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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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.

You do need waterproofing though.

Yeah.

You got a lot of electricity in there.

All right.

My last one here, I hinted at this.

It's like a SAS company, but for semiconductors.

It's like, hmm.

Do I pump this or do I hate it because it's software and SaaS?

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