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. AOI makes high-speed optical transceivers, semiconductor lasers, and broadband networking gear used in AI data centers, cable broadband, telecom, and fiber access networks. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff and landing aircraft, related aviation technologies, and early air mobility services for commercial and government customers. AI C3.ai, Inc. C3 AI sells enterprise AI software and applications for large organizations, especially industrial, government, and other regulated or complex operating environments. AISP Airship AI Holdings, Inc. Airship AI provides video, sensor, and evidence-management software plus edge hardware for government and enterprise security operations. ALAB Astera Labs, Inc. Astera Labs designs semiconductor connectivity products and embedded software that help hyperscalers and OEMs deploy AI and cloud infrastructure faster. AMBA Ambarella, Inc. Ambarella designs low-power edge AI semiconductor chips and software used in cameras, vehicles, robots and other vision-based devices. AMD Advanced Micro Devices, Inc. AMD designs CPUs, GPUs, adaptive chips and related software for data centers, PCs, embedded systems and gaming customers. 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 commercializes high-energy silicon-anode lithium-ion batteries for drones, defense, aviation and other mobility applications using a manufacturing-light partner model. AMZN Amazon.com, Inc. Amazon operates global e-commerce, third-party marketplace, cloud infrastructure, advertising, subscriptions, and related logistics and device ecosystems. ANET Arista Networks, Inc. Arista sells Ethernet switches, routing systems, and network software and support for AI, cloud, data center, campus, and wide-area networking environments. APLD Applied Digital Corporation Applied Digital designs, builds, finances, and operates large AI and high-performance computing data center campuses with scarce power access for hyperscalers and other compute customers in North America. APP AppLovin Corporation AppLovin provides AI-driven advertising, app monetization, measurement, and connected-TV software that helps advertisers acquire customers and publishers maximize ad yield. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech developing Apitox for knee osteoarthritis pain that, after the MindWave merger, also carries a digital-asset treasury and treasury workflow segment. ARM Arm Holdings plc Arm licenses CPU, GPU, NPU and system IP, tools and subsystems to chipmakers and cloud customers, and is now extending into Arm-designed silicon for AI infrastructure. ASML ASML Holding N.V. ASML develops, manufactures and services advanced lithography, metrology and inspection systems plus related software used to produce semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile designs, manufactures and deploys low-Earth-orbit satellites and related network infrastructure to provide cellular broadband directly to standard smartphones for telecom and government partners. AUR Aurora Innovation, Inc. Aurora develops and operates autonomous driving systems and related services for freight carriers and logistics partners. AVAV AeroVironment, Inc. AeroVironment sells uncrewed systems, loitering munitions, counter-drone systems, space and cyber payloads, and mission software to U.S. and allied defense customers. AVGO Broadcom Inc. Broadcom designs custom AI accelerators, networking chips, and infrastructure software used by hyperscalers and enterprises to build and run modern data-center and private-cloud systems. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software and related services for defense, intelligence, border security, trade, and logistics workflows. BEAM Beam Therapeutics Inc. Beam Therapeutics develops precision genetic medicines using base editing, with lead programs in sickle cell disease and alpha-1 antitrypsin deficiency. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound probes, cloud software, AI-enabled workflow tools, education, and licensing solutions for healthcare providers and selected partners. BKSY BlackSky Technology Inc. BlackSky sells satellite imagery, analytics, and sovereign mission solutions to government, defense, and commercial customers through its constellation and software stack. BWXT BWX Technologies, Inc. BWXT designs, manufactures and services nuclear components, fuel and related systems for U.S. government programs, commercial nuclear operators and nuclear medicine customers. CBRS Cerebras Systems Inc. Cerebras sells wafer-scale AI processors, integrated AI systems, and cloud inference and training capacity to enterprises, governments, research institutions, and model developers. CDNS Cadence Design Systems, Inc. Cadence provides chip-design software, verification hardware, silicon IP, and system analysis tools used to design and validate semiconductors and physical systems. CEG Constellation Energy Corporation Constellation Energy owns and operates a large U.S. fleet of nuclear, gas, geothermal, hydro, wind and solar assets and sells electricity, gas and energy solutions to businesses, public-sector customers and households. CLS Celestica Inc. Celestica designs, engineers and manufactures data-center hardware platforms and provides supply-chain, integration and related services for hyperscalers, OEMs and other technology customers. COHR Coherent Corp. Coherent makes optical networking components, photonic materials, and laser systems used in AI datacenter communications and industrial applications. COIN Coinbase Global, Inc. Coinbase operates cryptocurrency trading, custody, staking, stablecoin, payments, derivatives, and developer-infrastructure products for consumers, institutions, and developers. CORZ Core Scientific, Inc. Core Scientific builds and operates power-rich U.S. campuses for high-density AI colocation while winding down legacy bitcoin mining and hosting. CRDO Credo Technology Group Holding Ltd Credo designs high-speed connectivity chips, cables, optical interconnect products and related software used to link large AI and cloud data-center systems. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management, collaboration, data, analytics, and workflow automation, and is now trying to monetize AI agents on top of that installed base. CRNC Cerence Inc. Cerence AI sells embedded and cloud conversational AI assistants, connected services, and related software and services to automakers and automotive suppliers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited and gene-based medicines, led by approved hemoglobinopathy therapy CASGEVY and a pipeline in autoimmune, oncology, cardiometabolic, rare disease and siRNA programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity software and services that protect endpoints, cloud workloads, identity, data, and security operations. CRWV CoreWeave, Inc. CoreWeave provides AI cloud infrastructure, GPU-accelerated compute, storage, networking, and workflow software for AI labs, startups, and enterprises. DDOG Datadog, Inc. Datadog sells a cloud software platform that helps enterprises monitor applications, infrastructure, security, and AI workloads in one place. DELL Dell Technologies Inc. Dell designs, sells and supports servers, storage, networking, PCs, software, services and financing solutions for enterprises, public institutions and consumers. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells biological R&D services, autonomous laboratory capacity, lab automation tools, and workflow software to commercial and government customers. EQIX Equinix, Inc. Equinix operates global colocation data centers, interconnection services and related digital infrastructure for enterprises, clouds, carriers and partners. ESTC Elastic N.V. Elastic sells subscription software and cloud services that help enterprises search data, monitor systems, and detect security threats. ETN Eaton Corporation plc Eaton is an intelligent power management company selling electrical distribution, power quality, cooling, aerospace and related software and services across data center, utility, industrial and building markets. FIVN Five9, Inc. Five9 provides cloud software that routes, automates, and analyzes enterprise customer-service interactions across voice and digital channels. FLNC Fluence Energy, Inc. Fluence designs and integrates utility-scale battery storage systems and sells related services and optimization software to utilities, developers, power producers, and emerging data-center customers. FN Fabrinet Fabrinet provides advanced optical packaging and precision manufacturing services for complex optical, electro-mechanical, and electronic products used by OEMs. GOOG Alphabet Inc. Alphabet operates Google’s search, YouTube, cloud, Android, Chrome, and Gemini businesses, monetizing attention, subscriptions, software, and AI infrastructure. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid cloud software, services, and financing, with growing exposure to AI infrastructure and private cloud deployments. HURA TuHURA Biosciences, Inc. Clinical-stage immuno-oncology company developing therapies intended to reverse resistance to cancer immunotherapy, led by IFx-2.0 and TBS-2025. HUT Hut 8 Corp. Hut 8 is a power-first digital infrastructure company building and operating AI data center campuses, cloud and colocation services, and bitcoin-linked compute infrastructure. INOD Innodata Inc. Innodata provides AI data engineering, model training and evaluation services, and workflow software for technology, healthcare, media, and enterprise customers. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computers and sells cloud access, systems, and adjacent quantum networking, security, sensing, and space offerings. IREN IREN Limited IREN develops and operates power-secured data center campuses for AI training and inference infrastructure while still monetizing part of its fleet through Bitcoin mining. JBL Jabil Inc. Jabil provides engineering, manufacturing, and supply-chain services, with growing exposure to AI data-center systems, power, cooling, and networking infrastructure. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft, plans to operate premium air taxi networks, and can also sell aircraft and related services to partners. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops unmanned systems, propulsion, space ground systems, microwave electronics, and related defense products 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 data-center connectivity, telecom networks, industrial manufacturing, and sensing. LMND Lemonade, Inc. Lemonade sells and underwrites renters, homeowners, car, pet, and life insurance through an app-first carrier model in the U.S. and Europe. LSCC Lattice Semiconductor Corporation Lattice designs low-power programmable chips and related software used for control, connectivity, and security in servers, communications gear, industrial systems, and other embedded electronics. MBLY Mobileye Global Inc. Mobileye designs EyeQ chips and integrated driver-assistance and autonomous-driving systems for automakers and automotive suppliers. META Meta Platforms, Inc. Meta operates global social, messaging, and media platforms, sells digital advertising and business messaging tools, and is investing heavily in AI infrastructure and wearable computing. MPWR Monolithic Power Systems, Inc. MPS designs and sells high-efficiency power semiconductors and modules used in AI servers, communications equipment, vehicles, industrial systems, and consumer electronics. MRVL Marvell Technology, Inc. Marvell designs custom silicon, networking and optical semiconductor products for data center, cloud, carrier and enterprise infrastructure. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity and business software, developer tools, security products, advertising, and gaming services to enterprises, developers, and consumers. MSTR Strategy Inc Strategy sells enterprise analytics software and operates a large bitcoin treasury funded through equity, preferred stock, and debt issuance. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog, RF, optical and mixed-signal semiconductor products for data center, defense, industrial and telecom applications. MU Micron Technology, Inc. Micron designs, manufactures and sells memory and storage semiconductors for data center, client, mobile, automotive and industrial customers. NBIS Nebius Group N.V. Nebius is an AI cloud infrastructure company that sells GPU compute, storage, networking, and inference software, with smaller adjacent assets in autonomy and education. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and a national power development platform spanning renewables, storage, gas generation, transmission and large-load energy infrastructure. NET Cloudflare, Inc. Cloudflare provides cloud-based security, networking, application performance, and developer services that sit on the traffic path of Internet applications and enterprise networks. NNOX Nano-X Imaging Ltd. Nanox sells FDA-cleared digital tomosynthesis imaging systems plus teleradiology, AI imaging software, cloud workflow, and healthcare IT services. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps large organizations automate IT, employee, customer, security, and other business workflows on a shared platform. NTAP NetApp, Inc. NetApp sells enterprise data storage systems, data management software, and cloud data services for organizations running on-premises and public-cloud workloads. NTLA Intellia Therapeutics, Inc. Intellia develops in vivo CRISPR gene-editing therapies for hereditary angioedema, transthyretin amyloidosis, and selected partnered liver-directed diseases. NTRA Natera, Inc. Natera sells cell-free DNA diagnostics and related laboratory services across oncology, women’s health, organ health, and rare disease. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, networking, systems and software used in AI data centers, gaming, enterprise computing and automotive platforms. OKLO Oklo Inc. Oklo is developing advanced fission power plants, nuclear fuel recycling and fabrication capabilities, and isotope production assets in the United States. ON ON Semiconductor Corporation onsemi designs and manufactures power semiconductors, sensing devices, and design tools for automotive, industrial, and AI data center customers. ORCL Oracle Corporation Oracle sells enterprise applications, database software, cloud infrastructure, and healthcare software to businesses, governments, and care providers. OUST Ouster, Inc. Ouster develops digital lidar sensors, cameras, AI compute, and perception software for robotics, industrial automation, automotive, and smart infrastructure customers. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity products, subscriptions, support, and services spanning network security, cloud security, security operations, identity security, observability, and AI security. PATH UiPath, Inc. UiPath sells enterprise software that automates and orchestrates business processes across applications using software robots, AI agents, and workflow tools. PDYN Palladyne AI Corp. Palladyne AI sells defense and industrial autonomy software, avionics, UAV-related systems, engineering services, and precision-manufactured components to U.S.-aligned customers. PL Planet Labs PBC Operates an Earth-observation satellite fleet and sells imagery, geospatial data, analytics, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software platforms that integrate data, govern AI, and turn analysis into operational workflows for governments and enterprises. POET POET Technologies Inc. POET Technologies develops photonic integration products such as optical engines, light sources and modules for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing prime-editing genetic medicines and partnered gene-editing reagents. PWR Quanta Services, Inc. Quanta Services designs, builds, repairs and maintains electric power, underground utility and communications infrastructure for utilities, large-load power projects and other industrial customers. QBTS D-Wave Quantum Inc. D-Wave develops quantum computing systems, cloud access, software tools, and services for commercial, government, and research customers. QUBT Quantum Computing Inc. Quantum Computing Inc. develops photonic and quantum hardware, secure communications products, and thin-film lithium niobate foundry services for commercial and government customers. RCAT Red Cat Holdings, Inc. Red Cat sells U.S.-made drones, uncrewed boats, and related control and autonomy systems to defense, government, and public-safety customers. RDVT Red Violet, Inc. Red Violet provides cloud-based identity intelligence software and data that help enterprises and public agencies verify identities, assess risk, investigate subjects, and support compliance workflows. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and systems, sells on-premises quantum hardware, and provides cloud access to its quantum computers for research and early enterprise use. RIOT Riot Platforms, Inc. Riot Platforms develops and operates bitcoin mining facilities, electrical engineering and fabrication businesses, and large-scale data center infrastructure for high-density computing tenants. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, payloads, satellite components, and mission software to commercial, government, and national security customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company developing small-molecule therapies for cancer and genetic disease using a computational and experimental drug-discovery engine. RMBS Rambus Inc. Rambus sells memory interface chips, silicon intellectual property, and patent licenses that help data-center, AI, and client systems move and secure data more efficiently. RR Richtech Robotics Inc. Richtech Robotics designs, manufactures, deploys, and services commercial and industrial robots, while shifting toward recurring robotics-as-a-service and data-driven workflow automation. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotech that uses its Recursion OS, automated labs, and proprietary data to discover and develop medicines internally and with pharmaceutical partners. S SentinelOne, Inc. SentinelOne sells subscription cybersecurity software and services that protect endpoints, cloud workloads, identities, data, and AI environments for enterprises and public-sector customers. SDGR Schrödinger, Inc. Schrödinger sells molecular discovery software and workflow tools and also captures downstream value through partnered and selective proprietary drug discovery programs. SERV Serve Robotics Inc. Serve Robotics designs, deploys, and operates autonomous delivery and service robots plus related software services for delivery platforms, merchants, and healthcare systems. SITM SiTime Corporation SiTime designs and sells precision timing semiconductors and related software used in data center, communications, automotive, industrial, aerospace and consumer electronics systems. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures AI servers, storage, rack-scale systems, liquid-cooled infrastructure, and related management software and support for cloud, enterprise, and edge customers. SMR NuScale Power Corporation NuScale develops small modular nuclear reactor technology and provides licensing, engineering, training, and plant support services for future reactor projects. SNOW Snowflake Inc. Snowflake provides a cloud-based data platform that lets enterprises store, process, share, govern, and use data to build analytics and AI applications across public clouds. SNPS Synopsys, Inc. Synopsys sells chip-design software, semiconductor interface IP, engineering simulation tools, cloud design infrastructure, and related services. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software that lets enterprises automate customer interactions and transactions across cars, phones, kiosks, devices, and messaging channels. SPIR Spire Global, Inc. Spire Global sells satellite-derived weather, aviation, and radio-frequency intelligence data, analytics, and space services to government and commercial customers. STEM Stem, Inc. Stem sells software, edge controls, and services that help owners monitor, control, and operate solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic builds large-scale warehouse automation systems, software, and related services for major retail, wholesale, food, and medical distribution operators. TEM Tempus AI, Inc. Tempus AI combines molecular diagnostics, clinical workflow software, and de-identified data products to help clinicians and life sciences customers make treatment, research, and drug-development decisions. TLN Talen Energy Corporation Independent power producer owning nuclear and dispatchable generation and selling electricity, capacity, and ancillary services into wholesale markets and long-term contracts. TSLA Tesla, Inc. Tesla designs, manufactures and sells battery electric vehicles, grid and home energy storage systems, and related software and services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures semiconductor wafers and related advanced packaging and foundry services for chip designers worldwide. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, sequencing tools, and antibody discovery solutions for biotechnology, pharma, diagnostics, industrial, and academic customers. VICR Vicor Corporation Vicor designs and manufactures high-density power modules and power systems used in AI computing, industrial, communications, transportation, and aerospace and defense applications. VRT Vertiv Holdings Co Vertiv designs, manufactures, and services critical power, thermal, rack, and monitoring infrastructure used in data centers, communications networks, and other uptime-sensitive facilities. VST Vistra Corp. Vistra sells electricity and natural gas through retail brands and generates power from a competitive U.S. fleet of gas, nuclear, coal, solar, and battery assets. WULF TeraWulf Inc. TeraWulf develops and operates U.S. power-advantaged data center campuses for AI and high-performance computing hosting alongside bitcoin mining. ZS Zscaler, Inc. Zscaler provides cloud-delivered security and zero-trust access services that secure users, branches, applications, workloads, data, and emerging AI activity.

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