Will helium supply problems hit the stock market?

Do you think it makes sense to worry about the problems in the helium market? Could shortages or high prices of this gas hurt the stock market, which has been driven largely by AI-related expectations? In my view, the situation is worrying. Not only are helium shipments not leaving due to the blockade of the Strait of Hormuz, but key infrastructure in Qatar - responsible for a large share of global helium supply - has also been destroyed. This means that even if the conflict ended overnight, rebuilding the damaged facilities would take many months, if not several years. In other words, helium supply will remain limited for a long time, which will put pressure on the semiconductor industry. The case for a recession includes the liquidity drop forecast by Howell, the inverted yield curve, and the spike in oil prices. I’m wondering whether the helium market might be a ticking time bomb that could blow up the stock market.