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

2026-10-15 07:45 • The Motley Fool Negative Axe Cap view: Selective

The article discusses whether investors should buy Netflix stock ahead of a major investor update. The author raises concerns about Netflix trending toward reducing transparency for investors, which could impact investment decisions.

Axe note: Netflix’s move to dial down transparency could unsettle investors ahead of its big update.

2026-10-15 07:44 • The Motley Fool Negative Axe Cap view: Selective

Tesla's valuation is heavily dependent on Robotaxi profitability, yet the company hasn't disclosed per-mile earnings data. With adjusted EPS down 18% year-over-year despite 26% revenue growth, and capital expenditures expected to exceed $25 billion in 2026, the stock trades at 165x expected 2027 earnings. The analyst argues investors need transparency on Robotaxi's per-mile profit margins to justify the current valuation.

Axe note: Tesla’s surge relies on Robotaxis, yet we still lack essential profit details.

2026-10-15 07:30 • The Motley Fool Mixed Axe Cap view: Selective

The article argues that Nvidia will likely remain the world's largest company by market cap in 2027, despite Apple closing the valuation gap. Nvidia is expected to deliver 70% revenue growth next year and trades at a reasonable 14x forward earnings, while Apple's 16% growth is priced at a premium 31x earnings. The author contends that if Nvidia executes as expected, the stock could double, opening a commanding lead over Apple.

Axe note: Nvidia’s strong AI growth and reasonable valuation put it ahead of Apple despite the latter’s brand strength.