Dr. Kurt Jefferson's Leadership Page on "X"

Dr. Kurt Jefferson | Higher Ed Ldr | Tenured Full Prof| Bestsellr & #1 New Release 📕 "The Wars of Israel" 🇮🇱 (2025)

[Dr. Kurt Jefferson's Leadership Page on "X" @U3LPodcast]

https://t.co/UQ1kW3zzvc Top (#1) New Release & #12 Bestseller in "War & Peace" category! 📚 🌍 🇮🇱 🇺🇸 @glennbeck @BlazeTV @zerohedge @FoxNews @ILTVNews @emilykschrader @MaayanJaffe @LidarGL @TreyYingst @jonathans_tobin @moshecoheneliya @MorielBareli @benshapiro @charliekirk11

[Freyja™ @FreyjaTarte]

Hundreds of Persians standing tall outside SoFi Stadium, waving the Lion & Sun flag high. Not there to cheer the regime’s team but to remind the world that Iran belongs to its people, not the Islamic Republic. Real pride doesn’t bow to tyranny. The diaspora is awake. #FreeIran #Persian

[Scott Dochterman @ScottDochterman]

John Johnson still holds Iowa's single-game scoring record with 49 points.
He was the leading scorer for the 1970 Hawkeyes, who averaged 102.9 points per game, a still-standing Big Ten record (second is 97.1). He was a 2-time NBA all-star and a NBA champ with Seattle in 1979.

[Ethan Hannaford @echann7]

Albert Pujols receives a standing ovation from the Busch Stadium crowd after being announced. #STLCards

[NewsTalkSTL @NewstalkSTL]

@Dave_Hebert @aier @kjglobal88 @RandyToblerMD @ProducerJerome Join in the conversation on Rumble -
https://t.co/Q6pZZdvC8v

[NewsTalkSTL @NewstalkSTL]

6:25a - Jared Knott #JaredKnott
7:25a - Economic Realist Dave Hebert @Dave_Hebert #DaveHebert, AIER @aier #AIER
8:25 - Prof. Kurt Jefferson, PhD @kjglobal88 #KurtJefferson

Keep in touch:
Dr. Randy Tobler - @RandyToblerMD
Producer Jerome - @ProducerJerome
https://t.co/GFoeEe4WIY

[Dr. Kurt Jefferson's Leadership Page on "X" @U3LPodcast]

🫡🙏🏼🔥 #psalms91 #memorialday

[Dr. Kurt Jefferson's Leadership Page on "X" @U3LPodcast]

Happy Mother's Day to all moms.

[NewsTalkSTL @NewstalkSTL]

7:25a - @kjglobal88
@SpaldingU
8:05a - @chris_arps

Get your coffee ready and join Randy Tobler @RandyToblerMD and Producer Jerome @ProducerJerome for a power packed show this morning!

#SPLC #IranWar #VirginiaRedistricting
https://t.co/sSawG7VAnA

[Randy Tobler @RandyToblerMD]

Focus on #IranWar‌ #DOJ #midterms2026 tomorrow on the show @NewstalkSTL with @ProducerJerome and guests

🔮 @KaelanDC @dcexaminer
🔮 @kjglobal88 @SpaldingU
🔮 @chris_arps

Tune in for your Saturday box of “talkolates” 6-9 AM CENTRAL

[Shanaka Anslem Perera ⚡ @shanaka86]

This is the most important piece of technology analysis published since the war began. Read every word. My good friend @veronken just connected a chain that nobody in Silicon Valley, Wall Street, or the Pentagon has connected in a single document.

The chain: a missile hits a gas facility in Qatar. The gas facility produces helium as a byproduct of LNG liquefaction. Qatar produces 33 percent of the world’s helium. All three Ras Laffan helium plants have been offline since March 2. QatarEnergy’s CEO confirmed the strikes reduced helium export capacity by 14 percent with repairs taking three to five years. One-third of the world’s supply of a gas that cannot be manufactured, only extracted from billion-year geological decay, removed from the market by the same missiles that took out 17 percent of global LNG.

Helium is not a balloon gas. It is the most critical process gas in chipmaking. Its thermal conductivity is six times nitrogen. In plasma etching, the step that carves nanoscale circuits into silicon, there is no deployed substitute at scale. The chips do not get made without helium. The AI does not train without the chips.

South Korea imports 64.7 percent of its helium from Qatar. South Korea is home to SK Hynix, which holds 62 percent of the global High Bandwidth Memory market, the single component NVIDIA cannot build an H100 or Blackwell without. NVIDIA accounts for 27 percent of SK Hynix’s total revenue. The $54.6 billion HBM market that Bank of America calls a 2026 supercycle depends on fabs that are now losing their helium, their oil, and their LNG from the same chokepoint simultaneously. Seoul imposed fuel rationing on March 25. QatarEnergy declared force majeure on South Korean LNG contracts on March 24.

Here is where Veron’s analysis goes beyond anything I have seen from Fortune, Bloomberg, Fitch, or any institutional research desk. South Korea does not just make the memory. South Korea builds the ships. Korean shipyards delivered 83.8 percent of global LNG carriers over the past five years. They hold two-thirds of the global orderbook. The world needs more LNG carriers to replace Qatar’s lost output. The country that builds those carriers is the same country being energy-starved by the loss of that output. The feedback loop is closed. The energy crisis hits the shipyards. The shipyard delays worsen the energy crisis. The energy crisis hits the fabs. The fab delays worsen the AI supply chain. One country. Three vulnerabilities. One chokepoint.

The buffers are real and Veron states them honestly. SK Hynix holds six months of stockpile. Samsung’s recycling system cuts consumption 18 percent. Over 70 percent of leading fabs recycle 80 to 95 percent of process helium. These buy time. Not immunity. If the strait reopens within 60 days, the supply chain exhales. If closure extends past six months, stockpiles thin and the structural deficit has no solution because the US cannot rapidly scale and Russia’s Amur plant faces sanctions.

This is the Nitrogen Trap applied to silicon. The same thesis this series demonstrated for diesel, sulfuric acid, and fertiliser now applies to the noble gas that makes AI physically possible. Jensen Huang’s roadmap runs on atoms before it runs on bits. The atoms are helium. The helium comes from Qatar. Qatar is offline. And the country that fabricates the memory and builds the replacement ships is being triple-starved by the same strait that Fink says determines whether we get $40 oil or $150 oil.

Read @veronken’s X Article. It is the best piece of supply chain analysis I have seen this year so far. The AI boom was built on an assumption so fundamental nobody stated it: that the physical world would cooperate. The physical world has stopped cooperating. The atoms are stuck. And the bits cannot move without them.

[Harold R. Kuntz @HaroldRKuntz3]

"The Missouri Hawkeyes. That could be another nickname." 6 Iowa Hawkeyes played Prep Basketball in MO. "None of us were recruited at this level, so just being able to prove people wrong and show them we can compete at this level ... it's great." Now, a chance to be Elite.

[Barstool Gambling @stoolgambling]

Ben McCollum postseason success since 2013

2013: Sweet 16
2014: Sweet 16
2015: Sweet 16
2016: National Champion
2017: 1st Round
2018: National Champion
2019:Cancelled
2020: National Champion
2021: National Champion
2022: 2nd Round
2023: Sweet 16
2024: 2nd Round
2025: Elite 8

[College Basketball Report @CBKReport]

Ben McCollum legitimately does not lose.

2026: 23-12 | S16+
2025: 31-3 | DI R32
2024: 29-5 | DII S16
2023: 31-3 | DII R32
2022: 34-5 | DII Champion
2021: 28-2 | DII Champion
2020: 30-1 | ❌
2019: 38-0 | DII Champion
2018: 27-4 | DII First Round
2017: 35-1 | DII Champion

GOAT.

[Playing On Sports @playing_sports]

This success story is a Missouri story with five players and the head coach from the Show-Me State. Go Necks!

[WGN TV News @WGNNews]

Chicago is gearing up to celebrate all things Irish today.

https://t.co/up0ChNmLBw

[Dr. Kurt Jefferson's Leadership Page on "X" @U3LPodcast]

K. Jefferson's radio interview on U.S.-Iran war 🔥 and Persian Gulf oil ⛽️🎙️

My interview on @NewstalkSTL this AM (3/14/26) on war, Persian Gulf oil & Strait of Hormuz. 🌍 Go to 2:00 to 2:18 for interview - toward end of the @RandyToblerMD Show 🎙️

https://t.co/WPszHOQVXg

[Dr. Kurt Jefferson's Leadership Page on "X" @U3LPodcast]

@MarioMoccia34 @EveryTrueTiger @MizzouAthletics Welcome back, Mario! Glad you are running this area for Mizzou. Mizzou is lucky to have you back. MIZ! 👏🏼😎⚫️🟡🐯 #Classof1989 #Classof1993

[Dr. Kurt Jefferson's Leadership Page on "X" @U3LPodcast]

IDF conducting ground operations in southern Lebanon against Hezbollah, Katz confirms https://t.co/cvy7MMSOHa

[YourBookAuthors @YourBookAuthors]

🏆 2024 BIBA® Biography Winner Germinal G. Van! https://t.co/CJ5pWE2XnS https://t.co/wbgXZWZFDv