NUE

Jolly-Chocolate2921

ok, I need a pump just a little more, and will dump it on NUE.

Over_Historian_8548

NUE

sowmyhelix

NUE since there's a cycle of infrastructure investment and they are well positioned in green steel.

CutSuitable5911

I've got NUE so I'm hoping them ha

FinancialHearing1638

Went into some American steel positions with the Canadian tariff talk off the table, STLD and NUE. What do we think?

Informal-Setting-502

I got a $NUE 149 10/24 call at 99% loss right now. Looking at $5500 loss

baconography

*"Making a meal out of stainless steel"* \- Revolting Cocks, 2014 NUE 9/19 135p

Vincent_van_Guh

NUE

AGreasyPorkSandwich

Same but also NUE

AGreasyPorkSandwich

And NUE!

Alternative_Rule6208

Berkshire Hathaway adds [$UNH](https://x.com/search?q=%24UNH&src=cashtag_click), [$NUE](https://x.com/search?q=%24NUE&src=cashtag_click), [$LEN](https://x.com/search?q=%24LEN&src=cashtag_click), [$DHI](https://x.com/search?q=%24DHI&src=cashtag_click), [$LAMR](https://x.com/search?q=%24LAMR&src=cashtag_click) in Q2. UNH belongs to those tickers.

HK_Collector

UnitedHealth, $UNH - Nucor, $NUE - Lennar, $LEN - DR Horton, $DHI - Lamar, $LAMR - Allegion, $ALLE Cut Apple

GoZukkYourself

Warren initiated positions in DHI, LEN, NUE, LAMR, and ALLE, as well as UNH, last quarter.

HK_Collector

Buffet picks UnitedHealth, $UNH - Nucor, $NUE - Lennar, $LEN - DR Horton, $DHI - Lamar, $LAMR - Allegion, $ALLE

GrindForTheEmira

CAT DE and NUE maybe? I don't own any of them...but let's see.

Acceptable_Deal_4662

I paper handed a 8x on NUE last week 😭 https://preview.redd.it/hnryp9f1z1gf1.jpeg?width=1125&format=pjpg&auto=webp&s=739bf69b258778c255300938b3e841e7a25ca745

Acceptable_Deal_4662

I have calls on B, FCX, NUE

EvolvingDior

What happened to NUE? Down 6%

DistributionMany6335

Anyone playing NUE earnings?

KiertheGuard

I put about 8k on LNG/ VG calls. we'll see. I wasn't confident on what else would be in the deal. One example is I was pretty sure Trump would capitulate on Steel/ Aluminum, but he didn't. I was thinking of Stld/ CLF/ NUE puts, but that would have been a total bust. Will be interesting to see what the best play was here

Acceptable_Deal_4662

NUE 143call, 0.01 to 2.00 today

Acceptable_Deal_4662

NUE, US Steel bagholding service plz

Acceptable_Deal_4662

NUE bag holding service plz

Acceptable_Deal_4662

Anyone wanna hold these NUE bags for me?

Johnny_BoySouth

NUE calls August expiry ~142 or so

coastalpika

They are telling you that the plan is to spend our way out of it and drive growth. Think beaten down sectors such as traditional auto, steel such as CLF and NUE, and some of the strong oil companies that are priced at record low levels with great balance sheets.

ButtcheekJones0

My NUE puts are up 183% Unfortunately I am a moron who bought them at the wrong time so I'm still down 20% overall, but at least it's closing the gap

HotMention2177

Since $X talks are practically set to go by 6/18, $X will be delisted when the merger deal is executed My thoughts are people invested in $X will turn to stocks like $NUE since they’d be invested in the same industry to benefit from the 🥭 50% steel tariffs I bought $NUE calls for 7/18 🤷‍♂️

Least-Equivalent-266

Decided to go for $NUE $150 calls exp 7/18 Figured if this $X (US Steel) deal goes through and the stock is delisted, those invested in the steel industry will turn to $NUE and similar companies. Paired with the $ from tariffs, could be a decent play.

ButtcheekJones0

Bought 6/20 puts for NUE, let's see how badly I've fucked myself

Hlomney

Long $NUE

Ecsquarz

Long $NUE

edvanced1031

[https://truthsocial.com/@realDonaldTrump/114609088288599288](https://truthsocial.com/@realDonaldTrump/114609088288599288) $CLF $NUE

Blimey091

TFW $NUE calls lmao

Brinkken

In Bloomberg today https://www.bloomberg.com/news/articles/2025-05-19/yolo-crowd-s-record-dip-buying-binge-calms-a-jumpy-stock-market?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc0NzcxMDY4NiwiZXhwIjoxNzQ4MzE1NDg2LCJhcnRpY2xlSWQiOiJTV0lSOEtEV1gyUFMwMCIsImJjb25uZWN0SWQiOiJENjhBRUVFOTE2NkI0MDRCODU4NUE4MjA4NkJEQUYzNiJ9.12G952jPq9w-uYxLYenz9RE5dCUsX9zAorLZQIGFu6I

iBewhatiBe

Really thought Nucor (NUE) was a sneaky tariff proof play, but as soon as I hop in it tumbles

Valkanaa

Thats bad for them but since they aren't listed it will be a while till they show up in the numbers. I'll further add that steel tariffs have done nothing useful at all NUE, X, CLF. No breakouts whatsoever among domestic steel producers

Accomplished-You-292

RCL and NUE both beat but dives down anyways.

moderndayvenom

Whats up with NUE earnings? Did it beat, whys it flat?

Pereise1

"NUE announced quarterly earnings of $0.77 per share, beating expectations by 20%" - according to the RH app.

Accomplished-You-292

My NUE calls ended flat.

Fog_Juice

I'm all in on $120 NUE calls

WSB-Rizzler

NUE 118c UPS 100c

Pereise1

Puts on $CHRW, Calls on $NUE. Let's open that casino already.

Pereise1

Anything on $NUE? Seems an American steel company being gifted a market advantage would do well.

TrashedLinguistics

Sorry about that. Try this [🎁 Gift Link: Bank Trading Bonanza to Continue After Record Before Tariffs](https://www.bloomberg.com/news/articles/2025-04-14/wall-street-trading-bonanza-rolls-on-after-firms-notch-records?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc0NDczODkyOCwiZXhwIjoxNzQ1MzQzNzI4LCJhcnRpY2xlSWQiOiJTVVBJOTdUMEcxS1cwMCIsImJjb25uZWN0SWQiOiJCQTg5NEQzQUUyNEE0NUE0OUU5NTg4NDlCQkY5Njg3NiJ9.g96HLSaCapWNDmPxBtMTEVCynS4ZXZNKM9D1bF2WEdY)

DrBuschLight

Thoughts on Nucor (NUE) especially regarding this tariff situation? This is one of the main industries that is supposed to "benefit" from this policy even if I disagree with it. Seems undervalued compared to where it has traded in the past.

Malofa

Nucore Steel ticker is $NUE if anyone was thinking of doing something stupid.

totalstocker

I bought NI, STLD, NUE, WY, X, VMC, LPX, CNR, OC, CAL, UFPI

Charlie_Q_Brown

Yes, everyone needs to do more homework. NUE (the largest manufacturer of steel) CEO is optimistic on Trump trade policies. I am sure he has seen the perpetual trade imbalances over a long period of time and is looking forward to a more level playing field. Steel and aluminum do not show up on the top five exports of the US. It is specifically targeted because it is a crucial industry for aerospace, transportation and last but not least, military.

throwawayiran12925

What do you think about CAT, DE, NUE or X?

Modeza

NUE bro, one of the largest state side steel manufacturers that sells mostly in state, also caters to the auto industry so it’s a double boost to it when foreign imports also get tariffed

fredandlunchbox

It's not a price advantage if it just makes foreign steel equal in price to US production. Good tip on NUE though, I'll check it out. Generally a company like that will have to take on substantial debt to grow though, so I would watch out for drops if they take loans or have bonds that are maturing.

rockfire

If the tariffs do what they're supposed to do, I'm looking into companies that will gain market share replacing raw product inputs; steel, aluminum, fertilizer, lumber. USA doesn't have the geographic advantage to replace primary aluminum, potash, or lumber, but steel looks interesting. Tariffs will give USA steel manufacturing a 25% price advantage. Steel seems to be a raw product that USA can step up. I'm leaning towards Nucor (NUE-NYSE). It's a leader in mini mill and electric arc furnace technology, and seems to be one of the most nimble in terms of pivoting into higher production. It's up 10% YTD. I'll be doing more research, though.

pretzelzetzel

I bought NUE calls in advance of the previous tariffs that were then postponed, and got boned. I'm not sure if I want to try it again.

richhomiequon12

Steel tariffs gotta be good for CLF and NUE right? Or is everything already priced in? 

Upper-Discount5060

This guy is such a spineless buffoon. I just bought NUE today based on this news and a few hours later he changes his mind.

wayfarer8888

I thought buying NUE (USA steelmaker) would be smart with tariffs when this came up initially, even without that should have been a good buy. Today he throws another tantrum with aluminum and steel tariffs because Rob Ford has shown him the middle finger, and even that surefire beneficiary of tariffs Nucor is trending down on a 1 month chart 📉 and a lot under my entry. And ask me about LHX (L3Harris), bought before he alienated all export buyers and announced shrinking the military budget. Lesson learned, stay away from US equities (except maybe gold- or silver miners).

AskFeeling

Remember, it's okay to sit on the sidelines in times of high volatility and uncertainty. I feel most of these trades carry big risks. If you're comfortable with it, futures markets do offer some benefits compared to options right now. You can trade forex and equities without paying for IV, will just need to size positions well and manage risk. No day trading rules, and gives you flexibility to bet both ways. I've listed my thoughts regarding each play below. 1. I wouldn't be contrantrian on a recovery right now until vix drops. You get the 1-2% rise in SPY, volatility might still be quite high, which will make the puts quite expensive. You could look at positions in inverse ETFs to trade some chop, but IV crush will likely be a thing until the next major catalyst. 2. Personally, I wouldn't touch a TSLA put right now. Way too expensive in the current environment, and I'm still bearish on tsla overall. If it bounces before going lower, the bounce will be soon as we just hit pre-election levels. 3. I like NUE better than STLD at current prices. You could see if STLD comes down to $112 or so. That's where I'd start buying some calls. Granted, I haven't been watching these tickers lately, but I have in the past. 4. TLT straddles could be quite profitable. Keep fomc and summary of economic projections on mind when looking for your entry and expiry. Your proposed dates are the Friday after FOMC, which could be quite a large catalyst based on their growth projections. 5. EWJ... hmmm. You may know more about this one than me.. I think dollar weakness vs strength is more likely to move EWJ than further unwinding of the carry trade. Dollar is very weak now relative to recent times, if it recovers, EWJ could be hit pretty hard 6. I feel like China is a coin flip. If I were you, and had profits, I'd take some off the table. Buy the rumor, sell the news kind of mentality.

Moirailogist

I bought NUE and STLD call options. If trump keeps increasing tariff and build ships, the steel has to come from somewhere.

Moirailogist

I am gaining on my NUE calls. I should have bought some AA calls too…

Moirailogist

Let us wait for Trump speech tonight. He is likely to say that China has caught up on military power, so it is imperative for US to restore manufacturing, especially steel, shipbuilding and other key areas. That means he will hike steel and aluminum tariff to stratosphere levels. Based on this speculation, I bought NUE call option today.

Moirailogist

Thank you for this conversation. I bought NUE March and April calls today. I expect Trump to announce his plan to continue hiking steel tariff tonight.

hb9nbb

bought some TSLA, bought some KRNKF (small subsea robotics company out of Canada), and a few other things (NUE, UBER (about 2 months ago when it dropped), some GEV (gas turbines))

itsnotshade

Only green for me today is the tariff play, NUE still green

Varro35

Just to clear things up. NUE is a good company. It is currently highly correlated with STLD. STLD has been outperforming. I like where they are going with Aluminum. I am simply choosing it over NUE at this time. I just didn't see much point in owning both right now. From a diversification perspective I see little reason to own: Both X and CLF, STLD and NUE.

the-dropped-packet

NUE had his ear in the first term but they have a new CEO now. Not that it changes anything but I bet NUE has more influence on this administration.

Ewulkevoli

Former NUE CEO was trumps trade advisor in ‘16.

Sad-Performance2893

NUE is also using UIG for their pipeline supplier, which is an up and coming air separation company that's growing quickly in the market. They are dominating their competitors with growth and buying plants from dying company owners on sale. This means they get gas supply way cheaper than other steel manufacturers.

feldor

So you literally don’t understand what a long position is then? Got it. Why don’t you pull up a chart of the other 4/NUE. NUE and STLD are in different phases of growth cycles. STLD completed theirs in the 2010’s with not much on the current horizon. Their cash flow will be better short term because they are in a different part of the cycle. Whereas NUE is in the middle of the growth cycle. Cash flows will be tighter short term because of the $16B in capex and all of the open, but the horizon looks much stronger. No one gives a shit about last Q earnings

Varro35

Struck a nerve have I? Go check my history. Made a ton on NUE in 2021. Then pull up a chart of STLD / NUE.

feldor

Long in all positions except for NUE and only a brief mention of NUE with an emphasis that STLD is better? NUE must have slapped your mom. I’ll add more info since you seem incapable. NUE was STLD before STLD was thought of. STLD is a smaller carbon copy of NUE, in fact, it was founded by NUE leaders. NUE has been around twice as long and they are in different phases of growth. STLD will get better short term returns since they are taking a break from investment and realizing the gains from their last capex campaign, while NUE is in the middle of a 5 year $16B capex campaign (almost as much as STLD’s market cap). Additionally, while you at least admitted that NUE is the largest supplier of steel and steel products in NA, they are also the market leader in each product group that they supply to. So, their strength isn’t just due to diversity. They are actually very good suppliers at each product individually. NUE peaked at $200 and is down in the $130’s right now. It’s on sale. I don’t necessarily disagree with everything else you posted, but anyone that is long on everyone except NUE is sus as hell in my opinion. Dividends for every single quarter for the last 50 years. Over 13% average stock growth rate over the last 50 years. It’s a deep value company and has been for a long time. National accounts with companies like amazon and google. I could go on. Hell, NUE has the ear of this admin right now. The talking points from their CEO matched up perfectly with the 232 EO before it even showed up. Their CEO was quoted in most articles that broke the tariff news. Sorry for whatever NUE did to you, but you’re missing out.

EatsbeefRalph

Excellent. Long $NUE

ClassyReductionist

Does anyone know if this affects Nucor (NUE)? A lot of that steel comes from Australia and gets sold to Bluescope (Varco-Pruden) and I am a dealer in metal buildings and am really curious.

the-dropped-packet

All NUE uses is scrap for their coils.

sirsplat

From a business perspective, they're the one I'm watching the most. They have a lot of plans for growth in the future with acquisitions and dipping into other metals such as aluminum, copper, and brass, which is much needed domestically. From a day to day perspective, they're actually the most reliable and easiest to deal with in my personal experience. They're not as established as NUE (the largest steel producer in North America) or CMC, but I think they're the better of those three. Not financial advice.

sirsplat

I'm a purchaser for a steel distributor out of Tennessee. Friday at the end of the work day, the steel tubing mills increased prices in the largest single jump since Covid. And they had already increased prices TWICE since the New Year. I was actively purchasing truckloads of steel when the websites for those companies shut down while they adjusted. If you're a small business or fabricator who uses a lot of steel, buckle up. Check out NUE, CMC, and STLD for some steel stocks to watch. The US gets a vast amount of steel coil and slabs for production from Mexico, Canada, and Brazil. We do not have the domestic capacity to keep up with current demand in the market. Supply will drop, and even if demand stays the same, prices are going to keep going up. If the pace continues, we will hit pandemic level prices again. If you are a fabricator and you have the space, stock up now. It's only going to get worse.

Fog_Juice

I have 95% of my brokerage account into one stock. About 150 shares of NUE. But that's only 10% of my net worth of your counting retirement accounts too. So I could lose it all and still be on track for retirement. But I wouldn't ever put half of my retirement into 1 stock.

GeneralOwn5333

CLF, NUE, you’re welcome

MikuEmpowered

He announced 25% Tariff on Canada and Mexico. Literally on the day of action, he postponed them by 30 days. How do you assess if this is going to be long term or just another Trump maneuver? The fking Tariff are coming in at March 4th, once again, like how he started this dumbest trade war in history, theres literally nothing stopping him from delaying it against at March. This is why Market hasn't been responding, yet. everyones waiting to see. On the topic of steel and aluminum, your best bet is to invest in Domestic steel production, like Nucor Corp (NUE), if tariff does kick into effect and seems permanent, you will probably see a immediate jump come mid March. But investing at this stage is literally gambling. you're gambling on Trump carrying this stupid AF trade war out.

itsnotshade

I got calls on NUE myself. Wishing I had been a bit bolder but I’ll probably close all but 1 and ride it out to month end. I expect some art of the deal shenanigans to come into play and weaken these tariff plays.

GlobalInternet7098

Still holding my NUE

GiraffeVirtual133

CLF, NUE, CENX, AA, STLD US Steel and Aluminium companies

itsnotshade

Got NUE calls myself

itsnotshade

Sign the papers, pump X and NUE

itsnotshade

Here’s to praying that NUE pumps once tariffs are confirmed

Original-Guarantee23

he still hasn't signed or done anything. Damn liar. Time to short $NUE

isinkthereforeiswam

Steel stocks (X, CLF, NUE) look like insider trading manipulation. Someone knew about Trump's plans Friday and sold causing a big dip. Trump announces tariff Sunday. Monday morning we see a sky-rocketing on the stocks. This feels like gross market manipulation making insiders rich while leaving normal folks holding a bag at the peak of a pump.

GiraffeVirtual133

buying AA, NUE, CENX and STLD

AnIllaoiPlayer

Bought NUE for a steel play and I’m very happy 😅

Brett-_-_

NUE, CLF are USA steel companies that stand to benefit

webthing01

Here are some of the American steel stocks listed on major U.S. stock exchanges, based on the information available: * ArcelorMittal (MT) - Although headquartered in Luxembourg, it's listed on NYSE and has significant U.S. operations. * Nucor Corporation (NUE) - Known for its steel production and scrap metal recycling facilities. * United States Steel Corporation (X) - An iconic American steel company with operations primarily in North America. * Steel Dynamics, Inc. (STLD) - An integrated steel company known for its mini-mills. * Cleveland-Cliffs Inc. (CLF) - Primarily an iron ore mining company but also involved in steel production. * Commercial Metals Company (CMC) - Engages in the manufacture, recycling, and marketing of steel and metal products. * Reliance, Inc. - Provides metal distribution services, including steel. * TimkenSteel Corporation (TMST) - Specializes in alloy, carbon, and micro-alloy steel products. * Friedman Industries, Inc. (FRD) - Manufactures and trades steel products. * Universal Stainless & Alloy Products, Inc. (USAP) - Produces specialty steels. * Ascent Industries Co. - Produces stainless steel pipes and other steel products. Please note, this list might not be exhaustive, as new companies might have entered the market or some might have changed their focus since the last update. For the most current and detailed information, you might want to do a real-time web search or check stock market listings directly.

ispooler

Steel STLD, X, NUE Aluminum AA, KALU

peopleinvested

I’m thinking about buying some tomorrow “personally” but I guess a bearish take on them that could rotate to other “niche” players (see link from border wall analysis I linked from WSB..) is that maybe the market priced in a premium for the “Japan buyout” in “$X” and the algo’s will shake out some premium in the “multiple” until “more is known”; hence why I think a “basket” approach is effective but you always want to bet on what you feel is the best “Doge” in said “basket”.. I’m on the level of “What efficiencies will Japan 🇯🇵 bring to US “Steel Basket” as a whole with regard to macroeconomic rotation and commodity derivatives in “steel” wink 😜 🤫 TLDR; Gonna DCA (higher or lower my cost) in $NUE and sprinkle some “dust” on the other players for “position” for if we get “M&A” news 🗞️

Narfu187

I’d expect issuing shares for 100% equity for the acquisition. Also keep in mind that the current deal is for NUE to buy some of the assets

Vincent_van_Guh

There are way better American steel co's to bet on.  NUE and STLD to name a couple.

peopleinvested

Bought some more NUE premarket - I think it’s a “steel” 🥂

greytoc

Maybe steel. It's gonna depend on the company. The US is still largely a net exporter of steel to Mexico and only a modest net importer from Canada. CLF is down 3% today. But NUE is up 2%. So - I think it will depend on the steel producer.

zzzzzz808

Hedge funds seem to be piling into steel. STLD and NUE up decently.

druhoang

> NUE historically surges during steel tariffs (2018 trade war) I checked the 2018 charts. Tariffs were signed 3/8/2018. Implemented 3/23/2018, it was mostly flat and then slow decline.