Century Aluminum. Every tracked FinTwit mention of $CENX, newest first. 40 mentions since the first on Aug 9, 2025. See the price chart.
June 2026 · 5 mentions
Jun 4
Daave “3 and 30” Tepper — Ima be honest. Portfolio is balls long ai and was +2 today. had no idea Soxx was -2. Concentrated with 25 points cash. that would score as massive jensen’s alpha (yes I own Nvda…↗
Jun 4
Daave “3 and 30” Tepper — @NextGoatEra @KerrisdaleCap @CitronResearch a) to me, positive if canceled. $cenx will go into stock buyback mode. market not pricing cenx for growth anyways.
b) lawsuit will only…↗
Jun 4
Daave “3 and 30” Tepper — investigating longs on the advice of short sellers has been one of the most alpha-rich signals for me
$CENX $ICLR @KerrisdaleCap $tsla (2018) @CitronResearch (ew?)
ofc based on…↗
Daave “3 and 30” Tepper — the market will certainly find a way to rationalize it...
or just confirming my bias...
cut a piece of tech exposure... $goog
back into $CENX↗
May 2026 · 3 mentions
May 20
Daave “3 and 30” Tepper — high change this month. 30% cash. high lt rates =FAFO; +Hormuz time bomb.
balls long AI@ 55% of equities portfolios; heavy concentration to drive returns with tracking error. … i…↗
May 15
KawzInvests 🦑 — @hisarchive Haha that would be wild heard rumors of $CENX and $FCEL↗
May 1
Daave “3 and 30” Tepper — trading more than should but mostly proactive / not reactive. def destroyed value. sold $be too soon.
lots of changes.
cut $stx in half after monster run. cut most of $cenx tho l…↗
Daave “3 and 30” Tepper — Century Alum earnings power enhanced due to iran activity to date
aluminum moved from global balance to global deficit
$cenx FCF fiesta, now ~$0 net debt, likely begin buying ba…↗
March 2026 · 5 mentions
Mar 30
Daave “3 and 30” Tepper — Two of the largest individual single site aluminum smelters globally were attacked on the weekend. In an already globally tight market
Aluminum is the new Iran escalation conflict…↗
Mar 27
Daave “3 and 30” Tepper — @HayekAndKeynes sounds like the U.S. is about to further close the aluminum cost gap with rest of world. As if global undersupply, U.S. tariffs and 45X rebates aren’t enough.
$cenx↗
Mar 23
Daave “3 and 30” Tepper — Iran conflict impact on my only super industrial, century aluminum $cenx
margin hanging in super well - biggest direct cost flow through is Indiana hub power
And top line benefi…↗
Daave “3 and 30” Tepper — “Wings of aluminum and steel”
Trump said interest on auto loans would be tax-deductible “only if the car is made in America.”
Sounds bullish AF century aluminum
$cenx↗
Feb 20
Daave “3 and 30” Tepper — @RHouseResearch another new big one coming $wulf $cenx https://t.co/mGnjqfNW7m↗
Feb 19
Daave “3 and 30” Tepper — $CENX on fire
great earnings, great outlook. pro forma hawesville closing, net debt is below low end of the net debt targets.
this company is going super garp.
i don't like sm…↗
Feb 3
Daave “3 and 30” Tepper — More port change in Jan than I should, but had runners in $be, $acmr, $stx and $cenx and had to cut some and rebalance
2/2 +21% YTD
rolls royce $rycey (ai power, nuclear, smr) an…
January 2026 · 6 mentions
Jan 28
Daave “3 and 30” Tepper — do I smell a US Government investment coming?
rah rah rah let’s go us aluminum onshoring
$cenx
Century Aluminum CEO discusses industry comeback amid security concerns | Fox Busi…↗
Daave “3 and 30” Tepper — best outcome for stable u.s. al supply. ega tracking, cenx to participate in supply w/ upsize, w/o bringing a addl site online which would increase u.s. capacity and competition.…↗
Jan 15
Daave “3 and 30” Tepper — the risk of canadian aluminum escaping u.s., tariffs just went to 0
$cenx to the moon
December 2025 · 4 mentions
Dec 26
Daave “3 and 30” Tepper — Would be good for aluminum if true
$cenx
US AL in 1H; Trump TACO before midterms; global AL declines and Canadian smelters in 2H↗
Dec 24
Alfonso De Pablos, CMT — @naveedzafarabr1 That's a custom index we created. But if you’re looking for aluminum-related stocks to follow, you can check out $AA, $CENX, $CSTM and $KALU↗
Daave “3 and 30” Tepper — $cenx aluminum - and i mean u.s. aluminum ONLY - may have a massive breakout here
November 2025 · 2 mentions
Nov 7
Daave “3 and 30” Tepper — ngl it's hard to step outside your comfort zone and buy stocks in sectors you've historically shunned. but inflections are inflections and secular shifts are secular shifts. a u.s.…↗
Daave “3 and 30” Tepper — Hyperscaler desperation for 400MW interconnect on at least 200 acres in a clean air zone.
Century’s Hawesville interconnect meets these criteria.
- 482MW
- 747 acre riverfront s…↗
Oct 9
Daave “3 and 30” Tepper — “First and foremost, the most viable cost driver is the power. It’s not just the utility price, but it’s literally the grid interconnection.”
$CENX , a U.S. aluminum producer is se…↗
September 2025 · 3 mentions
Sep 15
Daave “3 and 30” Tepper — We’re at the AI goes exponential phase
In Covid spread terms, Italy is hitting down and the US stock markets haven’t moved
Humans can’t get arms around what’s coming
Buckle up…↗
Sep 8
Daave “3 and 30” Tepper — @TShirtnJeans2 @mikealfred my base case is they reactivate hawesville at low capacity with a power cost share agreement with a data center operator. the power access node is just s…↗
Sep 5
Daave “3 and 30” Tepper — 10% expansion in u.s. aluminum production
at sky high (unsustainably high!) midwest premium prices
century aluminum
lfg
$cenx↗
August 2025 · 3 mentions
Aug 26
Daave “3 and 30” Tepper — $stx $nbis $vrt $cenx
looking for some pullback in these compute plays. Not seeing it yet.↗
Aug 21
Daave “3 and 30” Tepper — One thing hasn't changed in the noise of inflation, rates and powell. AI.
Better bigger badder models
$stx $nbis $cenx↗
Aug 9
Daave “3 and 30” Tepper — World needs far more compute far faster than we’ve estimated
If someone doesn’t pay at least a bil for the 500mw interconnect in Kentucky….
$cenx↗
— Added to $cenx
Iran war is scary pushing up ERP everywhere
Here’s how it impacts century aljminum
Century sells production at price determined by LME and Midwest premium
Here…
Daave “3 and 30” Tepper — $cenx quietly breaking out.... lfg
that being said, this is feeling more and more like an inflationary scare to come
bringing down book to 75x0↗
Daave “3 and 30” Tepper — Commodity inflationary impulse incoming $cenx $fcx
It’s gunna feel good for a short while
Don’t forget the excess debt and anger in the system↗
Daave “3 and 30” Tepper — @VKMacro @kyleichan if the cars are made in america, paying american workers, good. toyota and hyundai doing good for america for building her and pressuring our oems to make bett…↗
Jan 2
Daave “3 and 30” Tepper — Despite my size in $cenx, I’ll say, enjoy it while it lasts. At least for non-us aluminum. I’d be long $cenx and short $aa here.↗