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. Applied Optoelectronics designs and manufactures optical transceivers, laser components, and broadband networking products for AI data centers, cable operators, telecom, and fiber access networks. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff and landing aircraft, autonomy software, and related aviation systems for commercial air mobility and defense applications. AI C3.ai, Inc. C3 AI sells enterprise artificial intelligence software, tools, and applications to commercial and government customers. AISP Airship AI Holdings, Inc. Airship AI sells AI-driven video, sensor, and data management software plus related edge and server solutions for government and commercial security operations. ALAB Astera Labs, Inc. Astera Labs designs connectivity semiconductors and embedded management software used in AI and cloud servers, racks, and memory systems. AMBA Ambarella, Inc. Ambarella designs edge AI semiconductor chips and software tools used in cameras, vehicles, industrial systems and robots. AMD Advanced Micro Devices, Inc. Designs CPUs, GPUs, adaptive chips, networking silicon and enabling software for data center, client, gaming and embedded markets. AMKR Amkor Technology, Inc. Amkor provides outsourced semiconductor packaging and test services that help chipmakers and electronics companies turn fabricated wafers into finished devices for computing, automotive, communications and consumer markets. AMPX Amprius Technologies, Inc. Amprius develops and sells silicon-anode lithium-ion battery cells for drones, aviation, defense and other mobility applications. AMZN Amazon.com, Inc. Amazon runs AWS cloud infrastructure alongside a global retail, marketplace, advertising, subscription, and logistics ecosystem. ANET Arista Networks, Inc. Arista Networks sells high-performance Ethernet switching and routing systems, network operating software, and lifecycle automation tools for AI, cloud, campus, and wide-area networks. APLD Applied Digital Corporation Applied Digital builds, owns, and operates large power-dense data center campuses leased to major AI and cloud customers, while also running a smaller legacy crypto-hosting business. APP AppLovin Corporation AppLovin provides advertising, monetization, measurement, and connected-TV software that helps advertisers acquire customers and publishers monetize audiences. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech and digital-infrastructure microcap with LT-100/Apitox economic rights and MindWave blockchain software, hosting, and digital-asset operations. ARM Arm Holdings plc Arm licenses CPU, GPU, system IP and compute subsystems, plus related software and tools, to semiconductor and systems companies. ASML ASML Holding N.V. ASML sells advanced lithography systems, metrology and inspection tools, software, and services that chipmakers use to manufacture semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile is building a direct-to-standard-smartphone satellite broadband network sold mainly through mobile carrier partners and government channels. AUR Aurora Innovation, Inc. Aurora builds self-driving systems for long-haul trucks and deploys them with carriers and truck manufacturers to automate freight movement. AVAV AeroVironment, Inc. AeroVironment builds autonomous systems, loitering munitions, counter-drone, directed-energy, space, cyber, and related defense systems for U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs semiconductors and infrastructure software for AI, networking, data center, and enterprise computing markets. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software, digital identity tools, analytics, and related services for U.S. government, defense, border, travel, and selected commercial missions. BEAM Beam Therapeutics Inc. Clinical-stage biotechnology company developing base-editing medicines and cell therapies for serious genetic diseases. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound devices, cloud workflow software, education tools, and chip-licensing services built on its semiconductor ultrasound platform. BKSY BlackSky Technology Inc. BlackSky sells real-time satellite imagery, analytics, monitoring subscriptions, and sovereign mission systems through its Spectra software and proprietary low Earth orbit constellation. BWXT BWX Technologies, Inc. BWXT supplies naval nuclear reactor components and fuel, commercial nuclear components and services, and advanced nuclear technologies to government and utility customers. CBRS Cerebras Systems Inc. Cerebras builds wafer-scale AI systems and related software, selling both on-premise hardware and cloud AI compute services focused on fast inference. CDNS Cadence Design Systems, Inc. Cadence sells software, hardware, cloud services, and silicon IP used to design, verify, and analyze chips and complex electronic systems. CEG Constellation Energy Corporation Constellation Energy owns a large U.S. generation fleet led by nuclear power and sells electricity, natural gas and energy solutions to utilities, businesses, governments and households. CLS Celestica Inc. Celestica designs, industrializes, manufactures and supports networking, compute, rack-scale and other advanced technology hardware for hyperscalers, OEMs and industrial customers. COHR Coherent Corp. Coherent makes photonic components, lasers, transceivers, optical modules, and engineered materials used in AI datacenters, communications networks, and industrial systems. COIN Coinbase Global, Inc. Coinbase runs consumer, institutional, and developer crypto infrastructure spanning trading, custody, payments, and onchain applications. CORZ Core Scientific, Inc. Core Scientific designs, builds and operates U.S. power-dense data centers for AI colocation while still generating some revenue from self-mining and hosted mining. CRDO Credo Technology Group Holding Ltd Credo sells high-speed copper and optical connectivity products, retimers, DSPs and related diagnostics software for AI, cloud and data center infrastructure. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management, service, marketing, analytics, integration, collaboration, data, and enterprise AI automation. CRNC Cerence Inc. Cerence builds embedded and connected conversational AI software that automakers use for branded in-car voice, assistant, and action experiences. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-editing medicines, led by approved CASGEVY and a pipeline spanning cardiometabolic, autoimmune, oncology, and regenerative programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-native cybersecurity software and services that protect endpoints, cloud workloads, identities, data, and security operations workflows. CRWV CoreWeave, Inc. CoreWeave provides AI cloud infrastructure and software for training, deploying, and operating AI workloads for model labs, startups, and enterprises. DDOG Datadog, Inc. Datadog sells a cloud-native software platform for observability, security, and operational workflows used by engineering, operations, and security teams. DELL Dell Technologies Inc. Dell designs, manufactures, sells and supports PCs, servers, storage, networking and related services for enterprises, governments and consumers worldwide. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo sells biological R&D services, laboratory automation, and data-generation tools to government and commercial customers. EQIX Equinix, Inc. Equinix operates carrier-neutral data centers and interconnection services that let enterprises, clouds, networks and AI providers deploy and connect critical digital infrastructure globally. ESTC Elastic N.V. Elastic provides cloud and self-managed software for enterprise search, observability, and security across public cloud, private cloud, and on-premises environments. ETN Eaton Corporation plc Eaton is a diversified power management company supplying electrical equipment, power systems, aerospace components and attached software and services to data center, utility, industrial, commercial and aerospace customers. FIVN Five9, Inc. Five9 provides cloud contact-center software, AI applications, and telephony services for enterprise customer-service and sales teams. FLNC Fluence Energy, Inc. Fluence sells grid-scale battery storage systems, related long-term services, and optimization software to utilities, developers, independent power producers, and data-center customers. FN Fabrinet Fabrinet manufactures complex optical, electro-mechanical and electronic products for OEMs, including optical modules, transceivers and lithium niobate modulators. GOOG Alphabet Inc. Alphabet operates Google’s search, YouTube, Android, cloud, AI, and related internet products, monetizing consumer intent, attention, enterprise workloads, and emerging autonomy services. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, software, services, and financing offerings for business and public-sector infrastructure. HURA TuHURA Biosciences, Inc. Clinical-stage immuno-oncology company developing IFx-2.0, TBS-2025, and related therapies aimed at overcoming resistance to cancer immunotherapy. HUT Hut 8 Corp. Hut 8 develops and operates power, data center, and compute infrastructure, monetizing AI data center capacity, ASIC compute, AI cloud, and related digital infrastructure. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, annotation, and assurance-oriented software and services for AI builders and enterprise customers. IONQ IonQ, Inc. IonQ sells trapped-ion quantum computing systems and cloud access, plus quantum networking, security, sensing, and space-infrastructure products to commercial, government, and research customers. IREN IREN Limited IREN develops power-secured AI data center campuses and GPU cloud services, while repurposing legacy bitcoin mining infrastructure for AI workloads. JBL Jabil Inc. Jabil is a global engineering, supply chain, and manufacturing partner that helps customers design, build, integrate, and service complex hardware across data center, healthcare, industrial, and other end markets. JOBY Joby Aviation, Inc. Joby develops electric aircraft, operates Blade passenger air mobility services, and plans to operate, sell and support its own aircraft and autonomy stack. KDK Kodiak AI, Inc. Kodiak AI develops and deploys autonomous driving software and modular vehicle hardware for trucking, industrial, and defense customers. KTOS Kratos Defense & Security Solutions, Inc. Kratos sells defense and space systems, unmanned aircraft, propulsion, radar and microwave products, and satellite ground software to U.S., allied government, and commercial customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures photonic components, modules, and systems used in AI and cloud data center connectivity, telecom networks, industrial manufacturing, and sensing. LMND Lemonade, Inc. Lemonade is a digital insurer that sells renters, homeowners, car, pet, and term life insurance through an app-led model in the U.S. and parts of Europe. LSCC Lattice Semiconductor Corporation Lattice designs low-power programmable chips, development software, and platform firmware/manageability products used in compute, communications, industrial, and embedded systems. MBLY Mobileye Global Inc. Mobileye develops and sells automotive driver-assistance and autonomous-driving systems built around its EyeQ compute, software, mapping and safety stack. META Meta Platforms, Inc. Meta operates global social, messaging and discovery platforms, monetizing attention mainly through advertising while expanding into AI, business messaging and consumer hardware. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells high-performance power management semiconductors and modules used in data center, automotive, industrial, communications and consumer electronics. MRVL Marvell Technology, Inc. Marvell designs semiconductor and custom silicon products that move, store, process and secure data for cloud, AI, carrier and enterprise infrastructure. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, business applications, developer tools, devices, and online advertising to enterprises and consumers. MSTR Strategy Inc Strategy sells enterprise analytics software and uses equity, preferred stock, and debt financing to build and manage a very large bitcoin treasury. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures specialty semiconductor products for data center, telecom, industrial and defense applications. MU Micron Technology, Inc. Micron designs and manufactures memory and storage semiconductors for data center, client, mobile, automotive and industrial markets. NBIS Nebius Group N.V. Nebius provides GPU cloud compute, storage, networking and AI software services to AI developers and enterprises, and also owns Avride and TripleTen. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and NextEra Energy Resources, combining a large regulated utility with a scaled developer and operator of generation, storage, transmission and gas infrastructure. NET Cloudflare, Inc. Cloudflare provides cloud-based security, networking, performance, and developer services that sit between users and customers' applications, networks, and websites. NNOX Nano-X Imaging Ltd. Nanox develops digital X-ray imaging systems and sells teleradiology, AI imaging analytics, cloud software, and health IT services for medical imaging workflows. NOW ServiceNow, Inc. ServiceNow sells cloud software that automates and governs enterprise workflows across IT, customer, employee, security, and developer operations. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data management software, and cloud data services that help customers manage and protect data across on-premises and public-cloud environments. NTLA Intellia Therapeutics, Inc. Intellia develops one-time gene-editing medicines, led by lonvo-z for hereditary angioedema and nex-z for transthyretin amyloidosis. NTRA Natera, Inc. Natera develops and commercializes molecular testing services across oncology, women's health NIPT, organ health, and rare disease. NVDA NVIDIA Corporation NVIDIA designs accelerated computing chips, networking, systems and software used in AI data centers, gaming, enterprise infrastructure and automotive platforms. OKLO Oklo Inc. Oklo develops advanced nuclear power plants, fuel-cycle assets, and isotope production facilities aimed at supplying firm clean power and nuclear-adjacent products. ON ON Semiconductor Corporation onsemi designs and sells power, sensing, connectivity and custom semiconductor products for automotive, industrial, computing and energy-efficient systems. ORCL Oracle Corporation Oracle provides database software, enterprise applications, cloud infrastructure, hardware, and related services to enterprises, governments, and other organizations worldwide. OUST Ouster, Inc. Ouster sells digital lidar sensors, 3D vision cameras, embedded compute, and perception software for robotics, industrial automation, smart infrastructure, automotive, and defense-adjacent use cases. PANW Palo Alto Networks, Inc. Palo Alto Networks sells enterprise cybersecurity products, subscriptions, support, and services across network, cloud, security operations, AI, and identity. PATH UiPath, Inc. UiPath sells enterprise software for building, running, and governing automations, testing, and process orchestration across existing applications, AI agents, and human workflows. PDYN Palladyne AI Corp. Palladyne AI sells embodied autonomy software, avionics, UAV engineering, and precision manufacturing to defense, aerospace, and industrial automation customers. PL Planet Labs PBC Planet operates a large Earth-imaging satellite fleet and sells satellite imagery, geospatial data products, analytics, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir sells software platforms that help governments and enterprises integrate data, run operational workflows, and deploy governed AI in real-world environments. POET POET Technologies Inc. POET Technologies designs optical engines, light-source products, and custom optical modules for AI systems and hyperscale data-center interconnects using its Optical Interposer platform. PRME Prime Medicine, Inc. Clinical-stage gene-editing company developing one-time genetic medicines using Prime Editing across liver, blood, lung and partnered cell-therapy programs. PWR Quanta Services, Inc. Quanta Services designs, builds, upgrades, repairs and maintains electric power, communications and related infrastructure for utilities, data centers, manufacturers and other customers. 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. QCi develops photonics-based quantum computing, secure communications and sensing products, and sells photonic foundry and advanced packaging services. RCAT Red Cat Holdings, Inc. Designs and manufactures unmanned aircraft, uncrewed surface vessels, autonomy software, and wireless charging systems for military, government, and public-safety users. RDVT Red Violet, Inc. red violet sells cloud-based identity intelligence, fraud, compliance, investigative, and field-safety tools to enterprises, associations, and public-sector customers. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and systems, sells on-premises quantum hardware, and provides cloud access to its quantum computers for enterprise, government, and research users. RIOT Riot Platforms, Inc. Riot Platforms develops and operates bitcoin mining and data center campuses and uses in-house electrical engineering and manufacturing to build digital infrastructure. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission operations for commercial, government, and defense customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company developing small-molecule therapies for targeted oncology and genetic disease using a computational and experimental discovery engine. RMBS Rambus Inc. Rambus sells memory-interface chips, silicon IP and security IP used in AI, data-center and other data-intensive computing systems. RR Richtech Robotics Inc. Richtech Robotics designs, manufactures, deploys, and services AI-enabled robots for hospitality, retail cleaning, and light industrial customers in the United States. RXRX Recursion Pharmaceuticals, Inc. Clinical-stage biotechnology company using proprietary data, automated experiments, and AI software to discover and develop small-molecule medicines and partner programs. S SentinelOne, Inc. SentinelOne sells cybersecurity software that protects endpoints, cloud workloads, identities, data, and emerging AI-agent environments through its Singularity platform. SDGR Schrödinger, Inc. Schrödinger sells computational chemistry and molecular discovery software, and also monetizes its platform through drug discovery collaborations and proprietary programs. SERV Serve Robotics Inc. Serve Robotics designs and operates autonomous delivery and hospital-service robots, plus related workflow, advertising, and software services. SITM SiTime Corporation SiTime designs MEMS-based precision timing semiconductors and related software that keep electronic systems synchronized across communications, enterprise, automotive, industrial and other markets. SKHY SK hynix Inc. SK hynix manufactures HBM, DRAM, NAND flash, enterprise solid-state drives and CXL memory products for AI, server, storage and device customers worldwide. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures servers, storage, networking, liquid-cooled racks, and integrated AI data-center systems with related software and deployment services. SMR NuScale Power Corporation NuScale Power designs and licenses small modular nuclear reactor technology and provides related engineering and commercialization services. SNOW Snowflake Inc. Snowflake provides a cloud data platform for storing, governing, analyzing, sharing, and building AI-enabled applications on enterprise data across major public clouds. SNPS Synopsys, Inc. Synopsys sells chip-design software, semiconductor IP, and engineering simulation tools used to design and validate semiconductors and complex systems. SOUN SoundHound AI, Inc. SoundHound AI sells voice and agentic AI software that lets enterprises deploy conversational agents across phones, chat, vehicles, kiosks, drive-thrus, and other digital or physical channels. SPCX Space Exploration Technologies Corp. SpaceX builds and operates reusable launch systems, satellite broadband networks, spacecraft, and large-scale AI infrastructure for consumer, enterprise, government, and defense customers. SPIR Spire Global, Inc. Spire Global operates a low-Earth-orbit satellite constellation and sells weather, aviation, radio-frequency geolocation, and space-services data products 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 for owners and operators. SYM Symbotic Inc. Symbotic designs, installs, and services AI-enabled robotic warehouse systems and related software for retailers, grocers, wholesalers, and logistics operators. TEM Tempus AI, Inc. Tempus AI sells genomic diagnostics, clinical workflow software, and de-identified data and analytics products to providers and life sciences customers. TLN Talen Energy Corporation Talen Energy owns and operates nuclear and fossil-fuel power plants and sells electricity, capacity, and related services into wholesale U.S. power markets while pursuing long-term data-center power contracts. TSLA Tesla, Inc. Tesla designs, manufactures and sells battery electric vehicles, energy storage systems, charging and related software and services through a vertically integrated platform. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC is the world's leading pure-play semiconductor foundry, manufacturing advanced logic chips and packaging for fabless designers and integrated device makers. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, NGS sample-preparation and target-enrichment tools, and antibody discovery and characterization services for biotech, pharma, diagnostics, academic, and industrial customers. VICR Vicor Corporation Vicor designs, manufactures and licenses high-density modular power components, power systems and related patents for AI compute, industrial, transportation, aerospace and defense applications. VRT Vertiv Holdings Co Vertiv designs, manufactures, and services power, cooling, rack, monitoring, and support infrastructure used in data centers and other mission-critical facilities. VST Vistra Corp. Vistra is an integrated competitive power company that owns generation assets, sells electricity and natural gas through retail brands, and manages commodity risk across major U.S. power markets. WULF TeraWulf Inc. TeraWulf develops and operates U.S. power-secured digital infrastructure campuses for bitcoin mining and leased AI and high-performance computing workloads. ZS Zscaler, Inc. Zscaler sells cloud-delivered zero trust security services that securely connect users, devices, workloads, applications, and AI-related activity for enterprises and public-sector 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