Who mentions $CLF most on Surfaced?

@kevinvestingyt (Kevin Maro) mentions $CLF most — 4 mentions in the past 12 months.

When was $CLF first mentioned on Surfaced?

The earliest tracked mention of $CLF in the Surfaced archive was on Oct 8, 2025.

How many voices track $CLF?

9 FinTwit voices have mentioned $CLF 14 times in the past 12 months.

What kind of voices mention $CLF most?

$CLF is mentioned most by Long Research voices on Surfaced.

$CLF — FinTwit mentions on Surfaced

Recent mentions

14 mentions

@kevinvestingytJun 11, 2026 · 6:36 PM

I've closed out my entire $CLF position to rotate to $CRWV . DD soon.

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@ckcapitalxxMay 28, 2026 · 10:36 PM

$CLF has caught my eye. The flow is absolutely insane here.

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@kevinvestingytMay 28, 2026 · 10:20 PM

For everyone who's asked me where I'm seeing the call flow: I use @BullflowIO for options flow tracking. This is exactly what caught my attention on $CLF https://t.co/Ga2sdIvPPh Affiliate link, so I get a small commission if you sign up.

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@kevinvestingytMay 28, 2026 · 10:14 PM

Why I'm Betting $1,000,000 on $CLF Part 1: (Fundamentals) The monopoly nobody talks about: $CLF is the ONLY domestic manufacturer of grain-oriented electrical steel in the United States. GOES. The specialized steel inside every electrical transformer that powers every data center, every EV charging station, every grid infrastructure project being built right now. No CLF. No transformers. No transformers. No power. No power. No AI. The entire AI buildout physically cannot happen without this company. That is not a slogan. That is a supply chain fact. The JPMorgan catalyst hiding in plain sight. On the Q2 2025 earnings call, CFO Celso Goncalves disclosed that CLF hired JPMorgan as advisor to market three idled mill sites directly to data center developers. Riverdale IL. Steelton PA. Conshohocken PA. His exact words: "uniquely positioned geographically... access to power and water with infrastructure already in place." Steelton has been continuously operating since 1867. The grid interconnects. The water rights. The rail access. The industrial zoning. All of it is already there. These are the four hardest things to permit for a greenfield AI campus and CLF already has all of them sitting idle. A single announced deal here is a two-vector catalyst simultaneously. Now for the fun part: Part 2: (The Catalyst) The Call Options Flow has been going NUCLEAR for DAYS now. The options market doesn't load up like this on guesses. Someone is positioned for an announcement. When JPMorgan is running a live sale process, site visits are happening, NDAs are getting signed. The options market is pricing in a catalyst. Smart money doesn't load up like this without conviction. People are betting millions of dollars on a short-term explosion in stock price. TL;DR - Right now $CLF is priced as a steel company. The moment one of those mill sites sells to a data center developer the market reprices it as an AI infrastructure company. That is not a small multiple expansion. That is a completely different conversation. I've built my largest position. The monopoly is real. The catalyst fuse has been lit. The options flow is telling you something.

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@nolimitgainsMay 28, 2026 · 7:08 AM

Since this post 2 weeks ago: $OUST +57% $AOSL +25% $CLF +18% $RCAT +16% All four up. Average +29% in 2 weeks. See for yourself. If you want to catch the next ones early, follow with notifications on. https://t.co/U4f5o5p4r7

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@ckcapitalxxMay 27, 2026 · 6:00 PM

$CLF looks interesting here. Volume and call flow has been absolutely insane. Does someone know something?

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@kevinvestingytMay 27, 2026 · 4:37 PM

I have initiated a large position in $CLF $CLF call flow has gone ballistic recently, and here's why I believe it can 3x within a year: $CLF is the ONLY domestic manufacturer of grain-oriented electrical steel (GOES) in the United States. This specialized steel is used in electrical transformers that power every data center, EV charging station, and grid infrastructure project in the country. CFO Celso Goncalves said it on the Q2 2025 call. CLF hired JPMorgan as advisor to market three idled mill sites: Riverdale IL, Steelton PA, Conshohocken PA, directly to data center developers. His words: "uniquely positioned geographically... access to power and water with infrastructure already in place." Steelton has been continuously operating since 1867. The power and cooling infrastructure is already there. These are brownfield industrial sites. The hardest part is already done. A single announced deal re-rates this stock two ways simultaneously: Debt reduction catalyst: $CLF carries $7.78B in debt on a $6.4B market cap This might have an aggressive AI infrastructure re-rating. The market assigns a completely different multiple overnight. Options market is pricing in a move. The call buyers loading up all day aren't wrong. This is not financial advice. Huge shoutout to @pennycheck for his investigative mega-mind, and @aleabitoreddit for initially making me aware of this idea. $CLF

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@aleabitoredditApr 22, 2026 · 7:12 PM

Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid components Power Electronics $AEIS - power control electronics $VICR - power delivery Capacitor Banks $VSH - power capacitors and capacitor banks Substations & High-Voltage Circuit Breakers $POWL - substations/switchgear $AZZ - substations Transformers $HPS.A - My favorite for transformers $SPXC - power transformers Electrical Core Steel $CLF - Only producer of electrical steel in America? This included: -Transformers - transmission components - advanced conductors - power electronics - substations - high-voltage circuit breakers - protective relays, capacitor banks - electrical core steel TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing. Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others. There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.

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@yasutaketinApr 1, 2026 · 7:21 PM

"デジャヴ。 25%の調整を経て、マイニング株が再びブレイクアウトしている。長期的強気相場は直線的には動かない。何度もプルバックを伴いながら進むものだ。大局に集中し続けなければ、ボラティリティに振り落とされることになる。" （解説）画像は $XME 。米国の金属および採掘（マイニング）業界の企業に投資するETF。特定の金属に依存せず、鉄鋼・アルミ・銅・貴金属・石炭等をカバー。当金額加重を採用。保有銘柄は $CLF $RS $STLD $NEM $FCX など。

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@paola_rojasFeb 23, 2026 · 4:00 AM

Stanley Druckenmiller made some interesting moves as per their latest 13F filing. Exposure to natural resources (including oil and gas) grew 4x, and digitalisation stayed nearly the same with a small decrease. While viewed as a percentage of allocated capital, natural resources are still small at 3% and $134M in value, but it does show an interesting trajectory. Or as Spock would say, fascinating. among stocks added - $AA Alcoa, Aluminium* - $LSCC Lattice Semiconductor* - $BE Bloom Energy, energy storage for datacenters)* - $YPF YPF, O&G in Argentina - $SCCO Southern Copper* - $ALM Almonty, Tungsten, etc* - $ENTG supplier of materials for semiconductors* sold $CLF Cliffs $STX Seagate Tech** *new **closed position