---
title: "Cramer Likes Applied Digital on the Dip — but Warns: 'Start It Small, Don't Start It Big'"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292912010.md"
description: "Jim Cramer likes Applied Digital (APLD) on the dip but advises starting small due to losses. He recommends Bloom Energy (BE) as a non-combustible power source and remains long on Construction Partners (ROAD). He rejects Lennar (LEN) citing rate concerns, calls X-Energy (XEG) speculative, and suggests doubling down on Enterprise Products Partners (EPD) for its yield."
datetime: "2026-07-16T12:48:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292912010.md)
  - [en](https://longbridge.com/en/news/292912010.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292912010.md)
---

# Cramer Likes Applied Digital on the Dip — but Warns: 'Start It Small, Don't Start It Big'

On CNBC’s “Mad Money Lightning Round,” **Jim Cramer** said he likes **Applied Digital Corporation** (NASDAQ:APLD) with the stock coming down. “Start it small, don’t start it big because it is losing money,” he noted.

Applied Digital announced that it will host a conference call on Monday, July 27, to discuss its operations and financial results for the fiscal fourth quarter.

Cramer recommended buying **Bloom Energy Corporation** (NYSE:BE) as it has “come down a great deal and it’s a non-combustible way to be able to power data centers.”

Truist Securities analyst Christopher Souther, on Tuesday, initiated coverage on Bloom Energy with a Hold rating and announced a price target of $250.

“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,” Cramer said when asked about **Enterprise Products Partners L.P.** (NYSE:EPD).

On July 9, JP Morgan analyst Jeremy Tonet maintained EPD at Neutral and raised the price target from $41 to $42.

The Mad Money host said no to **Lennar Corporation** (NYSE:LEN). “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,” he added.

Citigroup analyst Anthony Pettinari, on Wednesday, maintained Lennar with a Neutral rating and lowered the price target from $104 to $88.

**X-Energy, Inc.** (NASDAQ:XEG) is a “pure spec,” Cramer said. “It’s nuclear, and the problem with nuclear is everyone’s just decided it’s just too darn expensive.”

On the earnings front, X-Energy reported worse-than-expected first-quarter sales on June 4.

Cramer said he would remain long on **Construction Partners, Inc.** (NYSE:ROAD) and may buy some more. “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,” he added.

Construction Partners announced that it will release its fiscal third-quarter results on Aug. 7, before the market opens.

**Price Action:**

-   Applied Digital shares gained 2% to settle at $29.03 on Wednesday.
-   Bloom Energy shares dipped 1.7% to close at $239.38 during the session.
-   Lennar shares rose 1.9% to settle at $85.29 on Wednesday.
-   Enterprise Products Partners shares declined 0.6% to close at $37.52.
-   X-Energy shares fell 1.8% to settle at $15.06 on Wednesday.
-   Construction Partners shares gained 6.7% to close at $103.86 during the session.

_Photo via Shutterstock_

### Related Stocks

- [LEN.US](https://longbridge.com/en/quote/LEN.US.md)
- [ROAD.US](https://longbridge.com/en/quote/ROAD.US.md)
- [LEN.B.US](https://longbridge.com/en/quote/LEN.B.US.md)
- [APLD.US](https://longbridge.com/en/quote/APLD.US.md)
- [EPD.US](https://longbridge.com/en/quote/EPD.US.md)
- [XE.US](https://longbridge.com/en/quote/XE.US.md)
- [BE.US](https://longbridge.com/en/quote/BE.US.md)
- [APLX.US](https://longbridge.com/en/quote/APLX.US.md)
- [APLZ.US](https://longbridge.com/en/quote/APLZ.US.md)
- [BEX.US](https://longbridge.com/en/quote/BEX.US.md)
- [BEZ.US](https://longbridge.com/en/quote/BEZ.US.md)

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