Oil prices rise again nationwide amid

the war in Iran. The war between the

United States, Israel, and Iran has

reached a perilous new turning point.

>> Your S&P and Nasdaq are now on track for

their fifth straight negative week.

>> Millionaires are made in markets like

these, and the more the market panics,

the bigger the opportunity, especially

if we can be greedy when everyone else

is being fearful. So, in this video,

I'll cover everything you need to know

to actually take advantage of this crazy

situation and get rich without getting

lucky. Your time is valuable, so let's

get right into it. First things first, I

owe you an apology. I've been getting

tons of comments and messages asking me

to cover the Iran war, and honestly, I

was staying quiet because there's just

no end to the macro and geopolitical

whirlwind that we're constantly in.

Inflation, tariffs, trade wars, and now

real wars, and I wanted to stay focused

on the long-term fundamentals that

actually matter for building wealth. But

based on your reactions and the extreme

fear in the broader market, I really

should have covered this conflict

sooner. So, that's on me. Let me make it

up to you now by covering a few things

that the mainstream media has been

missing, like how this Iran war directly

impacts Nvidia, AMD, and every other AI

company on Earth, how long chip makers

can hold out before their supply chains

actually start to break, which companies

are the most exposed and which ones

could come out on top, and of course,

which stocks I'm buying as a result. All

right, there's a lot to talk about, so

let's start with what's actually

happened so far. But instead of only

focusing on oil prices, I'll show you

the direct effects on AI and chip

companies as we go. As I'm sure you

know, the Strait of Hormuz is a narrow

waterway between Iran and Oman that

about 20% of the world's oil shipments

pass through every day. Oil sets the

baseline cost of moving everything. So,

when oil prices spike, shipping,

insurance, and every energy-heavy part

of the chip supply chain gets more

expensive, which means the cost of every

wafer, every chip, and every rack of

GPUs goes up, and that drives margins

down. But, oil is just one of five

critical resources for AI chips and data

centers that pass through the strait.

LNG, liquefied natural gas, is another.

LNG powers the electricity grids in

South Korea and Taiwan, where the

overwhelming majority of all advanced

chips on Earth are made. So, less LNG

means higher electricity costs and

potential power constraints for the fabs

that make almost all the chips for

Nvidia and AMD, Apple and Google, Tesla

and many more. Helium is the third. It's

used to keep machines and silicon wafers

cool during lithography and to keep

contaminants away from chips during

deposition. Without helium, fabs can't

maintain the ultra-clean,

temperature-controlled environments that

they need to make the chips we invest

in. There's no real substitute for

helium here. This is a real choke point

that others have already covered, but

sulfur also passes through the strait,

which gets refined into the ultra-pure

sulfuric acid that's used to clean

silicon wafers between manufacturing

steps. Sulfur is also used to extract

copper from ore, and copper is literally

in every chip, every board, and every

cable in AI data centers. So, a sulfur

shortage doesn't just hit the fabs. It

can also cascade into a copper shortage

that raises costs across the entire AI

buildout. And the fifth one is bromine,

which almost never gets talked about.

Bromine compounds are used in important

chemicals inside chip fabs, so

disruptions here turn into disruptions

in the lithography and etching process.

Here's a table showing all five AI and

semiconductor inputs that are seriously

impacted by the Iran war. The point is,

this is way bigger than just oil prices

and helium supplies. A huge percentage

of the world's LNG, sulfur, and bromine

are also at stake here, and it's all

happening in the middle of the fastest

growth and most supply-constrained

period AI has ever seen. In fact,

according to Market US, the global

artificial intelligence market is

expected to almost 19X in size over the

next 9 years, which is a compound annual

growth rate of 38.5%

through 2034. But, many of the companies

building next-generation AI applications

are not publicly traded. Think about the

'90s and early 2000s. Companies like

Amazon and Google went public very early

in their growth cycle, but today they're

waiting an average of 10 years or longer

to go public. That means investors like

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right. So, while the growth opportunity

for AI is massive over the long term,

five critical supply chains feeding that

growth are getting disrupted in the

short term: oil, natural gas, helium,

sulfur, and bromine. Now that we have

that context, let's walk through what

actually happened and when. That will

tell us how long chipmakers can actually

hold out before their supply chains

start to break. February 28th, the US

and Israel launch a massive strike on

Iran. Oil prices spike, and some people

panic sell their stocks. But, the

broader market priced this in as a

short-lived scare. That includes me,

which is why I didn't cover it. The real

clock starts on March 2nd, when Iran

effectively closed the Strait of Hormuz

and Qatar Energy halted their natural

gas and helium exports in the region.

Roughly 20% of the world's oil and

natural gas, around 30% of the global

helium supply, and close to half of all

seaborn sulfur and bromine stopped

moving overnight. Every fab in Taiwan

and South Korea is now on borrowed time,

relying on shipments that were already

in transit, plus whatever buffers they

built up before the war. Two days later,

on March 4th, Qatar Energy declares

force majeure, warning their customers

that they can't honor shipping and

tanker contracts because of events

beyond their control. Shipping insurance

prices skyrocket, so sailing through the

strait stops making economic sense

altogether. Buyers in South Korea,

Taiwan, and Europe start scrambling for

new natural gas and helium contracts,

now at much higher prices. South Korea's

energy ministry begins emergency

measures to conserve oil and gas, while

Samsung and SK Hynix start drawing from

their own helium reserves. Samsung and

SK Hynix make most of the world's DRAM

and high bandwidth memory, critical

parts for AI data centers. Things

escalated again on March 18th and 19th,

when Iranian missiles struck a nat gas

facility in Qatar, knocking out around

17% of their export capacity for several

years, not days or weeks, and

constraining their helium production.

For investors, that means that even if

the war ends tomorrow, there will be a

multi-year disruption to LNG and helium

supplies that will last far longer than

the headlines. A week later, on March

24th, Qatar Energy expanded their force

majeure declaration, warning customers

in Italy, Belgium, South Korea, and

China that there will be a sustained

disruption to pre-existing supply

agreements for natural gas and helium.

Taiwanese and Korean fabs brace for

higher and more volatile energy costs.

On March 27th, Iran's Revolutionary

Guard Corps officially closes the Strait

of Hormuz for ships going to or from

ports in Israel, the US, and our allies.

That's also when the first round of

major shipping data hit the news. By the

end of March, not a single LNG tanker

passed through the strait, and only a

small fraction of the usual oil traffic

was getting through. All five supply

lines that I covered earlier, oil,

liquefied natural gas, helium, sulfur,

and bromine, are now disrupted. And that

brings us to today. From now on, every

week that the Strait of Hormuz stays

closed makes the size of stockpiles at

companies like Samsung, SK Hynix, TSMC,

and even Micron start to matter more

than their long-term contracts. All

right, here's a table showing the

estimated risk exposure based on

everything we've talked about so far.

Each row is one of the five critical

supply lines we just covered, and each

column is a critical semiconductor

company sitting in a different region of

the world. Samsung and SK Hynix in

Korea, TSMC in Taiwan, Micron and Intel

in the US, and ASML in Europe. Almost

every AI and chip company depends on at

least one of these six companies, and

any supply problems that these companies

would have will ripple through the rest

of the AI ecosystem. A high-risk

exposure means that if supplies stay

disrupted, that company could face real

production problems, not just higher

costs. Low risk means they're mostly

dealing with price increases as opposed

to the risk of not being able to secure

those supplies at all. Oil, LNG, and

helium are all high or medium risks for

Korea and Taiwan because they heavily

rely on the supplies coming through

Hormuz. Korean memory makers in

particular are exposed to materials

shortages and power disruptions as the

war drags on. The risks are much lower

for US companies like Micron and Intel.

They'll still see higher prices, but

they have access to more domestic energy

and helium. So, the risks are mostly to

their margins unless they pass those

increased costs onto their customers.

And the same goes for ASML in Europe

with higher energy and material costs.

And now that you understand how and

where the supply chain is breaking,

let's talk about what that actually

means for AI stocks. And if you feel

I've earned it so far, consider hitting

the like button, subscribing to the

channel, and sharing this video. That

really helps the channel out and it lets

me know to make more content like this.

Thanks. Now, let's talk about which

stocks have the highest risks and which

ones could come out on top. Like I just

showed you, Samsung and SK Hynix have

the highest risks to their supply

chains. That's not just a problem for

ETFs like EWY, which is iShares South

Korea ETF, or DRAM, which is Roundhill's

brand new memory ETF that just hit the

market. These two companies are major

suppliers of high bandwidth memory for

Nvidia's Hopper, Blackwell, and Rubin

GPUs. Samsung also supplies some of the

HBM chips for AMD's Instinct MI350s and

over half of the HBM that goes into

Google's TPUs through Broadcom. So, if

the war drags on, companies like Nvidia,

AMD, and Google could start seeing

supply chain issues for their memory

chips. As Samsung and SK Hynix keep

juggling limited LNG, helium

constraints, and bromine supplies,

they'll probably cut their lower margin

DRAM products first and do everything

they can to protect their premium HBM

lines. But, they might be forced to make

some hard choices between protecting

their margins or protecting their market

share. TSMC is the other key company for

almost every stock I cover on this

channel. All of the GPUs and CPUs for

companies like Nvidia, AMD, and Qualcomm

are made by TSMC, as well as all the

custom ASICs for Broadcom, Marvell,

Google, Amazon, and Microsoft. So, if

you own the stocks of any AI compute

companies, chances are they're exposed

to TSMC's supply chain risks. In

practice, TSMC has a little more

flexibility than Samsung and SK Hynix

because they reportedly have several

months of helium reserves. They're

already signing new natural gas deals

and they have the pricing power to pass

those higher costs onto their biggest

customers. So, I don't think there's any

real risk of TSMC actually shutting

down. I think that wafer prices will go

up and fabulous chip companies will see

their costs creep higher or have their

allocations capped. That's a real

headwind, for sure, but it's not as bad

as a full stop to chip production.

Micron could be one of the biggest

winners from this whole fiasco, at least

relatively speaking. Micron makes

high-bandwidth memory for AMD's Instinct

MI350s, for Nvidia's Blackwell and Rubin

GPUs, as well as DRAM and NAND memory

for Qualcomm and Broadcom, and even

flagship smartphones and major

automotive companies. Unlike Samsung and

SK Hynix, Micron has access to helium

from North America and depends less on

LNG that goes through the Strait of

Hormuz. On top of that, they have

record-level margins and their products

are heavily focused on data centers. So,

Micron is one of the few companies set

up to survive these supply shocks and

even pick up market share if the war

lasts for a long time. TSMC, Samsung,

and Intel account for a majority of

ASML's revenue, and Micron and SK Hynix

drive a big chunk of their

memory-related EUV business. So, if

CapEx shifts more towards lower-risk

regions or new fabs in the US, ASML is

one of the few companies still getting

paid. So, if the war puts long-term

pressure on supply chains to Taiwan and

South Korea, semiconductor equipment

companies like ASML, Lam Research,

ticker symbol LCRX, and Applied

Materials, ticker symbol AMAT, would end

up on the winning side of this story.

Now that you know where the supply choke

points are and which companies they

affect, let's talk about the three most

likely scenarios going forward and which

stocks I'm looking to buy based on what

actually happens next. I made a quick

and easy table to break it all down for

you. Scenario one is a near-term

resolution, like a ceasefire or a

partial deal in the next month or two.

Shipments through the strait start

ramping back up and LNG and helium

pressures come down before supply chains

take too much damage. If that happens,

the market will have overreacted on

almost every stock we've talked about

and I'd expect to see a broad post-war

relief rally in the market as fear turns

into greed. Scenario two is a long-term

drawn-out conflict. The Strait of Hormuz

never fully reopens and some of the

damaged gas and LNG capacity takes years

to come back online. Samsung, SK Hynix,

and even TSMC have higher input costs

going forward, which puts pressures on

their margins and on their customers.

Korean memory companies and the ETFs

built around them become higher risk

investments. TSMC and their big AI

customers become more volatile but are

still great long-term investments while

companies like Micron, ASML, Lam

Research, and Applied Materials come out

on top as HBM stays in high demand and

capex shifts towards safer supply

chains. Scenario three is a near-term

escalation, the opposite of scenario

one. Oil prices keep spiking, more

infrastructure is destroyed, and

shipping through the strait becomes

economically impossible. Institutional

investors de-risk their portfolios and

even the best AI companies see their

multiples go down. If that happens, I'm

taking profits on my South Korean

stocks. I'm building more cash and I'm

dollar cost averaging less into the rest

of my portfolio. The only stocks I'd

actively be buying in this scenario are

Micron and maybe ASML. Micron's HBM 4

capacity is already sold out for 2026

under long-term contracts and they're

based in the US, which I think more

companies will find very attractive if

the situation escalates. ASML is the

only real supplier of EUV lithography

machines and their supply chain is much

less dependent on the Strait of Hormuz.

Hopefully, this video helped you

understand that this war affects much

more than just oil prices. There are at

least five major resources that touch

almost every stock in the AI ecosystem

and that pass through the strait. Oil,

natural gas, helium, sulfur and bromine.

The companies most at risk are the

Korean high bandwidth memory makers and

their customers. So, that's where I'm

being extra cautious until this conflict

is fully resolved. That's when there

could be a big relief rally. The

companies with safer supply chains and

real pricing power like Micron and ASML

are the ones that I'm betting on even if

things stay the same or continue to

escalate, making them a great way to get

rich without getting lucky. Let me know

in the comments if you want me to make a

deep dive video on either of these

companies or what your plan is as the

conflict continues. And if you want to

see what else I'm buying to get rich

without getting lucky, check out this

video next. Either way, thanks for

watching and until next time, this is

ticker symbol U. My name is Alex,

reminding you that the best investment

you can make

is in you.