* Green energy suddenly becomes way more viable. Megaprojects in the most efficient sites can send energy long-distance and store it with effectively no loss, somewhat mitigating regional variations (especially if we have a high-trust world order where a united global grid is viable). (I read LK99 might have some limitations carrying lots of current but presumably other approaches would do better)
* EVs: improved performance of motors, batteries, charge time, and weight - huge shift for the market. Much safer than most current car batteries too.
* Big breakthrough for computing in the form of fast, cool, and efficient zero-resistance transistors. Step change for cutting-edge component performance, all the cloud hyperscalers would completely revamp their compute. TSMC / ASML probably get huge volumes of new orders.
Obviously the first bet is following the patents. Otherwise, my play would be the industrial companies that build things that build things, like factory automation companies, followed by companies that would see a surge in demand from products incorporating room-temp superconductor technology, like TSMC, ASML (maybe Apple/AWS).