Dan Kent

He's done it at a billion dollar scale seven times.

This is the biggest yoga stretch for me when it comes to AI winners.

But I'm a shareholder for the long haul and we're throwing it in here because they just bought Top Build.

Well, they're going to be buying Top Build.

And if I look at the arbitrage on the spread of what they're buying it for of $17 billion, it's so tight that market thinks there's no reason for this to not close.

It is the now, after this, largest company in North America for insulation company.

the second largest company for roofing, the number one in waterproofing, and number one in lumber.

Brad is the ultimate promoter, ultimate user of our stock to do these acquisitions.

Of course, he's going to say it's a data center winner.

But I did do a little bit more research.

And Top Build actually bought two years ago a company called Progressive Roofing.

And that is the leading vendor for hyperscalers.

when it comes to roofing.

So there is a little bit of truth to Brad's storytelling when it comes to the stock.

But this is now one of North America's largest building products companies.

And if we're talking about infrastructure, we can throw it in there.

Yeah, the thing is you don't want your insulation to be too good.

It gets too hot.

Yeah.

Yeah.