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 develops and manufactures optical transceivers, lasers, and HFC networking products for AI datacenters, broadband cable, telecom, and fiber access networks. ACHR Archer Aviation Inc. Archer develops electric and hybrid vertical takeoff aircraft plus related software, infrastructure, and services for commercial aviation and defense customers. AI C3.ai, Inc. C3.ai sells enterprise AI software, development tools, and related services to large enterprises and government organizations. AISP Airship AI Holdings, Inc. Builds AI software and edge appliances that turn video and sensor data into security and operations workflows for government and enterprise customers. ALAB Astera Labs, Inc. Astera Labs sells connectivity semiconductors and embedded systems software that help hyperscalers and OEMs build and operate AI servers and racks. AMBA Ambarella, Inc. Ambarella designs low-power edge AI semiconductor chips and software used in security cameras, vehicles, robotics, industrial systems and other on-device vision applications. AMD Advanced Micro Devices, Inc. AMD designs and sells CPUs, GPUs, networking silicon and related software for data center, client, gaming and embedded markets. AMKR Amkor Technology, Inc. Amkor is the largest U.S.-headquartered OSAT, providing outsourced semiconductor packaging and test services to chip companies and electronics manufacturers worldwide. AMPX Amprius Technologies, Inc. Amprius develops and sells high-performance silicon-anode lithium-ion battery cells for drones, defense, aerospace, light electric vehicles, and other weight-sensitive mobility uses. AMZN Amazon.com, Inc. Amazon operates global online and physical retail, a third-party marketplace, cloud infrastructure, advertising, subscriptions, and logistics networks. ANET Arista Networks, Inc. Arista sells high-performance Ethernet switching, routing, and network software for AI data centers, cloud networks, campuses, and enterprise edge environments. APLD Applied Digital Corporation Applied Digital builds, owns and operates power-dense AI data center campuses and legacy hosting facilities, monetizing scarce power access through long-duration leases and related services. APP AppLovin Corporation AppLovin provides advertising and monetization software that helps advertisers acquire customers and app publishers monetize inventory across mobile and related digital channels. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech with residual LT-100/Apitox economics and a digital-asset treasury software and governance arm through MindWave. ARM Arm Holdings plc Arm licenses CPU architectures and related semiconductor IP, sells tools and services, and is expanding into Arm-designed silicon for cloud, edge, automotive and device markets. ASML ASML Holding N.V. ASML develops, manufactures and services lithography, metrology and inspection systems used by semiconductor manufacturers. ASTS AST SpaceMobile, Inc. AST SpaceMobile is building a satellite cellular broadband network that connects standard smartphones through mobile operator and government partners outside terrestrial coverage. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver self-driving system and related freight services for carriers, fleet operators, and truck OEM partners. AVAV AeroVironment, Inc. AeroVironment builds autonomous defense systems including drones, precision strike systems, anti-drone systems, space and electronic warfare products, and mission software for U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs and supplies semiconductors and infrastructure software used in AI systems, networking, private cloud, storage and other mission-critical enterprise environments. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software and services for defense, intelligence, border security, aviation screening, and operational decision support. BEAM Beam Therapeutics Inc. Beam Therapeutics develops precision genetic medicines using base editing for sickle cell disease and rare liver diseases. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound devices, cloud software, and workflow tools that aim to broaden imaging access across clinicians, health systems, educators, and partners. BKSY BlackSky Technology Inc. Provides subscription satellite imagery, analytics, mission solutions, and advanced technology programs for government, defense, and commercial customers. BWXT BWX Technologies, Inc. BWXT manufactures nuclear components and fuel and provides engineering and services to U.S. government and commercial nuclear customers. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI compute systems and sells related cloud inference, training, deployment, and support services to large AI customers. CDNS Cadence Design Systems, Inc. Cadence sells electronic design software, semiconductor IP, hardware emulation and prototyping systems, and cloud and engineering services for chip and system design. CEG Constellation Energy Corporation Constellation Energy generates and sells electricity, natural gas and energy services in the U.S., anchored by the nation’s largest nuclear fleet and a broad post-Calpine generation portfolio. CLS Celestica Inc. Celestica designs, builds, integrates and supports data-center, communications and industrial electronic hardware plus supply-chain solutions for large technology and industrial customers. COHR Coherent Corp. Coherent develops and manufactures optical networking components, transceivers, lasers, modules, systems, and engineered materials for communications, industrial, instrumentation, and electronics markets. COIN Coinbase Global, Inc. Coinbase operates crypto trading, custody, payments, and developer infrastructure for consumers, institutions, businesses, and builders. CORZ Core Scientific, Inc. Core Scientific builds and operates power-dense U.S. data centers for AI and high-performance computing workloads while winding down its legacy bitcoin mining businesses. CRDO Credo Technology Group Holding Ltd Credo designs high-speed connectivity chips, cables, optical links and diagnostic software used in AI data-center networks. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management, service, data, integration, analytics, collaboration, and AI-driven workflow automation. CRNC Cerence Inc. Cerence AI sells white-label conversational AI, voice assistant, and cloud-connected software that automakers and Tier 1 suppliers embed into branded in-car experiences. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines, led by CASGEVY with Vertex and a pipeline spanning in vivo editing, cell therapy, and regenerative medicine. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity subscriptions and services that protect endpoints, cloud workloads, identities, data, and security operations. CRWV CoreWeave, Inc. CoreWeave provides GPU-accelerated cloud infrastructure, software, and developer tools for AI labs, enterprises, and other compute-intensive customers. DDOG Datadog, Inc. Datadog sells a cloud-native software platform that helps enterprises monitor applications, infrastructure, logs, user experience, and security across modern environments. DELL Dell Technologies Inc. Dell Technologies designs, manufactures, sells and supports servers, storage, networking, cloud solutions, PCs, software and related services for enterprises and consumers. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells autonomous laboratory services, biology data generation, and lab automation systems to biopharma, agriculture, and industrial biotech customers. EQIX Equinix, Inc. Equinix operates carrier-neutral data centers and sells colocation, interconnection and managed digital infrastructure services to enterprises, cloud providers, networks and service providers. ESTC Elastic N.V. Elastic provides cloud and self-managed software that helps enterprises search data, monitor systems, and investigate security activity. ETN Eaton Corporation plc Eaton makes electrical power distribution, protection and backup systems, aerospace components, and related software and services for data centers, utilities, buildings, industrial sites and aircraft. FIVN Five9, Inc. Five9 provides cloud-native software for enterprise contact centers across voice, digital engagement, workflow automation, workforce tools, and AI. FLNC Fluence Energy, Inc. Fluence sells utility-scale battery storage systems, lifecycle services, and grid optimization software to utilities, developers, and large power users. FN Fabrinet Fabrinet provides advanced optical packaging and precision manufacturing services for optical communications, AI-networking, laser, medical, and other complex original-equipment products. GOOG Alphabet Inc. Alphabet monetizes consumer intent and attention through Google and YouTube, while also selling cloud infrastructure, enterprise software, subscriptions, and a small set of emerging technology services. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid cloud software, and related services to businesses and government customers. 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 is a power-first digital infrastructure company building and operating AI data center campuses, cloud and colocation services, and ASIC compute assets. INOD Innodata Inc. Innodata provides AI data engineering, evaluation, annotation, observability, and platform-enabled workflow services for AI builders, enterprises, and government customers. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computers and sells cloud access, quantum networking, sensing, security, and manufacturing-linked solutions to commercial, government, and research customers. IREN IREN Limited IREN builds and operates power-backed data center campuses and GPU cloud infrastructure for AI workloads, while transitioning legacy Bitcoin mining capacity into higher-value compute services. JBL Jabil Inc. Jabil provides engineering, supply chain, manufacturing, and fulfillment services for complex electronics across cloud and data center infrastructure, healthcare, automotive, and other end markets. JOBY Joby Aviation, Inc. Joby develops electric air taxis, plans to operate air-taxi networks and sell aircraft to partners, and currently generates passenger-service revenue through Blade. KDK Kodiak AI, Inc. Kodiak AI develops autonomous driving software and modular sensor hardware for trucking, industrial, and defense vehicle applications. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops and manufactures lower-cost defense systems including uncrewed aircraft, propulsion, missile and hypersonic hardware, microwave electronics, and satellite ground systems for U.S. and allied customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures lasers, optical components, modules, and subsystems used in AI and cloud data centers, telecom networks, industrial manufacturing, and 3D sensing. LMND Lemonade, Inc. Lemonade is a digital personal-lines insurer that sells renters, homeowners, car, pet, and term life insurance through its app, website, and partner integrations. LSCC Lattice Semiconductor Corporation Lattice Semiconductor sells low-power programmable chips, design tools, and platform firmware used in communications, computing, industrial, automotive, and AI infrastructure systems. MBLY Mobileye Global Inc. Mobileye develops automotive driver-assistance and autonomous-driving systems that combine silicon, software, and road-intelligence data for automakers and mobility operators. META Meta Platforms, Inc. Meta operates a global family of social, messaging and media apps and monetizes them primarily through digital advertising, while investing heavily in AI infrastructure, business tools and wearable hardware. MPWR Monolithic Power Systems, Inc. MPS designs and sells power-management semiconductors and power solutions used in AI/data-center, storage, automotive, communications, industrial, and consumer systems. MRVL Marvell Technology, Inc. Marvell designs data-infrastructure semiconductors for AI and cloud systems, including custom chips, switches, optical links, DPUs, and storage and memory connectivity products. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity and business software, developer tools, security products, and related services to enterprises, consumers, and public-sector customers. MSTR Strategy Inc Strategy is a public bitcoin treasury company that also sells enterprise analytics software and related services. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures high-performance semiconductor products for data center, telecommunications, industrial and defense applications. MU Micron Technology, Inc. Micron designs, manufactures and sells DRAM, NAND, NOR memory and storage products used across AI data centers, client devices, mobile, automotive and industrial markets. NBIS Nebius Group N.V. Nebius sells AI cloud compute, storage, networking, managed services and developer tools, while also owning Avride and TripleTen. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and a large North American power development platform, combining regulated electricity delivery with generation, storage, transmission and nuclear assets. NET Cloudflare, Inc. Cloudflare runs a global edge network that sells security, networking, performance, and developer services through one cloud-native control plane. NNOX Nano-X Imaging Ltd. Nanox sells digital tomosynthesis imaging systems, AI imaging software, teleradiology services, and healthcare IT solutions to imaging providers and healthcare organizations. NOW ServiceNow, Inc. ServiceNow sells cloud software that digitizes, automates, and governs enterprise workflows across IT, employee, customer, risk, and AI operations. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data management software, and cloud data services that help customers manage, protect, and mobilize data across on-premises and public-cloud environments. NTLA Intellia Therapeutics, Inc. Intellia develops CRISPR-based gene editing therapies, led by lonvo-z for hereditary angioedema and nex-z for transthyretin amyloidosis. NTRA Natera, Inc. Natera provides cell-free DNA testing in oncology, women’s health, and organ transplant monitoring through regulated laboratory workflows and supporting clinical evidence. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, rack-scale AI systems, networking, and software used across data centers, gaming, automotive, and enterprise AI. OKLO Oklo Inc. Oklo is developing and planning to operate advanced fission power plants, nuclear fuel-cycle assets, and radioisotope production facilities for power, fuel, and isotope customers. ON ON Semiconductor Corporation onsemi designs and manufactures power semiconductors and sensing products for automotive, industrial and computing customers. ORCL Oracle Corporation Oracle sells enterprise databases, cloud infrastructure, and business applications to commercial and government customers. OUST Ouster, Inc. Ouster designs digital lidar sensors, vision products, and perception software used in industrial automation, robotics, automotive development, and smart infrastructure. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity platforms and services spanning network security, cloud security, security operations, identity, and observability for enterprises, service providers, and governments. PATH UiPath, Inc. UiPath sells software that helps enterprises build, run, and govern automation workflows, AI agents, and process orchestration across systems and people. PDYN Palladyne AI Corp. Palladyne AI builds defense-focused autonomy software, avionics, engineering services, unmanned systems, and precision-manufactured components for U.S. government and industrial customers. PL Planet Labs PBC Planet sells daily satellite imagery, geospatial data, analytics software, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir sells software platforms and related services that connect data, govern AI and human actions, and run operational workflows for governments and enterprises. POET POET Technologies Inc. POET Technologies designs optical engines, light sources, and custom optical modules for AI systems and hyperscale data-center interconnects. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing one-time gene editing therapies based on its Prime Editing platform for genetic diseases and selected cell therapy applications. PWR Quanta Services, Inc. Quanta Services designs, builds and maintains electric power, underground utility, communications and mission-critical infrastructure for utilities, energy producers and large load-center customers. QBTS D-Wave Quantum Inc. D-Wave develops quantum computing systems and sells cloud access, software tools, professional services, and on-premises systems to commercial, government, and research customers. QUBT Quantum Computing Inc. QCi develops and sells photonic and quantum machines, photonic components, and photonic chip foundry and packaging services for commercial and government customers. RCAT Red Cat Holdings, Inc. Red Cat designs and sells small unmanned aircraft systems, uncrewed surface vessels, and related control and autonomy technologies for defense, government, and public safety users. RDVT Red Violet, Inc. red violet licenses cloud-hosted identity intelligence and risk-management software, data, and workflow tools through IDI, FOREWARN, and CORE. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and systems and sells cloud and on-premises access to government, research, and enterprise customers. RIOT Riot Platforms, Inc. Riot Platforms develops and operates large-scale bitcoin mining sites, data center campuses, and in-house electrical engineering infrastructure. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission operations for commercial, civil, and national-security customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage precision medicine company using its Dynamo discovery platform to develop small-molecule therapies for cancer and genetic disease. RMBS Rambus Inc. Rambus sells memory interface chips and licenses interface and security silicon intellectual property used in AI servers, PCs and other data-intensive computing systems. RR Richtech Robotics Inc. Richtech Robotics develops, sells, rents, and operates commercial and industrial robots, plus teleoperation, data, and emerging AI-compute services. RXRX Recursion Pharmaceuticals, Inc. Recursion develops drug candidates and discovery collaborations using an AI-native, automated lab platform that combines proprietary biological data, chemistry, and clinical workflows. S SentinelOne, Inc. SentinelOne sells cybersecurity software that helps enterprises detect, investigate, and respond to threats across endpoints, cloud workloads, identities, and security operations. SDGR Schrodinger, Inc. Schrödinger sells computational chemistry and molecular discovery software to pharma, biotech, industrial, and academic customers and also monetizes collaborative and proprietary drug programs built on the same platform. SERV Serve Robotics Inc. Serve Robotics designs and operates autonomous robots for last-mile delivery and hospital workflow logistics in the United States. SITM SiTime Corporation SiTime designs MEMS-based timing semiconductors and synchronization software used in data center, communications, industrial, automotive, aerospace and consumer electronics. SKHY SK hynix Inc. SK hynix makes DRAM, NAND flash, SSDs, and AI-server memory products, with leadership concentrated in high-bandwidth memory and advanced packaging. SMCI Super Micro Computer, Inc. Supermicro sells rack-scale servers, storage, cooling systems, and management tools used to deploy AI, cloud, and enterprise infrastructure. SMR NuScale Power Corporation NuScale Power designs small modular nuclear reactors and sells related engineering, licensing, and commercialization services to utilities, developers, and other power customers. SNOW Snowflake Inc. Snowflake provides a cross-cloud data platform for storing, processing, sharing, and building analytics and AI applications on enterprise data. SNPS Synopsys, Inc. Synopsys sells mission-critical chip design software, semiconductor interface and foundation blocks, simulation and analysis software, cloud-delivered engineering workflows, and related services. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software that helps automakers, restaurants, retailers, and enterprises deploy AI assistants and workflow agents across cars, phones, apps, and contact centers. SPCX Space Exploration Technologies Corp. SpaceX designs, builds, launches, and operates rockets, spacecraft, satellite connectivity, and adjacent AI products for consumer, enterprise, government, and defense markets. SPIR Spire Global, Inc. Spire Global sells satellite-derived weather, aviation, and radio-frequency intelligence data plus hosted mission services to government and enterprise customers. STEM Stem, Inc. Stem sells software, controls, edge hardware, and services that monitor and operate solar, storage, and hybrid energy assets for owners, operators, EPCs, and asset managers. SYM Symbotic Inc. Symbotic builds robotic warehouse automation systems and sells the attached software, maintenance, and operating services to large distribution customers. TEM Tempus AI, Inc. Tempus provides oncology and hereditary molecular testing, clinical data products, trial matching, and workflow software to providers, payers, researchers, and biopharma. TLN Talen Energy Corporation Talen Energy owns and operates U.S. power generation assets and sells electricity, capacity, and ancillary services into wholesale markets and under long-term power contracts. TSLA Tesla, Inc. Tesla designs, manufactures, sells and leases electric vehicles and energy generation and storage systems, and sells related software and services directly to customers. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures semiconductors and provides foundry, advanced packaging, and design-enablement services for global chip designers and system companies. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, genomics tools, and antibody discovery inputs using a silicon-based DNA synthesis platform. VICR Vicor Corporation Vicor designs and manufactures high-density power modules, including DCM and PRM converters, plus Vertical Power Delivery systems for AI, industrial, automotive, networking, and defense applications. VRT Vertiv Holdings Co Vertiv provides mission-critical power, cooling, racks, monitoring, and lifecycle services for data centers, communication networks, and other critical facilities. VST Vistra Corp. Vistra generates electricity from a large U.S. fleet and sells electricity and natural gas to residential, commercial, and industrial customers through retail brands and long-term contracts. WULF TeraWulf Inc. TeraWulf develops, owns and operates power-backed U.S. data center campuses for AI and high-performance computing leasing while still running legacy bitcoin-mining infrastructure. ZS Zscaler, Inc. Zscaler sells cloud-delivered cybersecurity subscriptions that secure internet access, private application access, data flows, and AI-era enterprise traffic for large organizations and public sector customers.

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