Time for building supplies?

Time for building supplies? Disclaimer: This post was removed by the mods on another subreddit, no idea why, maybe because of the political angle, or maybe they just didn't like it. How do we feel about homebuilders, specifically, building supplies, more specifically, mainly lumber for single family housing? Obviously, buying anything housing related into higher yields and a sluggish real (non-AI) US economy isn't exactly a momentum play but building-supply companies have already gotten nuked and if the Democrats take control flowing the midterms, they will likely work to pass a new housing bill that's already in the works and would attempt to make entry-level housing more affordable, while a more restrained POTUS might actually calm yields, leading to a gradual recovery in new building activity. I'm looking mainly at Builders Firstsource ($BLDR), historically they've mainly been a wholesale lumber distributor but following a series of acquisitions, they have morphed into a leveraged, full circle supplier of building supplies. Basically anything that companies like Toll Brothers needs, $BLDR sells it. I'll be the first to note, I don't know shit about housing, lumber or construction, my portfolio is almost entirely in energy. I'm not trying to time the turn in the housing cycle, I'll happily sit on it for six months to a year just waiting. I listened to the recent earnings calls for both the builders and the suppliers and both groups seem puzzled by the current housing construction data, the CEO of $BLDR specifically highlighted how the numbers made no sense to him, obviously he has an interest in talking the market up but I still found it interesting that he'd bring it up on the earnings call. Quote below: \*"Yeah. No, absolutely. This one's a bit of an irritant for me. I'll anonymize this because it's not fair. We only play in a portion of the business, I will readily admit that maybe my perspective is skewed because we're only in five-story and below wood structures. That could be the beginning of the end of the explanation of the next thing I'm going to say. The multi-family published numbers do not make sense to us. I believe they are incorrect. I believe something happened in the Fed numbers or the way they're doing their surveys or something, I don't think they're right. I don't think there's any way they can be right."\* I believe $BLDR offers an attractive way to play a resumption in housing construction through a more stable intermediary, avoiding direct exposure to the more volatile end-consumers. Do your own due diligence, I have no idea what I'm doing, I just like gambling on cyclical small-caps.