Top 2 Steel Stocks For Trumps Newest Announcement

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Trump's latest 25% tariff announcement on imported steel and aluminum has created some massive opportunities for domestic steel stocks. So like the shameless capitalist's we are, today we are going to dive into our top two picks for these tariffs and transition to domestic manufacturing.

But first lets do a little dive into the Macro shit propelling the picks: 

Trump's Steel Play: The Good, Bad, and Ugly

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Trump just carpet-bombed the global steel market with a 25% tariff hitting everyone from Canada to Japan. Starting March 12, 2025, nobody gets a free pass - not Australia, not the EU, not even our buddies in the UK.
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Here's why steel stocks are getting ready to pop:

- Hot-rolled coil prices about to jump 15-20% in 6 months

- Major producers looking at $4 billion extra revenue

- 5-7 new furnace projects already in the pipeline

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But hold your horses - we've seen this movie before. Last time Trump cried wolf, steel capacity hit 80%, then got absolutely murdered when exempted countries flooded the market. This time? No exemptions, no loopholes, no bullshit.

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The Numbers Game:

- 140,000 steel jobs protected

- Car prices could jump $1,000-$1,500 per vehicle

- 2 million workers in steel-heavy industries might get fucked on costs

Production nerds are calling for 5-10% more steel and 3-5% more jobs. The steel industry bigwigs are jerking each other off over this "America First" approach. Last round, they dumped $10 billion into new mills.

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U.S. Steel ($X): The OG Steel Beast That's About to Feast

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Let me tell you about U.S. Steel - these guys aren't fucking around. We're talking 22.4 million net tons of raw steelmaking muscle per year. They're spread across North America and Europe like a steel-producing STD.

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These bastards just posted their second-best numbers in 122 years. The stock's chilling at $37.19 with a juicy $8.40 billion market cap.

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Here's why I'm jacked to the tits about their strategy:

1 ) They're building this monster in Osceola, Arkansas with two electric arc furnaces pumping out 3 million tons annually. This isn't your grandpa's steel mill.‍

2 ) Big Dick Energy Investments: Dropped $60 million on pig iron at Gary Works (good for 500,000 tons yearly). Plus, Big River Steel's getting some fancy new coating lines.‍

3 ) Market Domination: These chads are in everything - cars, buildings, appliances, you name it. Their XG3® steel is so advanced it makes regular steel look like tin foil.

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The Numbers

- Revenue: $15.64 billion

- Gross Profit: $1.63 billion

- Net Profit Margin: 2.46%

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Yeah, they're down 21.82% over the year, but who gives a fuck when Trump is going to Yam this thing by going domestic like ray rice in the elevator? They're also throwing $900 million back to shareholders like candy.

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Bottom Line: U.S. Steel isn't just surviving - they're evolving into their final form. Between Big River Steel's tech and their expanding assets, these guys are positioned to absolutely dominate. Trust me, it's not as easy as it seems, but U.S. Steel's $X got their shit together.

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Cleveland-Cliffs ($CLF): The Steel Giant That's Playing 4D Chess

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Check this shit out: Uncle Sam just handed them $575 million for some next-level green steel projects. They're turning their Middletown Works into something straight outta Star Trek - hydrogen-ready iron plant and electric furnaces that'll save $150 per ton. Plus, they're keeping 2,500 jobs and adding 170 more.

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Why $CLF Makes Me Erect:

- 28 million tons of annual iron ore capacity - biggest flat-rolled producer in North America

- They control everything from dirt to finished product like a steel-making mafia

- Got the auto industry wrapped around their finger

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But here's where it gets spicy - $CLF is playing 4D chess with Nucor to potentially swallow U.S. Steel whole. The plan? Buy U.S. Steel $X with cash, flip Big River Steel to Nucor. Their CEO calls it an "all-American solution".

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These mad lads aren't stopping there. At Butler Works, they're dropping $100 million on four fancy electric furnaces. Translation: $80 million in annual savings.

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Bottom Line: Cleveland-Cliffs isn't just riding Trump's tariff wave. Between their mine-to-market control and these new green steel moves, they're positioned to absolutely crush any foreign competition. This isn't your average steel play - it's a fucking masterclass in American industrial dominance.

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The Bottom Line: Two Steel Giants Ready to Moon

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Let's cut the bullshit - Trump just handed U.S. Steel ($X) and Cleveland-Cliffs ($CLF) a golden ticket to print money. These aren't just random steel plays throwing shit at the wall - they're calculated bets on America's steel dominance.

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U.S. Steel's going full Tony Stark with their sustainable tech while Cleveland-Cliffs is playing monopoly with half of North America's flat-rolled steel. Together? They will globally Mog the need for any foreign steel.

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Could shit go sideways with implementation? Sure. But I'd rather bet on American steel giants with actual assets than pray foreign steel doesn't get cockblocked at the border.

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Disclaimer: Not financial advice. I eat crayons. We don't own stock in either but are watching closely.  Do your own research before considering any investments. Full disclaimer here. - https://www.vhlamedia.com/terms-disclaimer

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