Next Arc Research

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Next Arc Research Company Analysis
10 of 109
Total Stocks
Month
Update Cadence
# Symbol Segments Company Multiple Thesis
1 ETH crypto Grayscale Ethereum Mini Trust ETF 7.5x ETH is the lowest‑fee, staking‑enabled U.S. Ether ETP. In a Last Economy where digital trust rails matter, this product can aggregate RIA/retail flows and compound ETH per share via staking, creating a plausible 5–8x AUM path by 2030.
2 IBIT crypto iShares Bitcoin Trust 6.2x Dominant, lowest-friction Bitcoin gateway. If BTC’s market cap scales to ~$8T and IBIT’s share rises from ~4% to ~7–8% via advisor models, options/liquidity and global distribution, IBIT can 5–7x AUM by 2030.
3 AMZN ai cloud enterprise media robotics Amazon.com, Inc. 2.5x By 2030 Amazon compounds compute, ads, and logistics flywheels into a $1T+ revenue platform: AWS as AI/agent runtime, retail media + CTV scaled globally, and robotics-driven fulfillment sold as a service.
4 PLTR ai cybersecurity defense enterprise software Palantir Technologies Inc. 2.4x If Palantir cements itself as the default, defense‑grade AI runtime for sensitive workflows, AIP can compound into an OS for operations by 2030, expanding from DoD to Fortune 1000 and allies and supporting a step‑function in revenue and durable free cash flow.
5 TSM ai enterprise hardware networking semiconductors Taiwan Semiconductor Manufacturing Company Limited 2.3x TSMC is the compute foundry for the Last Economy—owning the densest advanced-node + advanced-packaging capacity and the highest-trust customer network; with N2/A16 ramps, CoWoS/SoIC scale-out, and multi‑jurisdiction fabs, it can compound revenue and strategic relevance into 2030.
6 ORCL ai cloud enterprise software Oracle Corporation 2.3x OCI’s AI-first multicloud plus Oracle’s database/ERP footholds and massive booked backlog create a credible path to >$150B cloud run‑rate by 2030, re-rating Oracle as a compute+data platform rather than legacy software.
7 GOOG advertising ai enterprise media software Alphabet Inc. 2.3x Compute-heavy AI flywheel + unmatched distribution (Search, Android, YouTube) + rapidly scaling, profitable Cloud position Alphabet to compound into 2030; capex converts into AI-native ads, agents, and infrastructure, supporting a 2–3x market cap with subscription and CTV upside.
8 META advertising ai communications hardware media Meta Platforms, Inc. 2.0x Owns the largest consumer attention graph and is converting it into an AI-native distribution and hardware platform; with $66–72B 2025 capex securing compute, Meta can double scale by 2030 as ads expand, business messaging matures and AI glasses become a mainstream SKU.
9 MSFT ai cloud cybersecurity enterprise software Microsoft Corporation 2.0x By 2030, Microsoft can compound its hyperscaler+workbench advantage—Azure AI capacity, Copilot bundling, LinkedIn demand gen, and Security—to approach $0.5T+ revenue and a multi‑trillion market cap as distribution, trust, and compute allocation dominate value capture.
10 NVDA ai enterprise networking semiconductors software NVIDIA Corporation 1.9x NVIDIA’s compute-systems monopoly (CUDA+NVLink+Spectrum+NIM) and unmatched supply orchestration keep it the default AI factory vendor; TAM expands sharply by 2030, but sheer size caps multiple—expect compounding, not another 10x.

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# Symbol Segments Company Action Description
11 AISP ai cybersecurity defense enterprise software Airship AI Holdings, Inc. Upgrade AI-driven video, sensor, and data management platform with edge devices (Outpost AI) and software (Acropolis/Command) serving U.S. public sector and enterprises.
12 BEAM biotech Beam Therapeutics Inc. Upgrade Clinical-stage biotech pioneering base editing therapies with ex vivo sickle cell and in vivo liver programs.
13 BFLY ai enterprise hardware software Butterfly Network, Inc. Upgrade Semiconductor-based handheld ultrasound with enterprise workflow software and AI apps for clinicians, education, and select specialty/vet markets.
14 CRNC ai enterprise software Cerence Inc. Upgrade Cerence builds automotive-grade conversational AI (voice, TTS, LLM-based assistants) and connected services for in-vehicle experiences, expanding into adjacent devices.
15 FIVN ai communications enterprise software Five9, Inc. Upgrade Cloud contact center (CCaaS) platform embedding GenAI/agentic automation, WEM and deep CRM/ITSM integrations for enterprise customer experience.
16 HURA biotech TuHURA Biosciences, Inc. Upgrade Phase 3 immuno‑oncology company developing therapies to overcome primary and acquired resistance to checkpoint inhibitors; lead asset IFx‑2.0 in MCC plus VISTA mAb TBS‑2025 for AML.
17 PRME biotech healthcare Prime Medicine, Inc. Upgrade Platform gene-editing biotech developing prime editing therapeutics for liver diseases, cystic fibrosis and partnered ex vivo cell therapies.
18 RLAY ai biotech software Relay Therapeutics, Inc. Upgrade Compute-native biotech using its Dynamo platform to design mutant‑selective small molecules; lead asset RLY‑2608 targets PI3Kα in HR+/HER2‑ breast cancer and vascular malformations.
19 STEM ai energy enterprise software Stem, Inc. Upgrade AI-driven clean energy software company providing asset management, EMS/dispatch optimization and services for solar, storage and DER fleets.