Reddit Posts
Need your opinion on $NUE please.
Jim Cramer says Deere (DE), which is trading at an all-time high, shows how the path of least resistance for the cyclicals is higher. Including Nucor (NUE) & (CAT). Do you think we might see a reversal now that Cramer is long?
$NUE - Favourite Steel Name, Sector Breaking Out. I've Just Bought.
$NUE Breakout Setup 🚀 Similar To $VET I posted last week.
Worked hard to scratch back my losses then lost it again
STEEL IS BACK ON THE MENU BOYS! DD into CLF, and why a new all time high is possible soon.
Week 3 Earnings Plays Analysis and Historical Post Earnings Moves MEGA Compilation - $MSFT, $AAPL, $TSLA, $INTC, $HOOD, $BA, $T, and More
Hope you sold your X or NUE; steel tariffs going away.
Riding the steel/meme (pretty much all steel now) rollercoaster post-earnings update $CLF $NUE $MT
Historical Post Earnings Moves MEGA Compilation (Q3 Week 2) - $TSLA, $NFLX, $SNAP, $INTC, $CLF, $AAL, $VZ, $NUE and More
Historical Post Earnings Moves MEGA Compilation (Q3 Week 2) - $TSLA, $NFLX, $SNAP, $INTC, $CLF, $AAL, $VZ, $NUE and More
Historical Post Earnings Moves MEGA Compilation (Q3 Week 2) - $TSLA, $NFLX, $SNAP, $INTC, $CLF, $AAL, $VZ, $NUE and More
I BTF Infrastructure D! +60k in Infrastructure Stocks! $CLF, $X, $NUE, $MT ! Mommy and Daddy are wiring me 5k to buy some tonight as well!
Riding the steel/meme rollercoaster Evergrande update $CLF $MT $NUE $OPAD $LIDR
Riding the steel/meme rollercoaster update 9/16 $CLF $MT $NUE $OPAD $LIDR
It's Now a Buyer's Market for SPACs as Deal Terms Get Sweetened
Riding the steel/meme rollercoaster update 08/19/21 $CLF $MT $NUE $CLNE $CLOV
Riding the steel/meme rollercoaster update 08/18/21 $MT $NUE $CLF $CLOV $CLNE
Trade Breakdown / $NUE swing consolidation breakout
3 months ago I posted about NUE, yesterday I saw my tiny account grow larger than it's ever grown before - holy shit my wife's boyfriend might finally leave her for me (also a tax question)
3 months ago I posted about NUE, yesterday I saw my tiny account grow larger than it's ever grown before - holy shit my wife's boyfriend might finally leave her for me
3 months ago I posted about NUE, yesterday I saw my tiny account grow larger than it's ever grown before - holy shit my wife's boyfriend might finally leave her for me
Array Technologies (ARRY) A Mispriced Opportunity, Infrastructure Play In Alternative Energy
Riding the steel/meme rollercoaster $CLOV $CLNE $MT $NUE $CLF
Riding the steel/meme rollercoaster $CLNE $CLOV $MT $CLF $NUE
Ternium? More like Turning-Me-On. [$TX] DD was posted June 16th, straight green candles to +50% on shares alone since then on a company actually making boatloads of cash NOW. Blowout earnings out, RIDE 'TIL $75
Ternium [$TX] DD was posted June 16th, straight green candles to +50% on shares alone since then on a company actually making boatloads of cash NOW. Blowout earnings out, RIDE 'TIL $75
The Weekly DD - Cleveland Cliffs (CLF): The Turn-Around Story in Steel-Making
The Weekly DD - Cleveland Cliffs (CLF): The Turn-Around Story in Steel-Making
$X gonna give it to you, and you're gonna like it. Biggest earnings in COMPANY HISTORY?
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 2) - $NFLX, $SNAP, $TWTR, $KO, $T, $CLF, $NUE, and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 2) - $NFLX, $SNAP, $TWTR, $KO, $T, $CLF, $NUE, and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 2) - $NFLX, $SNAP, $TWTR, $KO, $T, $CLF, $NUE, and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 2) - $NFLX, $SNAP, $TWTR, $KO, $T, $CLF, $NUE, and More
“The rebirth of the U.S. Steel sector is a real event”
CLF is bussin here’s why (DD written for smooth brains)
$CLF $X vs $NUE $STLD Source:https://www.bnnbloomberg.ca/video/steel-mageddon-to-hit-steel-we-expect-steel-prices-to-stay-higher-for-longer-analyst~2231858
$CLF looks very undervalued.. HRC futures closed at a record again
$CLF looking very undervalued.. Hot Rolled Coil steel futures closed at record high Friday
Infrastructure Negotiators Agree to Framework for Package – Bipartisan Group to Meet with Biden on Thursday ($CLF $STLD $X $CMC $NUE - steel up slightly after hours)
Break out the tinfoil hats: RTX, NUE, and THC to the fucking cosmos.
For those that like both Crude Oil and Steel plays: XOM, NUE, CLF for the next 12 months. Zacks rank $XOM as strong buy
The Street: Cramer want to teach Apes how to pair trade CLF for NUE
Cramer wants to teach Apes how to pair trade. Sell CLF, Buy NUE
Break out the tinfoil hats. RTX, NUE, and THC to the fucking cosmos.
Break out your tinfoil hats: RTX, NUE, and THC to the fucking cosmos
What’s up with the P/E ratio difference between NUE and TX
When you are early to party and have to come back next week. $CMC $STLD $NUE 🚀 -> 🌝
$CLF – Acquisitive Growth and Strong Leadership is Turning this Company Around
$NUE has really become a monster play with Gold rising.
Steel Gang - GS increases its price deck, increases PTs
STEEL GANG- NUE gains from 6/20. Still holding-- 13x and climbing
Nucor (NUE) Announces New Share Repurchase Program 🚀🚀🚀
Nucor Corp (NUE), am I a retard for going all-in?
$NUE Vertical Spread Gains - Thanks JPOW for "transitory" inflation
$NUE Gains for the month - Would like to thank JPOW for seeing inflation as just "transitory"
$NUE Gains - Thanks to JPOW's "transitory" inflation in steel prices
YOLO'ed on 500 $NUE May 14 100 calls. Not as much as some of you invest for for this is big and I guess you have to play big to win big.
Aids to identify where the bull market is hiding
Mentions
Solid thesis — the DC buildout angle for steel is real, especially for rebar and early-stage structural demand where CMC is positioned well. The margin advantage via micro mills is a strong edge. That said, I’d be cautious assuming a straight demand tailwind — steel is still highly cyclical, and if hyperscaler capex slows or gets phased, it could hit volumes fast. Tariffs help domestically, but they can also distort pricing. Feels like CMC is a higher-upside, higher-risk play vs NUE being the more stable, already-priced-in option.
CMC at 11x forward PE with better margins than NUE is honestly the more interesting entry here, tariffs just make it cleaner.
#TLDR --- **Ticker:** CMC **Direction:** Up 📈 **Prognosis:** Buy Shares or Calls (Anticipating a multiple re-rating) **Catalyst:** Hyperscalers are dropping up to $700B on data centers. Every single one needs 20,000+ tons of foundational steel before a GPU even touches the site. **Why not NUE?:** Too fat, lower margins (5%), and priced to perfection. CMC is the lean, high-margin (8.4%) play. **Reality Check:** You can't plug an NVIDIA chip into the dirt. 🏗️
Which domestic manufacturers? Isn't the issue that many of those manufacturers have more or less left? CAT, NUE, GM? There aren't many that seem to make much sense.
NUE just hit 212 dividend payouts in a row. But I only know that cause the managers blasted that out in an email to us all yesterday.
I hope you lose on NUE
Opened today: - Calls: BA NUE PCAR RTX - Puts: AGYS CVLT SYF *This is not investment advice, trade at your own risk, void where prohibited, don't drink the shampoo.*
CVX for oil and NUE for steel
It stands to reason that if tariffs are overturned, importers would benefit significantly. This includes retailers like Walmart (WMT), Best Buy (BBY), as well as tech stocks like Apple (AAPL), Intel (INTC) and Nvidia (NVDA). Similarly, domestic manufacturing like Nucor steel (NUE) and United States Steel (X) would suffer from this ruling. Others I think will vary over time. For example, Caterpillar (CAT) might suffer initially since they manufature in the US, but they might gain long term due to lower capital overhead.
The Court’s move to curb executive trade authority mirrors the 1952 *Youngstown* decision. Institutional desks aren't waiting for the gavel; they're front-running this volatility. Retailers like Target (TGT) and Apple (AAPL) will surge as margin compression eases. Which leaves domestic steelmakers like Nucor (NUE) facing price erosion. Because the market hates uncertainty, restoring legislative oversight triggers a massive relief rally.
Google search dividend kings or aristocrats. I like KO, JNJ, NUE, and WMT
Google search dividend kings or aristocrats. I like KO, JNJ, NUE, and WMT
ok, I need a pump just a little more, and will dump it on NUE.
NUE since there's a cycle of infrastructure investment and they are well positioned in green steel.
I've got NUE so I'm hoping them ha
Went into some American steel positions with the Canadian tariff talk off the table, STLD and NUE. What do we think?
I got a $NUE 149 10/24 call at 99% loss right now. Looking at $5500 loss
*"Making a meal out of stainless steel"* \- Revolting Cocks, 2014 NUE 9/19 135p
Berkshire Hathaway adds [$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.
UnitedHealth, $UNH - Nucor, $NUE - Lennar, $LEN - DR Horton, $DHI - Lamar, $LAMR - Allegion, $ALLE Cut Apple
Warren initiated positions in DHI, LEN, NUE, LAMR, and ALLE, as well as UNH, last quarter.
Buffet picks UnitedHealth, $UNH - Nucor, $NUE - Lennar, $LEN - DR Horton, $DHI - Lamar, $LAMR - Allegion, $ALLE
CAT DE and NUE maybe? I don't own any of them...but let's see.
I paper handed a 8x on NUE last week 😭 https://preview.redd.it/hnryp9f1z1gf1.jpeg?width=1125&format=pjpg&auto=webp&s=739bf69b258778c255300938b3e841e7a25ca745
I have calls on B, FCX, NUE
What happened to NUE? Down 6%
Anyone playing NUE earnings?
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
NUE 143call, 0.01 to 2.00 today
NUE, US Steel bagholding service plz
NUE bag holding service plz
Anyone wanna hold these NUE bags for me?
NUE calls August expiry ~142 or so
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.
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
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 🤷♂️
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.
Bought 6/20 puts for NUE, let's see how badly I've fucked myself
[https://truthsocial.com/@realDonaldTrump/114609088288599288](https://truthsocial.com/@realDonaldTrump/114609088288599288) $CLF $NUE
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
Really thought Nucor (NUE) was a sneaky tariff proof play, but as soon as I hop in it tumbles
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
RCL and NUE both beat but dives down anyways.
Whats up with NUE earnings? Did it beat, whys it flat?
"NUE announced quarterly earnings of $0.77 per share, beating expectations by 20%" - according to the RH app.
My NUE calls ended flat.
Puts on $CHRW, Calls on $NUE. Let's open that casino already.
Anything on $NUE? Seems an American steel company being gifted a market advantage would do well.
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)
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.
Nucore Steel ticker is $NUE if anyone was thinking of doing something stupid.
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.
What do you think about CAT, DE, NUE or X?
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
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.
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.
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.
Steel tariffs gotta be good for CLF and NUE right? Or is everything already priced in? 
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.
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).
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.
I bought NUE and STLD call options. If trump keeps increasing tariff and build ships, the steel has to come from somewhere.
I am gaining on my NUE calls. I should have bought some AA calls too…
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.
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.
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))
Only green for me today is the tariff play, NUE still green
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.
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.
Former NUE CEO was trumps trade advisor in ‘16.
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.
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
Struck a nerve have I? Go check my history. Made a ton on NUE in 2021. Then pull up a chart of STLD / NUE.
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.
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.
All NUE uses is scrap for their coils.
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.
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.
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.
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.
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.
CLF, NUE, CENX, AA, STLD US Steel and Aluminium companies
Sign the papers, pump X and NUE