3 AI Stocks You Should Not Buy Until the Iran War Ends

A Middle East-driven helium shortage — with roughly 30% of global supply passing through the Strait of Hormuz — could disrupt production of advanced 2nm/3nm chips. That raises near-term risks for major AI-chip beneficiaries, notably TSMC and Micron, and by extension Nvidia, whose data-center business depends on those nodes. The article warns higher helium prices and constrained supply may slow chip production, compress growth and prompt investor caution, recommending holding off new purchases of AI-chip stocks until the crisis subsides. Still, persistent long-term demand for AI chips leaves upside if supply normalizes.