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2026-10-06 12:33 • The Motley Fool Positive Axe Cap view: Selective

An investment analyst recommends two AI stocks for long-term holding: Iren, a neocloud company building AI data centers with a 5,800-megawatt pipeline and contracts with major tech companies, and Netlist, an OTC-traded memory chip company winning patent litigation battles that generate substantial royalty revenue.

Axe note: AI hype stokes gains abroad, yet South African investors need a cautious lens.

2026-10-06 12:32 • The Motley Fool Positive Axe Cap view: Selective

The article compares ASML and Nvidia as AI semiconductor investments. ASML manufactures EUV lithography systems essential for advanced chipmaking with $37.1B revenue and 29.4% net margin, while Nvidia designs GPUs with $215.9B revenue and 55.6% net margin. Nvidia is recommended as the better buy due to faster growth (65.5% YoY) and lower forward P/E multiple (24.4x vs 28.9x), though both stocks carry concentration risks and depend on AI data center spending.

Axe note: Nvidia’s rapid revenue growth and attractive valuation make it the preferable AI semiconductor play over ASML for now.

2026-10-06 12:15 • The Motley Fool Positive Axe Cap view: Selective

Tuya has successfully transitioned from a loss-making hardware distributor to a profitable software-driven IoT platform company. The company achieved GAAP profitability in fiscal 2025 with a net profit of $58 million and improved operating margins to 8.4% in Q2 2026. With 2.09 million registered developers and strong adoption among high-value customers, Tuya presents a buying opportunity at modest valuations, though it faces competitive risks from cloud hyperscalers and uneven revenue growth.

Axe note: Tuya's pivot to a software-driven IoT platform is boosting profits, yet the direct South African connection remains thin.