Here is a conviction doc on APD, It is about the future of t
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Here is a conviction doc on APD, It is about the future of t
· @Mike
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Here is a conviction doc on APD, It is about the future of the helium market, specifically in relation to the war in Iran. This company was picked for this trade because I found it to have the best risk-to-reward profile. Big thanks to @Mike M for bringing it up. https://docs.google.com/document/d/1Y1Q9i_w-y6bEE49FbtbH7kcrSmS-bVoB/edit?usp=sharing&ouid=117638259501431255991&rtpof=true&sd=true (edited)Saturday, March 14, 2026 at 5:24 AM
Links:
- https://docs.google.com/document/d/1Y1Q9i_w-y6bEE49FbtbH7kcrSmS-bVoB/edit?usp=sharing&ouid=117638259501431255991&rtpof=true&sd=true
- https://docs.google.com/document/d/1Y1Q9i_w-y6bEE49FbtbH7kcrSmS-bVoB/edit?usp=sharing&ouid=117638259501431255991&rtpof=true&sd=true
- https://lh7-us.googleusercontent.com/docs/AHkbwyJAVmmCpqhxqogQNzeYq5MshaDaUDtMxuofn8IAfkj5wU37btpvIbM0Bxvb7it4n5bdStgzrAZBA_7pnvxU9O5a0gjkrucpxRNaQA=w1200-h630-p
u/Revan (100%) · 2026-03-14T12:23:17.458Z
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