Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026 podcast

And Westinghouse and OPG have done stuff together, and they're building basically can-do Canadian deuterium uranium versions of SMRs, which are closed loop, use heavy water like D3O, which is called deuterium, to cool the reactor.

It all makes a lot of sense.

but we're still stuck in this regulatory framework of if I'm standing up an entire Bruce Power.

You know what I mean?

So that's one challenge that you have.

I have this company.

I don't know if you guys have heard of it before.

I think I know which one.

ASML.

It's a brand new company.

No, I mean, when I was thinking about the second order winners here, look no further than TSMC, ASML.

They're probably some of the most obvious winners in terms of the supply chain of ASML.

Of AI.

But I'm curious to you guys, if I asked a hundred people, my office is here downtown Toronto.

If I asked a hundred people, if they know what ASML is, like how many do you guys would say like what they do and what they make?

Like what percent do you think?

Would know?

or open ai like i know they're diff they're not the same kind of businesses but they're not i think they're not every uber driver picking me up no well like would like to talk to me about nvidia stock but they might not know what so i guess that's kind of like where my my head was going is like where can we try to get other folks like engaged with some of the other winners here

And ASML, a lot of people who listen to the podcast, is the only company in the world that today makes extreme ultraviolet lithography.

There have been many apparent challengers coming out of China.

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