September’s historical weakness creates compelling entry points in three diverse industries — AI data centers, sports betting, and managed healthcare.
Iren’s 188% year-to-date surge reflects genuine AI infrastructure demand, while DraftKings capitalizes on NFL season momentum heading into the fall.
UnitedHealth’s historical decline amid DOJ investigations attracted Warren Buffett’s $1.6 billion investment, signaling deep value at 18.8 times forward earnings.
10 stocks we like better than Iren ›
September has a dark reputation — it’s historically the weakest month for stocks. Since 1928, the S&P 500 has dropped an average of 1.2% in September, with declines in 56% of those months. Federal Reserve policy reviews, fiscal year-end budget battles, and post-summer portfolio rebalancing all fuel the narrative that this is a month to avoid.
But while everyone else reduces exposure, contrarian investors are finding extraordinary opportunities in three fundamentally different companies: an artificial intelligence (AI) infrastructure play surging 188%, a digital entertainment platform perfectly positioned for the NFL season, and Warren Buffett’s newest healthcare investment trading at multiyear lows.
Image source: Getty Images.
Iren Limited (NASDAQ: IREN) isn’t your typical crypto mining story anymore. The company has pivoted hard into AI data centers, and Wall Street is just beginning to understand the implications. Up 188% year to date (as of Sept. 1, 2025) and trading at 31 times forward earnings, Iren has transformed its massive power infrastructure — originally built for Bitcoin mining — into something far more valuable: ready-made capacity for AI computing.
The genius lies in the infrastructure overlap. Iren already controls 2.9 gigawatts of contracted grid-connected power across renewable-heavy sites in Canada and Texas. While competitors scramble to secure power for new AI data centers — a process that can take years — Iren simply redirects its existing capacity. The company’s results for the fourth quarter of fiscal…
..
