
In todayβs post:
β½ AI's Secret Fuel Is Boring

β½ 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 ( βΌ 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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