Reddit Posts
SpaceX IPO worth it? Or too risky?
Is the SpaceX IPO worth it? Or is it too risky? (I am thinking about just waiting to see what happens)
Why Midstream Pipelines Are Catching Fire Right Now, and the Companies Worth Watching
Why midstream pipelines are heating up again, and the names worth watching
SEI: The Ultimate Shovel in the AI Gold Rush (+Elon Musk rumors inside)
South Africa Proposes 10-Year Purchase Deal For U.S. LNG- Cheniere,Baker Hughes, Caterpillar, Kinder Morgan may benefit from a potentia deal
Looking for the right lense to define “AI resistant stocks”
2023-05-03 Wrinkle Brain Plays - In the style of Olde English
1/18/2023 After hours Earnings - Alcoa, Discover Financial Services, Kinder Morgan
2022-12-01 Wrinkle-brain Plays (Mathematically derived options plays)
What’s a good stock to swing trade right now, in your opinion?
Thoughts on investing in natural gas futures vs companies?
Permian Highway Pipeline Announces Binding Open Season for Expansion Project
Top Stocks Im Watching This Week! ⤵️ $DIS, $AMZN, $NASDAQ,$MOMO, $OPEN⤵️, ⤴️$NATGAS,$KMI⤴️
Top Stocks Im Watching This Week! ⤵️ $DIS, $AMZN, $NASDAQ,$MOMO, $OPEN⤵️, ⤴️$NATGAS,$KMI⤴️
Top Stocks Im Watching This Week! ⤵️ $DIS, $AMZN, $NASDAQ,$MOMO, $OPEN⤵️, ⤴️$NATGAS,$KMI⤴️
Tech Selling Should Continue. KMI & VET Buying Opportunity
Energy sector due to explode
KMI Kinder Morgan DD It's getting ready to run again
KMI looking good lets ride this wave up. Oil bulls are here.
BEST DIVIDENDS STOCKS TO BUY NOW | 4th Week of APRIL 2021 | Market Analysis
2 years options experience. Read several articles. Still confused about Wash Sale rules
Low cost basis oil stocks, what to do with them?
Mentions
Nothinh too exotic. ETN, GEV, WMB, KMI, a few utilities and ome inffrastructure names. My thinking is pretty simple, everyone wants to own the AI winners, but somebody still has to provider the power, transmission, pipelines, and equipment that keep the economy running. They're not the kind of stocks that double overnight, but i think they're underrated compaed to how much attention they're getting
I sold my Oxy and KMI, rolled it into OKE, Nee, QQQ and Spmo.
This week’s paper-trade menu: ADBE if it stays in the buy zone, KMI/PEG/AEP for the boring “AI needs electricity” basket, and 3 TSLA $700 calls for the fully supervised degenerate corner. USO only if oil gives me a discount. Everything else stays in cash because apparently “doing nothing” is also a strategy.
$TXN Texas Instruments, 4:00 pm $CSX CSX, 4:00 pm $TSLA Tesla, 4:05 pm $LRCX Lam Research, 4:05 pm $LVS Las Vegas Sands, 4:05 pm $IBM IBM, 4:10 pm $NOW ServiceNow, 4:10 pm $URI United Rentals, 4:15 pm $MOH Molina Healthcare, 4:15 pm $HXL Hexcel, 4:15 pm $KMI Kinder Morgan, 4:05 pm
6 months ago I made this account to instruct you retards about KMI, my dragon lord. [Proof](https://www.reddit.com/r/wallstreetbets/comments/1ogua0n/comment/nll12l9/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button): I was called a shill, bot, and all that. 33C for March 2026 were at 0.06 cents, I made bank, you didn't. After that shit printed, I advised all of you fucking retards about Mizuho (MFG). I even made some shit AI generated magical girl. Nope, same shit. Well to be fair I have made some friends and converted a few. Mizuho printed me thrice, and will print again at $12.50 by the end of May 2026. Ive been months here you motherfuckers and now I fkn have receipts so suck my ass you disbelieving cunts and get some fucking MFG before it makes it to $11. Not advise of the financial kind
In this environment, energy producers and infrastructure are a good safe hedge. There are companies that operate the energy infrastructure like a toll-booth. Whatever the price of energy is, they get a cut. So their stock price rises on bad news surrounding the strait of Hormuz. Energy producers like COP, CVX, VLO, FANG, CRAK Energy infrastructure tollbooth like KMI, AEP, WMB, EPD This strategy should help counter any losses you’ll get in the tech sector for the next coming months.
Someone do a vibe check review on the port😮💨 KMI, EPD, MOS, IAU
Let me put that into perspective for you I have 60.000 USD worth of US stocks now. I'm down 3.2% YTD after today's good day. If I were about to invest in one company, I would probably chose NVDA, MSFT, AMZN or GOOG. Those are down way more than 3.2% YTD, even as much as 23% for MSFT. Diversification is still a key. If you were really diversified, you'd have oil companies, like KMI, Chevron etc. Those gone up actually.
3,2% - not so bad, I was big player in KMI and Chevron which covered a bit of losses
You have 9 years left. You are kind of on a final step, so to say. I'd put maximum of 20% in stocks, and the rest in ETFs and other stuff. About dividend stocks, I like $O and $KMI very much. It's one of the first stocks I've ever invested in, and I've averaged so much that I'm getting paid $40 per month from $O monthly dividends alone. It's always nice to have a dinner paid for.
Yeah I stay away from service providers. Minimal upside even in 100 oil. Midstream could make a killing here. ET for the dividend and those with a strong Permian presence. KMI maybe
I mean also put into some things with dividends. Chevron and XOM KMI even when down still pay out monthly or quarterly but a good money market account is awesome too. Idk why people are gambling but I’m seeing the same thing with these silver and gold people as well. Get rich quick guys.
I was a big player in MSFT. 80 shares, 50% of my portfolio. 5% on MSFT, 3% on KMI is about 10k USD accumulated from loss.
Some of the companies yes. When MSFT was $400, I commented saying I sold my shares and bought oil companies. I had like 15 downvotes and 3 people calling me dumb. Watch now, MSFT is $379 with a risk of further drops, and my KMI is up 3% this week. Re-buying MSFT when it hits $360
KMI maybe but would absolutely not buy largely entertainment focused EPR into a period of what might be a sustained period of inflation - particularly energy.
I have 100 KMI for 21 USD average, just bought 50 more. UPS looks also fine.
Anyone thinking about an oil play that doesn’t involve buying an oil company stock per se? How about midstream energy players? Seems to me a stock of a firm that transports oil from the Dakotas and/or Texas fields will do well as Trump moves to produce more American oil and get it on the market as soon as possible in an effort to increase the world’s supply shortage issue. Stocks like Energy Transfer LP (ET) or Kinder Morgan (KMI) for example.
ENB, XOP, KMI Any oil stocks you prefer that are not heavily invested in gulf states should benifit a lot if this conflict is prolonged. Oil companies tend to do stock buy backs or just distribute more dividends during oil price spikes.
Calls on KMI and EQT are absolutely eating right now.
I just sold my positions in $OXY, $HAL, and $KMI this morning. Crude Oil might go higher but I like to buy when crude oil is under $60 and sell when crude oil is over $100. Buy low, Sell high.
I also like KMI but recently sold out of my position after the run up. I have had my eye on GNRC Generac for a long time but still seems overvalued to me. Might be interesting for another major disaster in the future since it ran up huge during covid. I like AUR Aurora Innovation which will hopefully be a long term hold for me or a buyout play.
$KMI - $75B - Pipelines are cash cows w/ a huge moat. There ain't a politician alive that wants to be re-elected that's gonna approve the construction of new natty gas or oil pipelines. $HAL - $28B - This is the growth tech stock for oil equip & svce. Plus Trump is gonna steal that Venezuela oil & all that infrastructure needs rebuilt. $AGCO - $9B - Mini-Me Deere & Co
Buying KMI, natural gas, calls yesterday was easy money
Final rule will not be hitting any time soon, Biden did optics with S3, this is trumps version. Get out while you can :). SPY is the move, energy and infrastructure is the move. Look at the 3 month chart on SPY gamma scalping, and or chasing Vega traders dream. DUK NEE KMI CAT, all good plays! :)))))))))) love yall man!
Bummed I never added WMB, holding just KMI lol
Ugh, KMI has treated me so well between doubling since COVID and the lovely dividends Love them
KMI and TEVA were retail darlings 10+ years ago until shareholders were left holding the bag. Interesting to see you mention both as outperformers, I'd stopped watching them years ago. I guess there was value there after the deep selloff. Well done!
$EPD and $KMI: nobody ever talks about pipelines here, but it's 3x since I bought it in Nov 2020 $PBR: Traded it long and short ever since Summer 2006. It has been an excellent stock for me throughout the years. Rode from 6 to 20 between 2006 and 2008, shorted from 5 to 2 in 2014, and went back in 7 since early 2023 $TEVA: largest genetic drug maker in the world, nobody ever talks about it here. 2x since I followed Stan Druckenmiller on this one a year ago.
Tomorrow, the play is more Mizuho w/ a side of KMI
A promise is a debt, [Here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my original DD, and [here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my follow-up DD regarding MFG. Japan's PM won the new cabinet pretty convincingly, and got away with pretty much everything she wanted. TSM will open a spanking new factory in rural Japan. Now, the policies that have been promised by the PM and MFG all will be enacted. Let alone the stablecoin project which is entirely ran by Japan's big three, which will be set as soon as paper handed kids get fully pruned from BTC/ETH, while the adults on the table buy BLSH, COIN, and CRCL at a discounted price. There is simply no fucking way there's not going to be financial sector rally from Japan tomorrow, if not all week long. Nikkei opens in a few hours, but I have been pretty much on spot for a few months now. Thanks for the love and hate msgs I have received in DMs, peace! I will post this again tomorrow morning. And yes, when you buy the dip, always get some KMI for the road, it's good for your health. Not advise financial
[Here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my original DD, and [here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my follow-up DD regarding MFG. Japan's PM won the new cabinet pretty convincingly, and got away with pretty much everything she wanted. TSM will open a spanking new factory in rural Japan. Now, the policies that have been promised by the PM and MFG all will be enacted. Let alone the stablecoin project which is entirely ran by Japan's big three, which will be set as soon as paper hands get fully pruned from BTC, while the adults buy BLSH, COIN, and CRCL at a discounted price. There is simply no fucking way there's not going to be financial sector rally from Japan tomorrow, if not all week long. Nikkei opens in a few hours, but I have pretty much be on spot. Thanks for the love and hate msgs I have received in DMs, peace! I will post this again tomorrow morning. And yes, when you buy the dip, always get some KMI for the road, it's good for your health. Not advise financial
Shifted out of remaining IPP positions a couple weeks ago (further negative IPP discussion: https://pbs.twimg.com/media/G_bv50iW0AAiU6i?format=jpg&name=900x900.) Added more elsewhere like turbine names and services (wish I'd bought more BW at the beginning of the year), more to CCJ, new TPL, more to EQT and pipelines like WMB/KMI. More copper, more gold mining.
Bought KMI calls yesterday betting the ice storm is going to be bad across the SE US. Working so far
$KMI Earnings - Q4/2025 Revenue: $4.51B ✅ vs. $4.49B est. EPS: $0.39 ✅ vs. $0.37 est. Kinder Morgan reports fourth-quarter 2025 results with record full-year net income and Adjusted EBITDA Q4 net income up 50% and Adjusted EBITDA up 10% vs. year-ago. The board approved a quarterly dividend of $0.2925 per share ($1.17 annualized), up 2% from Q4 2024.For 2026, KMI guides: net income $3.1 billion (flat vs. 2025), adjusted net income up 5%, dividends per share $1.19 (up 2%), Adjusted EBITDA $8.6 billion (up 2.5%), and Net Debt-to-Adjusted EBITDA target of 3.8x.
Anyone playing ER's today? I searched and the only one mentioned looks to be KMI... by a single person.
KMI will beat earnings and the price will rise 4% overnight
SO Duke ET Williams Chevron GE KMI DNUT NFE
That's why you buy a little of everything. I bought $HAL, $OXY, and $KMI when I mentioned I was buying heavily into oil. $HAL up 8% , $OXY down 4% and $KMI down less than 1%. But all are green since I bought 2 weeks ago. Big Money is trying to decide which energy/oil stocks to buy; but all have been getting bids over the last month. When has energy or crude oil ever gone down in price significantly when the world is at war?
Their oil is sour and disgusting. It would cost less to destroy Venezuela (the only country that doesn't recycle oil revenues into US assets) than to adapt their infrastructure for their oil. So the country with the largest oil deposits loses out -> less supply -> long OXY, CVX, KMI. Although the price could remain low to keep Russia below break-even (they have many sanctions and the freezing cold drives up refining costs) (that's been the case so far, but if there's peace with Ukraine, the United States probably won't care about keeping Russia weak anymore).
Energy feels like such a weird area this year. I do agree that WTI/Brent will have a tough year. Like, Permian E&P's should continue to see pressures with low WTI (with their breakeven in the mid 50's). The two big U.S. vertically integrated names should be OK as they have a ton of different exposures (oxy-blends, natural gas, carbon capture, etc.). The refiners may do well if the crack spread stays favorable for them but they had a strong year in 2025. Personally I like natural gas, particularly the midstream operators (long-term volume and take-or-pays), field compression and compressor services. Like KMI/WMB for midstream, KGS/AROC for compression (AROC has some field services), and NGS/EFXT for compressor services.
There are REITs like Really Income Corp, the original REIT from 1974, has always paid it's dividends, never canceled, never reduced. So far in 2025 the stock price has been stable, trades mostly in the $50-65 range. There are also natural gas and oil pipelines that pay reliable dividends: ENB, EPD, ET, KMI, MPLX, OKE. These are places to park your investment funds that offer better returns than bonds.
My top picks for 2026: NVDA AMZN GOOG SIL GDX PM CVX KMI
Totally agree on midstream natural gas! Similarly long KMI. Typically I avoid pure upstream but EQT has interested me.
I will have to look into $AROC and $EFXT. I lazily picked $HAL because I owned & traded it quite successfully from 2021-2023. I prefer the pipeline stocks for natural gas. Natty gas futures fluctuate so much I'd prefer to just collect the toll paid to the pipeline stocks like $KMI and $ET who pay fat dividends.
I posted my bullish call on crude oil below. I also bought $KMI and $ET, which are diversified midstream natty gas & crude oil energy companies along with $HAL for crude oil & natty gas service & equipment infrastructure and $OXY as more of a pure crude oil position. Natty gas is very much a big part of my bullish call on the crude oil stocks. I know you are big into electrification. My point is the traditional energy names will be needed to build & maintain the electrification infrastructure needed for such an energy transformation. And historically all new major energy adoption names have supplemented and not replaced the prior era's main energy sources. They add to it since our energy consumption continues to explode exponentially.
KMI finally dipped time to buy moar.
I bought KMB this week myself. Been adding to positions in health care AMGN and energy KMI and ENB.
KMI FY2026 guidance: EPS of $1.37, up 8% from Q3 guidance Adjusted EBITDA of $8.7B, up 4% from previous guide Invest $3.4B in discretionary capital Raised dividend to $1.19 per share
KMI please give me a dip to buy more at cost basis.
**NVO (No Value Organization).** The question is not if I am buying puts, but how much I am going to invest in puts. Hmm... **KMI.** Dreamers again bumping the price to $27 pre-market by buying one sole share, please KMI just go up thanks. Arriba. Upwards. Sky.
Guess I will buy KMI's dip at $25 w/ my META profits.
UGI has had a great run, disappointed I stayed out of that name as I have a nice position in KMI.
Unfortunately when companies pay a dividend it becomes built into the premium and anything beyond constantly raising the dividend is intolerable for investors and you have a situation like you see with DOW and also KMI is another example of this from another sector. For the most part I think in modern dividend investing you can just hope to buy in low and capture price appreciation plus the dividend to have a buffer from future dividend cuts
2000 calls for KMI just got sold. Not by me :D I'm holding those to dear life.
only way to play AI now is to long LNG stocks since energy is the bottleneck and nuclear is years out NEXT VG KMI EQT OKE
Energy is Hedge. $EU The Supposed AI bubble, won't mean anything for energy use. AI LLM has become fully ubiquitous and taking over, replacing the classical $GOOGL search. This won't go away with some over extended loans or credits by the hyperscalers. The massive energy usage will only continue to climb. If Anything Energy is a HEDGE against the AI bubble or ANY bubble for that matter, especially entering higher energy demand winter vs fall. https://preview.redd.it/u0nr5fe91v1g1.jpeg?width=800&format=pjpg&auto=webp&s=c2a80a7e7a8f4470b6168be4400c17fa14e8403f $URA $LIT.X $IBATF $KMI
KMI's doing great, check out MUFG, SMG, and MFG.
KMI trading at META volumes and coming out on top, what a day loool
It's been announced that KMI doubled it's US energy infrastructure/ fee based contract.. but did you know KMI is set to start new infrastructure in Japan? [https://japan.kantei.go.jp/content/000184273.pdf](https://japan.kantei.go.jp/content/000184273.pdf) Did you know this is now more than possible thanks to Palantir's software? [https://www.palantir.com/impact/kindermorgan/](https://www.palantir.com/impact/kindermorgan/) None of this is priced in, KMI is undervalued based on DCF analysis, should be about $40. Do not be surprised if some other crazy announcement comes out soon. Recent upgrades to KMI to BBB+ are not fully priced in and this means KMI is not expected to leverage over 5x, retains a cash float of about 500m, and has a low default risk of less than 1 percent. This also means that now hospitals, federally-funded non-profits, and state/ county/ city/ police/ teacher pension funds are allowed or required to include KMI in their portfolios. Institutional investors have kept adding adding KMI and block selling once stock gets close to $30, but better believe it, once the massive buy-in finishes along with shares buy backs, retail will get float squeezed. It's by design. Right now, institutional investors owe almost 70%.
I would take that as a compliment, but that's like me knowing more about a classroom full of first graders. I offer in the dailies to due Due Ds but all I get is meme responses. But yes, the Due D on these banks and KMI is spicy, thanks for the vote of confidence.
knock yourself out, go put a $20 puts in KMI, expiration date 1/16/25 and let's see how it goes. Post pics when you do.
PUT YOUR HANDS UP KMI_Dragon_Knight!!! POLICE ARE ENROUTE! PREPARE TO BE BOOKED FOR PROVIDING ILLEGAL FINANCIAL ADVICE! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
If you need a shelter from the blood rain: KMI, obviously. MUFG, NMR, MFG, SMFG, Cyberdyne. Banks posted incredible earnings, and very soon they are going to have a yen pegged JPY. Thank me later, go with god.
Mang0 won't advertise tech companies while he is fighting crazy allegations, so tomorrow will be even more red. Apes scared of gold cuz they dumped and meme'd on that last month. META keeps bleeding, I'm honestly surprised. KMI keeps getting green while everything bleeds, feels good to have the right calls. :D
I also look at these trades and I have to say not all of them are valid, I entered KMI, KVUE and BBAI. I see that they buy many many many consumer goods and energy stocks, like VZ, PG, OXY... do you know what that means? They are preparing for the bear market
The market slip, SPY callers degenerates are high on copium, but KMI is all-welcoming. Profitable, stock resistant to BS volatility, upgraded to AAA bonds recently, double the contracts, and awaiting until the Japan deal comes online to also become market leader there too. No wonder institutional and some politicians keep buying. You're welcome, enjoy your stay.
I avoid upstream oil plays personally. Too much boom and bust with WTI dependence. I stick with the vertically integrated, CVX is my preferred. I prefer pure play natural gas names. Upstream would be EQT. On the midstream side I like KMI, although WMB is solid as well. I like KGS for compression services as they are pure natural gas play in the Permian only, focusing on high horsepower, high margin equipment. Their debt level I am not thrilled for but it’s a capital intensive business. I might get out and jump over to NGS. NXT is a great company, I just never pulled the trigger. Might add some but not sure what is a good entry, see it’s down a bit today.
KMI, my god kek, my calls will print very soon holy shit.
I am thinking of doing a DD post about KMI if there's interest...? I want to outline the many pluses and many minuses, as I understand them. Also, I don't want to make it long or boring, any insight on how I should go about it?
It's because of the rules, and only skeptics starts posting shitting on the DD and then buying themselves. Most people stick to dailies. I have KMI DD, I've written a bit here if you want to read it. My only thread is about NVO, if you want to read VIs seethe, read that lol
KMI, let's gooooooooooooo!!!!!
My move for tomorrow is more KMI, like always. And before some regarded genius mention I’m biased... no shit. You guys aim for the moon, while I ride the KMI through Fantasia like the dragon in Neverending Story.
Sure thing, unbiased person named KMI Dragon Knight
Institutional investors have kept quietly hoarding KMI stock below $27, and KMI traded green all week despite tech sector bleeding red. If we include small portfolios and seeing Fidelity charts, institutional investors own almost 80%. Scarcity float squeeze will be a thing. Latest SEC filing: "representatives of KMI intend to participate at the BofA Global Energy Conference on November 11, 2025, to discuss the business and affairs of KMI."
KMI and energy sector in general about to pop-off since now infrastructure will be properly funded and planned.
PUT YOUR HANDS UP KMI_Dragon_Knight!!! POLICE ARE ENROUTE! PREPARE TO BE BOOKED FOR PROVIDING ILLEGAL FINANCIAL ADVICE! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Dude??? I am literally GREEN, hard GREEN today: KMI, KVUE, MFG, AES? It seems like I live in the twilight zone.
Am I crazy? Everything is green on my end, KMI, Cyberdyne, AES, EQT, MQ, KVUE??? These are not on a stampede but they've been bullish since April 2025?
KMI - 1m volume in shares in less than an hour, up 1%. Bulls on parade!
KMI's very green tho? Why u red? KMI, KVUE, AES, MUFG, EQT, MQ, NMR? Go and make some cash. Not financial advise, I am a blood sucking bot.
**KMI Value Investor:** Die, greedy monster! You don’t belong in the market! **QQQ:** It was not by my hand I rose again! I was summoned by momentum traders who wished to pay me tribute! **KMI Value Investor:** Tribute!? You steal men’s cash and leave them holding bags! **QQQ:** Perhaps the same could be said of all markets... **KMI Value Investor:** Your earnings calls are as empty as your soul! The world needs profits, not promises! **QQQ:** What is a value investor? A miserable little pile of cope. But enough analysis… **IGNORE FUNDAMENTALS! BUY MORE!**
I’m 67 and recently retired in Texas. 30+years in public education. I’m looking for passive income through dividends. I’m currently looking for a new job so I can aggressively add to my portfolio and pay off my house. Right now I’m invested in KO, PG, MO, and KMI for growth and ETFs O, SCHD, JEPI, SPYI, ULTY, and QYLD. I literally just started in September and have gotten almost $40 in dividends to reinvest so far. I have a long way to go but I hope I’m on the right path. Any suggestions, critiques, comments, or anything else is welcomed!
I wanted to buy more KMI while the market is red, but KMI it is green. . That's what happens with quality bullish stocks when memes and dreams sell. See you at $34.
PWR grid play. NXXT, KMI, Mitsubishi heavy. Plenty to choose from. NFA
I make a shit post, I get 300 upvotes. I make a nuanced KMI DD promising Dragon lore, which I wrote, I get one downvote, a pissed off commenter telling me it's too long, and a three guys creeping on my DMs asking me if I am a real magical girl. How can I buy calls for Ritalin/Adderall?
The only question is when to buy KMI, and the answer is ASAP. -Not financial advice, assume I am a rug pulling bot.
KMI only down 0.65 cents and it was because of ex-dividend.
PUT YOUR HANDS UP KMI_Dragon_Knight!!! POLICE ARE ENROUTE! PREPARE TO BE BOOKED FOR PROVIDING ILLEGAL FINANCIAL ADVICE! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
My semi-daily updated timeline for KMI. No crying when it goes up to $34 overnight, and then balloons to $43. KMI, leader in energy infrastructure. About 10b in proyected revenue. Around 62–63% of shares are institutionally held, with BlackRock a top holder (\~5.9%). Pre-earnings, Blackstone double its size at a basis of $27 from prior basis of $17. Blackstone CEO is BFF with Trump. As of Friday, KMI is still trading well below analysts estimated fair value, and those estimates were made before considering most of the above info, largely ignored. Ex dividend lowered the price today. 10/26/25 – KMI beats earnings, maintains top-tier dividend, reports aprox $10B in pacted future revenue, and discuss potential future involvement in AI data centers (hyperscales) 10/27/25 – Right after earnings, KMI Chairman buys 1M shares. Ignored by markets. 10/28/25 - Japan names KMI in a pledge framework involving up to $7B for natty gas transmission and power infrastructure projects in Japan. When this materializes, it would almost double their forecasted revenue overnight, and KMI would create a new economic vein in Japan. Ignored, but here's the [official](https://japan.kantei.go.jp/content/000184273.pdfJPY) Prime Minister Office release. 11/2/25 NVIDIA CEO told [Fox News](https://www.foxbusiness.com/media/nvidia-leads-americas-ai-industrial-revolution-major-manufacturing-move) NVDA they will heavily invest in energy infrastructure. I am natively fluent in *Bulshitelese* translation: "The government is ~~\[forcing\]~~ kindly asking we funnel our undeserved money straight to our ~~country’s economy~~ their energy infrastructure friends." Would post better DD whenever WSB bots decide im not banned worthy. Common answers to FAQs \-Yes, that's correct. \-No, that's not correct. \-2500 calls, not financial advice. PS: I have Dragon Knight Lore.
Transitional energy **needs to come now, and fast** from oil and natural gas (which is why I m **extremely** bullish in KMI) and will not really go away. None of nuclear energy is coming at a low cost, SMRs will likely cost more to develop down the road than conventional NRs. Small NRs will be needed for retrofit existing infrastructure. Think of asbestos, when asbestos was banned, preexisting buildings and homes were simply abated (covered) you're not throwing away old infrastructure, that would be an impracticable waste.
I got kicked out of KMI on a stop. I think they go ex div tomorrow. Looking to get back in this week. We'll see.
KMI. Around 62–63% of shares are institutionally held, with BlackRock a top holder (\~5.9%). Pre-earnings, Blackstone double its size at a basis of $27 from prior basis of $17. 10/26/25 – KMI beats earnings, maintains top-tier dividend, reports aprox $10B in pacted future revenue, and discuss potential future involvement in AI data centers (hyperscales) 10/27/25 – KMI Chairman buys 1M shares, quite the insider move that the market ignored. Lol 10/28/25 According to the Japanese Prime Minister’s Office, Japan names KMI in a pledge framework involving up to $7B for natty gas transmission and power infrastructure projects in Japan. When this materializes, it would almost double their forecasted revenue overnight, and KMI would create a new economic vein in Japan. Unreported, but here's the [official](https://japan.kantei.go.jp/content/000184273.pdfJPY) Prime Minister Office release. 11/2/25 NVIDIA CEO told [Fox News](https://www.foxbusiness.com/media/nvidia-leads-americas-ai-industrial-revolution-major-manufacturing-move) NVDA they will heavily invest in energy infrastructure, citing "national interest" in language indistinguishable from the President and INTC after their meeting... kek. I am natively fluent in *Bulshitelese*, so let me translate this for you: "Bubble, shmubble, we literally have trillions to deploy, and we will funnel our undeserved money straight to our ~~country’s economy~~ energy infrastructure friends." As of Friday, KMI is still trading well below analysts estimated fair value, and those estimates were made before considering most of the above info, largely ignored. You're welcome.