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2026-09-30 23:30 • The Motley Fool Mixed Axe Cap view: Selective

Warren Buffett stepped down as Berkshire Hathaway chairman in September 2026, ending an era of exceptional returns (6,099,294% since 1965). New CEO Greg Abel faces the challenge of maintaining growth, but Berkshire's massive $1.1 trillion size makes repeating historical 19.7% annual returns virtually impossible. The company has underperformed the S&P 500 over the past decade and is sitting on $365.6 billion in cash while making strategic portfolio shifts.

Axe note: With Buffett gone, Berkshire Hathaway's future returns face the reality of size and shifting portfolio bets.

2026-09-30 22:17 • The Motley Fool Positive Axe Cap view: Selective

Nvidia stock could reach $400 within five years (a 75% gain from $229) if earnings hold around fiscal 2028 levels. The analyst projects $15.50 EPS by fiscal 2028 based on 70% revenue growth, requiring only modest 5-6% annual earnings growth thereafter at a 20x P/E valuation. However, the forecast depends critically on avoiding a chip downturn, as Nvidia has experienced 55% net income drops before and faces concentration risk with hyperscalers accounting for $49B of $89B in data center revenue.

Axe note: Nvidia’s growth hinges on sustained AI chip demand but comes with notable risks, leaving rand investors cautious.

2026-09-30 21:30 • The Motley Fool Positive Axe Cap view: Selective

Cantor Fitzgerald maintains a neutral rating on Rivian while setting a $19 price target, implying 20% upside. The article argues Rivian's valuation is underappreciated relative to Tesla, citing growth potential from its affordable R2 SUV launch and exposure to the robotaxi market. Rivian's gross margins of 2% lag Tesla's 19%, but could improve with economies of scale. The company is positioning itself as a supplier to robotaxi operators like Uber, which agreed to purchase up to 50,000 R2 SUVs.

Axe note: Rivian targets growth with affordable SUVs and robotaxi deals, but South African investors should approach with caution.