Next Arc Research

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Next Arc Research Company Analysis
6 of 81
Total Stocks
Month
Update Cadence
# Symbol Segments Company Multiple Thesis
1 FIVN — — 8.7x AI-native CCaaS leader turning contact-center labor into metered software/compute via agentic AI; partner-led distribution (Salesforce/ServiceNow/Microsoft/Google) gives a non-linear path to outsized share by 2030.
2 CRWV — — 6.5x CRWV is the AI compute utility: fastest to add MW/GPU at scale, privileged NVIDIA pipeline, multi‑year take‑or‑pay deals (OpenAI/hyperscalers) and an AI‑optimized cloud stack that converts power + GPUs into recurring revenue.
3 NBIS — — 5.6x Nebius is scaling a purpose-built AI cloud with long-term offtake (MSFT $17.4B), NVIDIA-backed supply, and 300MW+ fast-build data centers—positioned to convert AI compute scarcity into durable contracts and cashflow by 2030.
4 PLTR — — 2.5x Palantir is consolidating the AI operating system for defense and regulated industry—agentic decision software + forward‑deployed distribution—compounding into a trusted, high‑margin standard across NATO/US gov and Fortune 2000.
5 TSM — — 2.3x TSMC is the compute-capex flywheel: unrivaled advanced-node + CoWoS/SoIC packaging, trusted by NVDA/AAPL/Hyperscalers; by 2030, it can translate 2nm/A16 scale and backend dominance into >$200B revenue despite overseas cost drag.
6 NVDA — — 2.1x NVIDIA is the default AI infra vendor; its compute flywheel (GPUs + networking + CUDA/NIMs) and supply-chain/energy partnerships position it to command AI accelerator economics through 2030 despite rising custom silicon.

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# Symbol Segments Company Action Description
7 AISP — — Upgrade AISP can standardize AI video/data management for U.S. public safety and border tech while expanding into retail ORC—trusted gov distribution + edge/SaaS stack gives leverage to capture outsized share as funding and integrator channels scale.
8 BFLY — — Upgrade Digitize ultrasound into a low-cost, software-led, AI workflow and push imaging from hospitals to every clinician—and select patients—using Ultrasound‑on‑Chip, a growing app ecosystem, and home care programs.
9 BKSY — — Upgrade BKSY is turning real‑time, AI‑driven GEOINT into a software-like subscription, leveraging 35‑cm Gen‑3 tasking speed, government trust, and verticalized satellite production to compound capacity and capture share as defense shifts to commercial ISR.
10 CRNC — — Upgrade Cerence can be the OEM-controlled, hybrid edge–cloud AI layer for the car—owning branded, privacy-safe, multimodal assistants at scale as Google/Amazon jostle for control.
11 HURA — — Upgrade Tiny-cap, Phase 3 under SPA to boost Keytruda responses in MCC + newly added VISTA asset; if execution hits timelines, HURA can convert de-risked trials into its first revenues by 2028 and a >$1B option set by 2030.
12 PATH — — Upgrade UiPath can be the orchestration layer for agentic automation—leveraging RPA, IDP, process mining, and AI agents with governance and a massive install base—to capture enterprise attention/workflows as automation spend accelerates into 2030.
13 PDYN — — Upgrade Hardware-agnostic, closed-loop autonomy software (IQ for industrial robots, Pilot for drones) that minimizes training and runs at the edge—positioned to be the ‘Android of robots’ if OEM/channel deals scale.
14 RLAY — — Upgrade RLAY can convert its motion-based, compute-heavy Dynamo platform into a best-in-class mutant‑selective PI3Kα franchise (RLY‑2608), with royalties from FGFR2 (lirafugratinib) and optionality in vascular malformations/NRAS—creating a 2030 SaaS-like oncology cash engine.
15 STEM — — Upgrade Make PowerTrack the vendor-agnostic OS for PV+storage, using AI optimization and managed services to monetize a surging asset base; tiny cap vs installed-base leverage creates asymmetric upside by 2030.