Not every stock caught in a market-wide selloff deserves to be there, and Jim Cramer thinks investors are lumping one particular chipmaker in with names it does not really belong next to. His argument arrived in the middle of a genuinely rough time for AI stocks broadly, which made the timing of his pitch nearly impossible to ignore. The backdrop was not subtle in the slightest. AI-related shares were getting hit hard across the board that day. Cramer used the moment to point out that panic selling and genuine business deterioration are two very different things, which markets frequently confuse.
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