Tobias

Nordic market focus 🔎 Former entrepreneur, M&A guy, investor, book lover, learner.

[Tobias @TobyTheInvestor]

CAUTION: This Rapid chess video may put you to sleep #30 https://t.co/Jx9l1YCwmQ via @YouTube

[Tobias @TobyTheInvestor]

Vesterbro-ikon (gen)åbner i nye rammer https://t.co/TSqEBIBD1W

[Tobias @TobyTheInvestor]

@tnega74 It says "Reject" or "Deny" Kissinger not "Deport" Kissinger

[Tobias @TobyTheInvestor]

@afrwentoft @Cordelia_Weber Stærkt, håber I vinder for et spændende og værdifuldt stykke arbejde!

[Andreas F. R. Wentoft @afrwentoft]

Jeg og @Cordelia_Weber er blevet nomineret til årets kritiske interview for det vildeste interview, jeg har været med til at lave. Det er i den undersøgende podcast Skåret i stykker, hvor vi konfronterede klinikchef Dr. Cosmo. #dkmedier #prixaudio

[Tobias @TobyTheInvestor]

Danish C25 is trading at 2021 levels with huge improvements from some of the biggest stocks in the index.

Do you see

an upside due to high a concentration of pharmaceuticals?

a downside due to a high conecntration of logistics?

[Tobias @TobyTheInvestor]

@FluentInFinance Get more paychecks

[Tobias @TobyTheInvestor]

@HeroDividend Spending $75K each month from income/bonusses with $1.2m in savings.

These numbers completely mess up my brain… 🧠

[Tobias @TobyTheInvestor]

@ChrisRamsey60 I’m billing too many hours

[Tobias @TobyTheInvestor]

@JohanSalomon Nh5, Rg6 and then Re6 is mate!

Great sacrifice puzzle 😎🤟🏻

[Eric Jorgenson 📚 ☀️ @EricJorgenson]

WHAT THE HELL IS GOING ON WITH SUPERCONDUCTORS?!

"Every few decades Physics produces a fundamentally new 'thing' that changes what's physically possible." - @Andercot

Humanity might have just unlocked a new achievement…

A very nerdy corner of Twitter is ON FIRE right now. Because they think the whole world is about to change.

A breakthrough is happening in real-time on Twitter in Room-Temperature Superconductors. 

This is how Era-defining technologies are discovered in the age of Twitter. Like COVID, but… with good news. Imagine following Edison, Tesla, and Morgan on Twitter as electrification unfolded!?!

I’ll do my best here to explain what’s happening, why it matters, and what to do.

Caveat: Everything in here I’ve learned in the past week from strangers on the internet and Wikipedia.

Bad News: I have no technical or physics background.

Good News: I won’t use words you don’t understand.

Researchers have spent their entire careers researching room-temperature Superconductors. It’s one of the Holy Grails of material science.

About a week ago, two papers were published simultaneously claiming a breakthrough – actual Room-Temperature Superconducting Materials, created in a lab in Korea.

(There seems to be big drama between the scientists. A nobel prize may be at stake. Or even scientific immortality. There are many unconfirmed details, I won’t go into it here, but @8teAPi is basically live-tweeting an HBO series about it.)

We might be one week into a MASSIVE change in humanity, seeing the first ripples of a coming tidal wave live on Twitter.

Now, RIGHT NOW, there are thousands of scientists all over the world working frantically to reproduce these results, confirm theory, run simulations, and improve methodologies.

It is INCREDIBLE to see the scientific base of humanity from all over the world rise as one and tackle this opportunity. Feel like a scene from a Michael Bay movie, but nerdier.

Here is what they’re working on…

*Superconductors put simply*

Superconductors are materials with zero electrical resistance.

Normally, when energy moves between sources (an outlet to a phone battery), or over distance (through wires and power lines) there is loss of energy. Some estimates of that loss between generation and end user are 66%!!

With zero-resistance transmission materials, cost of energy could fall by one-third JUST by improving transmission. That is just the beginning.

The problem is so far all of our superconductors only work at insanely cold temperatures. Those are complex and expensive to maintain, so superconductors are used rarely in special circumstances so far

Material that Superconducts at room temperature would be AN ENORMOUS BREAKTHROUGH.

Why is everyone SO DAMN EXCITED about the impact of room-temperature superconductors? So glad you asked…

*Why It Matters*

“If successful LK-99 would be a watershed moment for humanity easily on-par with invention of the transistor. Overnight, we revolutionize all of electronics and energy.” - @Andercot

Like the invention of computers or electricity, it’s hard to predict what will happen in what order. There is a lot excited about:

Rebuilding Basics:
- Energy Generation (Wind, Solar, Geothermal)
- Energy Transmission
- Energy Storage (in some contexts)
- MRI Machines get Better/Cheaper
- Super-Efficient and fast Magnetic-Levitation Trains
- Leaps in robotics efficiency and capability

Advanced Technologies:
- Nuclear Fusion gets cheaper, easier, more efficient.
- Quantum Computers, and at Personal Desktop scale
- Giant Railguns to shoot cargo into space very cheaply
- Brain-Machine Interfaces (like Neuralink) much more plausible
- Hoverboards

Second Order Effects:
- What happens when these superconductors continue to develop?
- Historically, when a new type or format of superconductor is discovered, we find other new similar materials “nearby” and improve production. In fact our first discovery in an area is likely to be a “bad” one, relative to what comes next.
- What happens when energy gets cheaper? Is Carbon Capture now possible?
- Material abundance through low-cost robotics?
- Desalinization more cost-effective?
- What happens when computing power takes another huge leap? Implications for Artificial Intelligence?

Of course, not everything on this list will happen, and certainly not immediately. @MattLoszak has a great thread about which applications are likely to come first (and those which may never come at all, for economic reasons)

There are qualified people like @MichaelSFuhrer who have seen hype cycles before, and offer thoughtful comments about breakthroughs in general.

https://t.co/qOiiNBFQt8

*What To Do Next*

It seems still uncertain whether this is THE REAL REAL breakthrough, or exactly how much of one. @Andercot did a good job in this thread of breaking down the economic impact, given the different levels of possible performance of the new material.

https://t.co/jbIIMxag2b

At this point, evidence SEEMS to be mounting that this is A REAL REAL breakthrough, though still new information developing.

Prediction markets (on @ManifoldMarkets) have been increasing the odds for 2 days. Recently two different labs published papers showing that their massive computer simulations of the chemistry proposed in the breakthrough are possible – which has had a huge impact on everyone’s optimism that this is REAL REAL.

(Though, there are also good reasons to doubt simulations as being a perfect predictor of the physical world. We don’t have a perfect quantitative grasp of everything happening here…)

Still open questions around how easily/efficiently reproduction processes will go. There seems to be a lot of “luck” in the production process.

Good news is the materials (lead, copper) are relatively cheap and accessible, and the equipment required is not super specialized. People are doing their own replication attempts at home or at work, in addition to highly professional labs all around the world.

Notably, @andrewmccalip of @VardaSpace is live-tweeting his replication attempt... WHICH WORKED:

https://t.co/46igH8Bsg5

We’re excited. People are stoked on lots of different things. Trying to figure out how to trade on the news. Loving the Drama.

Right now, it seems most likely we’ll end up somewhere between “This is nothing” and “OMG EVERYTHING JUST CHANGED.” These ripples are likely to become waves, and we’re all going to make fun, profit, and friends along the way as we surf them.

Follow these people for more current news:

@MattParlmer - General news and thread-starting
@Andercot - Superconducting Magnet Engineer
@Iris_IGB - working on experiment methodology in her living room.
@8teAPi - Tweeting that drama real-time
@Altryne - Hosting spaces about RTSC
@AndrewMcCalip - Engineer at Varda, replicating the experiment

#LK_99 #LK99Inu #LKのポケモンずかん #SUPERCONDUCTOR #LK99

[Tobias @TobyTheInvestor]

If your life goal is some quantitative measure, we can’t be friends

🚩 I want to travel as many countries I can 🚩

🚩 I want to earn $200,000 a year 🚩

These are not valuable long term goals

Stop counting your your life quality

[Tobias @TobyTheInvestor]

@JohanSalomon Yay. Got one! Rd4+ and pawn mate no matter what

[Tobias @TobyTheInvestor]

Politics these days 😅😅😅😅

[Tobias @TobyTheInvestor]

How many of my #followers are still in here?

“X” - I like it.

To all of you, my X-men warriors

I wish you a POWER DAY

💪🏻 Increasing #strength

🤓 Gaining #knowledge

🫀 Improving #health

💰 Building #wealth

[Tobias @TobyTheInvestor]

@FinanceGhost Do you calculate your rent/buy decision using the 5%-rule or something similar?

I have always liked renting as prices (and rates) have soared in Copenhagen.

I must, though, admit prices have gone up so much that renting has been inferior in terms of capital gains (NOT risk).

[Tobias @TobyTheInvestor]

I will never really understand how tech start-up people make really thorough and well-written Twitter posts about how they work 16 hours a day, 7 days a week to sell and distrubute their products.

How do they find time for Twitter then?

[Tobias @TobyTheInvestor]

@drgurner Is this what is also known as cognitive dissonance or does it strictly apply for feelings?

[Tobias @TobyTheInvestor]

Growth in the eurozone is at best #stagnating and #inflation has been moderating for months, thanks to lower #energyprices and the steepest increase in interest rates in the ECB's 25-year history.

Overall positive news in the #EU but growth is not rapid.

[Tobias @TobyTheInvestor]

Small opportunities and early stage growth stocks can be found in the Nordics with little or no analytical coverage.

📈 Huge upsides and huge risks 📉

Of 38 stocks on #Nasdaq #FirstNorth 4 companies have been a success

33 has failed key #investor objectives

ALWAYS DIVERSIFY!