Calls
7
Craig Tindale
Private investor and author
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 22
$16.75
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Lionus Metals is advancing a rare earth refining project in Texas that has received a go-ahead after ESG and bureaucratic obstacles were removed, though it still depends on Chinese machinery. It is a direct example of the Western reshoring companies he tracks.
Critical Minerals
Long
Jan 22
$82.71
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Copper is indispensable for electrification and AI data centers, with examples like 2,177 tons in a Microsoft data center and 60 tons per kilometer of ultra-high-voltage cable. China dominates smelting and refining and is using negative-cost processing to control the midstream, so Western copper costs may rise even if China's own costs fall; however, he cautions copper is not an automatic commodity play because China is gaming the system.
Commodities
Long
Jan 22
$9.54
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Ucore/UCU has received roughly $100 million to develop rare-earth capacity in Louisiana and has entered initial production. Its closed-loop system avoids heavy rare-earth pollution and has lower-cost throughput than the old metric, making it a Western rare-earth reshoring winner.
Other
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Craig Tindale has 7 trade ideas tracked on Buzzberg across 9 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
