I went shopping for some Wall Street bargains in September.The market was rolling in September, and I was buying into that strength. With interest rates heading lower, I had way too much of my portfolio parked in money market funds. I started to move some of that cash into stocks.Some of the stocks I bought last month include Sirius XM Holdings (SIRI -3.66%), PDD Holdings (PDD -0.41%), and Carnival (CCL -1.16%). Let's take a closer look at why I'm willing to risk the safety of cash for the opportunity these ...