Next Arc Research

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Next Arc Research Company Analysis
10 of 117
Total Stocks
Month
Update Cadence
# Symbol Segments Name Multiple Alignment Thesis
1 FIVN ai cloud communications enterprise software Five9, Inc. 4.1x 0.70 Five9 is a sub‑1% share leader in a structurally growing, AI-rewiring contact-center market; if it re-accelerates to low-teens growth and monetizes agentic CX, today’s distressed multiple can more than triple by 2030.
2 NBIS ai cloud hardware robotics software Nebius Group N.V. 4.0x 0.90 Nebius is an AI‑native neocloud riding massive compute demand and anchor contracts with Microsoft and Meta; if it executes its capex plan and layers higher‑margin AI platforms on top of infrastructure, shareholder value can grow several‑fold by 2030 despite heavy financing and concentration risks.
3 CRWV ai cloud energy enterprise software CoreWeave, Inc. 2.9x 0.90 CoreWeave is an AI-first cloud builder with rare backlog visibility and NVIDIA-aligned scale; if it executes through extreme capex and concentration risk, it can grow into a tier-1 AI infrastructure platform by 2030 with multi‑bagger equity upside.
4 META advertising ai cloud hardware media Meta Platforms, Inc. 2.0x 0.90 Meta is evolving from a dominant social ad network into an AI-native consumer and compute platform; if it executes on agents, commerce, and CoCompute while managing capex and regulation, 2030 revenue can more than double and equity plausibly ~2–3x despite mega-cap scale.
5 AMZN advertising ai cloud enterprise media Amazon.com, Inc. 2.0x 0.90 Amazon’s core flywheels—AWS, retail media, and Prime-driven commerce—plus new AI, Kuiper, and financialization plays can reasonably support ~2–3x equity value by 2030 despite heavy AI capex and regulatory friction.
6 MSFT ai cloud enterprise software Microsoft Corporation 1.9x 0.90 Microsoft is the most advantaged enterprise AI and cloud platform; heavy capex compresses near-term GAAP profits but fuels a compute, security and agent flywheel that can roughly double enterprise value by 2030 with durable, premium returns.
7 TSM ai hardware semiconductors Taiwan Semiconductor Manufacturing Company Limited 1.7x 0.90 TSMC sits at the choke point of global AI compute; if it executes through geopolitical and capex risk, revenues can roughly double and equity value a bit more than double by 2030, keeping it a core Last Economy infrastructure asset.
8 GOOG advertising ai cloud media software Alphabet Inc. 1.7x 0.90 Alphabet is the leading full‑stack AI and attention platform; massive AI capex and regulatory drag cap multiple expansion, but double‑digit revenue growth plus new AI-native marketplaces still support ~1.8x value by 2030.
9 NVDA ai cloud enterprise hardware semiconductors NVIDIA Corporation 1.6x 0.90 NVIDIA is the central compute rail of the AI economy; even with multiple compression and rising competition, sustained hyperscaler and sovereign AI buildouts plus new software, security, and marketplace businesses support high-teens revenue growth and low‑teens equity returns into 2030 from an already enormous base.
10 PLTR ai cloud defense enterprise software Palantir Technologies Inc. 1.5x 0.90 Palantir is executing like the core Western AI/defense operating system with extraordinary growth and cash generation, but today’s mega‑cap, bubble‑level valuation means even a 5–7x revenue ramp to 2030 likely only delivers mid‑single to high‑single‑digit annual shareholder returns.

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# Symbol Segments Company Multiple Alignment Action Description
11 AISP ai cybersecurity defense enterprise software Airship AI Holdings, Inc. ••• ••• Upgrade Airship AI provides AI-driven video, sensor and data management platforms for government, border security and critical infrastructure customers.
12 ATOM crypto finance networking software Cosmos Hub ••• ••• Upgrade Cosmos Hub is a proof-of-stake base layer that provides interoperability and shared security for appchains in the Cosmos ecosystem.
13 BEAM ai biotech healthcare Beam Therapeutics Inc. ••• ••• Upgrade Beam Therapeutics is a clinical-stage biotechnology company developing precision genetic medicines using base-editing technologies for hematology and liver diseases.
14 BTC crypto energy finance Bitcoin Network ••• ••• Upgrade Bitcoin is a decentralized digital asset functioning as scarce, censorship-resistant money and a global store-of-value and settlement asset.
15 DNA ai biotech enterprise healthcare software Ginkgo Bioworks Holdings, Inc. ••• ••• Upgrade Platform biotech company that runs an automated cell engineering foundry and biosecurity network, increasingly selling tools, data and AI services for biology.
16 ETH crypto enterprise finance software Ethereum Network ••• ••• Upgrade General‑purpose smart‑contract blockchain that serves as a neutral settlement and coordination layer for DeFi, stablecoins, tokenization and rollups.
17 FIL ai cloud crypto enterprise software Filecoin Network ••• ••• Upgrade Decentralized storage and data infrastructure network where FIL secures and pays for verifiable storage, retrieval and programmable data services.
18 HURA ai biotech healthcare TuHURA Biosciences, Inc. ••• ••• Upgrade Phase 3 immuno-oncology biotech developing therapies to overcome resistance to cancer immunotherapy in rare, high-value cancers.
19 MATIC crypto finance software Polygon Network ••• ••• Upgrade Polygon is an Ethereum scaling and aggregation network whose POL token secures Polygon PoS and AggLayer, powering low-cost payments, real-world assets and DeFi.
20 RLAY ai enterprise healthcare software Relay Therapeutics, Inc. ••• ••• Upgrade Relay Therapeutics is a clinical-stage biotech using an AI- and simulation-driven platform to design precision small-molecule drugs for cancer and genetic diseases.