Steel Dynamics is the quality name in a sector that's working. EAF mini-mill operator, tariff protection, infrastructure tailwinds, and a 48% forward EPS CAGR. The earnings trough is behind it and institutional rotation out of tech is adding fuel. I'm watching for the pullback entry.

Century Aluminum is the number one ranked name from my Basic Materials screen. Clean staircase uptrend, margins expanding from 3.6% to 18.3%, and a macro tailwind that isn't going away — US tariffs and Strait of Hormuz supply disruption are creating a genuine structural advantage for domestic producers. Here's the full breakdown.