If extended, it will be a problem. However, with respect
to semi mfg, note the last two paragraphs:
"When helium is scarce, it goes to
whoever can pay the most. In past shortages, chip makers, with
their deep pockets, have outbid the competition, leaving other
sectors dependent on helium like pharmaceuticals and medical
imaging short of supply.
“The semiconductor industry will pay whatever they need to
pay to get that helium,” Mr. Brook said. Since the cost of shutting
down a chip factory would be enormous, “they’ll outbid anybody,” he
said."
Posted by elementsix on 30th of Mar 2026 at 02:39 pm
APD- Helium - Agree that
it will not become an issue for the semis... they have endless
funds. But the supply disruption could push producers up. I like
the look of APD here. MAs just below so there's an easy support
levels with a stop just below.
Posted by shellson2 on 30th of Mar 2026 at 12:04 pm
In general terms, we are in the early stages of drastic
inflation potentially. This in turn will recalibrate the 1+
trillion capex set aside for AI, etc. It's always about the $
flow/supply, right? Well...a definite No Bueno situation. Let's see
how this unfolds. I'm not even considering $7 gas.
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Don't lose sight of the
Posted by shellson2 on 30th of Mar 2026 at 11:33 am
Don't lose sight of the helium shortages that are mounting
I have not listened to
Posted by joss22 on 30th of Mar 2026 at 01:53 pm
I have not listened to the odd lots pod about this yet, though there was an article on the subject here:
https://www.nytimes.com/2026/03/27/business/helium-chips-iran-war.html
If extended, it will be a problem. However, with respect to semi mfg, note the last two paragraphs:
"When helium is scarce, it goes to whoever can pay the most. In past shortages, chip makers, with their deep pockets, have outbid the competition, leaving other sectors dependent on helium like pharmaceuticals and medical imaging short of supply.
“The semiconductor industry will pay whatever they need to pay to get that helium,” Mr. Brook said. Since the cost of shutting down a chip factory would be enormous, “they’ll outbid anybody,” he said."
APD- Helium - Agree that it
Posted by elementsix on 30th of Mar 2026 at 02:39 pm
APD- Helium - Agree that it will not become an issue for the semis... they have endless funds. But the supply disruption could push producers up. I like the look of APD here. MAs just below so there's an easy support levels with a stop just below.
Issue is not with the
Posted by shellson2 on 30th of Mar 2026 at 03:19 pm
Issue is not with the semis, agree they can afford it, it's the buyers...they will eventually say F it, and adjust their spend.
I like this APD chart as well
Tracy and Joe had a
Posted by mla127 on 30th of Mar 2026 at 11:37 am
Tracy and Joe had a really good discussion about it on the Odd Lot pod ....
your ideal way to play
Posted by kingpin15 on 30th of Mar 2026 at 11:35 am
your ideal way to play that is?
Continue to Short semi's
Posted by shellson2 on 30th of Mar 2026 at 11:41 am
Continue to Short semi's
In general terms, we are
Posted by shellson2 on 30th of Mar 2026 at 12:04 pm
In general terms, we are in the early stages of drastic inflation potentially. This in turn will recalibrate the 1+ trillion capex set aside for AI, etc. It's always about the $ flow/supply, right? Well...a definite No Bueno situation. Let's see how this unfolds. I'm not even considering $7 gas.