Portfolio Manager at Newfound Research (@thinknewfound). Find our research at https://teapawt.net/t.co/KwqP4SeWOF .
Colorado, USA
Joined November 2017
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To beat the market, you must be different than the market. blog.thinknewfound.com/2016/…
Nathan Faber retweeted
As a kid obsessed with physics I dreamed of a nuclear future
But since the 1980s the regulatory environment made this impossible
Also, as America outsourced its industrial base to China, our demand for power was stagnant
Now there's a double why now: the AI build out + reshoring of manufacturing has made America hungry for power again
Also, nuclear has become a bipartistan issue and the regulatory framework is rapidly improving
Enter @isaiah_p_taylor with @valaratomics
He is applying the Elon playbook to nuclear
Find an industry that America used to be good at, but lost its way on: rockets, tunneling, manufacturing cars
And then go build a simple unit, you can deliver quickly, to get on the exponential ramp in terms of real world feedback + early revenue + technological progress
Then claw your way back to the prior state of the art, before pushing far beyond our prior limits
I believe Isaiah is a generational founder and this is a generational company
@sequoia is ecstatic to partner with him and the Valar team
(Especially when we get to do it with our friends at Valar, Conviction, Atreides, and the early investors here)
And massive thank you to @PalmerLuckey for giving me a tip regarding how special this company is
Quite awesome to witness this idea from its inception to reality!👏👏👏
Big congrats to @isaiah_p_taylor and the @valaratomics team! So much done in so little time.
Nathan Faber retweeted
Good morning.
Last night at 8:51pm Mountain Time, the Valar Atomics Nuclear Operations team brought Ward 250 to 10kW thermal output. We held this power level throughout the night.
This is another historic milestone from the Valar team, marking first nuclear power by a startup.
Nathan Faber retweeted
Today, Valar Atomics became the first startup in history to split the atom.
Announcing Project Nova, a series of zero power critical tests on Valar Atomics' Nova Core in collaboration with Los Alamos NCERC and NNSS.
Nova went critical for the first time this morning at 11:45am.
Nathan Faber retweeted
The reason to deliberately do hard things is so that when non-self-elected challenges arrive (& they will), you can tell yourself: “I don’t know how this is all going to turn out, but I am certain I can do hard things.” Don’t self injure. But doing hard things is always worthwhile.
Always my experience to the $, regardless of offer price relative to list.
If they can do this in #Sanibel by the end of the month, I'll be pretty impressed.
Any way to get a @googlemaps street view camera to drive around #Sanibel to get some ground level views?
Nathan Faber retweeted
Yesterday, many noticed that @squeezemetrics's GEX index hit an all-time low.
Lowest reading ever.
Since GEX measures gamma exposure, a low value implies the dealer's delta is less sensitive to index moves.
However, why would this be a bullish signal?
teapawt.net/SqueezeMetrics/status/…
Nathan Faber retweeted
I’ve written hundreds of research articles on the Newfound blog throughout the years.
I stopped writing last year (got burnt out), so my guess is a lot of new followers don’t even know they exist.
Here are a few that I’m especially proud of ➡️
Nathan Faber retweeted
Democrat States Follow The Science By Doing What Florida Did Back In May buff.ly/3o3XEiR
One of the best I've seen from @TheBabylonBee babylonbee.com/news/governor…
A happy anniversary to this wonderful darling!
We were supposed to be in New Zealand right now. After years of talking about going, we finally booked the trip last February. 1 week in Fiji and 2+ weeks in NZ.
