Top 10 Influencers in 2025$Nucor(NUE.US) can mainly be viewed as a play on the construction infrastructure concept, with AI or energy margins being CLF; both are good companies, but the breakdown is as above 🫠
$Cleveland Cliffs(CLF.US) wants to invest in data center construction. Those interested in the steel sector for infrastructure construction can also look at $Nucor(NUE.US). NUE has stronger certainty, and its main business is more aligned with the AI wave. CLF's main business is automotive steel.
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