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2026-07-20 09:28 • The Motley Fool Positive Axe Cap view: Bearish

Wall Street analyst Tom Lee predicts Ethereum could reach $250,000 (12,500% gain) and Bitcoin could hit $2 million (3,000% gain) as the crypto market enters a bull phase. Lee bases Bitcoin's valuation on it becoming 'digital gold' comparable to the $28 trillion gold market, while Ethereum is entering an 'ETH 2.0' phase of mainstream adoption. However, the author notes these predictions require a complete remaking of the global financial system and may be overly optimistic.

Axe note: A Wall Street analyst’s bold crypto predictions raise questions for South African investors navigating volatile markets.

2026-07-20 09:06 • The Motley Fool Neutral Axe Cap view: Neutral

Meta is halting its $174 billion share buyback program to redirect capital toward massive AI infrastructure investments. While the company benefits from AI integration in advertising and plans to sell excess data center capacity, the shift removes a key earnings-per-share catalyst and exposes Meta to potential AI bubble risks similar to the metaverse downturn in 2022.

Axe note: Meta is ditching its massive share repurchase to pour money into AI infrastructure, risking near-term earnings pressure.

2026-07-20 08:24 • The Motley Fool Negative Axe Cap view: Selective

Micron Technology stock has plummeted 30% from its $1,213 peak to $848 after a 2,070% gain since early 2023, driven by AI boom demand for high-bandwidth memory chips. While the company shows record revenue ($41.4B) and earnings growth fueled by memory shortages, concerns loom over future demand as businesses curb AI spending and memory supply catches up. The author recommends caution despite attractive valuation metrics, citing near-term volatility risks.

Axe note: Micron’s stunning rally faces a reality check as AI demand softens and memory supply catches up.