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 fiber-optic networking products, including data-center transceivers, lasers and broadband access equipment, for cloud, cable, telecom and fiber customers. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff and landing aircraft and related autonomy, airspace and defense aviation technologies. AI C3.ai, Inc. C3 AI sells enterprise AI software and applications that help large organizations build, deploy, govern, and run AI-driven workflows across commercial and public-sector environments. AISP Airship AI Holdings, Inc. Airship AI sells edge hardware, AI software, and visualization tools that turn video, sensor, and other unstructured data into operational intelligence for government and commercial users. ALAB Astera Labs, Inc. Astera Labs sells semiconductor connectivity chips, modules, and embedded software that help hyperscalers and OEMs build AI and cloud servers, racks, and clusters. AMBA Ambarella, Inc. Ambarella designs low-power edge AI semiconductor chips and supporting software for cameras, vehicles, robotics and other physical-world devices. AMD Advanced Micro Devices, Inc. AMD designs and sells CPUs, GPUs, networking products and software for data center, client, gaming and embedded markets. 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 sells silicon-anode lithium-ion battery cells for drones, aviation, defense, and other electric mobility applications. AMZN Amazon.com, Inc. Amazon operates a global online marketplace, fulfillment and delivery network, subscription ecosystem, digital advertising business, and AWS cloud platform. ANET Arista Networks, Inc. Arista sells high-performance Ethernet switches, routing, network operations software, and related services for AI, cloud, campus, and wide-area networks. APLD Applied Digital Corporation Applied Digital develops, owns, and operates power-secured data centers and hosting infrastructure for AI, high-performance computing, and legacy crypto workloads. APP AppLovin Corporation AppLovin provides AI-driven advertising, app monetization, and measurement software that helps advertisers acquire users and publishers maximize app revenue. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage Apitox rights holder that also, through MindWave, provides blockchain infrastructure services and holds digital assets. ARM Arm Holdings plc Arm develops CPU and related compute platform intellectual property, licenses it to chipmakers, device makers and cloud providers, earns license fees plus per-chip royalties, and is expanding into Arm-designed silicon. ASML ASML Holding N.V. ASML sells lithography, metrology, inspection, software and service systems used by chipmakers to manufacture advanced semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile builds satellites and ground infrastructure that let ordinary smartphones connect directly to space-based cellular broadband through mobile carrier partners and government customers. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver autonomous driving system and is commercializing driverless freight trucking through partner truck makers, carriers, and logistics platforms. AVAV AeroVironment, Inc. Designs, produces, and supports autonomous defense systems spanning loitering munitions, drones, counter-drone, directed-energy, space, cyber, and electronic-warfare missions for U.S. and allied governments. AVGO Broadcom Inc. Broadcom designs and supplies semiconductor and infrastructure software products spanning AI accelerators, networking, private-cloud software, security, broadband and connectivity markets. BBAI BigBear.ai Holdings, Inc. BigBear.ai develops secure AI, generative AI, biometrics, and orchestration software and services for defense, intelligence, border security, and logistics customers. BEAM Beam Therapeutics Inc. Beam Therapeutics develops base-editing genetic medicines for sickle cell disease and inherited liver-related genetic disorders. BFLY Butterfly Network, Inc. Butterfly sells handheld ultrasound probes, cloud workflow software, and licensed Ultrasound-on-Chip technology to clinicians, health systems, educators, and developers. BKSY BlackSky Technology Inc. BlackSky sells subscription satellite imagery, analytics, and sovereign mission systems through its Spectra software and owned low-earth-orbit constellation. BWXT BWX Technologies, Inc. BWXT manufactures nuclear fuel, reactor components and related services for U.S. government programs and commercial nuclear operators. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI compute systems and sells both on-premises hardware and cloud-based AI inference capacity. CDNS Cadence Design Systems, Inc. Cadence sells mission-critical software, semiconductor IP, emulation hardware, cloud delivery, and analysis tools used to design chips and complex electronic systems. CEG Constellation Energy Corporation Constellation Energy generates and sells electricity, natural gas, and related energy solutions, anchored by a large U.S. nuclear and dispatchable power fleet. CLS Celestica Inc. Celestica designs, engineers, manufactures and integrates data-center, communications and industrial hardware platforms, with rising exposure to AI networking, racks and deployment services. COHR Coherent Corp. Coherent develops and manufactures photonics components, transceivers, lasers, engineered materials, and optical systems for datacenter, communications, and industrial customers. COIN Coinbase Global, Inc. Coinbase operates consumer and institutional crypto trading, custody, payments, and developer infrastructure, and is expanding toward broader multi-asset market plumbing. CORZ Core Scientific, Inc. Core Scientific owns and operates U.S. powered campuses that provide high-density colocation for AI workloads while retaining residual bitcoin self-mining and hosted mining operations. CRDO Credo Technology Group Holding Ltd Credo designs high-speed connectivity semiconductors, cables, optical modules and diagnostics software used in AI, cloud and hyperscale data-center networks. CRM Salesforce, Inc. Salesforce sells enterprise cloud software for customer relationship management, collaboration, data, analytics, automation, and AI-driven workflow execution. CRNC Cerence Inc. Cerence develops and licenses AI assistants, connected services, and embedded software for automakers and Tier 1 vehicle suppliers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines for serious diseases, led by CASGEVY and a pipeline spanning cardiovascular, autoimmune, oncology and diabetes programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity subscriptions and services that protect endpoints, cloud workloads, identities, and data for enterprises worldwide. CRWV CoreWeave, Inc. CoreWeave provides AI-focused cloud infrastructure and software for model training, inference, observability, and continuous AI development. DDOG Datadog, Inc. Datadog sells a SaaS observability and security platform that helps enterprises monitor, secure, and automate cloud applications and AI-era workloads. DELL Dell Technologies Inc. Dell Technologies sells servers, storage, networking, PCs, services and financing to enterprises, governments and consumers. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells automated biology R&D services, lab data products, cloud lab access, and deployable autonomous lab systems to commercial and government customers. EQIX Equinix, Inc. Equinix operates carrier-neutral data centers and interconnection services that let enterprises, networks, cloud providers and partners place infrastructure in the same metros and connect privately. ESTC Elastic N.V. Elastic sells self-managed and cloud software for enterprise search, observability, and security, helping customers search, monitor, and protect large volumes of data. ETN Eaton Corporation plc Eaton makes electrical power distribution and management equipment, related digital controls, aerospace systems, and other power-management products for data center, utility, industrial, building, and aerospace customers. FIVN Five9, Inc. Five9 provides cloud contact center software, related telephony services, and AI capabilities for enterprise customer service, sales, and marketing workflows. FLNC Fluence Energy, Inc. Fluence designs and integrates utility-scale battery storage systems and sells related controls, optimization software, and lifecycle services to utilities, developers, power producers, and commercial customers. FN Fabrinet Fabrinet provides advanced optical packaging and precision manufacturing services for complex communications, datacenter, industrial, medical and automotive products. GOOG Alphabet Inc. Google sells digital advertising, cloud infrastructure and software, subscriptions, and devices across Search, YouTube, Android, Chrome, Workspace, and Google Cloud. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software, services, and financing for business and public-sector customers. HURA TuHURA Biosciences, Inc. TuHURA Biosciences is a clinical-stage immuno-oncology company developing IFx-2.0, TBS-2025, and DOR-based cancer therapies. HUT Hut 8 Corp. Hut 8 develops, finances, and operates powered data center campuses and compute infrastructure for AI/HPC, bitcoin mining, hosting, and related energy services in the United States and Canada. INOD Innodata Inc. Innodata provides AI data engineering, annotation, evaluation, benchmarking, and workflow services and software for frontier labs, enterprises, and selected regulated or industry-specific use cases. IONQ IonQ, Inc. IonQ builds trapped-ion quantum computers and related networking, security, sensing, and manufacturing offerings sold through cloud access, direct system deployments, and government or enterprise contracts. IREN IREN Limited IREN owns and operates power-secured data center campuses that provide AI cloud, colocation and build-to-suit infrastructure services while still generating some bitcoin mining revenue. JBL Jabil Inc. Jabil provides engineering, supply chain, manufacturing, and logistics solutions for complex hardware programs across AI data center infrastructure, healthcare, automotive, industrial, and other end markets. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft, runs premium passenger aviation services through Blade, and is building commercial and defense aviation technology. KDK Kodiak AI, Inc. Kodiak AI builds Physical AI-powered autonomous trucking technology and related services for long-haul freight, industrial hauling, and defense logistics. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops and manufactures unmanned systems, propulsion, microwave electronics, satellite ground systems, and mission software for U.S. and allied defense and space 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 sells renters, homeowners, car, pet, and term life insurance through a digital, AI-heavy consumer platform and embedded partner channels. LSCC Lattice Semiconductor Corporation Lattice designs low-power FPGAs, design tools, and platform firmware and manageability software used in computing, communications, industrial, automotive, and embedded systems. MBLY Mobileye Global Inc. Mobileye sells EyeQ-based driver-assistance and autonomous-driving systems, mapping, and safety software to automakers and mobility operators. META Meta Platforms, Inc. Meta operates Facebook, Instagram, WhatsApp, Messenger and Threads, monetizing consumer attention and business demand mainly through advertising, messaging and some hardware. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems is a fabless semiconductor company that sells power management chips, modules, and related solutions for data center, storage, automotive, communications, industrial, and consumer systems. MRVL Marvell Technology, Inc. Marvell is a fabless semiconductor company that supplies custom AI silicon, networking, optical interconnect, storage and security chips for cloud and data infrastructure. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, business applications, security, developer tools, devices, and gaming content to consumers, enterprises, and governments. MSTR Strategy Inc Strategy combines a large bitcoin treasury and active capital-markets program with enterprise analytics software sold through subscriptions, licenses, support, and services. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures high-performance analog, RF and optical semiconductors for data center, telecom, industrial and defense markets. MU Micron Technology, Inc. Micron designs, manufactures and sells memory and storage semiconductors used in data centers, AI systems, PCs, mobile devices, automotive systems and industrial equipment. NBIS Nebius Group N.V. Nebius sells AI cloud infrastructure including GPU compute, storage, networking, inference software, and related services to AI-native and enterprise customers, with smaller adjacent assets in robotics, education, and AI search. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and a large North American generation, storage and transmission development platform serving retail, wholesale and large-load customers. NET Cloudflare, Inc. Cloudflare provides cloud-based networking, cybersecurity, and developer services that help organizations secure, deliver, and run websites, applications, and APIs. NNOX Nano-X Imaging Ltd. Nanox develops digital X-ray systems and sells related imaging workflow, remote reading, cloud, AI, and health information technology solutions. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps large organizations automate, govern, and secure workflows across IT, employee, customer, security, and other operations. NTAP NetApp, Inc. NetApp sells enterprise data storage systems, data management software, and cloud data services across on-premises and public-cloud environments. NTLA Intellia Therapeutics, Inc. Clinical-stage biotech developing in vivo gene-editing therapies, led by lonvo-z for hereditary angioedema and nex-z for transthyretin amyloidosis. NTRA Natera, Inc. Natera sells cell-free DNA and genetic testing services across oncology, women’s health, and organ health through its own laboratories and selected partner-lab channels. NVDA NVIDIA Corporation NVIDIA designs semiconductors and full-stack computing platforms spanning AI data center chips, networking, systems, and supporting software. OKLO Oklo Inc. Oklo is developing and plans to own and operate advanced fast-fission nuclear plants while building adjacent fuel recycling, fuel fabrication, and isotope businesses. ON ON Semiconductor Corporation onsemi designs and manufactures power, analog and sensing semiconductors used in automotive, industrial and AI infrastructure systems. ORCL Oracle Corporation Oracle sells enterprise databases, business applications, cloud infrastructure, hardware, and related services to large organizations and governments. OUST Ouster, Inc. Ouster builds digital lidar sensors, stereo cameras, and perception software used in robots, industrial systems, drones, vehicles, and traffic infrastructure. PANW Palo Alto Networks, Inc. Palo Alto Networks sells network, cloud, security operations, identity security, and incident-response software and services to enterprise and public-sector customers. PATH UiPath, Inc. UiPath sells enterprise software for building, running, governing, and testing workflows that combine robots, APIs, AI agents, and human steps. PDYN Palladyne AI Corp. Palladyne AI develops autonomy software, avionics, unmanned systems, engineering services, and precision-manufactured components for defense and industrial customers. PL Planet Labs PBC Planet operates an Earth-observation satellite constellation and sells imagery, geospatial software, and sovereign satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software platforms that turn enterprise and government data into governed operational workflows and AI-enabled decisions. POET POET Technologies Inc. POET Technologies designs optical engines, light sources and custom optical modules for AI systems and hyperscale data centers using its optical interposer packaging platform. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing prime-editing genetic medicines for rare diseases and partnering selected cell-therapy programs. PWR Quanta Services, Inc. Quanta Services designs, engineers, builds, upgrades and maintains electric power, communications and other critical infrastructure for utility, industrial and data-center-related customers. QBTS D-Wave Quantum Inc. D-Wave develops and sells quantum computing systems, cloud access, software tools, and related services for commercial, government, and research customers. QUBT Quantum Computing Inc. QCi develops quantum optimization systems, photonic AI hardware, secure-communications products, photonics components, and semiconductor foundry and advanced packaging services. RCAT Red Cat Holdings, Inc. Red Cat sells U.S.-made drones, uncrewed surface vessels, control systems, and related autonomy technology to defense, government, and public-safety customers. RDVT Red Violet, Inc. Red Violet sells identity intelligence, fraud, compliance, investigative, and field-safety software and data solutions to enterprise, public-sector, and real-estate customers in the United States. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors, sells on-premises quantum systems, and provides cloud access through its Quantum Cloud Services platform. RIOT Riot Platforms, Inc. Riot Platforms develops and operates bitcoin mining and large-scale data center campuses and also provides in-house electrical engineering, manufacturing, and deployment services through ESS Metron and E4A Solutions. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and mission systems to commercial, civil, defense, and national security customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage biotech developing small-molecule cancer and genetic disease therapies using a motion-based drug discovery platform. RMBS Rambus Inc. Rambus designs memory interface chips, silicon IP and hardware security solutions used in AI, data center and other high-performance computing systems. RR Richtech Robotics Inc. Richtech Robotics designs, deploys, and services AI-enabled robots for hospitality, retail, industrial, and cleaning workflows through sales, rentals, and recurring service contracts. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotech that uses proprietary biological data, automated labs, and AI-driven discovery workflows to build internal drug programs and pharma collaborations. S SentinelOne, Inc. SentinelOne sells cybersecurity software subscriptions through its Singularity platform to protect endpoints, cloud workloads, identities, and security data with AI-driven detection and response. SDGR Schrödinger, Inc. Schrödinger sells physics-based molecular discovery software and uses the same computational stack in partnered and proprietary drug discovery programs. SERV Serve Robotics Inc. Serve Robotics designs and operates autonomous sidewalk delivery robots and hospital service robots, with adjacent merchant workflow, advertising, and autonomy software offerings. SITM SiTime Corporation SiTime designs and sells MEMS-based precision timing semiconductors and related software used in communications, datacenter, industrial, automotive, and other electronics systems. SKHY SK hynix Inc. SK hynix makes DRAM, NAND, HBM and storage memory chips for AI servers, data centers, PCs, mobile devices and enterprise storage. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures server, storage, networking, and AI data-center infrastructure systems, plus related software and deployment services. SMR NuScale Power Corporation NuScale develops and licenses small modular nuclear reactor technology and related engineering services for utilities, governments, data centers, and industrial energy users. SNOW Snowflake Inc. Snowflake sells a cloud data platform that lets enterprises store, query, share, and build applications and AI workflows on data across major public clouds. SNPS Synopsys, Inc. Synopsys sells mission-critical chip design software, semiconductor IP, verification hardware, and engineering simulation tools used to build semiconductors and complex electronic systems. SOUN SoundHound AI, Inc. SoundHound AI sells voice and agentic AI software that helps enterprises run conversational experiences across phones, cars, kiosks, chat, smart devices, and other customer channels. SPCX Space Exploration Technologies Corp. SpaceX builds and operates rockets, spacecraft, satellite broadband networks, and AI products for consumer, enterprise, and government customers. SPIR Spire Global, Inc. Spire Global operates a small-satellite constellation and sells weather, radio-frequency, aviation, and mission-services data to government and commercial customers. STEM Stem, Inc. Stem sells software, edge hardware, and services that help owners and operators monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic builds large-scale warehouse automation systems plus related software, maintenance, and operating services for major retail, wholesale, and distribution customers. TEM Tempus AI, Inc. Tempus provides molecular diagnostics, AI-enabled clinical workflow tools, and data and analytics products to physicians, health systems, and biopharma 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, including under a long-term AWS power arrangement. TSLA Tesla, Inc. Tesla designs, manufactures, sells and leases battery electric vehicles and energy generation and storage systems, and provides related software and services. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures leading-edge and specialty semiconductor wafers plus advanced packaging for chip designers and integrated device makers. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, next-generation sequencing tools, and antibody discovery and characterization services for research, diagnostics, and therapeutics customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and systems, and licenses related power-delivery patents to OEMs and hyperscalers. VRT Vertiv Holdings Co Vertiv supplies power, cooling, rack, monitoring and lifecycle service solutions for data centers and other mission-critical digital infrastructure. VST Vistra Corp. Vistra sells retail electricity and natural gas through brands including TXU Energy and Ambit Energy and owns a large U.S. generation fleet that supplies wholesale, capacity, and contracted power. WULF TeraWulf Inc. TeraWulf develops, owns, and operates U.S. power-backed data center campuses for AI and high-performance computing tenants while still running legacy bitcoin mining capacity. ZS Zscaler, Inc. Zscaler provides cloud-delivered zero trust security that secures internet access, private application access, data, workloads, and AI-related activity for enterprises and government customers.

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