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.
Newsletter
Subscribe to our email list for regular free market updates
as well as a chance to get coupons!
In general terms, we are
Don't lose sight of the helium shortages that are mounting
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.