In another comment, OP says he was betting on this 18 months ago. They key is to detect big events like this before they become undeniable common knowledge.
> key is to detect big events like this before they become undeniable common knowledge
But it’s not even enough to know before it’s common knowledge, don’t you have to know before investors with big pockets know (and buy, and drive up the price)? That’s a taller order since those investors have people whose job it is to know this stuff well before it becomes common knowledge.