Next Arc Research

Introduction

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

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

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

Methodology

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

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

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

Coverage

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

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

Currently covering 125 symbols:

AAOI Applied Optoelectronics, Inc. Applied Optoelectronics designs and manufactures optical transceivers, lasers, and broadband networking equipment for AI data centers, cable, telecom, and fiber-access networks. ACHR Archer Aviation Inc. Archer develops electric and hybrid vertical takeoff aircraft, autonomy software and planned air taxi and defense aviation services. AI C3.ai, Inc. C3 AI sells enterprise AI software, development tools, and packaged applications for regulated and industrial organizations deploying AI into production workflows. AISP Airship AI Holdings, Inc. Airship AI sells edge devices, server-side analytics, and software that turn video and sensor data into searchable intelligence for government and commercial security operations. ALAB Astera Labs, Inc. Astera Labs designs semiconductor and software products that move, condition, switch, and manage data inside AI and cloud data-center racks. AMBA Ambarella, Inc. Ambarella designs low-power AI and vision chips plus software tools for cameras, vehicles, robots and edge infrastructure. AMD Advanced Micro Devices, Inc. AMD designs and sells CPUs, GPUs, adaptive compute, networking products and related software for data center, client, gaming and embedded markets. AMKR Amkor Technology, Inc. Amkor provides outsourced semiconductor packaging and test services for fabless chip companies, foundries, integrated device makers and electronics manufacturers. AMPX Amprius Technologies, Inc. Amprius develops silicon-anode lithium-ion batteries for aviation, drones, defense, and other mobility applications, using a pilot-line-plus-partner manufacturing model. AMZN Amazon.com, Inc. Amazon operates a global online retail and marketplace ecosystem, cloud infrastructure business, advertising network, and subscription services platform. ANET Arista Networks, Inc. Arista sells high-performance Ethernet switching, routing, network software, and support for AI, cloud, data center, campus, and wide-area networks. APLD Applied Digital Corporation Applied Digital designs, builds, owns, and operates power-centric data center campuses for AI, high-performance computing, and legacy crypto hosting workloads. APP AppLovin Corporation AppLovin provides advertising software that helps advertisers acquire customers and helps app publishers monetize inventory across mobile, web, and connected TV. APUS Apimeds Pharmaceuticals US, Inc. Apimeds Pharmaceuticals US is a clinical-stage biotech company developing Apitox and, through MindWave, pursuing digital-asset and blockchain infrastructure revenue. ARM Arm Holdings plc Arm licenses CPU and related semiconductor IP, compute subsystems, and software tools used in chips across mobile, cloud, automotive, and edge devices. ASML ASML Holding N.V. ASML supplies lithography, metrology and inspection systems plus software and services used by chipmakers to manufacture semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile is building a satellite-to-smartphone broadband network and sells related gateway equipment, software, and services to mobile carriers and government users. AUR Aurora Innovation, Inc. Aurora builds and operates an autonomous driving system for freight trucking, combining software, sensors, and fleet services to run driverless linehaul routes. AVAV AeroVironment, Inc. AeroVironment is a U.S. defense technology company that builds autonomous aircraft, loitering munitions, counter-drone, directed-energy, undersea, space and cyber systems for U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs custom and merchant semiconductors, AI networking, and infrastructure software used in hyperscale data centers and enterprise private-cloud environments. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software, orchestration, and related services for defense, intelligence, border security, and trade and travel customers. BEAM Beam Therapeutics Inc. Beam Therapeutics develops base-editing genetic medicines aimed at sickle cell disease and rare inherited liver and metabolic disorders. BFLY Butterfly Network, Inc. Butterfly sells handheld ultrasound devices, cloud workflow software, and partner-facing developer and licensing tools for clinicians, health systems, medical schools, and new ultrasound-enabled products. BKSY BlackSky Technology Inc. BlackSky sells rapid-revisit satellite imagery, analytics, and monitoring services to government and commercial customers through its owned constellation and software platform. BWXT BWX Technologies, Inc. BWXT designs, engineers and manufactures nuclear fuel, components and services for U.S. government and commercial nuclear customers. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI compute systems and software, deploys them in customer and company data centers, and sells cloud-based AI inference and training capacity. CDNS Cadence Design Systems, Inc. Cadence sells chip-design software, silicon IP, hardware emulation/prototyping systems, and system-analysis tools used to design semiconductors and electronic systems. CEG Constellation Energy Corporation Constellation Energy owns and operates a large U.S. power fleet led by nuclear generation and sells electricity, gas and energy solutions to commercial, industrial, public-sector and residential customers. CLS Celestica Inc. Celestica designs, engineers, manufactures and supports AI, cloud and communications hardware platforms, including networking systems, rack integration and lifecycle services. COHR Coherent Corp. Coherent develops and manufactures optical transceivers, lasers, photonic components, modules, systems, and engineered materials for datacenter, communications, and industrial markets. COIN Coinbase Global, Inc. Coinbase operates consumer and institutional crypto trading, custody, stablecoin and payments infrastructure, and developer tools built around regulated digital-asset rails. CORZ Core Scientific, Inc. Core Scientific operates U.S. powered campuses that provide high-density colocation for AI workloads while still running smaller self-mining and hosted bitcoin infrastructure businesses. CRDO Credo Technology Group Holding Ltd Credo sells high-speed copper and optical interconnect semiconductors, cables, and telemetry software used in AI, cloud, and data infrastructure networks. CRM Salesforce, Inc. Salesforce sells cloud software that helps enterprises manage customer data, sales, service, marketing, analytics, integrations, and AI-enabled workflows. CRNC Cerence Inc. Cerence sells embedded and connected conversational AI, voice, and software products to automakers and transportation original equipment manufacturers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines and cell therapies, shares economics from the first approved CRISPR-based therapy with Vertex, and is advancing wholly owned cardiometabolic, autoimmune, oncology, and anticoagulation programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity software and related services that protect endpoints, cloud workloads, identities, data, and security operations workflows. CRWV CoreWeave, Inc. CoreWeave provides purpose-built GPU cloud infrastructure, software, and managed services for AI training, inference, and enterprise AI deployments. DDOG Datadog, Inc. Datadog provides a cloud-delivered platform that helps enterprises monitor, secure, troubleshoot, and automate modern applications and infrastructure. DELL Dell Technologies Inc. Dell designs, sells, finances, and supports enterprise infrastructure, storage, networking, PCs, and related services, increasingly positioned around AI deployments from client devices to data centers. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks provides autonomous laboratory systems, cloud-lab access, workflow software, and contract R&D services for biopharma, industrial biotech, agriculture, and government customers. EQIX Equinix, Inc. Equinix operates a global data center and connectivity platform that lets enterprises, cloud providers and networks colocate infrastructure and interconnect in major metros. ESTC Elastic N.V. Elastic sells self-managed and cloud software for enterprise search, observability, and security workloads. ETN Eaton Corporation plc Eaton makes electrical power distribution, protection and control equipment, aerospace systems, and related software and services for data center, utility, industrial, building and aerospace customers. FIVN Five9, Inc. Five9 provides cloud contact-center software, AI automation, and related telephony services for enterprises. FLNC Fluence Energy, Inc. Fluence sells utility-scale battery storage systems, long-term services, and asset optimization software to utilities, developers, and large power users. FN Fabrinet Fabrinet provides advanced optical packaging and precision manufacturing services for complex communications, data center, industrial, medical, and other hardware products. GOOG Alphabet Inc. Alphabet monetizes consumer intent and attention through Google Search and YouTube, sells cloud infrastructure and AI software, and offers subscriptions, devices, and other internet services. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software, services, and financing for private, hybrid, and AI infrastructure. HURA TuHURA Biosciences, Inc. TuHURA is a clinical-stage oncology company developing immunotherapy candidates intended to overcome resistance to checkpoint inhibitors and other cancer treatments. HUT Hut 8 Corp. Hut 8 develops and operates power, data center, and compute infrastructure for AI, cloud, hosting, and Bitcoin mining workloads. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, and workflow software, alongside media-intelligence and medical-data offerings, for technology, enterprise, healthcare, and communications customers. IONQ IonQ, Inc. IonQ develops quantum computing systems and related networking, security, and sensing products for enterprise, government, and research customers through cloud access and direct deployments. IREN IREN Limited IREN operates powered data-center campuses and sells AI cloud compute, managed software and infrastructure services, while still monetizing some capacity through bitcoin mining. JBL Jabil Inc. Jabil is a global engineering, supply chain, and manufacturing partner that helps OEMs build complex hardware across AI infrastructure, healthcare, automotive, industrial, and other end markets. JOBY Joby Aviation, Inc. Develops electric vertical takeoff and landing aircraft and operating software, runs Blade passenger services, and is pursuing air taxi, defense, and partner-operator markets. KDK Kodiak AI, Inc. Kodiak AI develops and deploys an autonomous driving stack plus fleet software and services for trucking, industrial, and defense customers. KTOS Kratos Defense & Security Solutions, Inc. Kratos supplies unmanned aircraft, tactical propulsion, space and satellite ground systems, RF and microwave electronics, and other defense systems for U.S., allied, and commercial customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical and photonic components, modules, switches, and lasers used in AI and cloud data centers, telecom networks, industrial manufacturing, and sensing. LMND Lemonade, Inc. Lemonade is a digital-first insurer selling renters, homeowners, car, pet, and life coverage in the U.S. and parts of Europe through app-led and embedded distribution. LSCC Lattice Semiconductor Corporation Lattice Semiconductor develops low-power programmable logic, security solutions, and platform firmware used in computing, communications, industrial, automotive, and embedded systems. MBLY Mobileye Global Inc. Mobileye develops automotive driver-assistance and autonomous-driving systems that combine purpose-built chips, perception software, mapping, and safety technology for automakers and mobility operators. META Meta Platforms, Inc. Meta operates large social, messaging and media platforms monetized mainly through advertising, and is extending them into AI, business messaging, wearables and immersive hardware. MPWR Monolithic Power Systems, Inc. Fabless semiconductor company selling power electronics chips and modules into AI and cloud servers, automotive, industrial, communications, and consumer systems. MRVL Marvell Technology, Inc. Marvell designs data infrastructure semiconductors for AI, cloud and communications networks, spanning custom silicon, connectivity, optics, switching, memory and security. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, business applications, developer tools, operating systems, devices, and gaming services worldwide. MSTR Strategy Inc Strategy is a public bitcoin treasury company that also sells enterprise analytics software and related services. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog, RF, microwave and optical semiconductor products used in data center, telecom, industrial and defense systems. MU Micron Technology, Inc. Micron develops, manufactures and sells memory and storage semiconductors used in AI servers, cloud infrastructure, mobile devices, PCs, automotive systems and embedded markets. NBIS Nebius Group N.V. Nebius provides AI cloud infrastructure and software, selling GPU compute, storage, networking and managed inference to developers and enterprises building AI products. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and NextEra Energy Resources, combining a large regulated Florida electric utility with a national power, storage, transmission and energy infrastructure development platform. NET Cloudflare, Inc. Cloudflare operates a global cloud network that secures applications and networks, speeds internet traffic, and lets developers build software on its edge. NNOX Nano-X Imaging Ltd. Nanox sells lower-cost digital tomosynthesis imaging systems plus cloud workflow, radiology services, AI tools, and health IT software for providers. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps enterprises and public-sector organizations automate IT, customer, employee, security, and other workflow processes. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data management software, and cloud data services for on-premises, hybrid-cloud, and public-cloud environments. NTLA Intellia Therapeutics, Inc. Intellia develops in vivo gene-editing therapies for hereditary angioedema, transthyretin amyloidosis and other severe diseases. NTRA Natera, Inc. Runs cell-free DNA testing franchises in oncology, prenatal screening, transplant monitoring, and biopharma research. NVDA NVIDIA Corporation NVIDIA designs and sells AI accelerators, systems, networking, CPUs and software used across hyperscale, enterprise, sovereign and edge computing markets. OKLO Oklo Inc. Oklo develops and plans to own and operate fast-fission power plants while building related fuel recycling and isotope production capabilities. ON ON Semiconductor Corporation onsemi designs and sells power and sensing semiconductors used in vehicles, industrial systems, energy infrastructure and AI data center power chains. ORCL Oracle Corporation Oracle sells enterprise applications, database software, cloud infrastructure, hardware, and related services to businesses and governments worldwide. OUST Ouster, Inc. Ouster designs and sells digital lidar sensors, cameras, and perception software for robotics, industrial automation, automotive, and smart infrastructure deployments. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity platforms, software, appliances, and services that secure enterprise networks, clouds, endpoints, identities, AI applications, and agents. PATH UiPath, Inc. UiPath sells software and cloud services that help enterprises automate, orchestrate, test, and govern workflows across applications, APIs, robots, AI agents, and people. PDYN Palladyne AI Corp. Palladyne AI develops autonomy software, avionics, unmanned systems, and precision manufacturing services for defense and industrial customers. PL Planet Labs PBC Planet operates Earth-observation satellite constellations and sells imagery, geospatial data products, analytics software, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software that turns enterprise and government data into governed operational workflows and deployable AI systems. POET POET Technologies Inc. POET Technologies designs optical engines, light-source products, and custom optical modules for AI systems and hyperscale data centers using its Optical Interposer platform. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing one-time gene-editing therapies using its Prime Editing platform across liver, blood, lung, and cell therapy applications. PWR Quanta Services, Inc. Provides engineering, construction, repair and maintenance services for electric power, load center, communications and energy infrastructure. QBTS D-Wave Quantum Inc. D-Wave develops quantum computing systems and sells cloud access, software tools, and services for optimization and research workloads. QUBT Quantum Computing Inc. Quantum Computing Inc. develops photonics-based quantum systems, photonic components, and semiconductor foundry and advanced packaging services for government, education, and commercial customers. RCAT Red Cat Holdings, Inc. Red Cat develops and sells unmanned aircraft, maritime robotic systems, and related software for defense, government, and public safety customers. RDVT Red Violet, Inc. red violet sells cloud-based identity intelligence software and data solutions that help enterprises, government users, and professionals verify identities, manage fraud and compliance, and improve field safety. RGTI Rigetti Computing, Inc. Rigetti develops superconducting quantum processors, sells on-premises quantum computing systems, and provides cloud access to those systems for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot operates bitcoin mining facilities, develops and leases high-power data center capacity, and provides in-house electrical engineering and manufacturing. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission operations for commercial, government, and defense customers, with a pending acquisition that would add a global satellite communications network. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company developing small-molecule precision medicines in cancer and genetic disease using its motion-based drug discovery engine. RMBS Rambus Inc. Rambus designs, sells and licenses memory interface chips, interconnect IP and silicon security products used in data center and AI infrastructure. RR Richtech Robotics Inc. Richtech Robotics designs, deploys, leases, and services commercial and industrial robots for cleaning, hospitality, retail, logistics, and manufacturing workflows. RXRX Recursion Pharmaceuticals, Inc. Clinical-stage biotech using AI, automation, and proprietary experimental data to discover and develop internal and partnered medicines. S SentinelOne, Inc. SentinelOne sells AI-driven cybersecurity software subscriptions and related services that protect endpoints, cloud workloads, identities, and data through its Singularity platform. SDGR Schrodinger, Inc. Schrödinger sells physics-based molecular discovery software to pharma and biotech customers and also monetizes its platform through collaborations, milestones, royalties, and proprietary drug programs. SERV Serve Robotics Inc. Serve Robotics designs, deploys, and operates autonomous robots and software for sidewalk delivery and hospital logistics workflows. SITM SiTime Corporation SiTime designs and sells MEMS-based precision timing semiconductors and related software used in data center, communications, automotive, industrial, mobile, IoT, aerospace, and defense electronics. SKHY SK hynix Inc. SK hynix designs, manufactures, and sells memory semiconductors including DRAM, HBM, NAND flash, MCP, and enterprise storage products for AI servers, data centers, and devices. SMCI Super Micro Computer, Inc. Designs and manufactures servers, storage, rack-scale AI systems, networking gear, management software, and related support services for enterprise, cloud, and AI data centers. SMR NuScale Power Corporation NuScale Power develops small modular nuclear reactor technology and sells related licensing, engineering, and plant support services for utilities, developers, and industrial power users. SNOW Snowflake Inc. Snowflake provides a cloud-based data platform that enterprises use to store, process, share, and analyze data, and increasingly to build governed AI and data applications across major public clouds. SNPS Synopsys, Inc. Synopsys sells software, semiconductor design building blocks, simulation tools, and related services used to design and validate chips and electronic systems. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software that helps enterprises and automakers automate interactions across phones, chat, kiosks, vehicles, TVs, and other devices. SPCX Space Exploration Technologies Corp. SpaceX sells launch services, satellite connectivity, and AI infrastructure and products to consumer, enterprise, developer, and government customers. SPIR Spire Global, Inc. Spire operates a satellite constellation that sells weather, aviation, radio-frequency, and mission-enablement data and services to government and commercial customers. STEM Stem, Inc. Stem sells software, services, and edge hardware that monitor, control, and optimize solar, storage, and hybrid energy assets for owners, operators, developers, and utilities. SYM Symbotic Inc. Symbotic builds, installs, and operates AI-enabled warehouse automation systems plus related software and services for large retail, wholesale, food, and healthcare distribution networks. TEM Tempus AI, Inc. Provides molecular diagnostics, clinical workflow software, and governed healthcare data and AI tools to providers and life sciences customers. TLN Talen Energy Corporation Talen Energy owns and operates U.S. power plants and sells electricity, capacity, and reliability services into wholesale markets and long-term contracts, including data-center power arrangements. TSLA Tesla, Inc. Tesla designs, manufactures, sells and leases electric vehicles and energy generation and storage systems, with related software and services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures semiconductors for chip designers and also provides advanced packaging, mask, and design-enablement services. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, NGS tools, and antibody discovery and characterization services for therapeutics, diagnostics, research, and industrial customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and power systems, and licenses related power-delivery patents to OEMs and hyperscalers. VRT Vertiv Holdings Co Vertiv designs, manufactures and services mission-critical power, cooling, rack and monitoring infrastructure for data centers, communications networks, and industrial facilities. VST Vistra Corp. Integrated U.S. retail electricity and power generation company with nuclear, gas, coal, solar, and battery assets plus competitive retail energy brands. WULF TeraWulf Inc. TeraWulf develops and operates U.S. power-backed data center campuses for AI and high-performance computing while still running some bitcoin-mining infrastructure. ZS Zscaler, Inc. Zscaler sells cloud-delivered zero trust security services that sit inline between users, devices, workloads, applications, and 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