Crossword Genius

Form a theory about unusual step in a clue? (9)

Ross

I believe the answer is:

speculate

I'm a little stuck... Click here to teach me more about this clue!

'form' is the definition.
Although both the answer and definition are verbs in their base form, I don't understand how they can define each other.

I cannot understand how the remainder of the clue works.

Can you help me to learn more?

(Other definitions for speculate that I've seen before include "Gamble on investments" , "Buy in hope of profit, but with risk of loss" , "Play the market" , "Form opinion without definite knowledge" , "Bet; theorise" .)

I've seen this clue in The Irish Times.
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