If you can spot something that's genuinely original in how it blends things together, has enough expert mindshare to be a leader in its domain for the foreseeable future, stands good odds of capturing a decent amount of the value it creates for those who support it, and offers a way for you to throw money at it: throw money at it.
It's a completely different game from trading in more mature markets where politics and statistics become major forces alongside original innovation in determining what happens next.