Next Era Energy (NEE) is a recommended buy for its stable utility earnings and renewable energy development, benefiting from AI-driven electricity demand and offering a 3% dividend yield with potential 25% upside.
Source Post
5 Stocks to BUY in September | Investor Weekly Playbook
Aug 30, 2026
The creator discusses the historical weakness of the stock market in September, noting that the S&P 500 has averaged a decline. Despite this, the S&P 500 is up significantly year-to-date, with Nvidia's strong earnings report and the AI boom being key drivers. The creator also mentions a rotation from small caps back into the MAG 7 stocks and introduces their investing accelerator program.
Linked Mentions
Tickers discussed in this post
Alibaba (BABA) presents a significant valuation opportunity due to its exposure to key themes like e-commerce, cloud, and AI, with the potential for considerable earnings improvement if China's economy stabilizes.
The first stock discussed is trading at an attractive forward earnings multiple of 15x with strong expected earnings growth, making it a compelling buy.
AppLovin (APP) is a buy as an AI-driven communication services company whose expansion beyond gaming into broader e-commerce and web advertising could significantly increase its addressable market, despite high expectations and a recent 50% stock drop.
Mercado Libre (MELI) is presented as a stock to buy in September, fitting into the e-commerce category.
Broadcom is mentioned because hyperscalers continue investing in networking and custom silicon, reinforcing the AI infrastructure thesis.
Cororeweave (likely CrowdStrike) is mentioned as a company whose market cap is less than Nvidia's quarterly revenue, highlighting Nvidia's scale.
Bloom Energy is mentioned as a company whose market cap is less than Nvidia's quarterly revenue, highlighting Nvidia's scale.
Target is mentioned as a company whose market cap is less than Nvidia's quarterly revenue, highlighting Nvidia's scale.
Robin Hood is mentioned as a company whose market cap is less than Nvidia's quarterly revenue, highlighting Nvidia's scale.
Linked Signals
Tracked calls opened from this post
BABAbuy opened Aug 30, 2026
-4.10%