I think also to watch out for the plethora of hopefuls (read too early) RTOs or IPOs backing quickly into a hyped up sector.
Most do not make it if you track it, and it's hard to pick the winner like 4DS so early. (so maybe just don't, unless punt spec money).
Had the same thing in HR Tech..etc
Of course, that was March 2016, so not really relevant to STT, and many would have made fast money during the short hype period.