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 123 symbols:

AAOI Applied Optoelectronics, Inc. Applied Optoelectronics designs and manufactures optical transceivers, lasers, components, and broadband networking products for AI data centers, cable, telecom, and fiber access networks. ACHR Archer Aviation Inc. Archer designs electric and hybrid vertical takeoff aircraft and is building related operating, defense, and aviation software capabilities. AI C3.ai, Inc. C3 AI sells enterprise AI application software and a platform for building, deploying, and governing AI applications for commercial and government organizations. AISP Airship AI Holdings, Inc. Airship AI sells video, sensor, and data-management surveillance software, edge hardware, and support services to government and commercial security operators. ALAB Astera Labs, Inc. Astera Labs designs connectivity semiconductors and embedded software that help hyperscalers and system builders deploy rack-scale AI infrastructure. AMBA Ambarella, Inc. Ambarella designs low-power edge AI semiconductors and software for automotive, security, robotics, consumer and industrial vision systems. AMD Advanced Micro Devices, Inc. AMD designs and sells CPUs, GPUs, adaptive compute, networking silicon and related software for data center, client, embedded and gaming 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, defense, aviation, and other weight-sensitive mobility applications. AMZN Amazon.com, Inc. Amazon operates global e-commerce and third-party marketplaces, AWS cloud infrastructure, advertising, subscriptions, and logistics networks for consumers, merchants, developers, and enterprises. ANET Arista Networks, Inc. Arista Networks sells Ethernet switching, routing, wireless, wide-area networking, and network software platforms for AI, cloud, campus, and routing environments. APLD Applied Digital Corporation Applied Digital designs, builds, owns, and operates large-scale data center campuses and hosting infrastructure for AI, high-performance computing, and digital asset workloads. APP AppLovin Corporation AppLovin provides AI-powered advertising, monetization, and measurement software that helps advertisers acquire customers and helps app and connected-TV publishers monetize inventory. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech developing Apitox/LT-100 for knee osteoarthritis pain while also owning MindWave digital-asset treasury, token, and control-workflow assets. ARM Arm Holdings plc Arm licenses CPU architectures, compute subsystems, and related semiconductor IP and tools, and earns royalties when customer chips ship. ASML ASML Holding N.V. ASML supplies lithography systems, related software and services used by chipmakers to manufacture advanced semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile designs, manufactures and plans to operate low-Earth-orbit satellites and ground gateways that extend cellular broadband directly to standard smartphones through mobile operator partners. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver self-driving system and commercial driverless trucking services for long-haul freight. AVAV AeroVironment, Inc. AeroVironment develops autonomous military aircraft, loitering munitions, counter-drone, space, cyber, and mission software systems for U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs and supplies semiconductor, networking, cybersecurity, and private-cloud software used by hyperscalers, enterprises, and communications customers. BBAI BigBear.ai Holdings, Inc. BigBear.ai sells secure AI software, mission analytics, digital identity, and engineering solutions to defense, national security, travel, and trade customers. BEAM Beam Therapeutics Inc. Beam Therapeutics is a clinical-stage biotechnology company developing one-time genetic medicines using base editing for sickle cell disease and rare liver disorders. BFLY Butterfly Network, Inc. Butterfly sells handheld ultrasound devices, cloud workflow software, and partner tools that bring medical imaging closer to the bedside and home. BKSY BlackSky Technology Inc. BlackSky provides subscription geospatial intelligence, imagery analytics, and mission workflows through its software stack and proprietary low Earth orbit satellite constellation. BWXT BWX Technologies, Inc. BWXT makes nuclear components, fuel and specialized services for U.S. defense programs, commercial nuclear operators and nuclear medicine markets. CBRS Cerebras Systems Inc. Cerebras builds wafer-scale AI processors, CS-3 systems, and cloud inference and training services for enterprises, researchers, and governments. CDNS Cadence Design Systems, Inc. Cadence sells software, semiconductor IP, and hardware used to design, verify, and analyze chips, packages, boards, and electromechanical systems. CEG Constellation Energy Corporation Constellation Energy owns a large U.S. fleet of nuclear, gas, hydro, wind and solar generation assets and sells electricity, natural gas and clean-energy products to commercial, public-sector and residential customers. CLS Celestica Inc. Designs and manufactures data-center hardware platforms and complex electronics solutions for cloud, communications and industrial customers. COHR Coherent Corp. Coherent develops and manufactures lasers, optical and optoelectronic components, modules, systems, and engineered materials for datacenter, communications, industrial, and electronics markets. COIN Coinbase Global, Inc. Coinbase runs a regulated crypto platform spanning trading, custody, stablecoins, payments, equities access, and developer infrastructure. CORZ Core Scientific, Inc. Core Scientific designs, builds, and operates U.S. high-density data centers for AI colocation while winding down its legacy bitcoin mining mix. CRDO Credo Technology Group Holding Ltd Credo designs high-speed electrical and optical connectivity chips, cables, transceivers and IP used in AI, cloud and data infrastructure. CRM Salesforce, Inc. Salesforce sells cloud software for customer workflows, data, analytics, collaboration, and AI automation to enterprises and public-sector organizations. CRNC Cerence Inc. Cerence supplies embedded, cloud-connected, and generative AI voice assistant software and related services to automakers and transportation OEMs. CRSP CRISPR Therapeutics AG Gene-editing biotech developing one-time medicines across hemoglobinopathies, cardiometabolic disease, autoimmune disease, oncology, and diabetes, with shared economics in CASGEVY and a broader wholly owned pipeline. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity software and services that protect endpoints, cloud workloads, identities, data, and security operations. CRWV CoreWeave, Inc. CoreWeave sells AI cloud infrastructure, including GPU compute, storage, networking and managed software services, to AI labs, hyperscalers and enterprise customers. DDOG Datadog, Inc. Datadog sells cloud software that helps enterprises monitor, secure, and automate applications, infrastructure, and AI workloads. DELL Dell Technologies Inc. Dell Technologies sells enterprise and client hardware, including AI servers, storage, networking, PCs, support, and financing services. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks provides automated wet-lab execution, biological data generation, and cell-engineering services for biopharma, industrial biotech, agriculture, and government customers. EQIX Equinix, Inc. Equinix operates carrier-neutral data centers and private connectivity services that let enterprises, cloud platforms and networks place infrastructure close together and move data securely. ESTC Elastic N.V. Elastic sells software and cloud services for search, observability, security analytics, and AI-powered data retrieval. ETN Eaton Corporation plc Eaton makes electrical power-management equipment, aerospace systems, thermal solutions and related digital tools for data centers, utilities, buildings, industry and vehicle markets. FIVN Five9, Inc. Five9 sells cloud contact-center software that combines routing, telephony, workforce tools, and AI automation for enterprise customer service teams. FLNC Fluence Energy, Inc. Fluence sells grid-scale battery storage systems, delivery and lifecycle services, and operating software for utilities, developers, and emerging large-load customers such as data centers. FN Fabrinet Fabrinet provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services for OEMs building complex communications, datacenter, and other high-spec products. GOOG Alphabet Inc. Google's parent company sells digital advertising, cloud computing, subscriptions, and AI-enabled consumer and enterprise products. HPE Hewlett Packard Enterprise Company HPE sells servers, storage, networking, hybrid-cloud software, services, and IT financing to enterprises and service providers. HURA TuHURA Biosciences, Inc. TuHURA is a clinical-stage biotechnology company developing immuno-oncology therapies for Merkel cell carcinoma, acute myeloid leukemia, and other resistant cancers. HUT Hut 8 Corp. Hut 8 develops and operates power-connected digital infrastructure spanning AI data center campuses, ASIC compute, cloud, and colocation in the U.S. and Canada. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, document transformation, and software-enabled services that help customers build, test, and govern AI systems. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computers, sells direct cloud and on-prem access, and is expanding into quantum networking, security, sensing, and trusted manufacturing. IREN IREN Limited IREN builds and operates power-secured data centers and GPU cloud infrastructure for AI workloads while still monetizing part of its power base through Bitcoin mining. JBL Jabil Inc. Jabil provides engineering, supply-chain, manufacturing, and increasingly power-and-cooling solutions for branded electronics and data-center customers. JOBY Joby Aviation, Inc. Joby develops electric air taxis, owns urban air mobility operating assets through Blade, and plans to both operate services and sell aircraft to partners. KTOS Kratos Defense & Security Solutions, Inc. Kratos designs, manufactures and supports unmanned aircraft, propulsion, satellite ground systems, microwave electronics and other defense and space mission systems for U.S., allied and commercial customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures photonic components, lasers, optical modules, and switching products used in AI data centers, telecom networks, industrial systems, and sensing. LMND Lemonade, Inc. AI-driven personal-lines insurer selling renters, homeowners, car, pet, and term life insurance directly to consumers in the U.S. and Europe. LSCC Lattice Semiconductor Corporation Lattice Semiconductor sells low-power programmable chips, design tools, and now platform firmware and manageability software for servers, communications, industrial systems, and AI infrastructure. MBLY Mobileye Global Inc. Mobileye develops automotive vision chips, mapping, and driving software used in advanced driver-assistance and autonomous-driving systems for automakers and mobility operators. META Meta Platforms, Inc. Meta monetizes consumer attention across Facebook, Instagram, WhatsApp, and Messenger through advertising, while building AI assistants, messaging tools, and wearable computing products. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells semiconductor-based power management solutions for enterprise data, storage and computing, automotive, communications, industrial, and consumer applications. MRVL Marvell Technology, Inc. Marvell designs semiconductors for AI and cloud infrastructure, spanning custom chips, switches, optics, connectivity and security HSM hardware. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, developer tools, business applications, devices, and digital services to consumers, developers, enterprises, and governments. MSTR Strategy Inc. Strategy holds bitcoin as its primary treasury reserve asset and sells enterprise analytics, cloud, and governed AI software. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog, RF, optical and photonic semiconductors used in data-center interconnects, defense systems, telecom networks and satellite links. MU Micron Technology, Inc. Micron designs and manufactures memory and storage chips for data center, client, mobile, automotive and industrial systems. NBIS Nebius Group N.V. Nebius builds and operates AI cloud infrastructure, selling GPU compute, storage, managed inference, and enterprise controls to AI developers and enterprises. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and a large U.S. generation, storage and transmission development business serving regulated, wholesale and contracted power markets. NET Cloudflare, Inc. Cloudflare provides cloud-based networking, cybersecurity, performance, and developer infrastructure services on a unified global edge network. NNOX Nano-X Imaging Ltd. Nanox develops lower-cost 3D imaging systems and sells related clinical software, cloud workflow, AI, and radiology service capabilities. NOW ServiceNow, Inc. ServiceNow sells a cloud software platform that helps enterprises automate and govern workflows across IT, employee, customer, security, and operations functions. NTAP NetApp, Inc. NetApp provides enterprise data storage systems, data management software, and cloud data services that help customers run, protect, and activate data across on-premises and public clouds. NTLA Intellia Therapeutics, Inc. Clinical-stage biotechnology company developing CRISPR-based gene-editing therapies led by lonvo-z for hereditary angioedema and nex-z for transthyretin amyloidosis. NTRA Natera, Inc. Natera develops and sells cell-free DNA diagnostic tests across oncology, women’s health, and organ health, with most testing run through its own regulated labs. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, systems, networking and software used in AI data centers, gaming, enterprise and edge applications. OKLO Oklo Inc. Oklo develops and plans to own and operate advanced nuclear power plants while also building fuel-cycle and radioisotope capabilities in the United States. ON ON Semiconductor Corporation onsemi designs and manufactures power, analog and sensing semiconductors used in automotive, industrial, and AI data-center systems. ORCL Oracle Corporation Oracle sells cloud infrastructure, databases, enterprise applications, hardware, and related services to businesses and governments worldwide. OUST Ouster, Inc. Ouster sells digital lidar sensors, cameras, and perception software for industrial, robotics, automotive, defense, and smart infrastructure customers. PANW Palo Alto Networks, Inc. Palo Alto Networks sells network, cloud, security operations, identity, observability and AI security products and services to enterprises, governments and service providers. PATH UiPath, Inc. UiPath sells enterprise automation and orchestration software that helps organizations build, run, and govern workflows across applications, documents, AI agents, robots, and people. PDYN Palladyne AI Corp. Palladyne AI develops defense-focused autonomy software, avionics, engineering services, UAV systems, and precision manufacturing for government and industrial customers. PL Planet Labs PBC Planet operates Earth-observation satellites and sells imagery, geospatial data, analytics, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software that connects data, decisions, and actions for governments and enterprises, with a growing focus on governed AI in live operations. POET POET Technologies Inc. POET Technologies designs optical engines, light sources and related photonic components for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotech developing prime-editing therapies for rare liver, lung, and hematologic or immunologic diseases. PWR Quanta Services, Inc. Quanta Services designs, engineers, builds, upgrades and maintains electric power, underground utility, communications and related infrastructure, with growing exposure to large-load and data-center power projects. QBTS D-Wave Quantum Inc. D-Wave sells quantum computing systems, cloud access, software, and services for commercial, government, research, and academic customers. QUBT Quantum Computing Inc. QCi builds photonic quantum systems, photonic components and advanced packaging, and sells foundry and manufacturing services for photonic chips. RCAT Red Cat Holdings, Inc. Red Cat sells small military drones, uncrewed surface vessels, controllers, and related mission systems to defense, government, and public safety customers. RDVT Red Violet, Inc. red violet sells identity intelligence, fraud and compliance decisioning, and professional safety software through its IDI and FOREWARN offerings. RGTI Rigetti Computing, Inc. Rigetti builds superconducting quantum computers, sells on-premises systems and components, and provides cloud access to its quantum hardware for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot develops and operates large power-rich campuses for bitcoin mining and data center workloads, and owns in-house electrical engineering and fabrication capabilities. RKLB Rocket Lab Corporation Rocket Lab provides launch services, spacecraft, satellite components, and on-orbit mission operations for commercial, civil, and national-security customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage biotechnology company developing targeted small-molecule medicines for cancer and genetic disease using its Dynamo discovery platform. RMBS Rambus Inc. Rambus sells memory interface chips, silicon IP, and patent licenses used in AI, data center, and other high-performance computing systems. RR Richtech Robotics Inc. Richtech Robotics designs, manufactures, deploys, and services commercial and industrial robots, while expanding into recurring robots-as-a-service and robotic data services. RXRX Recursion Pharmaceuticals, Inc. Recursion develops investigational medicines and drug-discovery collaborations using its AI-enabled Recursion OS platform, automated labs, and in-house compute. S SentinelOne, Inc. SentinelOne sells subscription cybersecurity software for endpoint, cloud, identity, and security operations workflows, with growing AI-driven automation. SDGR Schrödinger, Inc. Schrödinger sells physics-based molecular discovery software and cloud workflows to pharma, biotech, industrial and academic customers and uses the same platform in collaborative and proprietary drug programs. SERV Serve Robotics Inc. Serve Robotics designs and operates autonomous delivery and service robots, plus related software and data services, for delivery platforms, merchants, and hospital customers. SITM SiTime Corporation SiTime designs MEMS-based precision timing semiconductors and related software used in data centers, communications equipment, vehicles, industrial systems and defense electronics. SMCI Super Micro Computer, Inc. Supermicro designs and assembles servers, AI racks, storage, networking, liquid-cooling systems, and related deployment software and services for cloud, enterprise, and edge customers. SMR NuScale Power Corporation NuScale Power licenses and supports small modular nuclear reactor technology and related services for utilities, governments, and industrial customers. SNOW Snowflake Inc. Snowflake provides a cloud-native platform for storing, processing, governing, sharing, and using enterprise data for analytics, applications, and AI workflows across public clouds. SNPS Synopsys, Inc. Synopsys sells chip design software, semiconductor IP, hardware-assisted verification tools, cloud design environments, and simulation and analysis software for semiconductor and systems customers. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software that automates customer and employee interactions across phones, chat, vehicles, kiosks, TVs, and enterprise workflows. SPCX Space Exploration Technologies Corp. SpaceX launches rockets, operates the Starlink satellite network, and is building AI compute and model products for consumer, enterprise, government, and defense customers. SPIR Spire Global, Inc. Spire Global builds and operates a nanosatellite constellation and sells space-based data, analytics, and mission services to government and commercial customers. STEM Stem, Inc. Stem sells PowerTrack software, edge hardware, and related services to monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic builds, installs, and supports automated warehouse systems that combine robotics, software, and services for large retail, wholesale, food, and distribution customers. TEM Tempus AI, Inc. Tempus sells genomic diagnostics, clinical workflow software, and multimodal data and AI tools to healthcare providers and life sciences customers. TLN Talen Energy Corporation Owns and operates U.S. nuclear and fossil power assets and sells electricity, capacity, ancillary services, and contracted power to wholesale and large-load customers. TSLA Tesla, Inc. Tesla designs and sells battery electric vehicles, stationary storage, solar products, charging access and autonomy-related software. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures chips to customers’ designs and provides advanced packaging, mask, and design-enablement services for the global semiconductor industry. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, sequencing workflow tools, and antibody discovery offerings for biopharma, diagnostics, industrial, agriculture, and research customers. VICR Vicor Corporation Vicor designs, manufactures, and licenses high-density modular power components and power systems used in AI compute, industrial, vehicle, communications, and aerospace/defense applications. VRT Vertiv Holdings Co Vertiv designs, manufactures, installs, and services power, cooling, rack, and monitoring infrastructure for data centers, communication networks, and other critical facilities. VST Vistra Corp. Vistra is an integrated U.S. power generator and retail energy provider that sells electricity, natural gas, and related plans across competitive markets. WULF TeraWulf Inc. TeraWulf develops and operates power-secured U.S. data center campuses for AI and high-performance computing workloads while still retaining residual bitcoin mining exposure. ZS Zscaler, Inc. Zscaler sells cloud-native zero trust security and network access services that sit inline between users, devices, workloads, applications, and 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