Calls
2
Daniel Florness
CEO, Fastenal
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 26
$24.36
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The AI/data-center buildout is real: a contractor on the East Coast said 70% of its activity was around data centers, and Fastenal's Atlanta district managers are seeing business pickup from data centers even as the broader industrial economy lacks lift.
Thematic ETFs
Long
Jan 26
$44.01
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Fastenal is gaining market share and generated double-digit growth in the second half of 2025 even though the ISM manufacturing index has been below 50 for 36 of the past 38 months; data-center-linked demand is on fire, and expanded import sourcing in Bangkok and India helps it manage tariffs.
Construction & Infrastructure
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Daniel Florness has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
