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Bank of America has published a list of stocks with a "buy" rating that it believes are entering September with business tailwinds - including a chip equipment manufacturer, a consumer goods company, and the stock that owns an NBA champion. But the very stock presented as the star of the list also receives a warning. What is hidden behind the recommendations?

The Dutch company's stock lost almost 11% in two days amid fears of a new Chinese competitor. Bank of America is convinced the market overreacted, maintaining a "buy" recommendation and pointing to a target that suggests a potential jump of more than 70%.

A Chinese company has begun mass production of essential chip-making technology. The fear: this is just the first step toward an independent chip supply chain. Nvidia's default insurance costs surged following reports that the company may take on massive financial obligations.