GoKawiilCramer says chip stock selloff masks strong underlying demand, cites Micron contracts
Jim Cramer told CNBC viewers not to abandon semiconductor stocks despite a six-session, 7.2% drop in the VanEck Semiconductor ETF, arguing chip names are now trading as a bloc rather than on individual fundamentals. He cited Micron's 26 long-term customer agreements covering about 35% of revenue through 2030 as evidence of durable demand, and pointed to Intel and AMD as CPU suppliers benefiting from broader device demand.