Calls
5
#641
Alpha Score 65.0
Lee Cheol-jae
Senior Defense Reporter, JoongAng Ilbo
Win Rate
60.0%
return
+14.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 11
$84.98
-19.1%
China's rare-earth export restrictions exposed Western supply-chain vulnerability, including disruption to F-35 production. Neodymium and other heavy rare earths are essential for permanent magnets used in motors for EVs, robotics/physical AI, and defense systems. Greenland is described as holding a large share of heavy rare-earth deposits, making rare earths a critical strategic resource in U.S.-China competition and a likely focus of U.S. resource policy.
Thematic ETFs
Long
Jan 11
$232.97
-8.4%
The post-Cold War peace dividend is over. Russia's invasion of Ukraine, U.S.-China-Russia competition in the Arctic, and the U.S. national security strategy telling allies to defend themselves are forcing countries to rearm. Global military spending has risen for ten straight years and reached a record $2.7 trillion in 2024, with the U.S. accounting for about half, and Lee expects this defense-budget trend to continue for the foreseeable future.
Thematic ETFs
Long
Jan 10
$97.51
+36.9%
The U.S. plan calls for using Venezuelan oil revenue to stabilize the country and then compensate Exxon Mobil and ConocoPhillips for past nationalization losses, giving both companies a clear path to recover value and regain access to Venezuelan resources.
Oil & Gas
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Lee Cheol-jae has 5 trade ideas tracked on Buzzberg across 5 tickers since January 2026. Ranked #641 on the Buzzberg Alpha leaderboard. Most covered: ITA, REMX, XOM.
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
