Sometimes the best investing advice is also the shortest. A caller phoned into a popular financial show asking a question thousands of investors have probably typed into a search bar at some point this year. The answer came back almost instantly, with no hedging attached.

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.