Jun. 21 at 3:17 PM
5 years from now… people will look back and say it was obvious.
$OSCR - the early healthcare disruption trade that looked noisy until the unit economics started to actually compound and the market realized it wasn’t just growth, it was structure.
$ZETA - quietly sitting in the background of the ad-tech stack, turning data + identity into pricing power while everyone was focused on the bigger headline names.
Same pattern we’ve seen before:
$AMZN - “too expensive” until it wasn’t
$NVDA - “cycle stock” until it became the cycle
$TSLA - “overvalued car company” until it wasn’t just cars
MU - “memory is dead” right before the supercycle
The uncomfortable part is always the same - it never feels obvious when it’s actually forming.
