Helium

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 30, 2026 by Tae Kim · across every show →

Everything said about Helium, oldest first

Mar 30, 2026 neutral
Assertion Partly supported
Kim: The semiconductor supply chain holds six to nine months of helium
“This is a risk, but there is probably like six months, six to nine months of inventory in the channel.”
Tae Kim Mar 30, 2026 ▶ 19:57 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
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