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

2026-09-29 07:03 • The Motley Fool Positive Axe Cap view: Selective

Micron Technology is expected to deliver fiscal 2026 Q4 results on Sept. 30 that could reshape market sentiment toward the stock. The article argues that the AI-driven demand for memory chips represents an unprecedented, multi-year growth wave unlike historical cyclical patterns, with data center spending projected to reach $3-4 trillion by 2030. Currently trading at only 6.8x fiscal 2027 earnings, Micron stock may be undervalued if this elevated demand persists beyond next year.

Axe note: AI-driven demand might finally lift Micron's valuation from cyclical lows to sustained growth heights.

2026-09-29 06:15 • The Motley Fool Positive Axe Cap view: Selective

The article outlines how everyday investors can build a $1 million portfolio through dollar-cost averaging and consistent S&P 500 investing. By investing $500-$2,000 monthly over 18-31 years, investors can reach millionaire status, with compound returns doing most of the heavy lifting. The S&P 500 has historically averaged 10.6% annual returns and outperforms 84% of actively managed funds, making it a reliable wealth-building strategy.

Axe note: Consistent investing in the S&P 500 via dollar-cost averaging remains a proven way to build wealth over time—here’s how this plays out for rand investors.

2026-09-29 05:35 • The Motley Fool Positive Axe Cap view: Selective

CrowdStrike and Figma both demonstrate strong revenue growth, with CrowdStrike generating larger absolute revenues ($1.5B in Q2 2026) but Figma growing faster at 48% year-over-year compared to CrowdStrike's 26%. Both companies remain unprofitable despite their growth trajectories, with CrowdStrike posting a $33.2M operating loss and Figma a $117.3M loss in Q2 2026.

Axe note: Both CrowdStrike and Figma show strong revenue growth but uncharted profitability, with clear local implications.