The Art of Anticipation: How I Found $RKLB, $ASTS, $ONDS, and $RGTI Before They Were Obvious
Most people find great stocks only after the “big move” is over.
They buy when the news is good, the chart is up, and everyone is talking about it.
They are looking for answers when they should be looking for capital pressure.
In March 2023, I canceled a $2,400 per year research subscription.
Not because it was too expensive, but because I finally understood what I was paying for: Explanations of the past.
By the time a stock showed up in a report, the price had already moved.
The story was clear.
I wasn’t early. The risk-to-reward was gone. I wasn’t an early adopter; I was just a well-informed bag holder.
The Nvidia Lesson:
Everyone acts like NVDA 0.00%↑ was a black swan. It wasn’t.
AI didn’t appear overnight. Data centers didn’t suddenly need chips. The signs were there for years:
Demand for power was exploding.
LLMs were bloating.
The world needed more “brain power” for computers.
Capital didn’t choose to move into Nvidia.
Capital was forced there.
That’s when I stopped looking for “good stocks.”
I started asking one question instead.
Where is money forced to go?
I don’t care where money might go if a story works out. I care about where it must go because the world stops working without it.
I look for:
Problems that need to be fixed now.
Needs that cannot be ignored.
Real-world pressure.
Themes first. Tickers later.
This change is why I looked early at $RKLB,$ASTS,$ONDS,$RGTI and EOSE 0.00%↑
Not because they were popular, but because they sit under the same kind of pressure Nvidia did years ago.
The Framework: Finding the “Winners”
Human brains aren’t great at connecting thousands of small dots.
So I built a system to do it for me.
I spent months building a specific ChatGPT prompt designed to find these “forced” moves before the crowd. It does two things:
Finds the Themes: It maps out the structural pressure in the world to see where money has to flow.
Finds the Winners: It identifies the specific companies sitting at the mouth of those bottlenecks.
I call this the Disruptive Industry Scan.
Check the following posts for the exact prompts.
https://x.com/futurist_lens/status/2007543848998699440
https://x.com/futurist_lens/status/2007543851301646807
I don’t tweak this system. I don’t try to outsmart it. I just run it and read it slowly.
I ran this in October 2024. While the world was focused elsewhere, the scan flagged Space Infrastructure, AI Energy and Quantum Computing.
My post in 2024:
That’s how I ended up looking at $RKLB,$ASTS,$ONDS,$RGTI and EOSE 0.00%↑
I wasn’t “picking winners” out of a hat. I was researching these disruptive themes using AI.
The True Cost of Being Late
Most people pay thousands of dollars to read what institutional analysts thought three months ago. They are paying to be late.
I built this system to stop being a customer of the past.
The goal isn’t to be a genius. The goal is to not be late.
Disclosure: For informational purposes only. Not investment advice. It reflects my personal opinions for research and discussion purposes only. I may hold positions mentioned and may change positions at any time without notice. Do your own research.