Applied Digital Corporation’s year-to-date stock performance.
Applied Digital Corporation: “I like Applied Digital. It has come down…and this one is one of those that can be owned … Start it small, don’t start it big because it is losing money.”
Bloom Energy’s year-to-date stock performance.
Bloom Energy: “You want to buy Bloom Energy. It’s come down a great deal and it’s a non-combustible way to be able to power data centers.”
Lennar’s year-to-date stock performance.
Lennar: “I’ve tried to own some of these stocks in an atmosphere where people think that they may raise rates, and even though I don’t think they will, it is just too hard, including a great company like Lennar. I’m going to have to say no.”
Enterprise Products Partners’ year-to-date stock performance.
Enterprise Products Partners: “I think double down right now. A 6% yield. You want to own it. I think it’s terrific for people who want fixed income.”
X-Energy’s year-to-date stock performance.
X-Energy: “It’s nuclear, and the problem with nuclear is everyone’s just decided it’s just too darn expensive … Pure spec.”
Construction Partners’ year-to-date stock performance.
Construction Partners: “I think that’s a road builder that should be bought. I bet it’s going to be consolidated if it stays down here. I think you’ve got a good one, and I would stay long and maybe even buy some more.”
