Of course, I was talking about being suppliers to rushes/"fads", i.e. the industries/sectors that appear out of nowhere for fordubious reasons and with ill-thought, i.e. wars, cali gold rush, 2002 internet companies, bitcoin, MOOCs, Javascript frameworks. All these are bandwagons that arose and quickly develop/devoloped to have many suppliers that exploit the confusion and hysteria.
Take a look at GPU company stock prices over the past 2-3 years for me will ye' ;)