Applied Digital Corporation’s year-to-date stock performance.
Applied Digital Co., Ltd.: “I like Applied Digital. It’s gone down…and this is one of those things you can own…start small. Don’t start big just because you’re losing money.”
Bloom Energy’s year-to-date stock price performance.
bloom energy: “You want to buy Bloom Energy. The price has come down significantly and it’s a non-flammable way to power your data center.”
Lennar’s year-to-date stock performance.
lenner: “I’ve tried owning some of these stocks in an atmosphere where people think they might raise rates, but I don’t think they’ll raise rates, but it’s just too difficult, including great companies like Lennar. I have to say no.”
Enterprise Products Partners’ year-to-date stock performance.
enterprise product partner: “I think it’s a double down right now. It’s yielding 6%. You’ll want to own it. I think it’s great for people who want bonds.”
X-Energy’s year-to-date stock performance.
X-Energy: “It’s nuclear, and the problem with nuclear is that everyone has decided it’s too expensive…pure spec.”
Construction Partners’ year-to-date stock performance.
construction partner: “I think that’s a road construction company that should be acquired. If you keep it that way, I think it will consolidate. I think you have something good. I would stay longer and maybe buy more.”
