Watchlist
The stocks and companies listed below are currently being monitored, researched, or owned by No Tears Investors Club.
This watchlist is updated periodically as new opportunities emerge and existing investment theses evolve.
Nothing on this page should be considered financial advice. Always conduct your own research before investing.
High Conviction Holdings
These are companies I currently have the highest confidence in based on their long-term potential.
Rocket Lab (RKLB)
Why I’m Interested
- Growing launch business
- Expanding space infrastructure platform
- Strong position in the emerging space economy
Risk Level: Moderate
Time Horizon: 5+ Years
Palantir (PLTR)
Why I’m Interested
- Leader in data analytics and AI software
- Growing commercial adoption
- Strong government relationships
Risk Level: Moderate
Time Horizon: 5+ Years
Speculative Opportunities
These companies have significant upside potential but also carry higher risk.
Archer Aviation (ACHR)
Theme: Urban Air Mobility
Why I’m Watching
- Potential early leader in eVTOL aircraft
- Large future market opportunity
Risk Level: High
Joby Aviation (JOBY)
Theme: Urban Air Mobility
Why I’m Watching
- Strong technology platform
- FAA certification progress
Risk Level: High
Rekor Systems (REKR)
Theme: AI & Smart Infrastructure
Why I’m Watching
- Transportation intelligence platform
- Potential government adoption opportunities
Risk Level: Very High
Companies Under Research
These are businesses currently being studied but not yet considered high-conviction investments.
SpaceX
Theme: Space Infrastructure
Current Status: Monitoring valuation and growth developments.
Red Cat Holdings (RCAT)
Theme: Defense Drones
Current Status: Following government contract opportunities.
Vertiv (VRT)
Theme: AI Infrastructure
Current Status: Monitoring data center growth trends and valuation.
Watchlist Categories
⭐ High Conviction Holdings
🔍 Under Research
⚡ Speculative Opportunities
📝 Potential Future Purchases
Last Updated: June 2026
No Tears Investors Club 