mmph Delta lookin thicc
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KMI

Kinder Morgan

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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. EDIT #2: Got downvoted, yet the evening candles are going through the roof. ;) EDIT #1: My positions, as requested. Will buy more when I trim other positions. https://preview.redd.it/xoxwe0xw8yyf1.png?width=366&format=png&auto=webp&s=df3bec71e81fd00d3cd3d23fdd0ecc515151beb6
KMI. Am I allowed to say KMI? If so KMI.
I got an Award for being in the top 10% commenter in WSB while being shadow banned because I like KMI.
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