Research Feed
Nucor: 95% Data Center Steel Monopoly + FCF Inflection Meet 30-Year Low Imports
Nucor emerges from a deliberate investment trough into a multi-quarter earnings inflection driven by three structural tailwinds: (1) near-monopoly position in data center steel supply, (2) import displacement at 30-year lows creating 4M tons of domestic opportunity, and (3) FCF inflection as $3.4B g