How do you identify an emerging investment theme before it becomes obvious?

Hello, I’ve been thinking about how do you actually discover new investment themes early. Not individual stocks, but a broader theme that may eventually become significant, for example - data centers, nuclear energy, robotics, defense modernization, etc. I’m curious how you personally approach this?And one you notice a potentially interesting theme, how do you figure out which companies are actually exposed to it? I’m particularly interested in the process before a theme becomes widely recogniza

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