H

Helium

$HELIUM3LLeonard A.

About Helium

This portfolio strategically taps into the emerging potential of Helium and Helium 3 & 4 by targeting sectors where its future role is pivotal. I balance exposure to the quantum computing leaders and future their manufacturing needs, AI and advanced computing innovators, and industrial gas suppliers, who may leverage helium scarcity. In addition, the portfolio aligns with national security interests, recognizing Helium-3 and 4’s potential in defense and space exploration, lunar extraction, energy requirements for manufacturing of semiconductors and components for novel technologies. This forward-looking approach aims to capture both the promise and the geopolitical importance of this rare resource as technology advances.

About the Creator

L

Leonard A.

@L2

108

Copiers

Operator, founder and healthcare executive in NYC. Former institutional investor, continuing a lifelong obsession with observational investing.

I created multiple portfolios on dub as a private investor. They have a range of risk profiles, time horizons, and deliberate position sizing of companies and ETFs.

At this time, my core thesis centers around the normalization of robotics, artificial intelligence, advanced embedded intelligence, and space/ocean exploration, balanced with companies focused on global security, reindustrialization, and defense sector companies whose technology is needed to get us there.

I do not manage outside capital. I am not a financial advisor. These are personal investment strategies, not investment advice.

Activity

Total Rebalances29
Last RebalanceSep 8, 2026

Posts by Creator

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Changes:NVDA +7.0%APD +5.0%LIN +4.0%TSM +2.0%AMD +2.0%

$HELIUM3 Rebalancing more evenly with larger positions in NVDA and MU at this time. Awaiting decisions I’m watching on tokenization and crypto to watch market response through next week.

Changes:MU +3.5%SNPS +2.0%LIN +1.7%EWY +0.9%INTC +0.8%

Watching this book continue to be impacted from geopolitical events. Rebalancing to optimize some expected gains based on trends I’m watching. Will reassess next week.

Changes:INTC +9.7%TSM +3.4%SNPS +3.3%APD +0.3%BIL +0.1%

Reallocating after continuing to watch the movement across the sector. will rebalance again at the end of the week