In today’s post:

  • β›½ AI's Secret Fuel Is Boring

β›½ AI's Secret Fuel Is Boring

Everyone wants a piece of the AI boom. Most people are buying chips.

But every data center needs power, and a lot of that power runs on natural gas. That gas has to travel through somebody's pipes.

Kinder Morgan $KMI ( β–Ό 0.13% ) owns a lot of those pipes. So the real question is simple: is this sleepy pipeline giant actually a buy right now?

Let's build the case, piece by piece.

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