CLF Cleveland-Cliffs Inc

$CLF Wall Street is so far up AI ass that they are blinded by the fact for NVDIA to sell all those chips and for these data centers to run the domestic supply chain needs built. Most of the cap-ex spent by the hyper scalers are gonna spent on steel. 9-5 % of data center cap-ex goes to structural steel; 40-55% to electrical gear/infrastructure; 15-33 % on cooling and mechanical systems. Now think how much of these costs are going to cascade down into Cliffs. The revenue that Wall Street is chasing the hype on going to be spent on companies like Cliffs that’s bolstering the domestic supply chain. After Covid do you really think the US is gonna go back to outsourcing its steel; that caused so much supply chain headaches it only makes sense to keep steel production domestically.

$CLF Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.28 up 162.22% YoY • Reported revenue of $5.61B up 18.55% YoY • Cleveland-Cliffs expects fourth-quarter 2026 adjusted EBITDA to be approximately $715M, an increase from Q3, and expects 2027 adjusted EBITDA to exceed $4B based on contract changes and prevailing price forecasts.

$CLF Idiots on CNBC going to discuss CLF. I did see Cramer this morning saying hes not keen on CLF. Which was the best news of the day

$CLF I’ve traded AMC during the Ape days but this stock has been one of the funnest trades. Only stock where I physically see the supply and demand results passing their warehouse everyday. DD for me is as easy as looking out the window.

$CLF clf is locking in profits with longer term contracts at much higher prices. Squeeze baby squeeze..

$CLF A sincere thanks to the shorts that manipulated the stock down last week. It caused me to buy more. I will be thinking of you as I celebrate tonight.

$CLF Welcome back to profitability Cliffy. Historically, this is where the Gonzo family gets over it's skis, money burning a hole in daddy's wallet, and he jumps the shark by spending on something with tomorrows money. Let's see if Gonzo has learned from it's past mistakes. I would not bet on it. An acquistion will be announced soon. This is how they sneak money out the back door.

$CLF lol, schwab was not updating true call options contract values this morning to keep showing them red for 45 minutes.

$CLF I have a small bit of this and a lot of $APLD really need to call my broker and say there was a mistake and I meant to only buy CLF.

$CLF back to the numbers, most of Wall Street had 2027 EBITDA of $2.5 billion. LG just raised guidance to $4 billion. That alone should be the star of the show today.

$CLF Holy shit!! Those yellow Mouths of POSCO will regret for not buying Cliff last year. Now they must offer at least 40$/share

$CLF This has a lot of strength, even a bit more than I was expecting. Volume is trying to break through heavy upside resistance. From the chart, I see a lot of resistance in the $14.20 to $15.00 range. So it could take 2 or 3 days to work through this resistance and break above $15.

$CLF falling over at high noon. maybe come back down to $12.75 or possibly lower EOD. Big market sell-off from highs coming today. $SPY

$CLF how’s everyone doing after the media tried to rip eveyone off into selling. Guess what I ignored it lol

$CLF Didn't hold thru earnings - would have been a good move - but one never knows with this one. Waited for the dip, in around 13.15 for the swing for now. Best trading stock ever, I won't hold long term - at least not yet. Outlook given as great near term - but we've heard that story before. Shorts always have a way of bending this back at some point, and LG seems to have a talent for mucking up the waters within a period of weeks....at least he's never been boring.. but getting old now. Been in and out of this for a decade at least.... GL longs.

$CLF IDLED GALVANIZING AT STELCO, BUT THEIR STILL SELLING THE SAME AMOUNT OF STEEL, IT'S JUST NOT GALVANIZED, IT'S IN THE FORM OF HRC👍⬆️

$CLF Victory lap time for LG. I hope he keeps it professional and confident rather than being too obnoxious. There is a time and a place and today is about CLF and not LG.

$CLF Anything from -$0.30 to $0.30 is basically breaking even. So the positive surprise today is that Cliffs managed to break even with HRC at generational level highs. Wow, it’s that bad!!! Barclays knows what is coming, hence the downgrade prior to EPS.

$CLF Shout out to all the holders for the past few years! Jim L, on CNBC during Halftime Report would choose $CLF as his final trade every now and then! CONGRATULATIONS! 🎉 🎊🍾🎈

$CLF I've been holding since Oct. 2015. I am really hoping to see the high 20's again, maybe even low 30's. I've done a bit of put selling along the way to generate a bit of income and get some cheap shares. I'm looking forward to another entertaining conf. call. Haven't missed one in 10 years!