotive systems, robots, and other connected devices. AMD Advanced Micro Devices, Inc. AMD designs CPUs, GPUs, adaptive chips, networking products and related software for data center, client, gaming and embedded markets. AMPX Amprius Technologies, Inc. Amprius develops and sells silicon-anode lithium-ion batteries for aviation, defense drones, light electric vehicles, and other weight-sensitive mobility applications. AMZN Amazon.com, Inc. Amazon operates online and physical retail, a third-party marketplace, advertising and subscription services, AWS cloud infrastructure, and emerging satellite connectivity platforms. ANET Arista Networks, Inc. Arista sells Ethernet switching, routing, and network operating software for AI, cloud, campus, and wide-area networks. APLD Applied Digital Corporation Applied Digital builds and operates power-dense data center campuses, colocation and hosting infrastructure for AI, high-performance computing, cloud, networking, and legacy crypto workloads in North America. APP AppLovin Corporation AppLovin provides advertising software that helps advertisers buy digital ads and helps app publishers monetize inventory. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biopharmaceutical company developing LT-100 (Apitox) for osteoarthritis pain that, after the MindWave merger, also carries a digital-asset treasury narrative. ARM Arm Holdings plc Arm licenses CPU, GPU, system IP, architecture, tools and support to semiconductor and systems companies, and is expanding into Arm-designed data-center silicon. ASML ASML Holding N.V. ASML supplies chipmakers with lithography, metrology, inspection, software and services used to manufacture advanced semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile builds satellites and network equipment for a space-based cellular broadband service that connects standard smartphones through carrier and government partners. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver self-driving system and is commercializing autonomous freight hauling services with trucking, OEM, and logistics partners. AVAV AeroVironment, Inc. AeroVironment builds autonomous defense systems, loitering munitions, counter-drone and directed-energy products, space and cyber systems, and related mission services for U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs and supplies semiconductors, AI networking, and infrastructure software used by hyperscalers, enterprises, telecom, and industrial customers. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software, analytics, and engineering solutions for defense, intelligence, border security, travel, and trade workflows. BEAM Beam Therapeutics Inc. Beam Therapeutics develops base-editing genetic medicines plus related delivery and manufacturing capabilities for severe inherited diseases. BFLY Butterfly Network, Inc. Butterfly sells handheld ultrasound devices plus cloud software, AI tools, and workflow products to clinicians, health systems, educators, and partners. BKSY BlackSky Technology Inc. BlackSky sells subscription imagery, analytics, and sovereign mission solutions using its own low-Earth-orbit satellite constellation and Spectra software stack. BWXT BWX Technologies, Inc. BWXT builds naval nuclear components and fuel, processes special nuclear materials, and sells nuclear services and isotopes to government and commercial customers. CDNS Cadence Design Systems, Inc. Cadence provides software, semiconductor IP, hardware, and system-analysis tools used to design, verify, and optimize semiconductors and complex electronic systems. CEG Constellation Energy Corporation Constellation generates and sells electricity, energy services, and clean-power solutions through a large U.S. fleet of nuclear, gas, geothermal, hydro, wind, and solar assets. CLS Celestica Inc. Celestica designs, manufactures, integrates and supports data-center, communications, aerospace and defense, industrial and health technology hardware systems, with AI infrastructure now driving growth. COHR Coherent Corp. Coherent makes lasers, optical transceivers, photonic components, materials, and systems used in AI datacenters, telecom networks, industrial manufacturing, and electronics. COIN Coinbase Global, Inc. Coinbase operates a regulated crypto platform spanning consumer trading, institutional custody and execution, stablecoin and payments products, and developer infrastructure. CORZ Core Scientific, Inc. Core Scientific develops and operates power-dense U.S. data centers for AI and high-performance colocation while still running bitcoin self-mining and hosted mining operations. CRDO Credo Technology Group Holding Ltd Credo sells high-speed connectivity chips, cables, optical products, and IP that move data efficiently inside AI, cloud, and hyperscale data infrastructure. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management, service, marketing, analytics, collaboration, data integration, and AI-driven workflow automation to enterprises and public-sector customers. CRNC Cerence Inc. Cerence develops white-label conversational AI, speech, and connected software for automakers, powering branded in-car assistants and emerging vehicle workflows. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines for severe diseases, led by approved therapy CASGEVY and a broader pipeline in cardiovascular, autoimmune, oncology and regenerative medicine. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-native cybersecurity software and services through the Falcon platform to protect endpoints, cloud workloads, identities, data, and AI-driven security operations. CRWV CoreWeave, Inc. CoreWeave provides AI cloud infrastructure and software, selling GPU and CPU compute, storage, networking, and workflow tooling to AI labs, enterprises, and developers. DDOG Datadog, Inc. Datadog sells a cloud-native software platform that helps enterprises monitor, troubleshoot, and secure applications, infrastructure, and AI workloads. DELL Dell Technologies Inc. Dell sells servers, storage, networking, PCs, software and related services and financing to enterprise, public-sector and consumer customers. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells autonomous lab services, lab automation systems, and biological data generation services for pharma, biotech, industrial, and government customers. EQIX Equinix, Inc. Equinix operates carrier-neutral data centers and interconnection services that let enterprises, clouds and network providers place infrastructure close together and connect privately. ESTC Elastic N.V. Elastic sells cloud and self-managed software for enterprise search, observability, and security, increasingly extending that platform into AI retrieval and workflow automation. ETN Eaton Corporation plc Eaton sells mission-critical electrical power equipment, aerospace systems, vehicle components and connected monitoring tools to data center, utility, industrial, commercial, residential and aerospace customers. FIVN Five9, Inc. Five9 sells cloud contact-center software that manages customer interactions across voice and digital channels and adds AI, workforce tools, and workflow integrations. FLNC Fluence Energy, Inc. Fluence designs and integrates utility-scale battery storage systems and sells related software and services to utilities, renewable developers, and large power asset owners. FN Fabrinet Fabrinet is a contract manufacturer specializing in advanced optical packaging and precision optical, electro-mechanical, and electronic assemblies for OEM customers. GOOG Alphabet Inc. Alphabet is a global internet and AI company that monetizes consumer intent and attention through advertising while expanding into cloud, subscriptions, devices, and enterprise AI. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software, services, and IT financing to businesses, service providers, and public-sector customers. HURA TuHURA Biosciences, Inc. Clinical-stage immuno-oncology company developing therapies intended to overcome primary and acquired resistance to cancer immunotherapy. HUT Hut 8 Corp. Hut 8 develops and operates power-backed digital infrastructure spanning AI data center capacity, cloud and colocation services, and Bitcoin-related compute platforms. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, and vertical workflow software such as Synodex APS.Extract for technology, enterprise, healthcare, and government customers. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computing systems plus quantum networking, security, sensing, and cloud-access offerings for enterprise, government, and research customers. IREN IREN Limited IREN develops and operates power-connected data center campuses in North America for AI cloud, colocation and build-to-suit infrastructure, while also running Bitcoin mining. JBL Jabil Inc. Jabil provides engineering, supply chain, and manufacturing services for large OEM customers, with growing exposure to AI data-center hardware, power, cooling, and regulated products. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft and plans to operate air taxi services while also selling aircraft and related services to partners and government customers. KTOS Kratos Defense & Security Solutions, Inc. Kratos designs and produces affordable defense and national-security systems spanning unmanned aircraft, propulsion and rocket products, microwave electronics, and software-defined satellite ground systems. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical components, modules, switching systems, and lasers used in AI/cloud data centers, telecom networks, and industrial applications. LMND Lemonade, Inc. Digital P&C and life insurer using AI, a direct app/API stack, and telematics to sell and service renters, homeowners, car, pet, and term life coverage in the U.S. and Europe. LSCC Lattice Semiconductor Corporation Lattice Semiconductor designs and sells low-power programmable chips, related software, and IP used in server control, industrial automation, automotive, security, and edge AI systems. MBLY Mobileye Global Inc. Mobileye develops automotive vision chips, driver-assistance systems, autonomous-driving software, and road-mapping tools for automakers and mobility operators. META Meta Platforms, Inc. Meta runs a global advertising-supported family of social and messaging apps, while investing heavily in AI infrastructure, smart glasses, and immersive hardware. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells high-performance power semiconductors and modules used in enterprise data, storage and computing, automotive, communications, industrial, and consumer systems. MRVL Marvell Technology, Inc. Marvell designs data infrastructure semiconductors for custom AI compute, connectivity, networking, storage and security used in cloud, telecom and enterprise systems. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, business applications, developer tools, security, operating systems, and related digital services to enterprises and consumers. MSTR Strategy Inc Strategy sells Strategy One and Mosaic enterprise analytics software and uses public-market capital to acquire and hold bitcoin. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog, RF, optical and networking semiconductors for data center, telecom, industrial, defense and satellite markets. MU Micron Technology, Inc. Micron designs, manufactures and sells DRAM, NAND, NOR memory and storage products used in data centers, mobile devices, PCs, automotive and industrial systems. NBIS Nebius Group N.V. Nebius builds AI-native cloud infrastructure, including GPU compute, storage, managed services and inference tooling, for developers and enterprises. NEE NextEra Energy, Inc. NextEra Energy combines Florida Power & Light's regulated electric utility with a large U.S. development platform in renewables, storage, gas, transmission and emerging power solutions for large-load customers. NET Cloudflare, Inc. Cloudflare operates a global edge network that sells security, networking, performance, and developer services to websites, applications, and enterprises. NNOX Nano-X Imaging Ltd. Nanox sells digital tomosynthesis imaging systems, AI imaging software, teleradiology services, and healthcare IT workflow solutions to providers and imaging partners. NOW ServiceNow, Inc. ServiceNow sells cloud software that automates and governs enterprise workflows across IT, employee, customer, and security operations. 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. Clinical-stage biotechnology company developing in vivo CRISPR gene-editing therapies for hereditary angioedema, ATTR amyloidosis and other severe diseases. NTRA Natera, Inc. Natera develops and runs molecular diagnostic tests used in oncology, prenatal care, organ transplant monitoring, rare disease diagnosis, and biopharma studies. NVDA NVIDIA Corporation NVIDIA designs accelerated computing chips, rack-scale systems, networking, and software used across AI data centers, gaming, industrial workloads, and automotive platforms. OKLO Oklo Inc. Oklo develops fast-fission power plants and adjacent fuel and isotope capabilities aimed at supplying clean firm power to data centers, industry, and other critical loads. ON ON Semiconductor Corporation onsemi designs and sells power and sensing semiconductors for automotive, industrial, energy infrastructure, and AI data-center applications. ORCL Oracle Corporation Oracle sells database software, enterprise applications, cloud infrastructure, hardware, and related services to enterprises, governments, and other organizations. OUST Ouster, Inc. Ouster designs and sells digital lidar sensors, stereo cameras, and perception software for industrial, robotics, automotive, and smart infrastructure customers. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity products, subscriptions, and services that secure enterprise users, networks, clouds, security operations, AI workloads, and identities. PATH UiPath, Inc. UiPath sells enterprise automation software that orchestrates robots, AI agents, people, and business systems across complex workflows. PDYN Palladyne AI Corp. Palladyne AI develops autonomy software, avionics, unmanned systems, engineering services, and precision-manufactured components for defense and industrial customers. PL Planet Labs PBC Planet operates Earth-observation satellites and sells imagery, geospatial data, analytics, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software platforms that integrate data, models, decisions, and operational workflows for governments and enterprises. POET POET Technologies Inc. POET Technologies designs optical engines, light sources and related photonic integration products for AI systems and hyperscale data-center connectivity. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing prime-editing gene therapies for rare genetic diseases, with current focus on Wilson disease, alpha-1 antitrypsin deficiency, cystic fibrosis, and chronic granulomatous disease. PWR Quanta Services, Inc. Quanta Services designs, builds, repairs and maintains electric power, communications, generation, pipeline and large-load infrastructure for utilities, developers and industrial customers. QBTS D-Wave Quantum Inc. D-Wave develops quantum computing systems, cloud access, software tools, and related services for commercial, government, and research customers. QUBT Quantum Computing Inc. Quantum Computing Inc. builds room-temperature photonic quantum machines, photonic components, and foundry services for AI, communications, cybersecurity, and sensing applications. RCAT Red Cat Holdings, Inc. Red Cat sells U.S.-made drones, uncrewed surface vessels, and command-and-control software for defense, government, and public-safety customers. RDVT Red Violet, Inc. red violet sells identity intelligence software and data products that help enterprises, government agencies, and real estate professionals verify identities, assess risk, detect fraud, and support investigations. RGTI Rigetti Computing, Inc. Rigetti develops superconducting quantum processors and systems, sells on-premises quantum hardware, and provides cloud access to its machines for research, government, and enterprise users. RIOT Riot Platforms, Inc. Riot operates bitcoin mining sites, electrical engineering and fabrication businesses, and large Texas data center campuses that it is repositioning toward AI and high-density computing customers. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, payloads, satellite components, and mission operations to commercial, civil, and national-security customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage biotechnology company developing small-molecule medicines for genetically defined cancers and rare genetic disease. RMBS Rambus Inc. Rambus sells memory interface chips, silicon IP and security solutions that help move and protect data in AI, data center and other high-performance systems. RR Richtech Robotics Inc. Richtech Robotics develops and deploys service and industrial robots, then increasingly monetizes them through recurring service, leasing, and Robots-as-a-Service contracts. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotech company that uses its Recursion OS platform, automated labs, and proprietary data to discover drug candidates for its own pipeline and for biopharma partners. S SentinelOne, Inc. SentinelOne sells AI-native cybersecurity software that protects endpoints, cloud workloads, identities, and security operations through a unified enterprise platform. SDGR Schrödinger, Inc. Schrödinger sells computational chemistry and discovery workflow software to life sciences customers and also uses its platform in partnered and proprietary drug programs. SERV Serve Robotics Inc. Serve Robotics builds and operates autonomous delivery and service robots plus related software and services for food delivery platforms, merchants, and hospitals. SITM SiTime Corporation SiTime designs and sells MEMS-based precision timing semiconductors such as oscillators, clock products and resonators for communications, datacenter, automotive, industrial and other electronic systems. SMCI Super Micro Computer, Inc. Supermicro designs, manufactures, and sells servers, storage, rack-scale systems, liquid-cooling infrastructure, management software, and support for AI, cloud, enterprise, and edge deployments. SMR NuScale Power Corporation NuScale Power develops and licenses small modular nuclear reactor technology and sells related engineering, licensing, training, fuel-readiness, and plant support services. SNOW Snowflake Inc. Snowflake provides a cloud data platform for storing, processing, sharing, and governing enterprise data and AI workloads across major public clouds. SNPS Synopsys, Inc. Synopsys provides chip design software, semiconductor interface and security IP, hardware-assisted verification systems, and engineering simulation software for complex electronic and physical products. SOUN SoundHound AI, Inc. SoundHound AI provides voice, conversational, and enterprise automation software for automotive, restaurant, telecom, retail, and enterprise workflows. SPIR Spire Global, Inc. Spire operates a satellite constellation that sells weather, RF, aviation, and security data, analytics, and hosted mission services to government and commercial customers. STEM Stem, Inc. Stem sells software, edge hardware, and services that monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic builds and operates AI-enabled warehouse automation systems, software, and services for large retailers, wholesalers, food distributors, and medical supply operators. TEM Tempus AI, Inc. Tempus sells genomic diagnostics, AI-enabled clinical workflow tools, and de-identified data analytics to physicians, health systems, and life sciences companies. TLN Talen Energy Corporation Talen Energy owns and operates U.S. nuclear and fossil power plants and sells electricity, capacity and related services into wholesale markets and large-load contracts. TSLA Tesla, Inc. Tesla designs, manufactures, sells and leases electric vehicles and energy storage systems, alongside related software, charging and services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures semiconductor wafers and advanced packaging on a contract basis for chip designers and systems companies. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, sequencing sample-preparation tools, and antibody discovery solutions for biotech, pharma, diagnostics, industrial, academic, and government customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and power systems used in AI and high performance computing, industrial, networking, transportation, and aerospace and defense applications. VRT Vertiv Holdings Co Vertiv designs, manufactures, installs, and services power, cooling, rack, and related infrastructure systems for data centers, communication networks, and industrial facilities. VST Vistra Corp. Vistra generates electricity and sells electricity and natural gas to residential, commercial, and industrial customers across competitive U.S. power markets. WULF TeraWulf Inc. TeraWulf develops and operates U.S. data center campuses for AI and high-performance computing hosting while retaining a smaller bitcoin mining business. ZS Zscaler, Inc. Zscaler provides cloud-delivered zero-trust security and secure access services for enterprises and government organizations.

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