Some bottom buying opportunities that may appear in September

$VST

The utility stock that least resembles a public utility, heavily invested in by Pelosi, a builder of the grid benefiting from AI data center construction, consistently large orders long-term. buy limit 130-135

$GOOG

The most profitable company in the world, but this year AI progress is significantly lagging, large models rated as the American version of Doubao, while capital expenditures are extremely high, thus stock performance is very weak. However, its AI monetization capability is extremely strong, cloud computing growth rate is the highest among the seven giants, valuation (forward price-to-earnings ratio) is the lowest, stock price is forming a long-term bottom, waiting for positive news. buy limit 325-330

$NVDA

The core target of the AI boom, buy limit 195-200

$ORCL

Low valuation, high growth, high debt, heavy assets, expected revenue of $90 billion for fiscal year 2027, single-quarter delivery of 800MW data centers, technical aspect is weak, but if it drops to 120-110 it will become very reasonable. buy limit 110-120

$NOK

Recent participant in Google's $13 billion Finnish data center, buy limit 9-9.5

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