SLX VanEck Steel ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:57
Oct 02
Oct 02
TBPN
Favor boring industrial supply chain over defense.
Defense tech is crowded and expensive, making 100x returns harder, so he is more interested in boring upstream industrial supply chains including chemical production, steel production, rare earths, and magnets that are necessary for national missions.
05:55
Sep 30
Sep 30
3PRO TV
Price-driven cyclical tops collapse quickly.
Sectors whose rallies are driven by price rather than volume are more fashion than trend, and price-driven tops can collapse quickly. He cites Korean semiconductors in 2017 and 2021, plus steel, chemicals, and shipping after huge earnings, as examples of price-driven cyclical tops that later broke.
19:14
Sep 28
Sep 28
CNBC
Tariffs and reshoring revive U.S. steel.
The 50% tariffs on foreign steel have revived the U.S. steel industry, bringing production and investment back onshore. Mesabi Metallics' planned Iowa plant, the largest steel plant in American history, plus $47 billion of announced steel projects, new crude steel capacity, and national-security needs support domestic steel production.
About SLX Investor Commentary
Across the available history and selected sources, Buzzberg tracks SLX (VanEck Steel ETF) across 21 sources: 37 bullish vs 0 bearish calls from 48 authors. Historical directional balance: 63% = 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 other directions. Latest voices: Greg Castle, Vincent, Donald Trump.