Nucor offers compelling 18-month upside potential with a $150 fair value target as the steel giant pivots from commodity producer to value-added manufacturer. The company expects significantly higher Q2 earnings driven by 20-30% steel price increases from new tariffs, while strategic acquisitions in data centers, towers, and infrastructure position Nucor to capitalize on reshoring and electric grid expansion.

Bunge Global presents a compelling turnaround story, trading through temporary headwinds toward stronger fundamentals. The pending Viterra acquisition will dramatically expand Bunge's global agricultural infrastructure across 37 countries.

Revenue and earnings are very unpredictable in short time-frames, and the current stock price reflects this. However, management has demonstrated that they can run it very effectively over the long run.

It was an innovator, but not is is mostly hype, with stagnating car sales.