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: "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: "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: "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: "It's nuclear, and the problem with nuclear is everyone's just decided it's just too darn expensive ... Pure spec."

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."

Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market.

Disclaimer