What’s your highest conviction <50B MC stock pick for 2026 that hasn’t run up yet?

I love reading about users’ stock picks in this sub, but 99% of the time it’s a company that is up 200% yoy or already has a 500B Market cap.

What’s your highest conviction stock that meets the two criteria in the title? PLEASE INCLUDE SOME SORT OF REASONING.

I will say GRAB. Amazing product with room to grow significantly in a developing market. Anyone who has gone to SE Asia is very impressed with their platform, and the stickiness/moat they are developing means future growth is very likely. There are more scooters in Vietnam than there are adult humans, and the convenience and ubiquity of this service should only improve as cities continue to become more dense and demand for delivery services grow.