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This "taster" represents a small selection of high-ranking AI-leveraged opportunities from our analysis framework. Each has been evaluated for its alignment with "The Last Economy" thesis—focusing on companies positioned to benefit from fundamental shifts in technology, capital deployment, and value creation through 2030.
Selection Criteria: Companies were selected from our Portfolio membership tier based on AI segment exposure, Last Economy alignment score, and ranked by growth potential as of December 06, 2025. We applied some diversity constraints to ensure you get to see a balanced set of asset classes and sectors in this short list.
Also available as a PDF download.
Ginkgo Bioworks Holdings, Inc. (DNA)
biotech
ai
software
healthcare
enterprise
Synopsis
Ginkgo now looks less like a distressed cash box and more like a real, if still lossmaking, platform business. If tools, automation and
biosecurity infrastructure productize as management intends, high‑teens growth and a 2–3x value uplift by 2030 are achievable, but depend on disciplined execution and stable government and pharma demand.
Thesis
If Ginkgo turns its AI-enabled
foundry, tools and
biosecurity assets into repeatable, software-like products while holding to its 2026 breakeven plan, high‑teens revenue growth and a 2–3x value uplift by 2030 are realistic but execution‑sensitive.
Average Implied Multiple (2025-2030)
7.24x
Last Economy Alignment (0.7/1.0)
Owns scaled wet-lab automation, unique bio data and AI partnerships; well placed as cognition commoditizes, but far from monopoly and still subscale.
Critique
Platform and AI narratives may never convert into large, repeatable, high‑margin tools revenue, leaving a lumpy services + government‑contract business that cannot sustain growth without ongoing
dilution.
Filecoin Network (FIL)
crypto
software
cloud
ai
enterprise
Synopsis
A leading decentralized storage network sits at the center of AI and
DePIN narratives, yet its current fee base is tiny. This work weighs whether emerging AI,
DA and retrieval primitives can turn strong infrastructure into sustainable value for token holders by 2030.
Thesis
Filecoin is the leading decentralized storage and data infra network; if it converts growing AI,
DePIN and
rollup demand into real fees, FIL can 5–7x by 2030 from today’s depressed fee base, but execution on new economic primitives is critical.
Average Implied Multiple (2025-2030)
5.03x
Last Economy Alignment (0.7/1.0)
Owns community and infra at the intersection of data, AI and
DePIN; if it becomes a neutral data+compute hub, it is a key rail in an AI-heavy,
post‑work economy, though success is not guaranteed.
Critique
Most 2025 fees are penalties, not organic demand; if AI and
DePIN users prioritize centralized clouds or rival chains and FIL inflation plus miner selling persist, revenue may never justify a re‑rating.
Airship AI Holdings, Inc. (AISP)
ai
defense
software
enterprise
cybersecurity
Synopsis
A small AI video and sensor platform embedded in U.S. border and public-safety workflows, Airship AI offers meaningful upside if it converts a large pipeline into recurring software revenue, but its fate remains tied to volatile government procurement,
dilution and competition from better-capitalized security players.
Thesis
Airship AI is a small but strategically placed border/public-safety AI platform that could 4–5x
enterprise value by 2030 if it converts its growing pipeline into higher-margin, recurring software and international security deployments.
Average Implied Multiple (2025-2030)
4.90x
Last Economy Alignment (0.7/1.0)
Highly aligned with AI-enabled automation, security inversion and border-tech spend; benefits from policy tailwinds and data moats but does not control foundational models or compute.
Critique
The story depends on volatile U.S. federal procurement, lumpy execution and ongoing equity issuance; failure to scale beyond a niche integrator could cap revenue and compress multiples.
Quantum Computing Inc. (QUBT)
quantum
semiconductors
ai
cybersecurity
defense
Synopsis
A cash‑rich, vertically integrated photonic quantum player with negligible current revenue could compound
enterprise value if it scales
foundry, accelerator and quantum‑secure services by 2030, but litigation, controls and adoption risk are substantial. Investors are effectively buying an option that
QCi deploys its $1.5B+ balance sheet into durable, high‑margin capacity rather than burning it.
Thesis
QCi is now a cash-rich, vertically integrated photonic quantum platform; if it converts its $1.5B+ balance sheet into scalable
foundry, accelerator and quantum‑secure network revenue, equity can compound meaningfully by 2030, but governance and adoption risks are high.
Average Implied Multiple (2025-2030)
4.68x
Last Economy Alignment (0.8/1.0)
Room‑temperature photonic compute, quantum‑secure networking and an open
foundry strategy align directly with
compute supremacy, security inversion and network‑capital flywheels in the
Last Economy.
Critique
The thesis assumes
QCi can overcome lawsuits, weak controls and intense competition to turn tiny revenues into hundreds of millions at attractive margins; failure on execution, credibility or timing would severely impair equity.
Palladyne AI Corp. (PDYN)
ai
defense
robotics
software
aerospace
Synopsis
Palladyne AI is a cash‑rich but revenue‑light autonomy platform straddling industrial robots and defense drones. If it converts
OEM and DoD opportunities, 2030 revenue and valuation could be several times higher, but failure to commercialize would likely compress the stock toward net cash levels.
Thesis
High‑risk but well‑funded embodied‑AI platform: if Palladyne converts
OEM and defense autonomy opportunities into recurring deployments, revenue can inflect sharply by 2030, driving several‑fold equity upside from a micro‑cap base.
Average Implied Multiple (2025-2030)
4.52x
Last Economy Alignment (0.8/1.0)
Embodied AI autonomy,
swarming, and
edge compute for robots and drones are core
Last Economy rails; Palladyne is small but tightly aligned.
Critique
The thesis assumes Palladyne wins meaningful
OEM and DoD scale despite tiny current revenue, fierce competition, rich valuation, and ongoing
dilution risk.
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