u/Varro35

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-2.2%-2.2%
3d1100%-5.8%-5.8%
1w111100%+6.1%+6.1%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CLFr/wallstreetbetsDDbullish
u/Varro35 · 10d agono track record yet
Long CLF
Long CLF calls

Cleveland Cliffs Monster Earnings Coming Monday Morning

Cleveland Cliffs is the largest North American rolled steel producer positioned to benefit from a structural 100-year bull market in steel driven by 50% tariffs and onshoring. Technical breakout from a multi-year wedge combined with HRC prices rising $10/week, massive EBITDA upside as lagged contracts catch up, and analyst underestimation (market expects $0.24 Q3, $0.96 2027 vs. realistic $0.40-0.60+ and $3-4+) should drive shares to $22+ with potential 30+ on a short squeeze.

At post $12.86Now $13.90+8.1% since postedas of Oct 23, 4:45 PM ET
1d-2.2%
3d-5.8%
1w+6.1%
1m—
3m—
6m—
1y—
original post →

End of results.