acceler8future
47.1K posts
acceler8future
@acceler8future
Elon Musk, Tesla ($TSLA), and an abundant future. Replies - Tories, Arsenal, etc..
United Kingdom Beigetreten Şubat 2024
1.4K Folgt3K Follower
@TonyWard867811 Rachel is so clever. To have achieved this high so early in her career.
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UK gilt yields: 4.94%. 18-year high.
Last time we were here, the national debt was 48% of GDP.
Today it is nearly 100%.
Same yield. Twice the debt. The interest bill is not double. It is existential.
In February, we borrowed £14.3 billion. £13 billion paid in interest on existing debt.
We are an emerging market that has not had its crisis yet.
Seriously, buy some bloody Bitcoin, and like yesterday!
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acceler8future retweetet
Could Bezos be copying Elon's AI Edge node concept? Could be optimised for $ASTS satellite coverage. Alexa+ on the move.
*Walter Bloomberg@DeItaone
AMAZON DEVELOPING NEW MOBILE PHONE, ITS FIRST SINCE 2014’S FIRE PHONE, SOURCES SAY
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@GBPolitcs @dili909 @martinabettt Starmer is trying to spend money not receive it. Trump just doesn’t understand him.
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🚨NEW: Donald Trump could purchase the Chagos Islands if Britain’s planned handover to Mauritius collapses
[@martinabettt]
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When will you buy back into TSLA? Big month coming:
March 21 Terafab launch
April 1 Roadster demo - April Fools!
April 2 $TSLA Production and Delivery numbers
April 3 Market closed for long weekend!
April 4? Starship V3 with Raptor 3 flight
April 8? V14.3 wide release
April 22? $TSLA earnings
April 23 NFL Draft starts
April 27 OpenAI vs Elon jury trial starts
Late April? Roadster demo
April X Money public access
April Cybercab volume production begins
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@acceler8future I always love having cash on hand but sold a decent amount of $BLDR and $TSLA (see prior posts) so had a pretty large cash pile.
Have been adding to my long term positions.
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I am going to start trading a little bit since I have a large cash position (still will be adding to $IONQ and $JOBY for long term).
Recently bought $NRGV and now looking at $SES.
These will be small positions with upside potential.
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NEWS: NASA is planning a bigger @SpaceX Moon mission role using Starship, in a massive blow to Boeing.
With the new proposal, Boeing's SLS would no longer be used to boost Orion close to the moon. Instead, Starship and Orion would dock in Earth orbit, giving Starship the pivotal role of propelling the capsule to the moon’s orbit, before taking astronauts down to the surface. bloomberg.com/news/articles/…
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While gold sells off on margin calls...
This chart explains who wins when the dust settles
🇺🇸 US: 8,133 tonnes
🇩🇪 Germany: 3,352 tonnes
🇮🇹 Italy: 2,452 tonnes
🇫🇷 France: 2,437 tonnes
🇨🇳 China: 2,262 tonnes
Notice something?
The countries with the most gold are the same ones best positioned to rebuild after this crisis.
Gold doesn't pay yield.
But in a world where energy infrastructure is burning and currencies are under pressure
It's the last asset nobody can sanction. ♟️
Japan sits on 846 tonnes.
Their LNG supply is obliterated.
Their refineries can't get crude.
846 tonnes of gold is looking very smart right now.
The shortterm tape is ugly
The long term thesis just got stronger🥇
📩 Subscribe to my Newsletter link in my bio
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🚨 NEW: Nigel Farage is no longer taking Cameo requests due to "security concerns" after the Guardian published a video compilation
[@Guardian]
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Hacked off with @Garmin - bought a Fenix 6 Pro in 2022 and the backlight has conked out.
Research indicates this is a semi-regular issue, which is pretty poor for something that's literally supposed to 'take a licking and keep on ticking'.
Support were fine (couldn't remember purchase date & warranty period), but after getting the facts it's pretty galling - don't have spare money for a replacement right now.
Annoying.
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@Peston We should be protecting the ships rather than bleating bout it
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@Peston BOE can't control inflation so help us all out and reduce our mortgages!
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@StockSavvyShay Impacted by Helium? x.com/shanaka86/stat…
Shanaka Anslem Perera ⚡@shanaka86
Helium is the only element that escapes Earth’s atmosphere permanently. Once released, it rises through the troposphere, passes the stratosphere, and leaves the planet. It cannot be manufactured. It cannot be synthesised at industrial scale. It accumulates over billions of years in the same geological reservoirs as natural gas. And one third of the world’s supply just went offline because Iran hit the facility that extracts it. Qatar produced roughly 63 million cubic metres of helium in 2025, accounting for 30 to 36 percent of global supply from a total of approximately 190 million cubic metres. QatarEnergy’s three large helium purification plants at Ras Laffan form the world’s biggest helium production base. When LNG production stopped after Iranian drone strikes on March 2 and the subsequent missile damage on March 19, helium extraction stopped automatically because helium is recovered during natural gas liquefaction. You cannot produce helium without producing LNG. The byproduct dies with the primary product. Spot helium prices have roughly doubled since the crisis began. Industry consultants warn that prolonged disruption could push contract prices toward $2,000 per thousand cubic feet. A major industrial gas supplier has already begun assessing customers a helium surcharge. Phil Kornbluth, the most cited helium market consultant, stated the assessment directly: the world cannot compensate for the loss of a third of its helium supply. South Korea imports 64.7 percent of its helium from Qatar. SK Hynix and Samsung operate high-volume fabs producing the DRAM and high-bandwidth memory that power every AI accelerator, every data centre GPU, and every cloud computing cluster on Earth. Helium cools silicon wafers during fabrication. It serves as a carrier gas in deposition and etching tools. It enables leak detection in vacuum systems. Modern extreme ultraviolet lithography requires helium-cooled environments for precise temperature control. Without helium, the fabrication process degrades or stops. SK Hynix and Samsung hold two to three months of helium inventory. Two to three months is not a buffer. It is a countdown. If Ras Laffan remains offline beyond that window, South Korean memory production faces rationing. TSMC in Taiwan is somewhat more diversified but still uses Qatar-linked supply chains. The entire AI hardware supply chain, from HBM3E memory stacks to advanced logic chips, sits inside helium-dependent ecosystems. Beyond semiconductors, helium cools the superconducting magnets in more than 14,000 MRI machines operating worldwide. It pressurises rocket fuel tanks and purges propulsion systems in aerospace. CERN’s Large Hadron Collider depends on helium cryogenic systems. There is no substitute for helium in any of these applications at industrial scale. The United States and Qatar together account for more than 70 percent of global production. The US federal helium reserve and private suppliers offer partial relief, but global prices and spot availability are still governed by Qatar’s market share. Japan’s Iwatani has drawn on US reserves. Canada and the Rockies are seeing renewed investor interest. None of this replaces 63 million cubic metres in weeks. The war hit uranium first. Then oil. Then nitrogen. Then water. Then plastic. Then medicine. Then sulfur. Now helium. Eight layers. Each one deeper. Each one closer to the infrastructure that sustains modern civilisation. The chip that processes your data, the magnet that scans your body, and the rocket that launches your satellite all depend on an atom that leaves the planet when you lose it. open.substack.com/pub/shanakaans…
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Helium is the only element that escapes Earth’s atmosphere permanently. Once released, it rises through the troposphere, passes the stratosphere, and leaves the planet. It cannot be manufactured. It cannot be synthesised at industrial scale. It accumulates over billions of years in the same geological reservoirs as natural gas. And one third of the world’s supply just went offline because Iran hit the facility that extracts it.
Qatar produced roughly 63 million cubic metres of helium in 2025, accounting for 30 to 36 percent of global supply from a total of approximately 190 million cubic metres. QatarEnergy’s three large helium purification plants at Ras Laffan form the world’s biggest helium production base. When LNG production stopped after Iranian drone strikes on March 2 and the subsequent missile damage on March 19, helium extraction stopped automatically because helium is recovered during natural gas liquefaction. You cannot produce helium without producing LNG. The byproduct dies with the primary product.
Spot helium prices have roughly doubled since the crisis began. Industry consultants warn that prolonged disruption could push contract prices toward $2,000 per thousand cubic feet. A major industrial gas supplier has already begun assessing customers a helium surcharge. Phil Kornbluth, the most cited helium market consultant, stated the assessment directly: the world cannot compensate for the loss of a third of its helium supply.
South Korea imports 64.7 percent of its helium from Qatar. SK Hynix and Samsung operate high-volume fabs producing the DRAM and high-bandwidth memory that power every AI accelerator, every data centre GPU, and every cloud computing cluster on Earth. Helium cools silicon wafers during fabrication. It serves as a carrier gas in deposition and etching tools. It enables leak detection in vacuum systems. Modern extreme ultraviolet lithography requires helium-cooled environments for precise temperature control. Without helium, the fabrication process degrades or stops.
SK Hynix and Samsung hold two to three months of helium inventory. Two to three months is not a buffer. It is a countdown. If Ras Laffan remains offline beyond that window, South Korean memory production faces rationing. TSMC in Taiwan is somewhat more diversified but still uses Qatar-linked supply chains. The entire AI hardware supply chain, from HBM3E memory stacks to advanced logic chips, sits inside helium-dependent ecosystems.
Beyond semiconductors, helium cools the superconducting magnets in more than 14,000 MRI machines operating worldwide. It pressurises rocket fuel tanks and purges propulsion systems in aerospace. CERN’s Large Hadron Collider depends on helium cryogenic systems. There is no substitute for helium in any of these applications at industrial scale.
The United States and Qatar together account for more than 70 percent of global production. The US federal helium reserve and private suppliers offer partial relief, but global prices and spot availability are still governed by Qatar’s market share. Japan’s Iwatani has drawn on US reserves. Canada and the Rockies are seeing renewed investor interest. None of this replaces 63 million cubic metres in weeks.
The war hit uranium first. Then oil. Then nitrogen. Then water. Then plastic. Then medicine. Then sulfur. Now helium. Eight layers. Each one deeper. Each one closer to the infrastructure that sustains modern civilisation. The chip that processes your data, the magnet that scans your body, and the rocket that launches your satellite all depend on an atom that leaves the planet when you lose it.
open.substack.com/pub/shanakaans…
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