Next Arc Research

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Next Arc Research Company Analysis
10 of 110
Total Stocks
Month
Update Cadence
# Symbol Segments Company Multiple Thesis
1 ETH crypto finance Grayscale Ethereum Mini Trust ETF 8.2x As the lowest-fee U.S. spot ETH ETP now enabled for on-chain staking, ETH can compound NAV and capture cost-sensitive flows as crypto ETF rails and options/liquidity deepen by 2030.
2 IBIT crypto finance iShares Bitcoin Trust ETF 6.0x The most trusted, most‑liquid U.S. spot bitcoin rail with in‑kind creations, options, advisor models, and multi‑custody; if U.S. ETF TAM compounds into retirement channels, IBIT can scale AUM 5–6x by 2030 while defending share with fee/ops excellence.
3 AMZN advertising ai automation cloud media Amazon.com, Inc. 2.3x Compute + logistics + retail media flywheel: by 2030, AWS capacity, agentic shopping, and retail media scale can shift mix to higher-margin streams and 2x enterprise value, even with thin GAAP profits as capex chases compute and power.
4 PLTR ai defense enterprise software Palantir Technologies Inc. 2.3x Palantir is becoming the trusted decision OS for the West—standardizing agentic AI across defense and regulated industry—and can scale revenue non‑linearly via AIP rollouts, sovereign/defense programs, and industrial OS wins while remaining capital‑light.
5 TSM ai automation cloud hardware semiconductors Taiwan Semiconductor Manufacturing Company Limited 2.3x Owns the compute-capex flywheel. With 2nm/A16 leadership and scaled CoWoS/SoIC packaging, TSMC can compound AI/HPC manufacturing share into >$250B 2030 revenue while keeping trust, yield and distribution moats.
6 ORCL ai cloud enterprise healthcare software Oracle Corporation 2.3x Transforming into an AI compute + data utility: multicloud Database distribution, Cloud@Customer and GPU superclusters give Oracle a credible path to ~200B revenue by 2030, albeit with heavy capex and execution risk.
7 GOOG advertising ai cloud media software Alphabet Inc. 2.2x Owns the richest global attention graph and a full‑stack AI/compute platform (TPUs, data centers, models, products). If Alphabet converts AI usage into higher‑yield ads, paid subscriptions and Cloud AI services while compounding compute scale, a doubling of enterprise value by 2030 is feasible despite capex and regulation.
8 MSFT ai cloud cybersecurity enterprise software Microsoft Corporation 2.1x Leaning into the compute flywheel, Microsoft can compound Azure + Copilot + Security into a larger recurring platform by 2030, monetizing AI at scale through distribution, bundling and backlog-driven capacity while protecting trust and margins.
9 META advertising ai communications hardware software Meta Platforms, Inc. 2.0x Meta’s unmatched attention graph (3.5B+ daily users) plus a $66–72B 2025 AI capex ramp forms a Last Economy flywheel: higher ad yield, large-scale business messaging and an AI wearables platform. A credible path exists to ~$450B revenue by 2030 and ~2× EV if execution sustains.
10 NVDA ai cloud networking semiconductors software NVIDIA Corporation 1.9x Compute is the new currency: by 2030 NVIDIA can compound its GPU+networking+software stack into a multi-hundred‑billion revenue engine as AI factories scale globally, even as custom silicon rises.

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# Symbol Segments Company Action Description
11 AISP ai defense enterprise hardware software Airship AI Holdings, Inc. Upgrade AI-driven video, sensor, and data management platform with edge appliances and enterprise software used by U.S. public safety, homeland security, and commercial customers.
12 BEAM biotech healthcare Beam Therapeutics Inc. Upgrade Clinical-stage biotech developing base-editing genetic medicines; lead programs in sickle cell disease (ex vivo) and alpha-1 antitrypsin deficiency (in vivo).
13 BFLY ai hardware healthcare medical devices software Butterfly Network, Inc. Upgrade Butterfly Network makes handheld ultrasound devices powered by its Ultrasound‑on‑Chip technology with cloud software, AI, and partner apps for bedside and remote care.
14 DNA ai automation biotech defense software Ginkgo Bioworks Holdings, Inc. Upgrade Horizontal cell‑engineering and biosecurity platform selling automated wet‑lab services, AI‑grade datasets (Datapoints), lab automation tools, and public‑health surveillance programs.
15 FIVN ai cloud communications enterprise software Five9, Inc. Upgrade Five9 provides cloud contact-center software (CCaaS) and AI-powered customer experience tools delivered as a subscription.
16 HURA biotech healthcare TuHURA Biosciences, Inc. Upgrade Clinical-stage immuno-oncology company developing IFx-2.0 (innate immune agonist) and TBS-2025 (anti‑VISTA mAb) to overcome resistance to checkpoint inhibitors.
17 PATH ai automation enterprise software UiPath, Inc. Upgrade Enterprise automation platform combining RPA, AI agents, process mining, IDP, and orchestration to automate complex workflows with governance.
18 RLAY ai biotech healthcare Relay Therapeutics, Inc. Upgrade Clinical‑stage precision medicine company using a compute‑heavy Dynamo platform to design mutant‑selective small molecules; lead asset RLY‑2608 targets PI3Kα in HR+/HER2‑ breast cancer.
19 STEM ai energy enterprise software Stem, Inc. Upgrade AI-driven software and services to monitor, optimize and trade solar-plus-battery assets (PowerTrack) with edge controllers and managed services.