LIN
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by AU🧲 1mo ago
LONG1mo ago
“Lip-Bu Tan explicitly mentioned helium supply as a critical constraint in the AI supply chain.”AU🧲
Helium and high-purity industrial gases are an underappreciated AI bottleneck as advanced nodes, HBM, and packaging expansion accelerate
LINLONG@ $518.30
$467.58-9.79%
since call Jun 22
peak +4.2%
LONG1mo ago
“Lip-Bu Tan explicitly mentioned helium supply as a critical constraint in the AI supply chain.”AU🧲
Helium supply explicitly named as a critical AI bottleneck by Intel's CEO; LIN as the dominant industrial gas supplier is a structural beneficiary of advanced node and HBM expansion.
LINLONG@ $509.02
$467.58-8.14%
since call Jun 22
peak +4.2%