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 122 symbols:

AAOI Applied Optoelectronics, Inc. Designs and manufactures optical networking products including transceivers, lasers and broadband access equipment for data center, cable, telecom and fiber access customers. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff and landing aircraft plus related launch, operations, and defense capabilities for urban air mobility. AI C3.ai, Inc. C3 AI sells enterprise AI software for building, deploying, and operating governed applications and agents for commercial and government customers. AISP Airship AI Holdings, Inc. Airship AI provides edge-to-cloud video, sensor, and evidence-management software plus appliances for U.S. government, law-enforcement, defense, and selected commercial customers. ALAB Astera Labs, Inc. Astera Labs designs semiconductor connectivity products and embedded management software used by hyperscalers and OEMs to build AI and cloud data-center systems. AMBA Ambarella, Inc. Ambarella develops low-power edge AI semiconductors and software used in security cameras, vehicles, robotics, drones and other physical AI systems. AMD Advanced Micro Devices, Inc. AMD designs and sells CPUs, GPUs, adaptive and embedded chips, networking products, and related software for data center, PC, gaming, and edge markets. AMKR Amkor Technology, Inc. Amkor provides outsourced semiconductor packaging and test services, with growing exposure to advanced packaging for AI, computing, communications, and automotive chips. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy silicon-anode lithium-ion battery cells for drones, defense, aviation and light electric mobility. AMZN Amazon.com, Inc. Amazon operates a global commerce and logistics network plus AWS cloud, advertising, subscriptions, and emerging AI and satellite services. ANET Arista Networks, Inc. Arista builds Ethernet switches, routers, and network software for AI, cloud, data center, campus, and branch networking. APLD Applied Digital Corporation Applied Digital builds and operates power-dense AI data center campuses and hosting sites, with value driven mainly by long-term leased capacity and retained exposure to ChronoScale. APP AppLovin Corporation AppLovin provides software that helps advertisers acquire customers, app publishers monetize inventory, and streaming companies distribute and monetize video channels. APUS Apimeds Pharmaceuticals US, Inc. NYSE American-listed micro-cap combining a clinical-stage bee-venom pain asset with MindWave digital-asset treasury operations. ARM Arm Holdings plc Arm licenses CPU architecture and compute IP, sells higher-value subsystems and selected silicon, and earns royalties on Arm-based chip shipments. ASML ASML Holding N.V. ASML makes lithography, metrology, inspection and software systems that semiconductor manufacturers use to produce advanced chips. ASTS AST SpaceMobile, Inc. AST SpaceMobile builds satellites, gateways, and carrier-integrated network infrastructure to deliver cellular broadband directly to standard smartphones from space for commercial and government users. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver self-driving system for long-haul trucking and is commercializing it through driver-as-a-service freight operations. AVAV AeroVironment, Inc. AeroVironment is a defense technology company that sells autonomous systems, loitering munitions, counter-drone, space, cyber, directed-energy, and mission software products to U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs semiconductor and infrastructure software products used in AI clusters, networking, private cloud and other mission-critical enterprise systems. BBAI BigBear.ai Holdings, Inc. BigBear.ai develops and deploys AI software and related services for defense, intelligence, homeland security, trade, travel, and logistics workflows. BEAM Beam Therapeutics Inc. Beam Therapeutics is a clinical-stage biotechnology company developing base-editing genetic medicines led by risto-cel in sickle cell disease and BEAM-302 in alpha-1 antitrypsin deficiency. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound devices and related cloud software, AI, and partner-embedded imaging capabilities for clinicians and healthcare systems. BKSY BlackSky Technology Inc. BlackSky sells subscription imagery, analytics, and mission solutions through its Spectra software stack and proprietary low Earth orbit satellite constellation to government and commercial customers. BWXT BWX Technologies, Inc. BWXT is a nuclear manufacturing and services company supplying naval reactor components, fuel-cycle work, commercial nuclear equipment and services, and nuclear medicine products. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI compute systems and sells training and inference capacity through cloud, partner, and dedicated deployments. CDNS Cadence Design Systems, Inc. Cadence sells chip-design software, verification hardware, semiconductor IP, and system analysis tools used to design silicon and complex engineered systems. CEG Constellation Energy Corporation Constellation generates electricity from nuclear, natural gas, hydro, wind and solar assets and sells power and energy products to commercial, industrial and other customers. CLS Celestica Inc. Celestica designs, manufactures, integrates and services data-center, networking and other advanced hardware platforms for hyperscalers, OEMs and regulated industrial markets. COHR Coherent Corp. Coherent makes photonics hardware, optical components, transceivers, lasers, modules, systems, and engineered materials for AI datacenters, communications, industrial, and instrumentation markets. COIN Coinbase Global, Inc. Coinbase operates a regulated crypto trading, custody, stablecoin, and onchain infrastructure platform for consumers, institutions, and developers. CORZ Core Scientific, Inc. Core Scientific operates U.S. power-dense campuses for high-density AI colocation and also runs self-mining and hosted digital asset infrastructure. CRDO Credo Technology Group Holding Ltd Credo sells high-speed connectivity chips, cables, optical components and related software tools used in AI, cloud and hyperscale data-center networks. CRM Salesforce, Inc. Salesforce sells enterprise cloud software for customer relationship management, service, data, collaboration, analytics, integration, and AI-driven workflow automation. CRNC Cerence Inc. Cerence AI sells white-label in-car voice assistants, connected services, and generative AI software to automakers and Tier 1 suppliers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited and gene-based medicines across hemoglobinopathies, cardiovascular disease, autoimmune disease, oncology and rare disease. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-native cybersecurity software and services that protect endpoints, cloud workloads, identity, data, and security operations for enterprises and public-sector customers. CRWV CoreWeave, Inc. CoreWeave provides purpose-built AI cloud infrastructure, managed compute, storage, networking, and software tools for AI labs, startups, and enterprises. DDOG Datadog, Inc. Datadog provides a cloud-based observability and security platform that helps enterprises monitor, secure, and operate applications, infrastructure, and AI workloads. DELL Dell Technologies Inc. Dell sells PCs, servers, storage, networking and related services, financing and lifecycle support to enterprises, public sector customers and consumers. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks provides autonomous laboratory infrastructure, standardized wet-lab workflows, and related R&D services for biotech and industrial biotechnology customers. EQIX Equinix, Inc. Equinix operates a global network-neutral digital infrastructure platform that sells colocation, interconnection and related services across dense metro data center campuses. ESTC Elastic N.V. Elastic sells a cloud and self-managed software platform that helps enterprises search, observe, and secure data across applications, infrastructure, and content. ETN Eaton Corporation plc Eaton makes electrical power equipment, aerospace systems, mobility components and related software used across data centers, utilities, industrial, commercial, residential and aerospace markets. FIVN Five9, Inc. Five9 provides cloud contact-center software, related telephony services, and AI tools for enterprise customer-service and sales workflows. FLNC Fluence Energy, Inc. Fluence provides utility-scale battery energy storage systems, operational services, and optimization software for utilities, developers, and data-center power customers. FN Fabrinet Fabrinet provides advanced optical packaging and precision manufacturing services for complex communications, datacenter, laser, automotive, and medical products. GOOG Alphabet Inc. Alphabet monetizes digital intent through Google Search and YouTube, sells cloud and AI infrastructure and software, and operates subscription, device, and autonomy businesses. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software and related financing to business and public-sector customers. HURA TuHURA Biosciences, Inc. Clinical-stage immuno-oncology company developing IFx-2.0, TBS-2025, and related programs intended to overcome resistance to cancer immunotherapies. HUT Hut 8 Corp. Hut 8 develops powered sites, AI and cloud data centers, and compute infrastructure for AI workloads, enterprise IT, and bitcoin mining. INOD Innodata Inc. Innodata provides AI data engineering, annotation, model evaluation, observability, and related workflow software and services for AI builders, enterprises, and regulated customers. IONQ IonQ, Inc. IonQ sells trapped-ion quantum computing systems, cloud access, and adjacent quantum networking, security, sensing, and space-related products to commercial, government, and research customers. IREN IREN Limited IREN develops grid-connected data centers and GPU cloud capacity for AI workloads while still generating some revenue from Bitcoin mining. JBL Jabil Inc. Jabil provides outsourced engineering, manufacturing, and supply-chain solutions for cloud infrastructure, healthcare, industrial, automotive, and consumer electronics customers. JOBY Joby Aviation, Inc. Joby develops electric vertical take-off and landing aircraft and aims to operate premium air taxi networks while also selling aircraft and related services to partners. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops unmanned aircraft, propulsion systems, satellite ground software, microwave electronics, and related defense systems for U.S. and allied customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical and photonic components, modules, and subsystems used in AI and cloud networking, telecom transport, industrial lasers, and sensing applications. LMND Lemonade, Inc. Lemonade sells renters, homeowners, car, pet, and term life insurance through a direct digital platform in the U.S. and parts of Europe. LSCC Lattice Semiconductor Corporation Lattice designs low-power programmable chips, software tools, and security solutions used in server, industrial, communications, automotive, and edge systems. MBLY Mobileye Global Inc. Mobileye builds advanced driver-assistance and autonomous-driving chips, software, mapping, and complete driving systems for automakers and mobility operators. META Meta Platforms, Inc. Meta operates Facebook, Instagram, WhatsApp, Messenger, Threads and Meta AI, monetizing mostly through digital advertising while investing heavily in AI infrastructure and wearable and immersive hardware. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs power-management semiconductors and modules used in AI servers, communications gear, vehicles, industrial equipment and consumer devices. MRVL Marvell Technology, Inc. Marvell designs semiconductor and custom silicon products used in AI data centers, networking, storage and communications infrastructure. MSFT Microsoft Corporation Microsoft provides cloud infrastructure, productivity and collaboration software, business applications, developer tools, security products, gaming, and advertising services. MSTR Strategy Inc Strategy combines a large bitcoin treasury and bitcoin-linked capital markets strategy with enterprise analytics software and related services. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures high-performance analog, RF and optical semiconductors for data center, telecom, industrial and defense customers. MU Micron Technology, Inc. Micron designs, manufactures and sells memory and storage products, including DRAM, high-bandwidth memory, NAND, NOR and SSDs for data center, mobile, client, automotive and industrial markets. NBIS Nebius Group N.V. Nebius operates an AI-focused cloud platform that sells GPU compute, storage, managed infrastructure and inference tooling to AI developers and enterprises. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and a large competitive energy infrastructure platform that develops, owns and operates electricity generation, storage, transmission and related power solutions. NET Cloudflare, Inc. Cloudflare operates a global cloud network that sells application security, Zero Trust, networking, and developer-platform services on a unified control plane. NNOX NANO-X IMAGING LTD Nanox develops digital tomosynthesis imaging systems and sells related imaging AI, cloud, teleradiology, and healthcare IT solutions to providers and imaging partners. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps large enterprises and public-sector organizations automate and govern workflows across IT, employee, customer, security, and data operations. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data management software, and cloud data services that help customers manage, protect, and move data across on-premises and public-cloud environments. NTLA Intellia Therapeutics, Inc. Clinical-stage gene-editing biotech developing in vivo CRISPR therapies led by lonvo-z for hereditary angioedema and nex-z for transthyretin amyloidosis. NTRA Natera, Inc. Natera develops and commercializes molecular testing services, led by its cell-free DNA franchises in oncology, women’s health, organ health, and rare disease. NVDA NVIDIA Corporation NVIDIA designs accelerated computing chips, networking systems, and related software used in data centers, enterprise AI, gaming, automotive, and edge computing. OKLO Oklo Inc. Oklo develops advanced nuclear power plants and related fuel-cycle and radioisotope capabilities for power, industrial, and future compute customers. ON ON Semiconductor Corporation onsemi designs, manufactures, and sells power semiconductors, sensors, and analog and mixed-signal chips for automotive, industrial, and computing customers. ORCL Oracle Corporation Oracle sells enterprise applications, database software, cloud infrastructure, and related hardware and services to organizations. OUST Ouster, Inc. Ouster designs and sells digital lidar sensors, cameras, and perception software for robotics, industrial automation, automotive, defense, and smart infrastructure applications. PANW Palo Alto Networks, Inc. Palo Alto Networks sells enterprise cybersecurity platforms spanning network, cloud, security operations, identity and AI security. PATH UiPath, Inc. UiPath sells software that helps enterprises build, run, and govern automations across robots, APIs, documents, testing, and AI agents in cloud and on-premises environments. 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 designs, builds, and operates an Earth-observation satellite fleet and sells imagery, geospatial data, and related solutions to government and commercial customers. PLTR Palantir Technologies Inc. Palantir provides software platforms that integrate data, govern AI, and run operational workflows for governments and large enterprises. POET POET Technologies Inc. POET Technologies designs photonic integrated packaging, optical engines, light sources and related modules for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing one-time genetic medicines using Prime Editing and partnered cell therapy programs. PWR Quanta Services, Inc. Quanta Services provides engineering, construction, repair and maintenance services for electric power, communications and broader energy infrastructure. QBTS D-Wave Quantum Inc. D-Wave develops quantum computing systems and related cloud, software, and services for enterprise, government, research, and optimization workloads. QUBT Quantum Computing Inc. QCi develops photonic and quantum hardware, photonic chips and components, secure-communications products, and related foundry services for commercial and government customers. RCAT Red Cat Holdings, Inc. Red Cat designs and manufactures U.S.-made unmanned air and maritime systems, control software, and related capabilities for defense, government, and public safety customers. RDVT Red Violet, Inc. red violet sells identity-intelligence software and data products that help enterprises, public agencies, and real-estate professionals verify identities, detect fraud, and manage risk. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and systems, and provides cloud and on-prem access to those systems for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot develops powered campuses for bitcoin mining and AI/data-center workloads and owns electrical engineering and fabrication businesses that support those builds. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission operations to commercial, government, and national security customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage biotech developing precision medicines in cancer and genetic disease using a structure-and-motion-based discovery engine. RMBS Rambus Inc. Rambus designs memory interface chips and licenses silicon IP and security technologies used in AI servers, memory modules, chips and data center infrastructure. RR Richtech Robotics Inc. Richtech Robotics develops, assembles, deploys, and services AI-driven robots for hospitality, retail, logistics, and light-industrial customers in the United States. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotechnology company using a proprietary AI, data, and automated lab stack to discover drugs internally and with pharmaceutical partners. S SentinelOne, Inc. SentinelOne sells AI-driven cybersecurity software that protects endpoints, cloud workloads, identities, data, and AI environments for enterprises and public-sector customers. SDGR Schrödinger, Inc. Schrödinger sells physics-based molecular discovery software and hosted workflows to pharma and other research customers, while also monetizing partnered and proprietary drug programs built on the same platform. SERV Serve Robotics Inc. Serve Robotics designs, deploys, and operates autonomous delivery and healthcare robots plus the software stack that manages them. SITM SiTime Corporation SiTime designs and sells MEMS-based precision timing chips, clocking products, and synchronization software used in AI infrastructure, communications, automotive, industrial, and aerospace systems. SMCI Super Micro Computer, Inc. Supermicro designs and sells servers, storage, rack-scale systems, liquid-cooling infrastructure, and management software and services for AI, cloud, enterprise, and edge data centers. SMR NuScale Power Corporation NuScale develops small modular nuclear reactor technology and sells engineering, licensing, and related commercialization services for utility, industrial, and data-center power projects. SNOW Snowflake Inc. Snowflake sells a cloud data platform that lets enterprises store, process, govern, share, and use data and AI workloads across public clouds. SNPS Synopsys, Inc. Synopsys provides chip design software, semiconductor interface and subsystem IP, hardware-assisted verification, and engineering simulation tools spanning silicon to systems. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software, including Houndify and OASYS, that helps businesses automate customer interactions across phones, cars, kiosks, and messaging. SPIR Spire Global, Inc. Spire Global sells satellite-derived weather, aviation, radio-frequency intelligence, and space-services products to government and enterprise customers. STEM Stem, Inc. Stem provides software, edge hardware, and services that monitor, control, and optimize solar, storage, and hybrid energy assets for owners, operators, developers, and utilities. SYM Symbotic Inc. Symbotic builds AI-enabled warehouse automation systems and related software, support, and operating services for large distribution customers. TEM Tempus AI, Inc. Healthcare technology company that combines genomic diagnostics, multimodal clinical data, and workflow software to support precision medicine. TLN Talen Energy Corporation Talen Energy owns and operates nuclear and dispatchable power plants and sells electricity, capacity, and ancillary services into U.S. wholesale power markets. TSLA Tesla, Inc. Tesla designs, manufactures and sells electric vehicles, battery storage systems, charging infrastructure, and related software and services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC is the leading pure-play semiconductor foundry, manufacturing advanced chips and packaging for fabless designers and integrated device makers. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA, genomics tools, and antibody discovery products for biotech, pharma, diagnostics, industrial, and research customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and power systems used in AI compute, industrial, telecom, vehicle, and aerospace and defense electronics. VRT Vertiv Holdings Co Vertiv provides power, cooling, rack, monitoring, and lifecycle service infrastructure that keeps data centers and other mission-critical digital sites running. VST Vistra Corp. Vistra is an integrated U.S. competitive power company combining retail electricity and natural gas supply with a large wholesale generation fleet, including significant nuclear and gas assets. WULF TeraWulf Inc. TeraWulf develops and operates U.S. power-advantaged data center campuses for AI and high-performance computing hosting while still monetizing part of its legacy bitcoin-mining footprint. ZS Zscaler, Inc. Zscaler provides cloud-delivered zero trust security services that sit in the traffic and access path between users, applications, data, devices, and increasingly AI systems.

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