Entry12.8→Now13.65
Bullish CLF on steel tariffs, earnings catalyst, $22 target Open original source
CLF Cleveland-Cliffs Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
19:45
Oct 19
Oct 19
r/wallstreetbets
Two-year CLF position finally positive
The author states they hold a $5k position in Cleveland-Cliffs that has only now turned positive after two years. The disclosure is a current holding with no stated forward rationale or catalyst. No risk is discussed.
CLF
Cleveland-Cliffs
Long
1ST
Position: Holding
—
03:46
Oct 14
Oct 14
r/wallstreetbets
Bullish CLF on steel tariffs, earnings catalyst, $22 target
The author argues CLF is the most leveraged US steel producer to a 100-year-high North American steel market driven by 50% tariffs and onshoring, with lagging contract prices set to catch up and potential EBITDA benefit of up to $6.4B against a $7.3B market cap. They see a Monday earnings catalyst, expect Q3 EPS of $0.40-$0.60+ versus $0.24 consensus, and target $22+ with a possible short squeeze toward $30+. Stated risks include tariffs weakening or a broader macro shock. The author is adding to shares and options.
CLF
Cleveland-Cliffs
Long
Position: Added
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00:50
Oct 13
Oct 13
r/wallstreetbets
CLF gains as US GOES defense offtake/DPA catalyst builds
The author argues Cleveland-Cliffs is the electrical-core-steel half of the April Defense Production Act determination and will benefit as the US builds more transformers for AI/data-center power. He cites Cliffs' sole-source up-to-$400M GOES contract with the Defense Logistics Agency, a five-year deal for all military branches, and the DOE-backed $200M GOES expansion at Butler Works. His next expected catalyst is a DPA Title III award or long-term offtake with transformer OEMs; he does not specify timing and warns the broader AI trade could blow up.
CLF
Cleveland-Cliffs
Long
1ST
Position: Added
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About CLF Investor Commentary
Across the available history and selected sources, Buzzberg tracks CLF (Cleveland-Cliffs) across 23 sources: 25 bullish vs 0 bearish calls from 32 authors. Historical directional balance: 42% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 59 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 10 other directions. Latest voices: u/Comfortable-Gap-9775, u/Varro35, u/jimmy-smallz.