The Real Reason You Keep Hearing About Greenland

By Michael Salvatore, Editor, TradeSmith Daily

In This Digest:

The investment story behind the Greenland headlines
These metals are a bottleneck for technology’s next big leap
Three stocks to watch if the U.S. takes a stake in the Arctic
When to buy them and when to avoid them in 2026
Free access to an “unlocked” version of our Seasonality tool

Geopolitics is forcing investors to look north…

Yesterday, stone-faced foreign ministers from Denmark and Greenland visited the White House.

They came amid renewed focus on the idea – raised first at the start of the new Trump administration last year – that the U.S. could pursue direct control of the Arctic island.

Why is the U.S. suddenly vying for control of a huge, oblong glacier near the top of the Earth?

It’s a fair question… with a few answers.

Greenland sits in a key position between North America and Europe, and near areas of growing activity involving Russia and China. That makes it relevant to U.S. defense planning and Arctic security.

There are also economic angles. As Arctic ice continues to recede, new shipping routes across the region may become more practical over time. That could reshape global trade patterns.

But there’s another side of the Greenland story that matters more for investors right now.

And it’s directly investable.

I’m talking about rare earth elements…

Rare earth elements (REEs) are a group of 17 metals. Ones that your high school chemistry teacher probably didn’t talk about – but are suddenly a hot topic in the media.

That’s because they have become essential inputs for each new leap in modern technology.

But unlike more common metals like iron, copper, and gold, these metals are rarer to find in concentrations that make financial sense to mine and process.

REEs are used in high-performance magnets and other components that power today’s advanced hardware. Think electric motors in EVs, wind turbines for clean energy, along with sensors and electronics for defense systems.

That’s why REEs have become such a recurring topic over the past year. And why Greenland is in the spotlight now.

Greenland sits on known rare earth mineral resources. Mining companies, the EU, the U.S., and China have all studied Greenland’s mineral potential going back more than a decade.

As of now, those resources lie effectively dormant. There are only two small mines operating on Greenland right now, neither of which are directly mining REEs.

So one reason for the White House’s interest in Greenland may be to secure access to these resources.

Why should we care as investors?

Every major tech boom ends up depending on basic inputs we pull out of the ground – materials that become the must-have critical materials of the era.

Iron for railroads… oil for the age of the automobile… copper for electrification.

Today, one of those must-have critical materials is rare earths. The tech boom on Wall Street would grind to a halt without them.

And there are several popular stocks right now that could benefit if Trump follows through on his threat to take direct control of Greenland.

Today, let’s focus on what these stocks are, why they’re such a big part of the REE story… and show you when you should buy and sell them throughout 2026.

Tesla (TSLA) is totally dependent on these metals…

They’re used to make the permanent magnets inside electric-vehicle (EV) motors – and inside the motion systems that drive Tesla’s Optimus humanoid robot.

These magnets increase torque and efficiency, which directly improves EV range and performance. And in Optimus, they act as the robot’s muscles – converting electrical power into precise physical movement.

Tesla has said it wants to use fewer REEs over time. But scaling EVs and robots still requires dependable access today.

And that promise of scaling the next wave of robotics has helped TSLA’s share price double from its March lows.

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Lockheed Martin (LMT) is another major buyer…

They’re built into missile guidance systems, advanced radar, and space hardware that must survive radiation, heat swings, and vacuums. In many of these systems, there are no viable substitutes that meet U.S. military specifications.

That’s why supply chains matter so much. As Washington moves to secure domestic and allied sources of rare earths, it lowers production risk for Lockheed – and removes a quiet-but-serious bottleneck in U.S. defense manufacturing.

The stock is up 40% from its 2025 lows and is a stone’s throw from an all-time high.

Then there’s chipmaker Analog Devices (ADI)…

This company makes analog chips that help machines sense the world and control power – sensors, signal processing, and power management for factories, cars, planes, and datacenters.

These chips measure real-world conditions and precisely control how power is delivered to the machines they’re connected to.

Many of the systems ADI serves – motors, actuators, precision tools, and industrial automation equipment – depend on rare-earth magnets and advanced materials. ADI doesn’t mine rare earths. But its customers rely on them to function.

So while ADI isn’t a rare earth stock, it’s an enabler of the firms that rely on REEs.

If the U.S. does unlock reliable supply from Greenland, it strengthens the entire industrial stack – from motors and automation systems all the way up to the chips that control them.

That’s a tailwind for ADI’s customers – and a durability boost for ADI’s business over the long run.

That makes these three companies great candidates for your watchlist.

Of course, knowing what to own is only half the battle…

Knowing when to buy is just as important.

Stock prices don’t move in a smooth line. They move in bursts – often tied to the calendar. Investor dollars get deployed, rebalanced, hedged, and redeployed again at remarkably regular points in the year.

This isn’t theory. Stocks have seasons that traders have observed for decades.

And we can show you exactly how it works. Go here to analyze stocks of your choice with our groundbreaking Seasonality software.

What you’ll find is – those seasons can persist, even when headlines are loud, politics are messy, and volatility is high.

That’s why two investors can agree on the same stock… and have wildly different results. One might have bought it during a historically weak seasonal window. The other bought it during a bullish window.

You can’t see most of these patterns with the naked eye.

But here at TradeSmith, we’ve analyzed decades of market data to see when stocks tend to rise and fall throughout the year.

And we’ve shown that thousands of stocks show repeatable, calendar-driven patterns that show up again and again, across bull markets, bear markets, and everything in between.

We’ve backtested the data and found these signals – across more than 5,000 stocks – were 83% accurate, to the day.

Which brings us back to rare earths, robotics, and the companies tied to them.

The long-term story matters. But the entry point can matter just as much.

Here’s when you should consider buying Tesla in 2026…

Below is a 15-year seasonality chart for Elon Musk’s car company…

As you can see, TSLA has four separate bullish seasonal windows (green shaded areas) coming up this year:

The first begins on March 18 and lasts through April 6. For 13 of the past 15 years, TSLA has risen through this window. And on average, taking both wins and losses into account, the stock has delivered a return of 7.8%.

But note the early March historical price action. From Feb. 17 to March 19, TSLA has fallen in 11 of the past 15 years. The average return is a 7.7% decline.

So if we’re following seasonality, it’s not time to buy TSLA right now. Waiting until early March is a better plan.

Lockheed Martin is entering a bullish seasonality window sooner – on Feb. 6. And this window lasts until March 4. Take a look:

For all but one of the past 15 years, LMT has traded higher in this window. And on average, it’s returned 2.6%.

Before we get there, though, LMT shares tend to dip. In 10 of the past 15 years, LMT has fallen from Jan. 21 to Jan. 27.

Finally, here’s the 2026 Seasonality chart for Analog Devices (ADI)...

ADI is smack in the middle of a bullish seasonality pattern that began on Jan. 6. All but two of the last 15 years, this stock has been higher during this time for an average gain of 8.4%:

And you don’t have to depend on me to point out these Seasonality patterns.

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Follow this link to claim your free trial access. Then you can explore seasonal price patterns for the stocks you own or are thinking of buying. It’s available online until Monday, Jan. 19.

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As we start the new year, a new batch of these seasonal cycles is about to kick off… and we want to make sure as many TradeSmith folks as possible know what’s coming.

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To building wealth beyond measure,

Michael Salvatore signature