Degens, let’s see if I belong here and make it short:
I am an invisible titan of the periodic table, a silent giant born in the stars but trapped in the depths of earth. I was once an unwanted guest of the gas fields, but now, I am the essential ingredient to making semiconductors.
I have no color, no smell and I never react, however I am the only one cold enough to be a thermal lubricant, and a true and only one wafer cooling.
The supply is constrained and 30% is produced by Qatar, Ras Laffan, completely stopped. Without me, the 3-2nm chips of the future are just expensive sand, and the machines that see inside your body go dark.
Give it another 30 days, and Jensen Huang will start making calls. I am the scarcity play of 2026. I make your voice high pitch, and my price is soon to skyrocket too.
What am I? Helium.
I’ll let you do your own research, as I am often too excited on my own analysis and plays. Of course, I played the big guys lately like XOM and LIN, but the upside is more limited because Helium is extremely small for XOM as total revenues. Let’s be clear: the moon potential is in the small players listed in Canada that I played two weeks back and are completely mis-priced considering the situation.
I love the irony of quoting the best movie on the topic - Moon (2009): "I'm not really here. I'm just... in my head." If we are not in a simulation, I don't know what is!
Positions:
XOM: 288 Shares @ $152.10 avg (posted in comments)
LIN: $480C 6/19
Long multiple Canadian helium explorers (Pure-plays)
