The Best Artificial Intelligence (AI) Growth Stocks After the Helium Shock Are the Ones That Don't Need the Strait of Hormuz
Key takeaways
- Micah Zimmerman, The Motley Fool Mon, May 11, 2026 at 12:20 AM GMT+7 5 min read MCO The crisis that exposed the artificial intelligence (AI) supply chain also revealed which companies sit above it.
- Since Iran closed the Strait of Hormuz on Feb. 28, the global helium market has lost access to roughly 30% of total output.
- Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need.
Micah Zimmerman, The Motley Fool Mon, May 11, 2026 at 12:20 AM GMT+7 5 min read MCO The crisis that exposed the artificial intelligence (AI) supply chain also revealed which companies sit above it.
Since Iran closed the Strait of Hormuz on Feb. 28, the global helium market has lost access to roughly 30% of total output. Qatar s Ras Laffan facility, the world s largest helium production site, has been idle since early March. Moody s confirmed in April what semiconductor engineers had already calculated: There is no viable substitute for ultra-high-purity helium at scale, and the gas is indispensable at multiple stages of chip manufacturing. The companies that build the physical chips are working against a six-month stockpile clock.
Will AI create the world s first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue »