Search: NUE - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	NUE	$184.54 $184.54 -0.0%	N/A	Finnhub News	—	Finnhub - NUE Are Wall Street Analysts Bullish on Nucor Cor...
Feb 18	NUE	$184.54 $184.54 -0.0%	N/A	Finnhub News	—	Finnhub - NUE Take Advantage Of The Rotation Into Commoditi...
Feb 17	NUE	$183.64 $184.54 +0.5%	LONG	CME Group Presenter Host/Narrator	"AI appears to be boosting construction jobs, as there was a 33,000 uptick in construction jobs." The speaker explicitly links the construction boom to AI. This implies massive capital expenditure on physical infrastructure (Data Centers, Power Grids) is trickling down to the labor market. If jobs are growing here, the demand for heavy machinery (Caterpillar) and raw materials (Nucor/Steel) remains robust. Long the physical infrastructure enablers of the AI revolution. High interest rates slowing down project financing; supply chain bottlenecks.	Bloomberg Markets AI Job Freeze? January Data Says No \| Present...
Feb 17	NUE	$183.64 $184.54 +0.5%	N/A	Finnhub News	—	Finnhub - NUE Cleveland-Cliffs: A Bet On 2026 Recovery I Am...
Feb 16	NUE	$183.23 $184.54 +0.7%	SHORT	Joumanna Bercetche Anchor, Bloomberg	The US is weighing a plan to roll back Aluminum and Steel tariffs, which currently sit around an effective rate of 40%. Tariffs artificially prop up domestic prices for US producers (like Nucor). Removing them introduces cheaper foreign competition, crushing margins for domestic US steel and aluminum mills. SHORT US domestic metal producers (NUE, X, AA) on the threat of lost pricing power. The report is unconfirmed or the rollback is smaller than expected.	Bloomberg Markets AI 'Scare Trade' Takes Hold; Talabat FY Earni...
Feb 16	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Tariff Uncertainty And Buffett Buying Put Nuc...
Feb 15	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Nucor’s Latest Dividend: What Steel’s Cycles ...
Feb 15	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Assessing Nucor (NUE) Valuation After A Stron...
Feb 13	NUE	$183.23 $184.54 +0.7%	LONG	Donald Trump President of the United States	"We're going to be building a number of battleships... The hulls are made of seven inches of steel, not aluminum. Aluminum is fine... but I'll take steel." The President explicitly disparages aluminum for naval applications in favor of heavy steel. This signals a government-mandated shift in material procurement for the Navy's new "10 battleship" order. This creates a guaranteed demand shock for domestic steel producers, particularly those capable of military-grade production. Long US Steel producers. Supply chain bottlenecks or raw material cost inflation.	CNBC President Trump delivers remarks to the troop...
Feb 13	NUE	$183.23 $184.54 +0.7%	LONG	Steve Liesman Senior Economics Reporter	Peter Navarro (White House Trade Advisor) explicitly refuted reports that the administration would lower tariffs, stating there are "no plans" to scale them back and that steel/aluminum are "sacred." The market had begun pricing in a potential reduction in tariffs (which would lower prices and hurt domestic producers). The confirmation that high tariffs (up to 50%) remain in place protects the pricing power and market share of domestic US steel and aluminum producers against foreign competition. Long domestic metal producers who retain protectionist advantages. Retaliatory tariffs from trading partners or demand destruction due to high prices.	CNBC The economy overall is weaker than widely ant...
Feb 13	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE If Trump Lowers Steel Tariffs, Is Nucor Still...
Feb 13	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Shares in Steel and Aluminum Companies Fall A...
Feb 13	NUE	$183.23 $184.54 +0.7%	LONG	Scott Bessent Treasury Secretary	"We saw 40,000 new construction jobs... First we'll get the construction jobs and then the factory jobs are going to come... We need to de-risk... What did they do on critical minerals? What did they do on bringing back semiconductor production? What did they do on bringing back steel to the US?" The administration is prioritizing physical industrial build-outs (factories) and supply chain sovereignty. This "Capex Boom" requires heavy machinery (CAT), domestic steel (NUE), and domestic critical mineral processing (REMX). The specific mention of "bringing back semiconductor production" reinforces the bull case for US-domiciled chip manufacturing (SMH). Long the "Industrial Renaissance" basket (Construction, Steel, Semis, Rare Earths). Delays in factory completions or a global recession reducing demand for raw materials.	CNBC Watch CNBC's full interview with Treasury Sec...
Feb 13	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Trump Could Reduce Steel And Aluminum Tariffs...
Feb 13	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Trump Could Lower Steel Tariffs. It’s Hitting...
Feb 13	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Insider Unloading: REX KENNETH QUERY Sells $1...
Feb 13	NUE	$183.23 $184.54 +0.7%	N/A	Finnhub News	—	Finnhub - NUE Europe Stoxx 600 closes lower after latest AI...
Feb 12	NUE	$188.81 $184.54 -2.3%	N/A	Finnhub News	—	Finnhub - NUE What Catalysts Are Recasting The Nucor (NUE) ...
Feb 12	NUE	$188.81 $184.54 -2.3%	N/A	Finnhub News	—	Finnhub - NUE Is It Too Late To Consider Nucor (NUE) After ...
Feb 12	NUE	$188.81 $184.54 -2.3%	N/A	Finnhub News	—	Finnhub - NUE Could Cramer’s Praise Refocus Nucor’s (NUE) I...
Feb 11	NUE	$194.42 $184.54 -5.1%	LONG	Donald Trump President of the United States	"Coal is also critical to our national security, vital to everything from steel production to ship building... Our trade deficit has gone down 78%... because of tariffs." The combination of aggressive tariffs (protectionism) and a focus on "Department of War" industrial output (shipbuilding/steel) creates a protected, high-demand environment for domestic steel producers. Metallurgical coal demand is explicitly linked to this industrial ramp-up. LONG US Steel and Industrial producers protected by the tariff wall. Retaliatory tariffs from trading partners hurting US exports; higher input costs for manufacturers.	CNBC President Trump participates in an event on c...
Feb 11	NUE	$194.42 $184.54 -5.1%	LONG	Pierre Yared Economist / Columbia Business School Professor	Yared highlights "significant increases in construction... especially non-residential" and explicitly links this to the "president's economic policies... to drive investment and factories." The administration's supply-side policies are forcing a CapEx cycle focused on physical infrastructure and domestic manufacturing plants. This creates sustained demand for heavy machinery (CAT) and domestic steel (NUE, X) regardless of broader consumer sentiment. LONG. These are the "pick and shovel" plays for the factory construction boom Yared describes. High interest rates could eventually choke off financing for these capital-intensive projects.	Bloomberg Markets Yared Praises 'Blowout' Jobs Report, Says Fed...
Feb 10	NUE	$191.99 $184.54 -3.9%	LONG	Karoline Leavitt White House Press Secretary	The President threatened to block the Gordy Howe Bridge unless it uses "American-made materials" and criticized the current lack thereof. This signals a strict enforcement of "Buy American" provisions for all cross-border or federally adjacent infrastructure projects. It forces contractors to source domestic steel regardless of price premiums over Chinese or Canadian steel. LONG US Steel producers. They gain pricing power as foreign competition is administratively locked out of major projects. Higher input costs could stall projects entirely, reducing overall demand volume.	CNBC White House press secretary Karoline Leavitt ...

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