Century Aluminum. Every tracked FinTwit mention of $CENX, newest first. 55 mentions since the first on Aug 9, 2025. See the price chart.
July 2026 · 1 mention
Jul 8
TheValueist — $CENX Century Aluminum: Scarcity Assets and the New Profit Regime. Investment Thesis. New: 7/8/26.
Century Aluminum is a primary aluminum producer operating in a market structure…↗
June 2026 · 13 mentions
Jun 17
Daave “3 and 30” Tepper — To be clear I hold about 30points cash against $cenx
Believe cenx can nearly double in 24 months but in a recession be down 50%
Cash diluted ROC of 60% for 2yr in the up (cumul…↗
Jun 17
Daave “3 and 30” Tepper — Whoever sold $cenx at 4x ebitda because they thought 2.5 mt of aluminum would magically reappear starting now deserves what’s coming when it turns out the Con Man in Chief’s MoU is…↗
Daave “3 and 30” Tepper — cut some ai, doubled $cenx on technical
gary at jpm last week:
1. 2 months from inola power update
2. expect: <25% of global cost curve, 20-25yr initial power contract + price…
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…↗
Apr 1
InvestmentGuru — Aluminum is still my favourite for short term
$CENX
$AA↗
Apr 1
InvestmentGuru — Aluminum is still my favourite for short term
$CENX
$AA↗
March 2026 · 9 mentions
Mar 31
InvestmentGuru — Aluminum is still my favourite for short term
$CENX +10%
$AA + 5%↗
InvestmentGuru — Aluminum Supply Shock
Middle East strikes hit major smelters — EGA (UAE) and Alba (Bahrain), with Qatalum already cutting output.
Aluminum +6%
$AA, $CENX moving on supply gap…↗
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↗
Daave “3 and 30” Tepper — Big year, but 37% cash now. Nvidia next to go.
Could def miss a big Hormuz reopening bounce. but will capture plenty in this book.
May add to $cenx here
$acmr $nbis $stx continue…↗
Jun 12
Daave “3 and 30” Tepper — what's your highest conviction stock, next 6 months:
grower (no value traps)
not AI
not vapor
i'll go first:
$cenx↗
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↗
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…↗
Mar 20
Daave “3 and 30” Tepper — 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…↗
Mar 11
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.↗