Most in IRAs
$PAA is boring as fuck. That’s the entire point.
Everyone is staring at oil & nobody gives a shit about the pipes yet.
Iran and Big Orange keep escalating, womp womp. Oil is already elevated and every new headline has the potential to send crude ripping again.
In January I did 4.7 seconds of DD “what American companies benefit if Middle Eastern barrels stay expensive and unreliable?” Plains All American Pipeline. “ALL AMERICAN”. Shit, Don might nationalize it and give 30% to his kids.
PAA is basically a giant collection of crude oil plumbing sitting on top of the Permian. Millions of barrels a day move through their system. They connect production to storage, refineries, other pipelines, and export markets. That’s what my $20 ai subscription told me at least, idk.
If oil stays expensive, American production gets more attractive. If American production ramps, more crude needs to move. If exports become more important because Middle Eastern supply is sketchy, Gulf Coast infrastructure gets more important.
This stock is also hilariously boring…It barely trades premarket. It barely trades after hours. Most days it moves like the market forgot the ticker exists.
The market has spent years treating midstream like a retirement account for dudes with bass boats.
I am betting on volatility and rate shifts. That is it.
Oil spikes. -> US Energy keeps ripping with AI but is constrained by geo politics -> PAA breaks out. -> Volume shows up. -> I use you as exit liquidity.
Mark my words. Every guy who ignored it at $24 starts explaining why he loves PAA at $44.
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