My 2026 watchlist

u/Optimal_Film_2553 · Reddit — r/ValueInvesting · January 01, 2026 at 23:52 · ⬆ 17 pts · 💬 13 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author shares a 2026 watchlist of five stocks across marine robotics, autonomous trucking, clinical-stage cancer, drones, and a missile defense contract.

SLS — WATCH The author includes SELLAS Life Sciences as a 2026 watchlist idea in clinical-stage cancer treatments. The upside is contingent on clinical trial success, a binary catalyst.

$SLS → Clinical-stage cancer treatments; big upside if trials succeed.

SIDU — WATCH The author sees Sidus Space as a 2026 watch idea with huge potential because it is onboard a $151 billion Missile Defense Agency SHIELD contract. The concrete catalyst is the missile defense contract.

$SIDU → Onboard $151B Missile Defense Agency SHIELD contract; huge potential.

Score 17
Comments 13
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Ideas
u/Optimal_Film_2553 Reddit r/ValueInvesting
Watch SELLAS for cancer trial upside
The author includes SELLAS Life Sciences as a 2026 watchlist idea in clinical-stage cancer treatments. The upside is contingent on clinical trial success, a binary catalyst.
u/Optimal_Film_2553 Reddit r/ValueInvesting
Watch Sidus for missile defense contract
The author sees Sidus Space as a 2026 watch idea with huge potential because it is onboard a $151 billion Missile Defense Agency SHIELD contract. The concrete catalyst is the missile defense contract.
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This Reddit post, published January 01, 2026, features u/Optimal_Film_2553 discussing SLS, SIDU. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/Optimal_Film_2553  · Tickers: SLS, SIDU