The Wide Bandgap Chips — Silicon Carbide & Aluminum · The Rocks & Powders — Critical Materials
NUE
Nucor Corporationloading…
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Largest US steel producer — electric-arc furnace + low cost
What they do
Mini-mill model = lower cost than integrated mills. Diversified end-markets : construction, auto, energy, durable goods. New West Virginia sheet mill ($3B+ capex) targets data-center construction supply. Aggressive buybacks. Less exciting than tech but a quality cyclical compounder.