| There's a little-known factory being built outside San Antonio.
To most people, it looks ordinary… just another industrial site.
But to Google, Tesla, and Microsoft, it may be the most important factory in the world.
Because inside, machines are producing a new "miracle metal"…
A material so powerful it can slash AI's energy use by 99%… and unlock billions in savings for every tech giant on the planet.
That alone would be a story.
But here's the part almost no one is talking about:
This company is so promising that even its waste is worth billions.
Every ton of this miracle metal they make also produces clean hydrogen, a fuel America is short on by 11 million metric tons a year.
In other words… while Big Tech fights for the metal, the byproduct could quietly become a second fortune.
And the stock behind it? Still trading for under $20.
Chris Rowe Today's editorial pick for you Steel stocks: 3 Best Investments for GrowthPosted On Oct 24, 2025 by Chris Markoch  Long-term thematic investing can often be like watching paint dry or grass grow. I prefer to think of it with a quote from the Ernest Hemingway classic, The Sun Also Rises. When asked how you go bankrupt, a character said, "Gradually, then suddenly." Table of ContentsMany investors began piling into steel stocks in 2021 and 2022 as money from the Infrastructure Act and later, the Inflation Reduction Act began to flow into the economy. The idea was that steel manufacturers would benefit from increased demand coupled with a higher price for the underlying commodity. However, those investors would tell you that the bullish move in steel stocks has been gradual, at best. And in fact, reversed in 2023 and 2024 due to higher interest rates and in 2025 over tariff concerns. This earnings season shows that we may be reaching the "suddenly" stage, at least in some cases. Steel demand is increasing as the need to buildout data centers and as companies commit billions to build manufacturing in the United States. That demand is offsetting continued weakness in the housing sector. It's also playing well for steel makers that have ensured the market did not get oversupplied. The good news is that this isn't going to be a one-year-and-done phenomenon. Growth in steel stocks is expected to happen as a rolling wave taking place for years to come. However, it does mean that this may be your last, best chance to get in on this group of stocks as a momentum trade or as part of a longer-term strategy. Cleveland-Cliffs: The Gradual Turn Becomes SuddenThe latest earnings presentation from Cleveland-Cliffs Inc. (NYSE: CLF) confirmed what investors have been hoping to see for more than a year: pricing power is returning, and the company is positioned to capture a sustained upcycle in steel stocks. As one of the most vertically integrated steelmakers in North America, from iron ore to finished steel, Cliffs benefits from a mix shift toward high-value automotive and electrical steels. EV production, in particular, is emerging as a structural tailwind. EO Lourenco Goncalves reiterated that the company's product mix, union labor model, and domestic supply chain make it the go-to supplier for automakers investing billions in U.S.-based facilities. While residential construction remains soft, Cliffs' exposure to energy infrastructure, grid modernization, and transportation projects helped offset the drag. The company also emphasized its cost-control efforts and deleveraging progress, supported by consistent free cash flow generation. Tariff volatility remains a headline risk, but domestic demand strength and disciplined imports have kept margins resilient. With pricing trends stabilizing and downstream customers signaling higher order volumes for 2026, Cleveland-Cliffs looks well-positioned to transition from defense to offense. For investors, this may mark the point where patience in Cliffs' "gradual" recovery finally starts to pay off—perhaps suddenly. Steel Dynamics: Efficiency Meets Expansion Steel Dynamics Inc. (NASDAQ: STLD) delivered another solid quarter, underscoring its reputation as one of the most operationally disciplined steelmakers in the industry. The company's October earnings presentation highlighted strong performance across its steel operations and record shipments in engineered steel products. Demand from nonresidential construction, manufacturing, and energy projects more than compensated for softer housing-related activity. Importantly, management noted that public infrastructure projects and industrial builds—especially data centers and EV plants—are becoming a larger share of total shipments. What truly differentiates Steel Dynamics is its cost-efficient mini-mill model and vertical integration, which continues to generate industry-leading margins even in a mixed pricing environment. The company's new aluminum flat-rolled mill, expected to start production in late 2025, will add another layer of diversification, positioning STLD to benefit from trends in lightweight manufacturing and sustainable materials. Its balance sheet strength and steady share repurchases further support long-term shareholder returns. As federal and private construction spending accelerates, Steel Dynamics appears ideally positioned for multi-year growth. The "gradual" demand buildup investors have waited for is showing up in the company's order book, and if current trends continue, 2026 could be the year when that steady growth turns into a meaningful breakout. Nucor: Leading the Next Industrial Wave in Steel StocksNucor Corp. (NYSE: NUE) remains the bellwether for the American steel industry and a leading proxy for the nation's infrastructure and manufacturing trends. As the largest and most diversified U.S. steelmaker, Nucor stands to benefit directly from a multiyear surge in demand tied to data centers, EV and battery manufacturing, and large-scale infrastructure builds. The company's mix of flat-rolled, bar, and steel products positions it at the heart of both industrial and public construction growth. Nucor has spent the last several quarters preparing for this moment. Through disciplined capital investment, it has expanded capacity in engineered steel and downstream fabrication—segments expected to see steady demand from transportation, energy, and grid-modernization projects. Its vertical integration, low-cost mini-mill model, and commitment to sustainable production give it flexibility and margin protection that few competitors can match. While the broader housing market remains soft, nonresidential and industrial projects are gathering momentum, creating a favorable setup for Nucor heading into 2026. The company's strong balance sheet and shareholder return strategy further reinforce its appeal as both a cyclical and long-term growth story. As the U.S. infrastructure wave gains traction, Nucor is positioned to lead the sector higher. This is a PAID ADVERTISEMENT provided to the subscribers of StockEarnings Free Newsletter. 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