Clear market notes built around the JSE, the rand, and what matters locally.

2026-10-11 12:30 • The Motley Fool Mixed Axe Cap view: Selective

The article analyzes four nuclear reactor stocks and their potential valuations by 2031. Oklo, NuScale Power, and Nano Nuclear Energy face significant execution risks with current stock prices appearing to price in substantial post-2031 growth. BWX Technologies, a more established supplier with existing revenue, carries less commercialization risk but trades at a premium valuation with limited upside room.

Axe note: South African investors should be cautious on nuclear names as valuations often outpace realistic revenues before 2031.

2026-10-11 12:15 • The Motley Fool Mixed Axe Cap view: Selective

The author argues Nvidia is the best AI stock pick for 2027, despite its modest 30% gain in 2026. With revenue growth of 106% and EPS growth of 128% in Q2, Nvidia's stock is undervalued at 30x current earnings but trades at only 15x forward earnings. If the company achieves its projected 70% revenue growth in 2027 and the market re-rates it to a 30x multiple, the stock could double.

Axe note: Nvidia’s earnings and growth projections suggest it could double by 2027, unlike peers AMD and Palantir.

2026-10-11 12:08 • The Motley Fool Mixed Axe Cap view: Selective

An analysis of five space stocks projects their valuations by 2030 based on an 18% annual growth rate in the space economy. SpaceX is deemed overpriced at 200x forward earnings, while Redwire and Planet Labs offer modest growth potential. Rocket Lab faces headwinds despite Iridium acquisition, and AST SpaceMobile is significantly overvalued relative to its revenue.

Axe note: Some space companies look overpriced; others show modest growth—but nothing to rush into from a JSE perspective.