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Steel Dynamics Added as New Short Idea at Hedgeye
ByAinvest
Monday, Nov 3, 2025 10:07 am ET1min read
Steel Dynamics (STLD) has been added as a new short idea at Hedgeye. The company's EPS remains roughly half of its 2022 peak despite outperforming due to tariffs, reshoring, and reindustrialization narratives. Analyst Jay Van Sciver notes that STLD's strong performance has been largely driven by external factors rather than fundamental strength.
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