Wasn't that Nine Inch Nails? Especially because Daft Punk broke up and one exploded?
Henry has said he's not an insider (and I echo his point that 90% of them are frauds, and there's only so many Real Deals like Martin, I'm not an insider either!), he's stated he 'knows where to look', which is him saying what other people are saying, such as people on Podcasts, like the one Henry mentioned a page or two ago.
These are probably more guestimates on what's next, based on previous investments/pattern recognition. But Henry does have a good record of this stuff so I'm not going to discredit him since he seems more plugged into market trends.