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 8.3x Price-leader Ether ETP with live staking and in-kind flows; if U.S. ETH ETP assets compound into advisor channels, ETH can scale AUM 5–10× by 2030 while defending share via 15 bps pricing and staking-enhanced net returns.
2 IBIT crypto finance iShares Bitcoin Trust ETF 5.3x Dominant, lowest-friction U.S. spot BTC rail with deep distribution, in‑kind creations and dual custody; retirement access and global ETP spillovers can 2–4x IBIT’s AUM by 2030 despite fee pressure and BTC cyclicality.
3 AMZN advertising ai cloud software space Amazon.com, Inc. 2.2x By 2030, Amazon’s flywheel of Prime demand, retail media data, and AWS’s AI-first compute scale compounds into a trillion‑plus revenue platform; Kuiper and agentic AI expand distribution while capex funds durable moats.
4 PLTR ai cloud defense enterprise software Palantir Technologies Inc. 2.2x Palantir is becoming the trusted AI operating layer for defense and regulated industry; with agentic AIP, hyperscaler/data-cloud partnerships, and forward‑deployed delivery, it can compound into a high‑margin, standard platform by 2030.
5 GOOG advertising ai cloud media software Alphabet Inc. 2.2x Owning global attention (Search/YouTube), a fast-scaling AI cloud, and the largest distribution graph, Alphabet can double revenue by 2030 as AI agents, CTV, and robotaxi services unlock new SKUs while capex converts to defensible compute capacity.
6 ORCL ai cloud enterprise healthcare software Oracle Corporation 2.1x Backlog-fueled OCI plus Database@Azure distribution can scale Oracle into an AI data+compute utility by 2030, but today’s re‑rating compresses upside; execution shifts to building, powering and monetizing GPU factories with enterprise data moats.
7 MSFT ai cloud cybersecurity enterprise software Microsoft Corporation 2.1x In the Last Economy, Microsoft’s advantage is the densest enterprise distribution plus the most complete AI stack; by 2030 it can compound Azure + Copilot + data (Fabric) into a larger, higher‑recurring revenue base with durable pricing power while reinvesting compute cash flows.
8 TSM ai automation enterprise hardware semiconductors Taiwan Semiconductor Manufacturing Company Limited 2.1x The compute-capex flywheel favors TSMC: N3→N2 leadership plus integrated 3DFabric packaging and sovereign capacity give it first call on AI/HPC silicon; by 2030 it can scale to >$200B revenue even with overseas cost drag and policy frictions.
9 META advertising ai hardware media software Meta Platforms, Inc. 2.0x Distribution at 3.5B users + best-in-class ad engine funds a compute-and-wearables surge; by 2030 Meta can double revenue with AI agents, WhatsApp monetization and smart glasses becoming a daily surface.
10 NVDA ai hardware networking semiconductors software NVIDIA Corporation 1.8x The default AI compute and networking stack keeps compounding into a platform (CUDA/NIMs + Blackwell/GB200 + Spectrum/Quantum) with energy and sovereign buildouts, but sheer size caps upside to a disciplined 1.5–2.0× by 2030 unless software/compute-as-a-service inflects.

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# Symbol Segments Company Action Description
11 AISP ai defense enterprise hardware software Airship AI Holdings, Inc. Upgrade Airship AI builds AI-driven video, sensor and data management platforms for U.S. public safety, border and commercial security, combining edge hardware (Outpost AI) with Acropolis software and evidence tools.
12 BEAM biotech healthcare Beam Therapeutics Inc. Upgrade Beam develops base-editing genetic medicines, with lead programs in sickle cell disease (BEAM‑101) and in‑vivo liver editing for alpha‑1 antitrypsin deficiency (BEAM‑302).
13 BFLY ai enterprise healthcare medical devices software Butterfly Network, Inc. Upgrade Butterfly makes semiconductor-based handheld ultrasound probes and enterprise software that bring imaging to the bedside and, increasingly, home care.
14 CRNC ai automotive enterprise software Cerence Inc. Upgrade Cerence provides conversational AI, voice and multimodal software that powers OEM-branded in‑car assistants and connected services.
15 DNA ai automation biotech defense software Ginkgo Bioworks Holdings, Inc. Upgrade Platform company for cell programming, on‑shore lab automation, biosecurity services, and AI‑grade biological datasets.
16 FIVN ai cloud communications enterprise software Five9, Inc. Upgrade Five9 provides cloud contact-center software (CCaaS) and AI tools that automate and augment customer service across voice and digital channels.
17 HURA biotech healthcare TuHURA Biosciences, Inc. Upgrade Clinical-stage immuno-oncology company advancing IFx-2.0 (Phase 3 under SPA in Merkel cell carcinoma) and TBS-2025 (VISTA mAb, Phase 2-ready), with adjunct therapies to improve checkpoint inhibitor response.
18 PATH ai automation cloud enterprise software UiPath, Inc. Upgrade UiPath provides an enterprise automation platform spanning RPA, AI/IDP, process mining, and agentic orchestration to automate business workflows.
19 RLAY ai biotech healthcare software Relay Therapeutics, Inc. Upgrade Compute‑driven biotech using its Dynamo platform to design mutant‑selective small‑molecule medicines; lead asset RLY‑2608 (PI3Kα) is in Phase 3 with FGFR2 (lirafugratinib) out‑licensed to Elevar.