Reddit Posts
Cleveland-Cliffs (CLF) — The AI Infrastructure Chokepoint Nobody's Talking About
Connecting the dots: Wolfspeed is about to get $1.5B from the White House. MAKE WOLFSPEED GREAT AGAIN
Connecting the dots: Wolfspeed is about to get $1.5B from the White House. MAKE WOLFSPEED GREAT AGAIN
The MP/Intel setup is here again and you are all too busy pumping SPCE to notice. $CLF and $WOLF DD
Don’t fear the rotation (STEEL gang: $CLF, $MT, $TX, $X)
Something happened the week after the Houthis fired missiles
$CLF calls — tariffs handed domestic steel a structural edge
CLF Stock: Earnings Reveal a Rare Earth Surprise for Cleveland-Cliffs
What’s up with CLF jumping up so much the past few days
Few interesting things from someone who works on equities at Top 3 bank in materials space.
CLF - HRC up nicely already and will keep climbing
Trump Doubles Down on Tariffs Steel Stocks Soar, But at What Cost?
How much am I gonna make on $CLF? Totally got lucky.
CLF - Americas little steel company
Should I hold $CLF? Worrying analysis from Cramer about their balance sheet
There is absolutely no way Nippon Steel is actually going to close on $X
Why the outrage over US Steel being bought by Nippon is dumb- just the dumbest politicians trying to rile up their xenophobic supporters
Anyone playing Cleveland-Cliffs ($CLF) through Jan/Feb 2024?
CLF Board Actions (put your money where your mouth is edition)
Cleveland-Cliffs (CLF) proposes to acquire U.S. Steel (X)
US STEEL (NYSE:X) rejecting Cleveland-Cliffs (CLF) offer
Insider Trading Weekly Update #037: CFOs at Visa, Procter & Gamble Sell $21M, $MRK Execs Sell $32M, Banks Get a Bid - Insider Trading Recap
2023-04-18 Wrinkle Brain Plays - In the style of Elmo
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
2023-04-06 Wrinkle Brain Plays - In the style of Buzz Lightyear
2023-03-20 Wrinkle-brain Plays (Mathematically derived options plays)
2023-03-16 Wrinkle-brain Plays (Mathematically derived options plays)
2023-03-03 Wrinkle-brain Plays (Mathematically derived options plays)
2023-03-01 Wrinkle-brain Plays (Mathematically derived options plays)
Hot Stocks: QSR, CLF fall on earnings news; CDNS, BTU rise (NYSE:QSR)
Cleveland-Cliffs eyes 8% higher steel shipments in 2023 (NYSE:CLF)
Morning Briefing 🌞 Feb 8th 2023 - Let's see if we're right again
2023-01-31 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-09 Wrinkle-brain Plays (Mathematically derived options plays)
2022-10-24 Better Tasting Crayons (Mathematically derived options plays)
Notable Friday Option Activity: AA, CLF, APPH
$NUE - Favourite Steel Name, Sector Breaking Out. I've Just Bought.
in other news..my first options trade. buy CLF
Forget about CLF, I'm all in on CHIA
Request: advice on portfolio in light of recent economics
Anyone under 40 has never invested in a Bear Market & It shows - Long $GLD and $XLE
CLF poising for a Turnaround? 🔥
In a sea of red in 2022, here's how I have beaten the market by 42 points in Q1
$27 to $3800 this month XOM CLF. I know I know it’s nothing compared to everyone else’s gain porn
CLF -- Bull Trap or the Real Deal?
Once more for the people in the back: $CLF
STEEL IS BACK ON THE MENU BOYS! DD into CLF, and why a new all time high is possible soon.
How’s 2022 going with everyone? Here is mine a nutshell! And why I’ll go all in $NVDA
$CLF Gang Rise Up, Thank You u/UniqueCod69
CLF earnings - What's really in question here is; how many analyst's wives does LG have sex with afterwards?
Week 5 Earnings Plays Analysis and Historical Post Earnings Moves Compilation - $DIS, $PTON, $CHGG, $CLF, $UBER, $AFRM, $TWTR, and More
Week 5 Earnings Plays Analysis and Historical Post Earnings Moves Compilation - $DIS, $PTON, $CHGG, $CLF, $UBER, $AFRM, $TWTR, and More
CLF play for earnings, they are gonna kill it.
$CLF just getting started. Going to $30. #commodities
Mentions
CLF is (or was) most of it cause I made a covered call play around the 9.50 strike. Plan on holding Toyota and nintendo so got a few there.
The end result of this kind of trading will be a total loss little by little. Once you make a windfall, your job is risk management. You can be right 12 times in a row but wrong on the 13th and lose 90%, especially on margin. Once you take that hit, you have to make a 10x return just to get that money back. If you were successful one time, there won’t be a second time doing that. It’s really like hitting a small lottery. You will end up losing the rest trying to win back the lost profits. Also, if you are on full margin, it only takes a 40% move down to lose 80%. And if you are always buying on the dip, eventually you will get caught in a bear market or an extended losing streak that wipes you out. I learned this over many years before quitting margin and options. I made my first $500k win on Tzoo and held it out back 16 years ago. Recently I loaded up on Tzoo for another run and already have a double. It will be hitting 52-week highs in the next few weeks. I made seven figures on the CLF run from $3 to $33 five years ago and sold between $13 and $28. I took $1.5 million out, bought a house on the water, and know the market can’t take it back. I also paid some taxes. I never bought back on the dips. That can be a very bad move regardless of how many times it was successful. My advice is to diversify and don’t use margin. The losses can come quick, and the interest will eat you away little by little. Put Tzoo on your watchlist and buy on a 52-week breakout.
Just gonna full port $CLF if I get filled and pray support holds.
$CLF probably back to $10, good couple percent there. Should get max on my cash secured puts.
This is the most regarded DD I’ve seen in awhile. everything needs transformers, and no you don’t need special grain oriented steel to build them. All of our infrastructure uses A/C power, data centers aren’t creating any extra demand for them either, maybe other electrical components like UPS backups, that said CLF is a good company.
CLF recently. My first real DD that made 40% profit.
CLF. There's a name I haven't heard of in a while. Last time you regards told me to buy it, nothing happened. I was holding on to it for almost a year and I was about to dump it. Then Russia invaded Ukraine and I cashed in 40% gains. Thanks, Putin. You're a good dude.
I think $CLF calls are getting loaded up on ahead of JPM’s loose lips on data center conversation, they’re outpacing the price of the stock
Listen. CLF leaps. MX longs. Vivo and Keel longs.
$CLF, domestic monopoly on grain oriented electric steel + converting sites to data centers to fix debt problem - data centers suck when you’re stuck in green field development but CLFs sites are past that and easily convertible . strong insider buying. $SRAD, monopoly on realtime data sports gambling sites use and NBA Finals + Stanley Cup + World Cup all happen over next couple months and the short report is fake news so it’s cheap. my conviction on both of these is sky high. NFA
$CLF calls, domestic monopoly on grain oriented electric steel + converting sites to data centers to fix debt problem - data centers suck when you’re stuck in green field development but CLFs sites are past that and easily convertible . strong insider buying. $SRAD calls, monopoly on realtime data sports gambling sites use and NBA Finals + Stanley Cup + World Cup all happen over next couple months and the short report is fake news so it’s cheap. NFA
CLF leaps, MX longs, VIVO super squeeeeze That’s the play through July, gentlemen
These $CLF leaps will be my down payment :) factory > datacenter deal has to be the catalyst
loose lips on data center conversion means $CLF wont ever be this cheap again
$CLF grinding up. loose JPM mouths are revealing a deal is close for their factory to pivot to AI. will rip on the news, be ready
it looks like $CLF call options surged without too much actual price action, did major long money flow in?
$CLF is the next perceived bottleneck you are looking for
Ride or Die with CLF 🏭 https://preview.redd.it/m1dg2jgy2r4h1.jpeg?width=1206&format=pjpg&auto=webp&s=17f2da341d74f2b55b3e0fc90c262c4498fd31fc
you guys could buy CLF leaps before you see everyone on here posting their gains. they make a special cool kind of steel and their facilities are going to be transitioned into data centers.
$CLF calls a few months out. Congrats on the hundred bagger.
Held CLF for months and sold two days before it shot up. Fml
Listen. CLF. MX. VIVO.
Adding to my longs: CLF (long term), MX (medium term), VIVO (short term)
Take this post down. I need my CLF shares and calls to print.
https://preview.redd.it/owal0z7koi4h1.jpeg?width=1170&format=pjpg&auto=webp&s=009004ac705cda2cdd62214912c957cb4ec71997 Riding with you on CLF 👌
Buddy you’re about 5 years late on the CLF play. GOES domestic production only expected to reach about $1.5B by 2032, or an approx 5% CAGR.
I was taken in by r/vitards on that one. I actually made a little profit a couple years ago and now finally almost ready to exit CLF forever. The only reason I chose MU is that I have a Crucial brand hard drive so I figured go with the same. Terrible way to choose an investment but so far so. good
I held both and only got half rich. Still holding plenty of bags and taking profit on MU shares at 69 cost average. The bags could still go big. For example PSTV. Another example of a stupid cyclical I’m bag holding is MOS and yet another I’m almost finally out of is CLF. But my MU makes up for all the bad decisions as long as I gradually take profit when it gets to that irrational exuberance level.
$CLF long haul after partnering with PLTR could be an incredible bag… js
Anyone else git hip to $CLF yet? 👀
Now that ASTS and CRSR have calmed down for a bit, what else are yall watching today? DG, CLF, NOW, SOUN
I've had a good month, up 50%, so now the time I start blowing it on dumb yolo plays. It's already started holding calls on WMT, GRPN, CRSR, CLF, NOK, LFVN. And some PATH calls that are going to zero tomorrow. It's already beginning.
> $CLF Are they pivoting into AI?
any of you fuckers in $CLF ?
Adding to my CLF leaps
CLF is finally tearing it up
I know CLF is about to be a bag
I’m watching JD, PATH, ENPH, CLF - what else for today / tomorrow?
want 2x in weeks but wont buy $CLF? they seem to have found a buyer for their factory to convert into a data center. thank me later
CELH, CRSR, CLF bets won. Let’s extend this streak to 4. Was in PLAB already and added more today. https://preview.redd.it/xegus5fpew3h1.jpeg?width=1170&format=pjpg&auto=webp&s=90c1f92b62cc792b5241b8a6c9c7f0eeb7463e5c
CLF about to rip, dont say you didn't know
My CLF and CRSR ban bets were wins. Current one is CELH. Will you miss this one too? https://preview.redd.it/zk7i5lx0dr3h1.jpeg?width=1170&format=pjpg&auto=webp&s=2fe08916a1ab0c34db4bc0500c18bbbb750a0e91
I'm pretty high on Cleveland-Cliffs ($CLF) - they make grain-oriented electrical steel that goes into power transformers which are currently the #1 bottleneck for energizing new data centers. Still cheap, but could see this one really taking off in the next few months
Here’s the play. CLF leaps. You’re welcome
$CLF easy 20% in the next couple of weeks.
Fresh off a CRSR, and CLF ban bet win (am still holding) I drink this stuff every day… and I peeped a reversal candle pattern Friday that is looking like it’s valid. Took an aggressive position today. https://preview.redd.it/k6lsbvzlfl3h1.jpeg?width=1170&format=pjpg&auto=webp&s=fd2c54addf7b69b73b229e28caa6146c4148036b
If you wanna listen, new recent positions are CLF, MBLY, SONY, ZETA, RUN, and I’m thinking I want to buy silver this week.
Stick to setups you can identify well and have success taking. There’s so many! I’ve been fucking with a combo setup that has been working. Big volume on an up move, usually is on an earnings catalyst/news event/ or is a day or so after (I have a custom alert that flags about a dozen names every week) for insane volume on up moves. I then sift through the names. I will also look at the chart, and look through the earnings report. I buy the ones with good earnings and reporting that close green on the day. I will wait to buy the ones that have good earnings but close red on the day. Usually the ones that close green continue higher the next day or stay strong enough to just add to and not get stopped out. Stocks that close red usually just need to be watched for a few days and like clock work an upside reversal comes and the move higher resumes. Shit like stock buy backs, partnership agreements with big players, gov contracts, improving margins, double and triple digit growth, guidance raises, earnings beats are good signals that funds will be placing bids in the coming days and weeks, therefore I want to be involved. CRSR, CLF, ZETA, MBLY, SONY, IREN, MRAM and a number of other names hit this week or recently that have my attention or I’m already involved in. There’s an infinite ways to play at this casino, and it’s both daunting and exciting to figure out how and what kind of games you want to play!
https://preview.redd.it/qz78a7uolzzg1.png?width=1170&format=png&auto=webp&s=820a08bc4d19882ee4a9192a763f73fd1006c968 Lololol the more regards here don’t like my plays the safer I feel, told regards buy CRSR, poo poo’d. CLF, poo poo’d. Both working 🤷♂️
But a shrinking labor force (demographic change). Over the same 14 months as these 441,000 jobs gains, the [US labor force has shrank by 446,000 people](https://fred.stlouisfed.org/series/CLF16OV).
Mentioned this before and will say again. CLF is on the rebound
Will just buy shares after it chills out and shows there’s a bid… would sell puts when it dips if options is your game. Related, bought CLF and MBLY recently. Am in both aggressively, like those plays more
There’s always value in the market. One of the worst things you can do is overthink this. Just Forrest Gump the market and over time you’ll do well. I like buying turn arounds after earnings come out and there’s signs of life. CLF, CRSR, MBLY are recent buys. Looking to buy ALRM and BOOM this week.
ZETA with a great report, am buying. Also again, don’s sleep on CLF
CLF is on the road to a comeback
Ok but let’s look at these “AI Companies” then. MSFT, GOOG, META, all have good expected growth currently. Could that change? Sure, but so far it hasn’t and I doubt it will. I also think you’re overestimating the increase in costs from oil. I own tobacco stocks and PM lowered their guidance due to increased costs and it was barely even a downgrade. Their expected EPS for the year went from 8.38 to 8.36. I know tobacco doesn’t represent the rest of the market, and I’m sure SOME companies will get hit hard, but I really don’t think the impact is going to be close to what you think. Also, PM popped on their earnings regardless of the downgrade. I also bought CLF on thursday as a pre-earnings play and this thing blew up because of their growth projections, now I’m planning on holding. As with Tobacco, Steel isn’t a representation of the whole market, but steel and tobacco are separate from AI. If you can find stocks that have recently reported expected costs skyrocketing I’d be very curious to read up on them. I think our disagreement simply comes from the fact that I don’t think oil costs will be as disruptive as you think. Time will tell, but for now I’m confident in the stocks I’m invested in.
Taking some of this CLF
Okay what is next SOXL I am currently long POET, MU, CLF.
$CLF lowkey next bottleneck play, look for GOES(deez nutts)
Up 2% so far. Picked up CLF, ETN, and more IONQ. To the moon, baby! 🚀
Earlier I said that hyperliquid was indicating that bitcoin and SPY would be green tomorrow and got called a clown. I also said long MU, POET, and CLF. Like real big, and real long. So yes. Go fuck yourselves, bears. I know you are reading this.
Longing MU, POET, CLF, what else fam
Sup nerds I’m back. Airline stocks are dumping just as I predicted 👌 yes CLF was a dogshit earnings long play but idgaf it was a flyer. ALK dumped bigly. Currently even on the day as a gay ber because 4% of the account is in FD LEAPS puts on domestic airline and vehicle mfr stonks. Gonna sell a call credit spread on SPX if we get a 60 minute ORB breakout to the downside. Hoping to cover the cost of my fuel for the year, which is going to be at ATH no matter what happens! gL!!!!
Garbage stock, no dividend, super volatile. I don't understand why people buy CLF when Nucor or Steel Dynamics exist
CLF is going to be bankrupt in a couple of years. What a terrible company.
oh mann anyone rememebr CLF??? go buckeyes go
This is it guys, it appears TSLA is not going to hit $315 today. Here's my new last call after saving some of my current unrealized losses with NFLX puts (position is closed now). CLF calls, ALK puts. CLF was beat down last earnings and this time might be different. ALK is vice versa, and its way up today already. Thats all the DD I got. Just BTO: CLF +5 May11c, +5Jul12C & +2May42.5p, +2Jul40p Goodbye cruel WSB.
Thoughts on steel? CLF, MT, Nucor?
there’s always somewhere to invest but that doesn’t mean people will want to buy what’s cheap. Right now, I think Iron ore and steel companies are where oil and gas was in November and where silver and gold stocks were last april. But nobody is on here shilling CLF, VALE, or smaller steel/iron ore/met coal companies. That is where the value is. Just buy cheap and hold for five years and the cycle will come to you.
CLF stock is doing me proud... I brought the absolute bottom a few weeks ago and I am riding this thing back to 12-13
I was VOO and chill until I realized Trump was actually going to go through on his idiotic tariff bluster 13 months ago. Then I sold all of my US index funds and traded them for VXUS. Then in October or so, I decided gold and silver weren't just spiking now, but would keep going up as the world abandoned USD as the global reserve currency. Now the one US stock im seriously looking at is CLF because they're the only US manufacturer of electrical steel, which is a critical material of EVs, solar panels, etc.
Steel and aluminum. AA, CLF, etc. War needs steel. At least something is going up
I like the structural angle, but CLF still trades like a macro proxy. If you go calls, I think giving it time (3-6+ months) and avoiding near-dated IV spikes matters more than picking the perfect strike.
Shares. I only do shares, but I don't mess around either. Let's see, in no order: ELF, MU, ALAB, SHOP, AAL, AMZN, DG, CLF, NVDA, AAPL
Everywhere!! HD, LEN, GOOG, AMZN, ELF, CLF, BA, RH, NKE, META. Are you waiting for 80% off???? Oh, once they go up 30% then you'll fomo buy like everyone else
Unfortunately I own the only fertilizer stock that is not setting new 52 week highs and is currently below it's 200 DMA. I picked the 1 dog in that entire sector. I did pick up $CLF this week. Input prices will go up but steel prices should also rise.
$CLF - don't listen to me, but I see the majority of new construction projects in the US being gov't funded infrastructure. Everything requires steel in some facet and these projects are all BABA, so the steel must be US made.
If you want an actual play on the war instead of just shitposting, CLF makes the steel that the defense contractors use. If you missed the RTX/LMT runup, next best thing. US is going to need years of elevated production to replace whats getting shot off in Iran and Ukraine.
$CLF you could at least pretend to go up 🥺
You portfolio is heading for a CLF
Thing to add I have a buddy that works as an electrician contractor for CLF he said they just hired and additional 1500 personnel at plant in Middletown works and also that they’re expediting all projects at the plant this does make me believe that their order inflow will be massive for future forecast