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2026-07-25 11:39 • The Motley Fool Negative Axe Cap view: Selective

SpaceX stock has declined 15% from its June IPO price and over 30% from its post-IPO peak, following a pattern common to major tech IPOs. While historical data shows newly public companies with $100M+ annual revenue eventually match or beat the broad market, nearly two-thirds of such stocks remain in the red three years after IPO. The article suggests caution for investors considering entry or continued holding positions.

Axe note: SpaceX’s 30% drop post-IPO mirrors a common tech trend, warning South African investors to be cautious about hype-driven listings.

2026-07-25 11:15 • The Motley Fool Mixed Axe Cap view: Selective

Supermicro's stock surged 20% after announcing strong Q2 preliminary results with improved gross margins of 15-17%, driven by AI infrastructure demand and supply shortages. However, the analyst recommends buying Nvidia instead, citing Supermicro's low-margin business model, history of controversy (including a Taiwan office raid related to chip smuggling), and the fact that most value resides with Nvidia's GPUs rather than the integrator.

Axe note: Supermicro’s strong quarterly results mask deeper risks—Nvidia remains the cleaner AI play for South African investors.

2026-07-25 11:11 • The Motley Fool Positive Axe Cap view: Neutral

Capricor Therapeutics' EVP and General Counsel Karen Krasney sold 24,100 shares for ~$732,000 in June 2026 through a pre-planned 10b5-1 trading arrangement, which is routine stock-based compensation and not indicative of insider concerns. The stock has declined 30% year-to-date after a 202% surge in 2025. An FDA decision on Deramiocel approval is expected by August 22, 2026, which could serve as a significant catalyst for the clinical-stage biotech company.

Axe note: An insider sale at Capricor Therapeutics isn’t signaling trouble, but upcoming FDA approval is a key catalyst with big uncertainty.