To invest wisely in the likelihood that originators can capitalize on a string of fads through creativity and experimentation is very different from investing in one hotrocket that goes straight up with full knowledge that gravity will send it back down with equal and opposite thrust.
The latter include, for example: supercomputers, advanced machine tools, fiber optic and other sophisticated telecommunications gear, jet engine hot sections, rocket propulsion and guidance components, "stealth" technology, to name a few.