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. Applied Optoelectronics designs and manufactures lasers, optical components, transceivers, and broadband access equipment for data centers and communications networks. ACHR Archer Aviation Inc. Archer designs electric vertical takeoff and landing aircraft and related aviation technologies for commercial air taxi, defense, and operating-services use cases. AI C3.ai, Inc. C3 AI sells enterprise AI software, packaged applications, and deployment tooling for large enterprises and government agencies. AISP Airship AI Holdings, Inc. Airship AI sells secure video, sensor, and evidence-management software with edge appliances to government, law enforcement, defense, and commercial customers. ALAB Astera Labs, Inc. Astera Labs designs connectivity silicon, modules, boards and embedded management software that help hyperscalers and OEMs build and operate AI and cloud infrastructure. AMBA Ambarella, Inc. Ambarella develops low-power edge AI vision semiconductors and software for cameras, vehicles, robots, and edge infrastructure systems. AMD Advanced Micro Devices, Inc. AMD designs CPUs, GPUs, adaptive chips, networking silicon and software used in data centers, PCs, gaming systems and embedded devices. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy silicon-anode lithium-ion battery cells and related design services for aerospace, defense, and mobility applications. AMZN Amazon.com, Inc. Amazon operates global e-commerce and logistics networks, AWS cloud infrastructure, advertising, subscription services, and emerging satellite connectivity. ANET Arista Networks, Inc. Arista sells high-performance Ethernet switching, routing, and network software for AI, cloud, data center, campus, and WAN environments. APLD Applied Digital Corporation Applied Digital builds and operates power-dense data center campuses and hosting infrastructure for AI, cloud, networking, and legacy crypto workloads. APP AppLovin Corporation AppLovin sells AI-driven advertising, measurement, and connected-TV software that helps advertisers buy outcomes and publishers monetize digital inventory. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech developing LT-100 for osteoarthritis pain, with an added MindWave digital-asset treasury and workflow infrastructure business. ARM Arm Holdings plc Arm licenses CPU and related semiconductor intellectual property, software, and compute subsystems used across smartphones, cloud servers, automotive, and edge devices. ASML ASML Holding N.V. ASML supplies lithography systems, metrology, software and lifecycle services used by chipmakers to manufacture advanced semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile designs and manufactures low-Earth-orbit satellites and related services that connect standard smartphones through mobile carrier partners and government customers. AUR Aurora Innovation, Inc. Aurora develops and deploys a self-driving system for freight trucks and is commercializing driverless trucking services on U.S. highways. AVAV AeroVironment, Inc. AeroVironment designs, manufactures, and supports autonomous military systems, loitering munitions, counter-drone, space, directed-energy, and related mission software for U.S. and allied defense customers. AVGO Broadcom Inc. Broadcom designs semiconductor and infrastructure software products that help large cloud providers, enterprises and telecom operators build, run and secure complex computing systems. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software, secure AI deployment, digital identity, and mission-focused analytics services for defense, national security, travel, trade, and regulated enterprise customers. BEAM Beam Therapeutics Inc. Beam Therapeutics develops base-editing genetic medicines, with lead programs in alpha-1 antitrypsin deficiency and sickle cell disease plus a broader precision genetic medicine platform. BFLY Butterfly Network, Inc. Butterfly sells handheld whole-body ultrasound probes, cloud workflow software, and partner development tools for clinicians, health systems, and adjacent device makers. BKSY BlackSky Technology Inc. BlackSky sells real-time satellite imagery, tasking software, AI-enabled monitoring, and sovereign mission solutions to government and commercial customers. BWXT BWX Technologies, Inc. BWXT manufactures nuclear components and fuel and provides technical, lifecycle and isotope-related services for U.S. government, commercial nuclear and medical customers. CDNS Cadence Design Systems, Inc. Cadence sells software, semiconductor IP, accelerated hardware and related services used to design, verify and simulate chips, boards and physical systems. CEG Constellation Energy Corporation Constellation generates electricity from nuclear, natural gas, geothermal, hydro, wind and solar assets and sells power and energy solutions to utilities, businesses, public-sector customers and households across U.S. competitive markets. CLS Celestica Inc. Celestica designs, engineers, manufactures, and integrates data-center, networking, aerospace, defense, industrial, and health-tech hardware systems for large OEM and cloud customers. COHR Coherent Corp. Coherent makes photonics components, lasers, transceivers, optical modules, and engineered materials used in AI data centers, communications networks, and industrial systems. COIN Coinbase Global, Inc. Coinbase operates a crypto platform for consumers, institutions, and developers to trade, custody, transfer, stake, pay, and build with digital assets. CORZ Core Scientific, Inc. Core Scientific operates U.S. power-dense data center campuses that are being converted from bitcoin mining into high-density colocation for artificial intelligence workloads while still running a residual digital asset mining business. CRDO Credo Technology Group Holding Ltd Credo designs and sells high-speed connectivity chips, cables, optical modules and IP used to move data efficiently inside AI, cloud and hyperscale data-center networks. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management, data, analytics, collaboration, integration, and AI-driven workflow automation. CRNC Cerence Inc. Cerence builds embedded and cloud-connected conversational AI, voice, and assistant software for automakers and transportation partners. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines, led by CASGEVY with Vertex, with a broader pipeline across hematology, oncology, autoimmune, cardiovascular and regenerative medicine. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity software and services that protect endpoints, cloud workloads, identities, data, and security operations for enterprises and governments. CRWV CoreWeave, Inc. Provides specialized GPU cloud infrastructure, AI data-center capacity, and related software for training and inference workloads. DDOG Datadog, Inc. Datadog sells a cloud-based observability and security platform that helps enterprises monitor, secure, and increasingly automate modern software systems. DELL Dell Technologies Inc. Dell sells PCs, servers, storage, networking, software and support services, with growing exposure to enterprise AI infrastructure and related deployment services. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells automated biology R&D services, cloud-lab access, customer-site autonomous lab systems, and related data offerings to biotech, pharma, agriculture, industrial, and government customers. EQIX Equinix, Inc. Equinix operates carrier-neutral data centers and interconnection services that let enterprises, networks and clouds place and connect digital infrastructure in major metros. ESTC Elastic N.V. Elastic provides cloud and self-managed software that helps enterprises search, observe, secure, and operationalize data across applications, infrastructure, and AI workflows. ETN Eaton Corporation plc Eaton is a global power-management manufacturer selling electrical distribution, power quality, aerospace, and related control systems into utility, data center, industrial, commercial, residential, and aerospace markets. FIVN Five9, Inc. Five9 sells cloud contact-center software, AI automation, and workflow integrations that help enterprises run customer service and sales interactions across voice and digital channels. FLNC Fluence Energy, Inc. Fluence sells utility-scale battery energy storage systems, lifecycle services, and optimization software for grids, renewables, and large power users. FN Fabrinet Fabrinet provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services for OEMs building complex communications, computing, and industrial products. GOOG Alphabet Inc. Alphabet, Google's parent, monetizes search, YouTube, cloud infrastructure, software, subscriptions, devices, and AI services. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software, services, and financing for on-premises and hybrid AI infrastructure. HURA TuHURA Biosciences, Inc. Clinical-stage immuno-oncology company developing therapies intended to overcome resistance to cancer immunotherapy. HUT Hut 8 Corp. Hut 8 develops power-linked digital infrastructure and compute assets for AI, cloud, colocation, and Bitcoin-related workloads. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, and software-assisted workflow services to AI builders, enterprises, and emerging federal customers. IONQ IonQ, Inc. IonQ builds trapped-ion quantum computers and related networking, sensing, security, and cloud-access products for enterprise, government, and research customers. IREN IREN Limited IREN develops and operates power-rich North American data center campuses that monetize AI cloud capacity, colocation capacity, custom data center development, and bitcoin mining. JBL Jabil Inc. Jabil provides engineering, supply-chain, and manufacturing solutions for OEMs across cloud and data center infrastructure, healthcare, automotive, industrial, and other end markets. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft, operating software and related services for planned air taxi operations and partner aircraft deployments. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops and manufactures defense systems and software spanning unmanned aircraft, rocket and hypersonic systems, propulsion, microwave electronics, and satellite ground infrastructure. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical and photonic components, modules, and subsystems used in AI data centers, telecom networks, industrial manufacturing, and sensing applications. LMND Lemonade, Inc. Lemonade is a digital consumer insurer that sells renters, homeowners, car, pet, and term life policies through its app, website, licensed carriers, and partner integrations. LSCC Lattice Semiconductor Corporation Lattice Semiconductor designs and sells low-power programmable logic chips, related software, and system solutions used in computing, industrial, communications, automotive, and security applications. MBLY Mobileye Global Inc. Mobileye develops chips, software, mapping, and system solutions that help automakers deploy driver-assistance and autonomous-driving features. META Meta Platforms, Inc. Meta operates global social, messaging, and media platforms monetized mainly through advertising, with additional revenue from hardware, software, and paid business services. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells power-management semiconductors and modules used in data centers, storage and computing, automotive, communications, consumer and industrial systems. MRVL Marvell Technology, Inc. Marvell designs data infrastructure semiconductors including custom AI silicon, optical and electrical interconnect, Ethernet, storage and security chips for cloud and communications customers. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, security tools, developer platforms, and related services to consumers, enterprises, and governments. MSTR Strategy Inc Strategy is a public bitcoin treasury company that also sells enterprise analytics and governed AI software. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog, RF, optical and mixed-signal semiconductor products for data center, telecommunications, industrial and defense markets. MU Micron Technology, Inc. Micron designs and manufactures memory and storage products, including DRAM, NAND, HBM4 and SSDs, for data center, mobile, client, automotive and embedded markets. NBIS Nebius Group N.V. Nebius builds and operates an AI cloud selling GPU compute, storage, and managed platform services, with added optionality from Avride and TripleTen. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and a large national power development platform spanning renewables, storage, gas, transmission and customer power solutions. NET Cloudflare, Inc. Cloudflare runs a global cloud network that delivers security, networking, performance, and developer services for websites, applications, APIs, and enterprise infrastructure. NNOX Nano-X Imaging Ltd. Nanox develops medical imaging systems and sells a broader imaging workflow stack that includes cloud software, AI analytics, and remote reading services. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps large organizations automate IT, employee, customer, security, and other cross-enterprise workflows. NTAP NetApp, Inc. NetApp sells enterprise storage systems, ONTAP data-management software, and cloud data services that help customers run, protect, and use data across on-premises and public clouds. NTLA Intellia Therapeutics, Inc. Intellia is a clinical-stage biotech developing in vivo CRISPR gene-editing medicines for hereditary angioedema and transthyretin amyloidosis. NTRA Natera, Inc. Natera sells cell-free DNA and genetic tests across oncology, women’s health, organ health, rare disease, and biopharma research workflows. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, networking, systems and software used in AI data centers, gaming, enterprise AI and automotive markets. OKLO Oklo Inc. Oklo develops advanced fast-fission power plants plus related fuel-cycle and isotope businesses aimed at data centers, industrial sites, communities, and defense-linked customers. ON ON Semiconductor Corporation onsemi designs, manufactures, and sells power, analog, mixed-signal, and sensing semiconductors used in automotive, industrial, cloud, and other electronic systems. ORCL Oracle Corporation Oracle sells enterprise applications, database software, cloud infrastructure, hardware, and related services to businesses, governments, and educational institutions. OUST Ouster, Inc. Ouster sells digital lidar sensors, perception software, and adjacent vision products for robotics, industrial automation, automotive, and smart infrastructure customers. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity platforms and services that secure networks, clouds, users, identities, and security operations for enterprises and governments. PATH UiPath, Inc. UiPath sells enterprise software for building, running, and governing automations that combine software robots, AI agents, APIs, and human approvals across business workflows. PDYN Palladyne AI Corp. Palladyne AI develops embodied autonomy software, avionics, UAV systems, engineering services, and precision-manufactured components for defense and industrial customers. PL Planet Labs PBC Planet operates an Earth-observation satellite fleet and sells imagery, geospatial data, tasking, and workflow software to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software platforms that connect data, AI models, and operational workflows for government and commercial organizations. POET POET Technologies Inc. POET designs optical engines, light sources, and module architectures used to move data inside AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing prime-editing therapies for severe genetic diseases and partnered gene-editing programs. PWR Quanta Services, Inc. Quanta Services designs, engineers, procures, builds, upgrades, repairs and maintains electric power, generation, communications and related infrastructure for utilities, technology customers and energy operators. QBTS D-Wave Quantum Inc. D-Wave develops annealing and emerging gate-model quantum computers, cloud access, hybrid solvers, and related services for enterprise, government, and research customers. QUBT Quantum Computing Inc. QCi develops photonic quantum and analog machines, photonic chip foundry services, and related communications, sensing, and security products for commercial, government, and research customers. RCAT Red Cat Holdings, Inc. Red Cat designs and manufactures American-made drones, control systems, and maritime robotic platforms for defense, government, and public safety customers. RDVT Red Violet, Inc. Red Violet sells identity intelligence, fraud, due diligence, compliance, and agent-safety software/data products to enterprise, public-sector, and real-estate customers. RGTI Rigetti Computing, Inc. Rigetti develops superconducting quantum computers, cloud access software, and on-premises quantum systems for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot operates Bitcoin mining, electrical engineering and fabrication, and data center development centered on large power-secured campuses in Texas. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, mission software, and related operations for commercial, civil, and national-security customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company using its Dynamo discovery engine to develop small-molecule medicines for cancer and genetic disease. RMBS Rambus Inc. Rambus sells memory interface chips and semiconductor IP that improve bandwidth, latency and security in AI, data-center and client systems. RR Richtech Robotics Inc. Richtech Robotics develops and deploys service and industrial robots, plus leasing, rental, and data services, for hospitality, retail, healthcare, automotive, and manufacturing customers. RXRX Recursion Pharmaceuticals, Inc. Clinical-stage biotech using an integrated AI, data, and automated-lab stack to discover and develop internal and partnered medicines. S SentinelOne, Inc. SentinelOne sells AI-driven cybersecurity software that helps enterprises protect endpoints, cloud workloads, identities, and security operations. SDGR Schrodinger, Inc. Schrödinger sells molecular-design software and informatics to life-science customers and uses the same computational platform in collaborations and internal drug programs. SERV Serve Robotics Inc. Serve designs and operates autonomous sidewalk delivery and hospital service robots, along with software, connectivity, and workflow tools that support those fleets. SITM SiTime Corporation SiTime designs MEMS-based precision timing semiconductors and related software used in communications, datacenter, automotive, industrial and mobile electronics. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures application-optimized servers, storage, racks, liquid-cooling systems, management software, and deployment services for AI, cloud, enterprise, and edge workloads. SMR NuScale Power Corporation NuScale designs and licenses small modular reactor technology and provides related engineering, training, and plant services for utilities, developers, and industrial customers. SNOW Snowflake Inc. Snowflake sells a cloud-native data platform that lets enterprises store, process, share, and use data and AI workloads across major public clouds. SNPS Synopsys, Inc. Synopsys provides semiconductor design software, semiconductor IP, simulation and analysis software, and design services for semiconductor and systems engineering customers. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software for automotive, restaurants, customer service, employee support, and enterprise automation use cases. SPIR Spire Global, Inc. Spire Global sells satellite-derived weather, aviation, and radio-frequency intelligence data plus hosted space services to government and commercial customers. STEM Stem, Inc. Stem sells software, edge controls, and services used to monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic builds AI-enabled warehouse automation systems that combine robots, software, storage architecture, and services for large retail, wholesale, and food distribution customers. TEM Tempus AI, Inc. Tempus provides genomic diagnostics, clinical workflow software, and multimodal data products to physicians, health systems, and life sciences companies. TLN Talen Energy Corporation Talen Energy owns and operates U.S. power generation assets and sells electricity, capacity, and ancillary services into wholesale markets and under contracted arrangements. TSLA Tesla, Inc. Tesla designs, manufactures, sells and leases battery electric vehicles, energy storage systems, solar products and related software and services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures semiconductors and provides advanced packaging, testing, mask, and related design-enablement services for semiconductor customers worldwide. TWST Twist Bioscience Corporation Twist Bioscience makes synthetic DNA, next-generation sequencing preparation products, and antibody discovery offerings for biotech, pharma, diagnostics, and research customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and power systems used in AI computing, industrial, automotive, communications, and aerospace/defense applications. VRT Vertiv Holdings Co Vertiv designs and services power, cooling, rack and monitoring systems used to keep data centers and other critical digital sites running. VST Vistra Corp. Vistra owns generation assets and sells electricity and natural gas plans to residential, commercial, industrial, and wholesale customers across competitive U.S. power markets. WULF TeraWulf Inc. TeraWulf develops, owns, and operates U.S. powered data center campuses for AI and high-performance computing hosting alongside bitcoin mining. ZS Zscaler, Inc. Zscaler sells cloud-delivered zero trust security that sits inline between users, devices, applications, and networks to control access, inspect traffic, and protect data.

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

Patreon Tiers

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

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

Update Cadence

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

Using the Data

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

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

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

Changelog

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About

The Framework

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

The Technology

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

The Creator

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

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

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

Contact

Please reach out via my Patreon.

Free Resources

Try the analysis for free:

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