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2026-07-22 19:30 • The Motley Fool Positive Axe Cap view: Selective

Nuclear energy demand is surging due to AI data center power requirements. NuScale Power holds a first-mover advantage with NRC-approved small modular reactors but faces years before commercialization and execution risks. Constellation Energy, with 22 GW of operating nuclear capacity and major hyperscaler contracts (Microsoft, Meta), is better positioned to capitalize on near-term nuclear energy demand growth.

Axe note: Constellation Energy's existing nuclear capacity beats NuScale's futuristic modular reactors for near-term investors.

2026-07-22 19:21 • The Motley Fool Negative Axe Cap view: Neutral

Michael Burry, famous for predicting the 2008 financial crisis, has taken a short position against the iShares Semiconductor ETF (SOXX) and several of its major holdings including Nvidia and Micron Technology. Despite Burry's bearish stance and a recent 18.4% monthly decline, the ETF remains up 74% year-to-date. Burry cites valuation concerns and cyclical risks in memory chips, while critics argue his analysis doesn't account for AI's transformative role in the current semiconductor cycle.

Axe note: Despite Burry’s bearish bet on semiconductors, the sector remains strong, with limited immediate impact on the JSE.

2026-07-22 19:13 • The Motley Fool Positive Axe Cap view: Selective

The article compares two healthcare-focused ETFs: Vanguard Health Care ETF (VHT) and Invesco Pharmaceuticals ETF (PJP). VHT offers broader sector exposure with 411 holdings, a lower expense ratio of 0.09%, and higher dividend yield of 1.60%. PJP focuses narrowly on 29 pharmaceutical stocks with a 0.57% expense ratio and 0.90% yield. Despite VHT's cost advantages, PJP has significantly outperformed over 3 and 5-year periods (17.3% and 9.1% returns respectively), leading the author to recommend PJP as the better buy for 2026.

Axe note: Despite VHT’s broad exposure and lower fees, PJP’s sharper focus on pharma stocks has outpaced it over the medium term.