Next Arc Research

Introduction

Next Arc Research is built around one question: as AI makes it cheaper to think, coordinate, and build, which companies are positioned to benefit most — and can we spot them before it shows up in the earnings? Every week, we analyze ~120 public companies, tracking where real advantages are forming, what the risks are, and what evidence would change our mind. See the FAQ.

Grounded in my own investing thesis and AI expertise, Next Arc Research leverages advanced reasoning models and extensive web research to evaluate companies through qualitative and quantitative signals of long-term potential. The framework is inspired by Emad Mostaque's "The Last Economy" thesis — the view that we’re entering a phase of unprecedented technological acceleration that will redefine how value emerges across industries.

Disclosure: I hold long positions in most of the companies I analyze on this platform. The detail page of any company will be specific as to whether I hold that company. My allocation to any particular company varies based on implied growth, risk and other factors. This is not investment advice and I am not paid to promote any company.

Methodology

Each week, AI models run fresh research on every company and score them across five dimensions:

• Growth Potential: Where could this company be in 5 years? Scores range from flat/declining to 10x+.
• Risk Profile: 10 weighted factors — technology maturity, regulatory exposure, capital needs, macro sensitivity, and more.
• AI Advantage: Not "does this company use AI?" but "does AI make this company harder to compete with?"
• Competitive Position: Who are the real threats, and where are the durable edges?
• Week-over-Week Trends: How are scores shifting? What's improving or deteriorating before it hits the headlines?

The models pull from earnings calls, product launches, regulatory filings, and competitive developments — so the analysis reflects this week, not last quarter.

Coverage

I analyze a curated selection of public companies with significant exposure to transformative technology trends. My coverage includes:

• AI & Machine Learning infrastructure and applications
• Biotechnology and AI-driven drug discovery
• Quantum computing and advanced semiconductors
• Robotics and automation
• Fintech and crypto infrastructure
• Cloud computing and SaaS platforms
• Energy transition and climate tech

Currently covering 120 symbols:

AAOI Applied Optoelectronics, Inc. Applied Optoelectronics designs and manufactures optical transceivers, lasers, and broadband networking products for data center, cable, telecom, and fiber access customers. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff and landing aircraft and related operating technologies for commercial air taxi and defense use cases. AI C3.ai, Inc. C3 AI sells enterprise AI software, applications, and development tools to commercial and government customers, with particular strength in regulated and operational workflows. AISP Airship AI Holdings, Inc. Airship AI sells edge devices, software, and support that ingest, manage, and analyze video and sensor data for government and enterprise security operations. ALAB Astera Labs, Inc. Astera Labs designs semiconductor connectivity chips, cable modules, switches, and embedded software used in hyperscale AI and cloud infrastructure. AMBA Ambarella, Inc. Ambarella designs low-power edge AI vision semiconductors and supporting software for security cameras, vehicles, robots and on-premise edge systems. AMD Advanced Micro Devices, Inc. AMD designs CPUs, GPUs, adaptive SoCs and software used in data centers, PCs, gaming systems and embedded devices. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy, high-power lithium-ion battery cells for aerospace, defense, and light electric mobility applications. AMZN Amazon.com, Inc. Amazon operates global online and physical retail, third-party marketplace services, cloud infrastructure through AWS, advertising, subscriptions, logistics, and emerging satellite connectivity services. ANET Arista Networks, Inc. Arista designs Ethernet switches, routers, and network software such as CloudVision, CloudEOS, and VeloCloud for AI, cloud, campus, and enterprise networks. APLD Applied Digital Corporation Applied Digital designs, builds, and operates AI-oriented data center campuses, colocation capacity, and cloud compute infrastructure in North America. APP AppLovin Corporation AppLovin runs AI-driven advertising software that helps advertisers buy performance media and helps publishers monetize app and connected-TV inventory. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotechnology company developing LT-100 (Apitox) for osteoarthritis pain and, after the MindWave transaction, also promoting digital-asset treasury activities. ARM Arm Holdings plc Arm licenses CPU and related semiconductor design IP, software tools and services to chip companies, and earns royalties on shipped Arm-based chips. ASML ASML Holding N.V. ASML supplies lithography, metrology, inspection, software and services used by chip manufacturers to produce semiconductors. ASTS AST SpaceMobile, Inc. AST SpaceMobile is building a satellite network that lets ordinary smartphones connect directly from space through mobile carrier and government partners. AUR Aurora Innovation, Inc. Aurora builds self-driving trucking technology and related services that let freight carriers run driverless trucks on commercial routes. AVAV AeroVironment, Inc. AeroVironment develops autonomous systems, loitering munitions, counter-drone tools, directed-energy systems, space and cyber capabilities, and related defense services for U.S. and allied customers. AVGO Broadcom Inc. Broadcom designs and sells semiconductor and infrastructure software products, including custom AI accelerators, networking silicon, VMware private-cloud software, and security tools. BBAI BigBear.ai Holdings, Inc. BigBear.ai builds AI software, analytics, and related services for defense, national security, customs, trade, and other regulated operational workflows. BEAM Beam Therapeutics Inc. Beam develops base-editing genetic medicines, delivery methods, and internal manufacturing capabilities for serious genetic diseases. BFLY Butterfly Network, Inc. Butterfly sells handheld semiconductor-based ultrasound probes plus cloud workflow software, AI tools, and licensing capabilities for clinicians, health systems, educators, and partners. BKSY BlackSky Technology Inc. BlackSky sells subscription satellite imagery, analytics, and sovereign mission solutions through its Spectra software stack and owned low-earth-orbit constellation. BWXT BWX Technologies, Inc. BWXT manufactures nuclear components and fuel and provides related services for U.S. naval and defense programs, commercial nuclear operators, and nuclear medicine customers. CDNS Cadence Design Systems, Inc. Cadence sells chip-design software, verification hardware, semiconductor IP, and system analysis tools used to design silicon, boards, and electromechanical systems. CEG Constellation Energy Corporation Constellation Energy owns a large U.S. fleet of nuclear, natural gas, geothermal, hydro, wind and solar generation and sells power and energy solutions to retail, commercial, industrial and public-sector customers. CLS Celestica Inc. Celestica designs, engineers, manufactures and services data-center, communications, aerospace, defense, industrial and healthcare hardware for hyperscalers, OEMs and enterprise customers. COHR Coherent Corp. Coherent makes lasers, optical transceivers, photonic components, and engineered materials used in AI datacenters, communications networks, and industrial manufacturing. COIN Coinbase Global, Inc. Coinbase operates a crypto trading, custody, staking, stablecoin, payments, and onchain infrastructure platform for retail users, institutions, and developers. CORZ Core Scientific, Inc. Core Scientific operates power-dense data centers that provide high-density colocation for AI workloads while still generating revenue from bitcoin self-mining and hosted mining. CRDO Credo Technology Group Holding Ltd Credo sells high-speed connectivity chips, cables, optical modules, IP, and diagnostics software for AI, cloud, and hyperscale data infrastructure. CRM Salesforce, Inc. Salesforce sells enterprise cloud software for customer relationship management, service, marketing, data, integration, collaboration, and AI-driven workflow automation. CRNC Cerence Inc. Cerence develops automotive conversational AI software, embedded voice assistants, and connected services for automakers and Tier-1 suppliers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines across rare blood disorders, autoimmune disease, oncology, cardiovascular and metabolic disease, and partnered RNA therapeutics. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity software and services that protect endpoints, cloud workloads, identities, data, and security operations. CRWV CoreWeave, Inc. AI-focused cloud provider offering GPU compute, storage, Kubernetes, and workflow software for training, inference, and agent workloads at scale. DDOG Datadog, Inc. Datadog sells a cloud-based observability and security platform that helps engineering, operations, product, and security teams monitor, troubleshoot, and protect applications and infrastructure. DELL Dell Technologies Inc. Dell Technologies sells enterprise infrastructure, PCs, storage, networking, services and financing solutions, with AI systems now becoming a major growth driver. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks provides autonomous lab capacity and biology data-generation services to biopharma, industrial, and government customers, including AbDev, Omics, and specialized HTS workflows. EQIX Equinix, Inc. Equinix operates global colocation data centers and sells interconnection, networking and related digital infrastructure services to enterprises, clouds, networks and AI-driven customers. ESTC Elastic N.V. Elastic sells search, observability, and security software plus managed cloud services that help enterprises ingest, store, search, and analyze data across cloud and self-managed environments. ETN Eaton Corporation plc Eaton is a diversified power-management manufacturer supplying electrical infrastructure, power quality, aerospace systems, vehicle components, and related digital services to data center, utility, industrial, commercial, residential, and aerospace customers. FIVN Five9, Inc. Five9 provides cloud software that helps enterprises run customer-service and sales contact centers with routing, automation, AI, analytics, and integrations. FLNC Fluence Energy, Inc. Fluence sells grid-scale battery storage systems, operational services, and optimization software to utilities, developers, independent power producers, and commercial customers. FN Fabrinet Fabrinet provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services for complex OEM products. GOOG Alphabet Inc. Alphabet owns Google and monetizes global consumer attention and enterprise workloads through advertising, cloud, subscriptions, devices, and emerging AI and autonomy businesses. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, private cloud software, support, and financing to commercial and public-sector customers. HURA TuHURA Biosciences, Inc. Clinical-stage biotechnology company developing immuno-oncology therapies intended to overcome primary and acquired resistance to checkpoint inhibitors. HUT Hut 8 Corp. Hut 8 develops and operates power-backed data center, cloud, colocation, and compute infrastructure for Bitcoin mining, AI/HPC, and enterprise workloads. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, medical-record intelligence, and media-intelligence software and services to technology companies, enterprises, healthcare clients, and government customers. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computing systems, cloud access, and adjacent networking, sensing, and security solutions for commercial, government, and research customers. IREN IREN Limited IREN develops powered data-center campuses and GPU cloud capacity for AI training and inference, while still operating Bitcoin mining assets. JBL Jabil Inc. Jabil is a global manufacturing and engineering partner that designs, sources, builds, and services complex hardware for cloud, data center, healthcare, automotive, and industrial customers. JOBY Joby Aviation, Inc. Joby develops piloted all-electric vertical takeoff and landing aircraft and is building direct and partner-led air taxi, aircraft sales, and defense-related businesses. KTOS Kratos Defense & Security Solutions, Inc. Kratos makes unmanned aircraft, propulsion and hypersonic systems, microwave electronics, and satellite ground software for U.S. and allied defense customers. LITE Lumentum Holdings Inc. Lumentum designs and manufactures optical and photonic components, modules, and switching systems used in AI/cloud data centers, telecom networks, industrial lasers, and sensing applications. LMND Lemonade, Inc. Lemonade sells renters, homeowners, pet, car, and term life insurance directly to consumers in the U.S. and Europe through its app and website. LSCC Lattice Semiconductor Corporation Lattice Semiconductor designs low-power programmable logic chips, related software, and IP used in communications, computing, industrial, automotive, and consumer systems. MBLY Mobileye Global Inc. Mobileye develops automotive driver-assistance and autonomous-driving chips, software, mapping, and system solutions for automakers and mobility operators. META Meta Platforms, Inc. Meta runs Facebook, Instagram, WhatsApp, Messenger and Threads, monetizing attention mainly through advertising while investing heavily in AI infrastructure and consumer devices. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells power-management semiconductors and modules used in servers, AI systems, vehicles, communications gear, consumer devices, and industrial equipment. MRVL Marvell Technology, Inc. Fabless semiconductor company selling custom AI compute, interconnect, networking, optical and storage silicon for cloud, carrier and enterprise infrastructure. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, developer tools, security, business applications, gaming content, and AI products to enterprise, public-sector, and consumer customers. MSTR Strategy Inc Strategy sells enterprise analytics software and separately uses equity, preferred stock, and debt financing to acquire and hold bitcoin as its primary treasury reserve asset. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures analog RF, microwave and optical semiconductors used in data centers, communications networks, industrial systems and defense platforms. MU Micron Technology, Inc. Micron designs, manufactures and sells memory and storage products including DRAM, NAND, HBM and data-center SSDs for AI, cloud, mobile, automotive and industrial markets. NBIS Nebius Group N.V. Nebius runs an AI-focused cloud platform offering compute, storage, inference software, and developer tools, with smaller optional assets in robotics and edtech. NEE NextEra Energy, Inc. NextEra Energy is a regulated electric utility and power infrastructure developer that sells electricity in Florida and develops, owns and operates renewables, storage, gas, transmission and nuclear assets across North America. NET Cloudflare, Inc. Cloudflare runs a global network that helps customers secure, connect, and accelerate applications, users, APIs, and developer workloads. NNOX Nano-X Imaging Ltd. Nanox sells digital tomosynthesis imaging systems and a bundled stack of AI, cloud, teleradiology, marketplace, and health IT tools for providers. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps large organizations automate and govern IT, employee, customer, security, and other cross-functional workflows. NTAP NetApp, Inc. NetApp sells enterprise data storage systems, data-management software, and cloud data services for workloads that run across on-premises and public cloud environments. NTLA Intellia Therapeutics, Inc. Intellia is a clinical-stage biotechnology company developing in vivo CRISPR-based gene editing therapies, led by lonvo-z for hereditary angioedema and nex-z for transthyretin amyloidosis. NTRA Natera, Inc. Natera provides cell-free DNA and genetic testing services across oncology, women’s health, and organ health, with oncology now the main long-term value driver. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, networking, systems and software used across AI data centers, gaming, industrial workflows and automotive platforms. OKLO Oklo Inc. Oklo is developing and plans to own and operate small advanced nuclear power plants, fuel-cycle facilities, and radioisotope assets. ON ON Semiconductor Corporation onsemi designs, manufactures, and sells power, analog, mixed-signal, and sensing semiconductors mainly for automotive, industrial, energy infrastructure, and AI data center applications. ORCL Oracle Corporation Oracle sells cloud infrastructure, enterprise applications, database software, hardware, and related services to businesses, governments, and other organizations. OUST Ouster, Inc. Ouster makes digital lidar sensors and perception software used in industrial automation, robotics, smart infrastructure, automotive, and security applications. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity platforms that secure enterprise networks, clouds, users, security operations, AI systems and identities. PATH UiPath, Inc. UiPath sells enterprise automation software that helps organizations orchestrate AI agents, robots, APIs, and people across business workflows. PDYN Palladyne AI Corp. Palladyne AI sells embedded autonomy software, avionics, UAV engineering, and precision-manufactured defense components for defense and industrial machines. PL Planet Labs PBC Planet operates Earth-observation satellite constellations and sells imagery, tasking, geospatial data, and analytics to government and commercial customers. PLTR Palantir Technologies Inc. Palantir sells software that connects data, models, and workflows for governments and enterprises operating in complex, regulated, or mission-critical environments. POET POET Technologies Inc. POET Technologies develops photonic optical engines, light sources and modules intended to reduce power, size and cost in AI and hyperscale network links. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing one-time gene-editing therapies using its proprietary Prime Editing platform. PWR Quanta Services, Inc. Quanta Services designs, builds, upgrades and maintains electric power, communications and related critical infrastructure for utilities, generators, data-center load centers and industrial customers. QBTS D-Wave Quantum Inc. D-Wave develops quantum computing systems plus cloud software and services for commercial, government, and research customers. QUBT Quantum Computing Inc. Quantum Computing Inc. develops photonic quantum systems, thin-film lithium niobate foundry services, and photonics components for AI, secure communications, and sensing. RCAT Red Cat Holdings, Inc. Red Cat develops and sells American-made drones, uncrewed surface vessels, and related control systems for defense, government, and public safety customers. RDVT Red Violet, Inc. red violet sells identity intelligence software and data through IDI and FOREWARN to help enterprises, government users, and real-estate professionals verify identities, assess risk, and investigate people and entities. RGTI Rigetti Computing, Inc. Rigetti designs and manufactures superconducting quantum processors and systems, and sells cloud and on-premises access for research, government, and enterprise users. RIOT Riot Platforms, Inc. Riot develops and operates bitcoin mining sites and large power-dense data center campuses, while also providing electrical engineering and fabrication services. RKLB Rocket Lab Corporation Rocket Lab is a space infrastructure company providing launch services, spacecraft, satellite components, and mission operations for commercial, civil, and defense customers. RLAY Relay Therapeutics, Inc. Relay Therapeutics is a clinical-stage biotech using its Dynamo discovery engine to develop small-molecule medicines for mutation-defined cancers and genetic diseases. RMBS Rambus Inc. Rambus designs and licenses memory and security semiconductor IP and sells memory interface chips used in AI, data center and other electronics systems. RR Richtech Robotics Inc. Richtech Robotics designs, deploys and services commercial and industrial robots, with an emerging recurring revenue and data-services model. RXRX Recursion Pharmaceuticals, Inc. Recursion is a clinical-stage biotechnology company using its Recursion OS platform to discover and advance internal and partnered medicines across multiple therapeutic areas. S SentinelOne, Inc. SentinelOne sells AI-native cybersecurity software that protects endpoints, cloud workloads, identities, data, and security operations through its Singularity platform. SDGR Schrödinger, Inc. Schrödinger sells molecular modeling and discovery workflow software to pharma and other customers, and also applies the same platform to collaborations and internal drug programs. SERV Serve Robotics Inc. Serve Robotics designs, deploys, and operates autonomous sidewalk delivery robots and adjacent workflow automation software, now expanding into hospital logistics. SITM SiTime Corporation SiTime sells precision timing semiconductors that help electronics systems stay synchronized across communications, datacenter, automotive, industrial, mobile and other markets. SMCI Super Micro Computer, Inc. Supermicro designs, manufactures, and sells server, storage, rack-scale, and data-center infrastructure systems for cloud, AI, enterprise, and edge customers. SMR NuScale Power Corporation NuScale Power designs, licenses and supports small modular nuclear reactor technology and related plant services for utilities, developers and industrial customers. SNOW Snowflake Inc. Snowflake provides a cloud data platform that lets enterprises store, process, govern, share, and use data and AI workloads across major public clouds. SNPS Synopsys, Inc. Synopsys sells chip design, verification, semiconductor interface IP, hardware-assisted validation, and engineering simulation software used to build semiconductors and complex products. SOUN SoundHound AI, Inc. SoundHound AI sells voice, conversational, and enterprise agent software for automakers, restaurants, contact centers, and enterprise workflows. SPIR Spire Global, Inc. Spire Global builds, owns, and operates satellites that generate weather, aviation, RF, and Earth data, and it also sells managed satellite mission services. STEM Stem, Inc. Stem sells software, edge controls, and services that help owners and operators monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic designs, installs, and services AI-enabled warehouse automation systems that combine robots, software, and operating services for large retailers, wholesalers, and distributors. TEM Tempus AI, Inc. Tempus sells genomic testing, clinical workflow software, and de-identified data and analytics products to providers, health systems, and life sciences customers. TLN Talen Energy Corporation Talen Energy owns and operates U.S. nuclear and gas-fired power plants and sells electricity, capacity, and related services into wholesale markets and selected bilateral arrangements. TSLA Tesla, Inc. Tesla designs, manufactures and sells battery-electric vehicles, energy storage systems, charging services and related software. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures leading-edge and mature semiconductor wafers plus advanced packaging for fabless chip companies, system companies, and integrated device manufacturers. TWST Twist Bioscience Corporation Twist Bioscience makes synthetic DNA products, next-generation sequencing sample-preparation tools, and antibody discovery services for biopharma, research, and industrial customers. VICR Vicor Corporation Vicor designs and manufactures high-density modular power components and power systems used in AI computing, industrial, networking, transportation, and defense electronics. VRT Vertiv Holdings Co Vertiv designs, manufactures, and services power, thermal management, racks, monitoring software, and lifecycle services for data centers, communication networks, and other mission-critical facilities. VST Vistra Corp. Vistra is an integrated competitive power company that sells retail electricity and natural gas and generates wholesale power from a large U.S. fleet of gas, nuclear, coal, solar, and battery assets. WULF TeraWulf Inc. TeraWulf develops, owns, and operates U.S. data center infrastructure for high-performance computing hosting and bitcoin mining. ZS Zscaler, Inc. Zscaler sells cloud-delivered cybersecurity subscriptions that sit inline between users, devices, applications, workloads, and AI systems to enforce access, data protection, and policy controls.

Note: Availability of analysis for each symbol is subject to your Patreon tier membership level.

Patreon Tiers

You can support this project (to fund deeper and more frequent research across a broader set of companies) through joining as a Patreon member. Three different tiers provide different benefits depending on your goals. See below for samples of the analysis at different levels:

While you are subscribed at a particular tier on Patreon, you will have access to the Next Arc Research website where you will be able to browse the analysis of each company covered by that tier.
Note that "Top 10" etc. is based on the companies' implied growth through 2030 ranking when the analysis is performed, i.e. the 10/30/100 companies with the highest implied growth.

Update Cadence

These analyses are updated on a weekly basis around the 7th, 14th, 21st and 28th day of each month. If there are meaningful events in the market (e.g. earning season) then updates may be delayed to the end of the week.

Using the Data

Here are some practical ways people often use this kind of research inside their own workflow — purely as examples tied to the features of the platform, and not as recommendations or investment advice:

• Understanding the landscape: The growth buckets, alignment scores, and forecast 2030 opportunity help readers form a high-level view of where each company or network sits in the AI-era stack — who is structurally advantaged, who faces hard limits, and which segments (chips, robotics, biotech, crypto infrastructure) are accelerating or stagnating.
• Spotting movement week-to-week: Many people scan the weekly score changes, risk shifts, and narrative updates to identify companies where something meaningful changed — a new disclosure, a roadmap shift, a competitive surprise, or a macro factor the model picked up. It’s a quick way to know which names might deserve a closer look.
• Comparing peers within a theme: The interactive screener and the CSV tables let readers compare companies inside the same category (e.g. GPU vendors, cloud platforms, agentic AI, biofoundry automation, blockspace networks) to see how their growth/risk profiles differ and how the “story” changes over time.
• Interpreting ETFs and thematic exposure: For those who invest mostly through ETFs, the coverage list and sector tags can help clarify which underlying companies drive exposure to specific themes — and where concentration, correlation, or dependence on a small number of AI-era winners might exist.
• Deep-dive reasoning: The long-form sections (thesis, critique, growth reasoning, risk commentary, ecosystem momentum, comparative advantage, and ELI5 explanations) give readers a structured narrative to reflect on: what is driving a company’s potential and what could undermine it. People often use these as prompts for their own due-diligence questions.
• Tracking themes and developing conviction: Some readers use the trend commentary, risk dimension breakdowns, and scenario narratives to build a mental model of where AI-era value is likely to concentrate over the next several years — not as price forecasts, but as a way to reason about technological direction, market structure, and strategic positioning.

None of this is investment advice. Everyone’s financial situation, risk tolerance, and goals are different, so please consult a licensed financial adviser before making any investment decisions.

Changelog

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About

The Framework

The Next Arc Research framework is inspired by Emad Mostaque's "The Last Economy" thesis on the transformative impact of AI and exponential technologies. Rather than extrapolating from historical trends, I analyze how companies are positioned to capture value in a world where AI dramatically accelerates innovation, reduces costs, and enables new business models.

The Technology

Each week, AI reasoning models research every company from scratch — pulling from earnings calls, product launches, regulatory filings, and competitive moves. The analysis is scored and structured so you can compare companies and track how their positions change week over week.

The Creator

I've spent 30+ years working and investing in tech. I worked at Netscape, Yahoo!, Google and many startups in Silicon Valley - most recently in AI and LLM technology.

As a retail investor I invested in Bank of America during the 2008 Great Recession, Amazon before they got big and NVIDIA when they still focused on gaming. These investments allowed me to quit regular work and spend some time on Next Arc Research to find the next companies that are going to drive outsized returns in our tech-optimistic future. I resolved that anything I developed would be made available to others.

While I am hopeful for a tech-optimistic future of abundance for all, I also believe that the surest way to guard against being cut out of that future is to own a part of it.

Contact

Please reach out via my Patreon.

Free Resources

Try the analysis for free:

• Top 5 AI-Leveraged Companies (Free PDF) — This week's five highest-ranked companies, with growth scores, risk profiles, and what gives each one an edge
• Weekly Update Preview (Sample Analysis) — The week's biggest moves across all ~120 companies — themes, sector shifts, winners, and risk changes
• Builder Tier Sample PDF — A complete company report showing every dimension of the analysis (as of October 2025)
• Breakout Candidates (Free) — Companies passing our structural screen for breakout potential, with timing signals, failure modes, and the evidence behind each pick