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

2026-10-12 05:15 • The Motley Fool Positive Axe Cap view: Selective

The article examines six ETFs with strong historical track records and projects potential 20-year growth from $500 monthly investments. It emphasizes the power of long-term investing and compound returns, presenting bull, base, and bear case scenarios for each ETF based on past performance data.

Axe note: A look at six top US ETFs, their potential returns, and practical implications for JSE investors.

2026-10-12 03:20 • The Motley Fool Positive Axe Cap view: Selective

Ethena (ENA) and NEAR Protocol (NEAR) are positioned for significant growth in 2026 and beyond. Ethena's synthetic dollar token USDe generates substantial reserve yields and has approved revenue buybacks once supply reaches $7.5B, with analyst price targets of $0.42 by end-2026 and $2 by end-2028. NEAR's Intents protocol enables efficient cross-chain asset swapping, generating $1.9M in protocol revenue monthly, and has attracted institutional interest with Bitwise launching a NEAR ETF and forecasting a 2030 base case of $155 per token.

Axe note: Ethena and NEAR Protocol offer growth potential, yet South African investors must weigh currency risks and limited local exposure.

2026-10-12 01:30 • The Motley Fool Positive Axe Cap view: Selective

Morgan Stanley projects the humanoid robot market could reach $5 trillion by 2050. Three stocks are positioned to benefit: Micron Technology provides essential memory chips for AI inference and sensor processing; Tesla's Optimus robots are well-developed with CEO Elon Musk targeting a $25 trillion company valuation; and Alphabet has multiple avenues including Google Cloud, Gemini AI, custom chips, and Waymo's autonomous robotaxi operations.

Axe note: While the humanoid robot sector is set for massive growth globally, South African investors should be cautious given limited local exposure.