---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40285224.md"
description: "After all the hype around semiconductors, data centers, and storage, the momentum has finally spread to energy; it's reached this point now, so it should be your turn, grid expansion demand.$Cleveland Cliffs(CLF.US)"
datetime: "2026-04-29T12:24:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40285224.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40285224.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40285224.md)
author: "[奇迹的交易员cola](https://longbridge.com/en/profiles/10743314.md)"
---

# After all the hype around semiconductors, data cen…


### Related Stocks

- [CLF.US](https://longbridge.com/en/quote/CLF.US.md)

## Comments (13)

- **穩中求勝 · 2026-04-30T05:36:39.000Z · 👍 1**: CLF = (Commercial Steel × Cycle × Leverage) + (Electrical Steel × Structural Growth × Policy Moat)                  ↓                                    ↓             HRC determines 70%                      AI/Power Grid determines 30%                  ↓                                    ↓         
  - **奇迹的交易员cola** (2026-04-30T06:00:07.000Z): Insightful
- **嘿嘿^ · 2026-04-29T12:37:35.000Z · 👍 2**: Japan's electrification is so advanced, yet the West (US) isn't transitioning to develop it. Can't figure it out. 🤔
- **嘿嘿^ · 2026-04-29T12:34:40.000Z · 👍 2**: The electrification of the West is really slow.
  - **奇迹的交易员cola** (2026-04-29T12:37:33.000Z): It's all Cleveland's fault. His one company is holding back the entire United States.
- **嘿嘿^ · 2026-04-29T12:33:47.000Z · 👍 2**: This company is still in the railway business 🙈 I don't know why this line of work isn't doing well.
  - **拜登的交易员エウベル** (2026-04-29T12:56:37.000Z): Maybe the US doesn't have high-speed rail, one of the "Four New Great Inventions" 🤪 The rail system is slow, old, and mainly for freight, so there's not much demand for tracks.
  - **嘿嘿^** (2026-04-29T13:01:47.000Z): In the future, the infrastructure construction of the Western Development strategy also needs to be reformed. Railways are actually quite important for the Western Development. After the military cont
  - **拜登的交易员エウベル** (2026-04-29T13:09:17.000Z): It's not centralization; the resistance from each state is too great. How many years has the California high-speed rail project been stalled? Plus, land is privately owned, making acquisition too trou
- **山顶交易员 · 2026-04-29T12:28:03.000Z · 👍 2**: 🎤Southern Copper, do you still have any? 🌚🌚 I feel insecure holding it if you don't post about Southern Copper.
  - **帆的理想乡** (2026-04-29T13:12:14.000Z): Brother Cola will definitely continue to hold.