Next Arc Research

Introduction

Next Arc Research is built around one question: as AI makes it cheaper to think, coordinate, and build, which companies are positioned to benefit most — and can we spot them before it shows up in the earnings? Every week, we analyze ~120 public companies, tracking where real advantages are forming, what the risks are, and what evidence would change our mind. See the FAQ.

Grounded in my own investing thesis and AI expertise, Next Arc Research leverages advanced reasoning models and extensive web research to evaluate companies through qualitative and quantitative signals of long-term potential. The framework is inspired by Emad Mostaque's "The Last Economy" thesis — the view that we’re entering a phase of unprecedented technological acceleration that will redefine how value emerges across industries.

Disclosure: I hold long positions in most of the companies I analyze on this platform. The detail page of any company will be specific as to whether I hold that company. My allocation to any particular company varies based on implied growth, risk and other factors. This is not investment advice and I am not paid to promote any company.

Methodology

Each week, AI models run fresh research on every company and score them across five dimensions:

• Growth Potential: Where could this company be in 5 years? Scores range from flat/declining to 10x+.
• Risk Profile: 10 weighted factors — technology maturity, regulatory exposure, capital needs, macro sensitivity, and more.
• AI Advantage: Not "does this company use AI?" but "does AI make this company harder to compete with?"
• Competitive Position: Who are the real threats, and where are the durable edges?
• Week-over-Week Trends: How are scores shifting? What's improving or deteriorating before it hits the headlines?

The models pull from earnings calls, product launches, regulatory filings, and competitive developments — so the analysis reflects this week, not last quarter.

Coverage

I analyze a curated selection of public companies with significant exposure to transformative technology trends. My coverage includes:

• AI & Machine Learning infrastructure and applications
• Biotechnology and AI-driven drug discovery
• Quantum computing and advanced semiconductors
• Robotics and automation
• Fintech and crypto infrastructure
• Cloud computing and SaaS platforms
• Energy transition and climate tech

Currently covering 120 symbols:

AAOI Applied Optoelectronics, Inc. AOI designs and manufactures optical transceivers, lasers, components, and cable-broadband networking equipment for AI data centers, CATV, telecom, and fiber access networks. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff and landing aircraft, related aviation technologies, and services for commercial air taxi and defense use cases. AI C3.ai, Inc. C3 AI sells enterprise AI software, industry applications, and governed AI deployment tools to commercial and government customers. AISP Airship AI Holdings, Inc. Airship AI sells secure video, sensor, and evidence-management software, edge appliances, and related services for government and mission-critical commercial environments. ALAB Astera Labs, Inc. Astera Labs designs semiconductor connectivity products and related software that help hyperscalers and OEMs deploy AI and cloud infrastructure faster. AMBA Ambarella, Inc. Ambarella designs low-power AI vision semiconductors and supporting software for cameras, vehicles, robotics and other edge devices. AMD Advanced Micro Devices, Inc. AMD designs CPUs, GPUs, AI accelerators, adaptive chips and software used in data centers, PCs, embedded systems and gaming. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy silicon-anode lithium-ion batteries for defense, aerospace, and other weight-sensitive mobility applications. AMZN Amazon.com, Inc. Amazon runs a global consumer commerce and logistics network and a hyperscale cloud platform through AWS, with growing advertising, subscription, and AI services. ANET Arista Networks, Inc. Arista sells high-speed Ethernet switches, routers, network software, and services for AI, cloud data-center, campus, and branch networks. APLD Applied Digital Corporation Applied Digital designs, builds, finances, and operates power-dense data center campuses and related infrastructure for AI, HPC, cloud, networking, and blockchain workloads in North America. APP AppLovin Corporation AppLovin provides advertising, measurement, and connected-TV software that helps advertisers acquire users and helps publishers monetize mobile app and streaming inventory. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage company developing LT-100/Apitox for osteoarthritis pain that, after the MindWave combination, also presents digital-asset treasury and yield workflows. ARM Arm Holdings plc Arm designs and licenses CPU and related semiconductor IP, software and subsystems, then earns royalties when customer chips using its technology ship. ASML ASML Holding N.V. ASML supplies advanced lithography, metrology, software and lifecycle services used by semiconductor manufacturers to produce leading-edge chips. ASTS AST SpaceMobile, Inc. AST SpaceMobile develops, manufactures and plans to operate a low-Earth-orbit cellular broadband network that connects ordinary smartphones through mobile operator and government partners. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver, a self-driving system for freight trucks, and is commercializing driverless freight capacity through carrier and truck-manufacturer partners. AVAV AeroVironment, Inc. AeroVironment designs, manufactures, and supports autonomous systems, loitering munitions, counter-UAS, space, cyber, and directed-energy systems for U.S. and allied government customers. AVGO Broadcom Inc. Broadcom designs custom AI and connectivity semiconductors and sells infrastructure software used in enterprise, cloud, telecom and government environments. BBAI BigBear.ai Holdings, Inc. BigBear.ai sells AI software and services for defense, national security, digital identity, and trade and travel customers. BEAM Beam Therapeutics Inc. Beam Therapeutics develops base-editing genetic medicine candidates for sickle cell disease, alpha-1 antitrypsin deficiency, phenylketonuria, glycogen storage disease type 1a, and other serious diseases. BFLY Butterfly Network, Inc. Butterfly sells the iQ3 handheld ultrasound probe plus workflow software, education, and embedded licensing tools to clinicians, health systems, schools, and partners. BKSY BlackSky Technology Inc. BlackSky operates an earth-observation satellite constellation and software stack that sells real-time imagery, monitoring, and geospatial intelligence services to government and commercial customers. BWXT BWX Technologies, Inc. BWXT designs, engineers and manufactures naval nuclear components and fuel for U.S. government programs, while also serving commercial nuclear power and nuclear medicine markets. CDNS Cadence Design Systems, Inc. Cadence develops design software, hardware emulation systems, and semiconductor IP used to create and verify chips and electromechanical systems. CEG Constellation Energy Corporation Constellation Energy produces electricity and sells power, natural gas, and energy-related services to utilities, businesses, public-sector customers, and households across the United States. CLS Celestica Inc. Celestica designs, engineers and manufactures data-center, networking and specialized industrial hardware while managing complex global supply chains for large enterprise and OEM customers. COHR Coherent Corp. Coherent develops and manufactures photonics materials, optical components, lasers, and networking products for datacenter, communications, and industrial customers. COIN Coinbase Global, Inc. Coinbase runs a regulated crypto platform spanning trading, custody, staking, payments, stablecoin distribution, and developer infrastructure for consumers, institutions, and builders. CORZ Core Scientific, Inc. Core Scientific operates U.S. power-backed data centers for high-density AI colocation while still generating bitcoin through self-mining. CRDO Credo Technology Group Holding Ltd Credo designs and sells high-speed connectivity chips, cables, optics and diagnostics used in AI and cloud data-center networks. CRM Salesforce, Inc. Salesforce sells subscription-based CRM, data, analytics, collaboration, integration, and AI automation software to enterprises. CRNC Cerence Inc. Cerence sells embedded and cloud-based conversational AI, voice assistants, connected services, and related software to automakers, transportation OEMs, and their suppliers. CRSP CRISPR Therapeutics AG Gene-editing biotech developing ex vivo, in vivo and cell therapies, with shared economics on CASGEVY and a broader internal pipeline. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells a cloud-delivered cybersecurity platform that protects endpoints, cloud workloads, identities, data and security operations for enterprises. CRWV CoreWeave, Inc. CoreWeave provides AI cloud infrastructure and related software, including compute, storage, networking, orchestration, and developer tools for AI labs, hyperscalers, and enterprises. DDOG Datadog, Inc. Datadog sells a cloud software platform that helps enterprises monitor, troubleshoot, secure, and automate modern applications and infrastructure. DELL Dell Technologies Inc. Dell Technologies designs, manufactures, sells and supports servers, storage, PCs and related services and financing for enterprise, government and consumer customers. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells outsourced cell-engineering services, autonomous laboratory workflows, and biology AI tools to biopharma, industrial, and government customers. EQIX Equinix, Inc. Equinix operates a global network of carrier-neutral data centers and private interconnection services that let enterprises, cloud providers and networks colocate infrastructure and connect directly across key metros. ESTC Elastic N.V. Elastic provides enterprise search, observability, and security software plus managed cloud services built on Elasticsearch. ETN Eaton Corporation plc Eaton designs and manufactures electrical power management equipment, aerospace systems, and related software and services for utilities, buildings, data centers, industrial and aerospace customers. FIVN Five9, Inc. Five9 provides cloud contact-center software, AI automation, telephony, and workflow tools for enterprise customer service operations. FLNC Fluence Energy, Inc. Fluence sells grid-scale battery energy storage systems, related services, and optimization software to utilities, developers, IPPs, and large power users. FN Fabrinet Fabrinet is a Thailand-centered contract manufacturer that packages and builds complex optical, electro-mechanical, and electronic products for OEM customers. GOOG Alphabet Inc. Alphabet operates Google’s advertising, search, YouTube, cloud, productivity, and AI platforms for consumers, advertisers, developers, and enterprises. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software, services, and financing to businesses, governments, and service providers. HURA TuHURA Biosciences, Inc. Clinical-stage immuno-oncology company developing therapies intended to overcome resistance to cancer immunotherapy, led by IFx-2.0 and TBS-2025. HUT Hut 8 Corp. Hut 8 develops power-ready sites, digital infrastructure, and compute capacity for AI, cloud, colocation, and Bitcoin-related workloads. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation and deployment support, a medical-record structuring platform, and a media-intelligence software product for enterprises, AI builders, healthcare workflows, and communications teams. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computers and related cloud, networking, sensing, and security offerings for commercial, government, and research customers. IREN IREN Limited IREN owns and operates grid-connected North American data centers used for AI cloud, colocation and build-to-suit deployments, and Bitcoin mining. JBL Jabil Inc. Jabil designs, sources, manufactures, and services complex electronics and infrastructure systems for OEM customers across industrial, healthcare, data-center, and consumer markets. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft, operates the Blade charter platform, and aims to launch regulated air taxi services directly and through partners. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops unmanned aircraft, propulsion and hypersonic systems, microwave electronics, satellite ground systems, and related defense software for U.S. and allied customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical and photonic components, modules, subsystems, and lasers used in AI/cloud networking, telecom, industrial manufacturing, and sensing. LMND Lemonade, Inc. Digital insurance carrier and agency selling renters, homeowners, pet, car, and term life insurance in the U.S. and parts of Europe through AI-driven workflows. LSCC Lattice Semiconductor Corporation Lattice Semiconductor designs low-power programmable logic chips and related software for communications, computing, industrial, automotive, and security systems. MBLY Mobileye Global Inc. Mobileye develops and sells ADAS and autonomous-driving chips, software, mapping, and integrated driving systems to automakers and mobility operators. META Meta Platforms, Inc. Meta operates advertising-supported social, messaging, and media platforms and is expanding into AI products, business messaging, and connected hardware. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems is a fabless semiconductor company that sells power management chips and modules used in cloud computing, communications, automotive, industrial, and consumer electronics. MRVL Marvell Technology, Inc. Fabless semiconductor company selling custom silicon, optical connectivity, switching and storage chips for cloud, AI and communications infrastructure. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, security, business applications, developer tools, advertising, and gaming products to enterprises, governments, developers, and consumers. MSTR Strategy Inc Strategy is a public company that combines a large bitcoin treasury funded through equity and preferred issuance with an enterprise analytics software business. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog, RF, optical and mixed-signal semiconductor products for data center, industrial and defense, and telecommunications markets. MU Micron Technology, Inc. Micron develops and manufactures memory and storage semiconductors, including DRAM, NAND and AI-oriented memory products for data center, mobile, client, automotive and embedded markets. NBIS Nebius Group N.V. Nebius operates an AI-focused cloud platform for GPU compute, storage, inference and managed services, with smaller option value in autonomous mobility and edtech assets. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and NextEra Energy Resources, combining a large regulated electric utility with a national generation, storage, transmission and energy infrastructure development platform. NET Cloudflare, Inc. Cloudflare sells network security, application delivery, and developer services through a globally distributed cloud network. NNOX Nano-X Imaging Ltd. Nanox develops lower-cost digital tomosynthesis imaging systems plus cloud workflow, teleradiology, health IT, and AI imaging tools for healthcare providers. NOW ServiceNow, Inc. ServiceNow sells cloud software that automates enterprise workflows across IT, employee, customer, creator, and security use cases. NTAP NetApp, Inc. Provides enterprise data storage systems, data management software, and cloud data services across on-premises environments and major public clouds. NTLA Intellia Therapeutics, Inc. Intellia Therapeutics is a clinical-stage biotechnology company developing in vivo CRISPR gene-editing therapies for hereditary angioedema, ATTR amyloidosis and other severe diseases. NTRA Natera, Inc. Natera develops and sells cell-free DNA tests for cancer monitoring, prenatal screening, transplant monitoring, and hereditary disease assessment. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, networking, systems, and software for data center, gaming, professional visualization, and automotive markets. OKLO Oklo Inc. Oklo is developing and planning to own and operate advanced fast-fission power plants plus related nuclear fuel, recycling, and radioisotope businesses. ON ON Semiconductor Corporation onsemi designs and manufactures power and sensing semiconductors used in automotive, industrial, AI data center and other electronic systems. ORCL Oracle Corporation Oracle sells enterprise database software, cloud applications, cloud infrastructure, and related hardware and services to enterprise and public-sector customers. OUST Ouster, Inc. Ouster sells lidar sensors, perception software, and vision-compute products for robotics, industrial automation, automotive, and smart infrastructure customers. PANW Palo Alto Networks, Inc. Palo Alto Networks sells enterprise cybersecurity hardware, software subscriptions, and security services across network, cloud, security operations, AI, and identity. PATH UiPath, Inc. UiPath sells software that automates and orchestrates enterprise workflows across bots, AI agents, APIs, documents, and human approvals. PDYN Palladyne AI Corp. Palladyne AI sells autonomy software, avionics, UAV systems, engineering services, and precision-manufactured components to defense and industrial customers. PL Planet Labs PBC Planet sells daily satellite imagery, tasking, and geospatial data and analytics software to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software platforms that help governments and enterprises integrate data, run operational workflows, and deploy AI into sensitive real-world environments. POET POET Technologies Inc. POET Technologies designs photonic integrated optical engines, light sources, and related modules for AI systems, hyperscale data centers, and telecom networks. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing one-time gene-editing therapies based on Prime Editing for genetic diseases and partnered cell therapy programs. PWR Quanta Services, Inc. Quanta Services designs, builds, repairs and maintains electric power, underground utility, communications and large-load infrastructure. QBTS D-Wave Quantum Inc. D-Wave develops and sells quantum computing systems, cloud access, software tools, and related services for commercial, government, and research customers. QUBT Quantum Computing Inc. Builds photonic quantum machines, photonics foundry services, and secure communications and sensing components for commercial and government customers. RCAT Red Cat Holdings, Inc. Red Cat sells U.S.-made drones, controllers, and related robotic systems for defense, government, and public safety customers across air and sea missions. RDVT Red Violet, Inc. Red Violet sells identity intelligence and verification software that helps enterprises, public agencies, and real estate professionals prevent fraud, reduce risk, and verify counterparties. RGTI Rigetti Computing, Inc. Rigetti develops superconducting quantum computers, quantum processors, and cloud access tools for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot Platforms operates bitcoin mining sites, develops large data center campuses, and provides electrical engineering and fabrication services tied to high-power digital infrastructure. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission software for commercial, civil, and defense customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage biotech developing small-molecule medicines for genetically defined cancers and genetic diseases using its internal Dynamo discovery engine. RMBS Rambus Inc. Rambus designs memory interface chips and licenses high-speed interface and security silicon IP used in data center, AI, client and embedded semiconductors. RR Richtech Robotics Inc. Richtech Robotics develops and deploys service and light-industrial robots, then increasingly monetizes them through recurring robotics-as-a-service, service, and data-oriented offerings. RXRX Recursion Pharmaceuticals, Inc. Clinical-stage TechBio company using Recursion OS, automated labs and pharma collaborations to discover and develop small-molecule medicines. S SentinelOne, Inc. SentinelOne sells a cybersecurity platform that helps enterprises detect, prevent, and respond to threats across endpoints, cloud workloads, identities, and related security data. SDGR Schrödinger, Inc. Schrödinger sells computational chemistry and discovery informatics software and also uses its platform to generate collaboration, milestone, and royalty-bearing drug discovery economics. SERV Serve Robotics Inc. Serve Robotics develops and operates autonomous delivery and hospital robots, plus related software and data services, for delivery platforms, merchants, and healthcare customers. SITM SiTime Corporation SiTime designs and sells MEMS-based precision timing chips and related software used in communications, datacenter, industrial, automotive, mobile, and other electronic systems. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures AI servers, storage, networking, liquid-cooling systems, and integrated data-center infrastructure for cloud, enterprise, telecom, and edge customers. SMR NuScale Power Corporation NuScale designs, licenses and supports small modular nuclear reactor technology and related plant services for utilities, project developers and industrial customers. SNOW Snowflake Inc. Snowflake provides a cloud-based data platform for storing, processing, sharing, and building AI and application workflows on enterprise data across major public clouds. SNPS Synopsys, Inc. Synopsys sells chip design and verification software, semiconductor IP, simulation and analysis tools, and related engineering solutions. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software and services for enterprises and OEMs across automotive, customer service, restaurants, retail, healthcare, finance, and other verticals. SPIR Spire Global, Inc. Spire Global sells space-based weather, RF, and mission data plus satellite services through its owned nanosatellite constellation and related ground software. STEM Stem, Inc. Stem sells software, edge hardware, and services that monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic designs and deploys AI-enabled robotic warehouse automation systems plus related software, support, and operating services for large retailers, wholesalers, and food distributors. TEM Tempus AI, Inc. Tempus sells molecular diagnostics, data licensing, and AI-enabled clinical software to physicians, health systems, and life sciences companies. TLN Talen Energy Corporation Talen Energy owns and operates nuclear and dispatchable power plants and sells electricity, capacity, and related services into U.S. wholesale markets, with rising exposure to large-load and data-center contracts. TSLA Tesla, Inc. Tesla designs, manufactures and sells electric vehicles, battery storage systems, charging, software and related services through a direct customer model. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures leading-edge and specialty semiconductors, advanced packaging, and related design-enablement services for global chip customers. TWST Twist Bioscience Corporation Twist Bioscience makes synthetic DNA products, NGS tools, and antibody/protein discovery services using a silicon-based manufacturing platform. VICR Vicor Corporation Vicor designs and manufactures high-density power modules and systems, and licenses related power-conversion technology, for computing, industrial, telecom, vehicle, aerospace, and defense customers. VRT Vertiv Holdings Co Vertiv sells power, cooling, racks, monitoring software, and services for data centers, communication networks, and industrial facilities, with growing exposure to AI-driven data center buildouts. VST Vistra Corp. Vistra is an integrated U.S. power company that owns nuclear, gas, coal, solar, and battery assets and sells electricity and natural gas to retail and wholesale customers. WULF TeraWulf Inc. TeraWulf develops and operates U.S. powered data center campuses for AI and high-performance computing hosting while still running a legacy bitcoin mining business. ZS Zscaler, Inc. Zscaler sells cloud-delivered security services that secure internet access, private application access, data, branches, workloads, and browsers for enterprises and government organizations.

Note: Availability of analysis for each symbol is subject to your Patreon tier membership level.

Patreon Tiers

You can support this project (to fund deeper and more frequent research across a broader set of companies) through joining as a Patreon member. Three different tiers provide different benefits depending on your goals. See below for samples of the analysis at different levels:

While you are subscribed at a particular tier on Patreon, you will have access to the Next Arc Research website where you will be able to browse the analysis of each company covered by that tier.
Note that "Top 10" etc. is based on the companies' implied growth through 2030 ranking when the analysis is performed, i.e. the 10/30/100 companies with the highest implied growth.

Update Cadence

These analyses are updated on a weekly basis around the 7th, 14th, 21st and 28th day of each month. If there are meaningful events in the market (e.g. earning season) then updates may be delayed to the end of the week.

Using the Data

Here are some practical ways people often use this kind of research inside their own workflow — purely as examples tied to the features of the platform, and not as recommendations or investment advice:

• Understanding the landscape: The growth buckets, alignment scores, and forecast 2030 opportunity help readers form a high-level view of where each company or network sits in the AI-era stack — who is structurally advantaged, who faces hard limits, and which segments (chips, robotics, biotech, crypto infrastructure) are accelerating or stagnating.
• Spotting movement week-to-week: Many people scan the weekly score changes, risk shifts, and narrative updates to identify companies where something meaningful changed — a new disclosure, a roadmap shift, a competitive surprise, or a macro factor the model picked up. It’s a quick way to know which names might deserve a closer look.
• Comparing peers within a theme: The interactive screener and the CSV tables let readers compare companies inside the same category (e.g. GPU vendors, cloud platforms, agentic AI, biofoundry automation, blockspace networks) to see how their growth/risk profiles differ and how the “story” changes over time.
• Interpreting ETFs and thematic exposure: For those who invest mostly through ETFs, the coverage list and sector tags can help clarify which underlying companies drive exposure to specific themes — and where concentration, correlation, or dependence on a small number of AI-era winners might exist.
• Deep-dive reasoning: The long-form sections (thesis, critique, growth reasoning, risk commentary, ecosystem momentum, comparative advantage, and ELI5 explanations) give readers a structured narrative to reflect on: what is driving a company’s potential and what could undermine it. People often use these as prompts for their own due-diligence questions.
• Tracking themes and developing conviction: Some readers use the trend commentary, risk dimension breakdowns, and scenario narratives to build a mental model of where AI-era value is likely to concentrate over the next several years — not as price forecasts, but as a way to reason about technological direction, market structure, and strategic positioning.

None of this is investment advice. Everyone’s financial situation, risk tolerance, and goals are different, so please consult a licensed financial adviser before making any investment decisions.

Changelog

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About

The Framework

The Next Arc Research framework is inspired by Emad Mostaque's "The Last Economy" thesis on the transformative impact of AI and exponential technologies. Rather than extrapolating from historical trends, I analyze how companies are positioned to capture value in a world where AI dramatically accelerates innovation, reduces costs, and enables new business models.

The Technology

Each week, AI reasoning models research every company from scratch — pulling from earnings calls, product launches, regulatory filings, and competitive moves. The analysis is scored and structured so you can compare companies and track how their positions change week over week.

The Creator

I've spent 30+ years working and investing in tech. I worked at Netscape, Yahoo!, Google and many startups in Silicon Valley - most recently in AI and LLM technology.

As a retail investor I invested in Bank of America during the 2008 Great Recession, Amazon before they got big and NVIDIA when they still focused on gaming. These investments allowed me to quit regular work and spend some time on Next Arc Research to find the next companies that are going to drive outsized returns in our tech-optimistic future. I resolved that anything I developed would be made available to others.

While I am hopeful for a tech-optimistic future of abundance for all, I also believe that the surest way to guard against being cut out of that future is to own a part of it.

Contact

Please reach out via my Patreon.

Free Resources

Try the analysis for free:

• Top 5 AI-Leveraged Companies (Free PDF) — This week's five highest-ranked companies, with growth scores, risk profiles, and what gives each one an edge
• Weekly Update Preview (Sample Analysis) — The week's biggest moves across all ~120 companies — themes, sector shifts, winners, and risk changes
• Builder Tier Sample PDF — A complete company report showing every dimension of the analysis (as of October 2025)
• Breakout Candidates (Free) — Companies passing our structural screen for breakout potential, with timing signals, failure modes, and the evidence behind each pick