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2026-10-13 22:30 • The Motley Fool Positive Axe Cap view: Selective

Archer Aviation stock currently trades at $5 per share after declining from $7.50 at the end of 2025. Despite being a speculative eVTOL company with minimal revenue and lacking FAA certification, the author predicts the stock could reach $8 by October 2029 (60% upside) if the company achieves FAA type certification and successfully expands its defense business through its planned acquisition of Boeing subsidiaries. However, significant risks exist including potential dilution from future capital raises.

Axe note: Archer’s eVTOL promise hinges on FAA approval and Boeing deals — a risky bet for rand investors.

2026-10-13 22:06 • The Motley Fool Positive Axe Cap view: Selective

Nvidia's stock has surged 1,000% over the past five years as the leading provider of AI hardware for data center infrastructure. With projected revenue growth of 61% annually through fiscal 2029 and a forward P/E ratio of 25 (only 27% above the S&P 500), analysts see significant upside potential. However, the stock's valuation remains modest due to uncertainty about the durability of the AI boom, making future gains highly uncertain despite strong fundamentals.

Axe note: Nvidia’s dominance in AI chips signals global growth but holds nuanced implications for the rand and local portfolios.