GoodRx, Grab flagged as penny stocks to ride Nvidia's US$10b AI push

Nvidia's nearly US$10b European AI investment is a way for smaller companies to tap powerful technology without shouldering the full build cost. That logic underpins its screen for sub-$5 stocks with healthier balance sheets, a mix pitched at investors chasing higher risk and higher reward.

GoodRx Holdings sits in that group because its core business is straightforward prescription cost relief, and the interesting question for investors is whether that consumer savings engine can scale from one-off discounts into steadier subscription income. The company generates about US$785 million from healthcare software and carries a roughly US$1.1b market cap. Its subscription push begins with erectile dysfunction and is slated to scale to weight loss and hair loss, which could capture large recurring revenue streams with far higher gross margins than transaction-based business. How real-world consumer behavior amplifies or quietly caps that push is presented as the open question.

Grab Holdings brings the theme into consumers' wallets, layering lending, PayLater and digital banking tools onto a large rides and deliveries platform across Southeast Asia. It draws around US$2.0b from Deliveries, US$1.3b from Mobility and US$430 million from Financial Services, with a roughly US$12.0b market value. Financial Services reaching breakeven in the second half of 2026 is the point where investors may reassess Grab's long-term margins.