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 123 symbols:

AAOI Applied Optoelectronics, Inc. Applied Optoelectronics designs and manufactures lasers, optical transceivers and broadband networking gear used in AI data centers and cable and fiber networks. ACHR Archer Aviation Inc. Archer develops electric and hybrid-electric vertical takeoff aircraft plus related autonomy, operations and aviation technology for commercial and defense markets. AI C3.ai, Inc. C3 AI sells enterprise AI application software, a development platform, and related services to large commercial and government organizations. AISP Airship AI Holdings, Inc. Airship AI sells AI software and edge appliances that turn video and sensor data into searchable, secure workflows for government and enterprise security operators. ALAB Astera Labs, Inc. Astera Labs sells connectivity chips, boards and software that help hyperscalers and system makers build and deploy rack-scale AI and cloud infrastructure. AMBA Ambarella, Inc. Ambarella designs low-power AI vision and video-processing chips and software used in security cameras, vehicles, robotics, and other edge devices. AMD Advanced Micro Devices, Inc. AMD designs and sells CPUs, GPUs, adaptive silicon, networking products and software for data center, client, gaming and embedded markets. AMKR Amkor Technology, Inc. Amkor provides outsourced semiconductor packaging and test services for chip companies, foundries and electronics manufacturers. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy silicon-anode lithium-ion batteries for drones, aviation, defense, and other mobility applications. AMZN Amazon.com, Inc. Amazon runs global retail and seller marketplaces, AWS cloud and AI infrastructure, subscription media, and digital advertising services. ANET Arista Networks, Inc. Arista sells high-performance Ethernet switching, routing, network operating software, cloud network management software, and support for AI, data center, campus, and wide-area networks. APLD Applied Digital Corporation Applied Digital designs, builds, finances, and operates large AI and high-performance computing data center campuses for hyperscalers and other compute customers in North America. APP AppLovin Corporation AppLovin operates advertising and monetization software that helps app publishers and consumer brands acquire users and monetize digital inventory. APUS Apimeds Pharmaceuticals US, Inc. Apimeds Pharmaceuticals US, Inc. is a pre-revenue micro-cap combining a clinical-stage knee pain biologic program with MindWave digital-asset treasury and control-workflow activities. ARM Arm Holdings plc Arm licenses CPU, GPU and system IP, sells access and support around its compute platform, and is expanding into Arm-designed silicon for AI infrastructure. ASML ASML Holding N.V. ASML supplies lithography, metrology and inspection systems, plus related software and services, that chipmakers use to manufacture advanced semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile is building a direct-to-cell satellite broadband network and selling gateway equipment and services to mobile network operators and government customers. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver autonomous driving system and is commercializing driverless trucking services for freight customers. AVAV AeroVironment, Inc. AeroVironment develops autonomous aircraft, loitering munitions, counter-drone systems, space and cyber products, and mission software for U.S. and allied defense customers. AVGO Broadcom Inc. Broadcom designs semiconductors and infrastructure software used in AI data centers, networking, broadband, wireless, storage, and enterprise IT. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides secure AI software, related subscriptions, and mission services for defense, intelligence, travel, trade, and other regulated operational environments. BEAM Beam Therapeutics Inc. Beam Therapeutics is a clinical-stage biotechnology company developing base-editing genetic medicines for sickle cell disease and rare liver-targeted genetic diseases. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound devices, related cloud software, and partner licensing built on its semiconductor-based imaging chip platform. BKSY BlackSky Technology Inc. BlackSky provides real-time satellite imagery, AI-enabled geospatial analytics, monitoring subscriptions, and sovereign space systems to government and enterprise customers. BWXT BWX Technologies, Inc. BWXT designs, engineers and manufactures nuclear components, reactors and fuel for U.S. government programs and commercial nuclear, medical and space customers. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI compute systems and sells both on-prem hardware and cloud training and inference capacity to enterprises, research institutions, and governments. CDNS Cadence Design Systems, Inc. Cadence sells mission-critical chip and system design software, verification hardware, and silicon IP used by semiconductor and engineering teams. CEG Constellation Energy Corporation Constellation generates and sells electricity, natural gas and related energy solutions, anchored by the largest U.S. nuclear fleet and the acquired Calpine portfolio. CLS Celestica Inc. Celestica designs, engineers, manufactures and supports data-center hardware platforms, networking systems and regulated-market products for hyperscalers, OEMs and industrial customers. COHR Coherent Corp. Coherent makes optical components, transceivers, laser systems, and semiconductor devices used in AI datacenter networking, communications, and industrial manufacturing. COIN Coinbase Global, Inc. Coinbase operates a regulated crypto trading, custody, stablecoin, brokerage, and developer infrastructure platform serving consumers, institutions, and software builders. CORZ Core Scientific, Inc. Core Scientific builds and operates U.S. power-dense data center campuses for AI and high-performance computing workloads while still running smaller digital asset mining businesses. CRDO Credo Technology Group Holding Ltd Credo sells high-speed copper and optical interconnect products, retimers, connectivity IP and diagnostic software used in AI, cloud and hyperscale data infrastructure. CRM Salesforce, Inc. Salesforce sells cloud software and platform services for customer relationship management, customer service, marketing, commerce, analytics, integration, collaboration, and enterprise automation. CRNC Cerence Inc. Cerence sells white-label automotive conversational AI, connected services, and related software to automakers and Tier 1 suppliers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines, anchored by CASGEVY with Vertex and a wholly owned pipeline spanning autoimmune, oncology, cardiometabolic and rare diseases. CRWD CrowdStrike Holdings, Inc. CrowdStrike provides cloud-delivered cybersecurity software and services that protect endpoints, identities, cloud workloads, data, and security operations. CRWV CoreWeave, Inc. CoreWeave provides GPU-accelerated cloud infrastructure and related software for AI labs, hyperscalers, developers, and enterprises. DDOG Datadog, Inc. Datadog sells a cloud software platform for observability, security, and AI-era operations across applications, infrastructure, logs, users, and developer workflows. DELL Dell Technologies Inc. Dell Technologies sells enterprise and client hardware, including AI servers, storage, networking, PCs, software, support and financing services. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo sells automated wet-lab R&D services, biological data generation, and lab automation capacity to commercial and government customers. EQIX Equinix, Inc. Equinix operates global colocation data centers and private interconnection services that let enterprises, clouds, networks and AI partners deploy and connect digital infrastructure. ESTC Elastic N.V. Elastic sells a unified search, observability, and security software platform through cloud services and self-managed subscriptions. ETN Eaton Corporation plc Eaton is a global power management company selling electrical equipment, data-center power and cooling systems, aerospace components, and related software and services. FIVN Five9, Inc. Five9 sells cloud contact-center software plus AI, workflow, and telephony tools that help enterprises run customer service operations. FLNC Fluence Energy, Inc. Fluence designs and integrates utility-scale battery storage systems, operating services, and optimization software for grids, renewable projects, and large power users. FN Fabrinet Fabrinet provides advanced optical packaging and precision manufacturing services for OEMs in optical communications, datacenter interconnect, high-performance computing, automotive, medical, laser, and sensor markets. GOOG Alphabet Inc. Alphabet monetizes consumer intent and attention through Google Search, YouTube, Android, Chrome, Cloud, subscriptions, and related AI services. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, private cloud software, support, and IT financing, increasingly packaged as AI and hybrid-cloud infrastructure. HURA TuHURA Biosciences, Inc. TuHURA Biosciences is a clinical-stage immuno-oncology company advancing IFx-2.0 for Merkel cell carcinoma and TBS-2025 for mutation-defined AML subsets. HUT Hut 8 Corp. Hut 8 develops and operates powered data center campuses, AI cloud services, and bitcoin mining infrastructure. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, and software-enabled workflow services for large AI builders and enterprises, with smaller PR and medical-data software businesses. IONQ IonQ, Inc. IonQ builds trapped-ion quantum computers and sells access through its own cloud and major cloud partners while expanding into networking, sensing, and security. IREN IREN Limited IREN develops and operates power-secured data center campuses, selling GPU cloud capacity for AI workloads while still running a large bitcoin mining business. JBL Jabil Inc. Jabil provides engineering, manufacturing, supply-chain, and infrastructure solutions for OEMs across AI data centers, healthcare, automotive, and other electronics markets. JOBY Joby Aviation, Inc. Joby develops electric air taxis, manufactures aircraft, and is preparing to operate premium short-hop passenger and partner services. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops affordable defense drones, propulsion systems, hypersonic hardware, microwave electronics, and satellite ground software for U.S. and allied customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures photonic chips, lasers, modules, and optical subsystems used in AI and cloud networking, telecom transport, industrial applications, and sensing. LMND Lemonade, Inc. Lemonade is a digital insurer that sells renters, homeowners, car, pet, and life insurance through its app, website, and embedded partner channels. LSCC Lattice Semiconductor Corporation Lattice Semiconductor designs and sells low-power programmable logic chips, related software and intellectual property, and secure control solutions for communications, computing, industrial, automotive, and embedded systems. MBLY Mobileye Global Inc. Mobileye develops automotive-grade driver-assistance and autonomous-driving chips, mapping, and full driving systems for automakers and Tier 1 suppliers. META Meta Platforms, Inc. Meta operates Facebook, Instagram, WhatsApp, Messenger, Threads, and Meta AI, monetizing attention mainly through digital advertising and increasingly through messaging tools and consumer devices. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells semiconductor-based power electronics used in enterprise data, automotive, communications, industrial, consumer, and computing systems. MRVL Marvell Technology, Inc. Fabless semiconductor company supplying custom AI chips, networking, optical interconnect, storage and security silicon for cloud, carrier and enterprise infrastructure. MSFT Microsoft Corporation Microsoft develops and sells cloud infrastructure, productivity software, AI tools, security, business applications, and selected consumer technology products and services. MSTR Strategy Inc Strategy sells enterprise analytics software and operates a large bitcoin treasury financed through common, preferred, and debt securities. MTSI MACOM Technology Solutions Holdings, Inc. Designs and manufactures RF, optical, analog and mixed-signal semiconductor products used in data center, telecom, industrial and defense systems. MU Micron Technology, Inc. Micron designs, manufactures and sells DRAM, NAND, NOR memory and storage products used across data centers, mobile devices, PCs, automotive systems and industrial equipment. NBIS Nebius Group N.V. Nebius provides AI cloud infrastructure, including GPU compute, cloud platform services, managed inference, and developer tools for AI builders and enterprises. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and NextEra Energy Resources, combining a large regulated Florida utility with a national power generation, storage and energy infrastructure platform. NET Cloudflare, Inc. Cloudflare provides cloud-based networking, security, and developer services that sit inline in front of Internet applications, APIs, users, and data. NNOX Nano-X Imaging Ltd. Nanox develops digital X-ray imaging systems and sells related AI analytics, cloud workflow, teleradiology, and health IT services to healthcare providers. NOW ServiceNow, Inc. ServiceNow sells a cloud software platform that helps large organizations automate and govern IT, employee, customer, security, and other enterprise workflows. NTAP NetApp, Inc. NetApp provides enterprise storage systems, data management software, and cloud data services that help customers store, protect, and activate data across on-premises and public clouds. NTLA Intellia Therapeutics, Inc. Intellia Therapeutics develops gene-editing medicines for severe inherited diseases, led by programs in hereditary angioedema and ATTR amyloidosis. NTRA Natera, Inc. Natera sells blood-based genetic and cell-free DNA tests across oncology, women’s health, organ health, and selected laboratory software and data services. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, AI systems, networking, and software platforms used across data centers, gaming, enterprise AI, and automotive markets. OKLO Oklo Inc. Oklo is developing, owning, and planning to operate advanced nuclear power plants, fuel-cycle assets, and isotope infrastructure under long-term customer arrangements. ON ON Semiconductor Corporation onsemi designs and sells power semiconductors and sensing products used in automotive, industrial, and AI data center systems. ORCL Oracle Corporation Oracle sells cloud infrastructure, database software, enterprise applications, hardware, and related services to organizations worldwide. OUST Ouster, Inc. Ouster sells digital lidar sensors, stereo cameras, and perception software for industrial automation, robotics, smart infrastructure, defense, and autonomy use cases. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity products plus recurring subscriptions and support across network security, cloud security, security operations, identity and observability. PATH UiPath, Inc. UiPath sells enterprise software that lets organizations build, orchestrate, and govern automations spanning AI agents, robots, people, and enterprise systems. PDYN Palladyne AI Corp. Palladyne AI develops autonomy software, avionics, UAV systems, engineering services, and precision-manufactured components for defense and industrial customers. PL Planet Labs PBC Planet operates an Earth-observation satellite fleet and sells imagery, geospatial data products, analytics software, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir sells software that integrates data, governs workflows, and helps governments and enterprises run operational decisions with auditability and control. POET POET Technologies Inc. POET Technologies designs optical engines, light-source products and custom optical modules for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing prime-editing gene therapies for genetic liver, immunology, and lung diseases. PWR Quanta Services, Inc. Quanta Services designs, builds, upgrades, repairs and maintains electric power, utility, communications and large-load infrastructure. QBTS D-Wave Quantum Inc. D-Wave develops and sells annealing and gate-model quantum computing systems, cloud access, software, and services for commercial, government, and research users. QUBT Quantum Computing Inc. QCi builds photonic and quantum hardware, chip foundry services, secure communications components, and edge-AI systems for commercial and government customers. RCAT Red Cat Holdings, Inc. Red Cat develops American-made drones, uncrewed maritime systems, controllers, and related autonomy software for defense, government, and public safety users. RDVT Red Violet, Inc. Red Violet provides identity intelligence software and data used in fraud prevention, identity verification, due diligence, compliance, investigations, and field-safety workflows. RGTI Rigetti Computing, Inc. Rigetti designs and builds superconducting quantum processors and quantum computing systems, selling access through its cloud software and on-premises installations. RIOT Riot Platforms, Inc. Riot Platforms operates bitcoin mining campuses, develops large-scale data center capacity, and owns in-house electrical engineering and manufacturing assets. RKLB Rocket Lab Corporation Rocket Lab provides orbital launch services, spacecraft, satellite components, and mission operations for commercial, civil, and national security customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotech using its Dynamo discovery engine to develop precision small-molecule medicines, led by zovegalisib in breast cancer and vascular anomalies. RMBS Rambus Inc. Rambus designs memory interface chips and licenses interface and security silicon IP used in AI, data center, and other advanced semiconductor platforms. RR Richtech Robotics Inc. Richtech Robotics develops, deploys, sells and rents commercial and light-industrial robotic systems for hospitality, retail, healthcare, warehousing and manufacturing workflows. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotech that uses its proprietary data, automated labs, and Recursion OS to discover drug candidates and earn collaboration revenue with biopharma partners. S SentinelOne, Inc. SentinelOne sells cybersecurity software through its Singularity platform to protect endpoints, cloud workloads, identities, data, and AI environments. SDGR Schrodinger, Inc. Schrödinger sells molecular modeling, simulation, and discovery workflow software and also monetizes collaborative and proprietary drug discovery programs. SERV Serve Robotics Inc. Serve Robotics designs, deploys, and operates autonomous sidewalk delivery robots and indoor service robots with related software and data services. SITM SiTime Corporation SiTime designs and sells precision timing semiconductors and related software used to synchronize communications, datacenter, automotive, industrial and other electronic systems. SMCI Super Micro Computer, Inc. Supermicro designs, manufactures, and sells AI and enterprise servers, storage systems, dense cooling and power infrastructure, and related management software for data center customers. SMR NuScale Power Corporation NuScale Power develops small modular nuclear reactor technology plus related licensing, engineering, training, and lifecycle plant services for utilities, developers, and large industrial power users. SNOW Snowflake Inc. Snowflake sells a cloud data platform that enterprises use to store, process, govern, share, and apply AI to data across major public clouds. SNPS Synopsys, Inc. Synopsys provides chip-design software, semiconductor interface and processor IP, engineering simulation, hardware-assisted verification, and related cloud and services for semiconductor and systems companies. SOUN SoundHound AI, Inc. SoundHound AI sells voice and agentic AI software that lets enterprises automate conversations and workflows across phones, kiosks, vehicles, chat, TVs, and contact-center channels. SPCX Space Exploration Technologies Corp. SpaceX builds and operates reusable launch systems, the Starlink broadband network, and AI software and compute products spanning consumer, enterprise, government, and defense markets. SPIR Spire Global, Inc. Spire Global sells satellite-derived weather, aviation, and radio-frequency intelligence data plus hosted payload and custom satellite services to government and commercial customers. STEM Stem, Inc. Stem sells software, control hardware, and services that help owners plan, monitor, control, and optimize solar, battery, and hybrid power assets. SYM Symbotic Inc. Symbotic designs, installs, and services AI-enabled robotic warehouse systems and related software for large distribution customers. TEM Tempus AI, Inc. Provides genomic testing, clinical workflow software, and governed de-identified data and AI services for providers, researchers, and biopharma customers. TLN Talen Energy Corporation Talen Energy owns and operates U.S. nuclear and gas power plants and sells electricity, capacity, and related services, increasingly to large data-center loads. TSLA Tesla, Inc. Tesla designs, manufactures and sells electric vehicles, battery storage, charging and related software and mobility services through a vertically integrated direct model. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures semiconductors and provides advanced packaging, mask, and design-enablement services for chip companies worldwide. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, sequencing-prep tools, and antibody discovery services for research, diagnostics, and therapeutics customers. VICR Vicor Corporation Vicor designs and manufactures high-density power-conversion modules and systems, and also licenses power-architecture intellectual property for royalties. VRT Vertiv Holdings Co Vertiv designs, manufactures, and services power, cooling, rack, and monitoring infrastructure for data centers and communications networks. VST Vistra Corp. Integrated competitive power company with a large U.S. retail electricity business and a diversified generation fleet spanning nuclear, gas, coal, solar, and storage. WULF TeraWulf Inc. TeraWulf develops and operates power-secured U.S. data center campuses for AI and high-performance computing tenants while still running residual bitcoin mining. ZS Zscaler, Inc. Zscaler provides a cloud-delivered cybersecurity platform that secures users, branches, workloads, and AI-era access to applications and data.

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