u/Garyspag

Reddit r/Vitards
· tracked since May 2026
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CLF long +32.7%
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CLF ×1
Recent Calls
CLF long 3 weeks ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +32.7% Long Return +32.7% Short Return -
Average Return
7d +2.5%
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CLF Cleveland-Cliffs Cleveland-Cliffs
Long
May 07
$10.66
+32.7%
CLF is the only domestic producer of grain-oriented electrical steel (GOES), which is essential for large transformers used in data centers, EV charging, and grid upgrades. As transformer shortages intensify, demand for GOES will outstrip supply, creating a pricing moat for CLF that the market hasn't priced in. CLF offers a direct, undervalued play on electrification infrastructure beyond its cyclical steel pricing. Commodity price downturn, recession reducing infrastructure spending, new GOES capacity coming online, or substitution by amorphous steel.
CLF is the only domestic producer of grain-oriented electrical steel (GOES), which is essential for large transformers used in data centers, EV charging, and grid upgrades. As transformer shortages intensify, demand for GOES will outstrip supply, creating a pricing moat for CLF that the market hasn't priced in. CLF offers a direct, undervalued play on electrification infrastructure beyond its cyclical steel pricing. Commodity price downturn, recession reducing infrastructure spending, new GOES capacity coming online, or substitution by amorphous steel.
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