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2026-07-17 16:30 • The Motley Fool Positive Axe Cap view: Selective

Joby Aviation's stock has declined 47% year-to-date, but the article argues this presents a buying opportunity for long-term investors. Despite slow regulatory progress, Joby has made significant operational advances including thousands of test miles, strategic partnerships with Toyota, Delta, and Uber, and participation in a White House-backed eVTOL program. The author views the stock as a speculative long-term play with potential for substantial gains if the urban air mobility market reaches projected valuations.

Axe note: Joby's sharp decline offers a window for bold investors betting on urban air mobility, but caution is warranted given regulatory and market hurdles.

2026-07-17 16:23 • The Motley Fool Positive Axe Cap view: Selective

Micron Technology has experienced a 30% pullback from its 52-week high despite strong quarterly results, presenting a buying opportunity for long-term investors. The company benefits from structural demand for memory chips driven by AI data centers, with supply shortages expected to persist beyond 2030. Analysts project 785% EPS growth in fiscal 2026, with potential for the stock to reach nearly $2,000 by 2030 if earnings growth continues and the company trades at a modest 10x earnings multiple.

Axe note: Despite a hefty pullback, Micron’s semiconductor growth tied to AI demand suggests potential upside for patient investors.

2026-07-17 16:22 • The Motley Fool Neutral Axe Cap view: Selective

SpaceX stock fell below its IPO price after the company scrubbed a Starship test flight due to two Raptor engines failing to ignite on the Super Heavy booster. The engines will be replaced and the launch rescheduled for early next week. The analyst argues this delay is not a significant concern for long-term investors.

Axe note: SpaceX share price dipped after a launch delay, but the long game remains intact.