The goal is to ride winners, not pick winners. Because unless we have opportunity to get in early, in the first rounds of the capital structure, our money is not locked up. We can switch horses in the middle of the race. Admittedly, most of us fail to do well here. But that is the goal. So currently the race all about

1.) Internet of things

2.) Machine learning (think AI or robotics)

3.) CRISPR and related genomic fields (nearly impossible to find easy trades because of government regulatory involvement.)

4.) Monetizing big data