Vibe5: High-Upside Bets Under $50
Five founders humming with potential—tuned to frequency, not formulas.
We’re not scanning for price swings—we’re listening for founder frequency.
Every Friday, I drop the Vibe5: five public companies under $50 where the story cuts through the noise. This week’s picks are all grit, juice, and asymmetric potential. Let’s tune in.
🧠 Upstart (UPST, $40.92)
AI-native fintech with real conviction. Co-founders Dave Girouard (ex-Google) and Paul Gu (Thiel Fellow) are rebuilding how credit works—fairer, faster, smarter. It’s not hype—it’s a mission in motion.
🌍 Planet Labs (PL, $3.23)
Daily Earth imaging from orbit. Ex-NASA founders Will Marshall and Robbie Schingler are chasing a climate-first vision—sustainability with a cosmic view. A $230M deal with JSAT hints at long-term potential.
🩺 Hims & Hers (HIMS, $27.23)
Telehealth for the next gen. Founder Andrew Dudum is breaking taboos—ED, hair loss, mental health—with a sleek DTC vibe. The recent Trybe Labs acquisition adds muscle to its at-home testing engine.
🤖 Symbotic (SYM, $20.41)
Warehouse robotics with a founder-led edge. Rick Cohen built a quiet automation beast, now powering Walmart and more. Analysts are cautious short-term—but the robotics wave hums long-term.
🌿 Oatly (OTLY, $8.62)
Vegan milk with cult love. Rickard Öste’s oat-powered rebellion once rode the ESG wave to glory. Now it’s bruised, battered—and full of comeback energy. Sustainability still sells. So does soul.
Markets are jittery—tariffs, volatility, the usual storm.
But these stories have their own gravity.
This isn’t financial advice. It’s a signal worth tuning into.
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