CNBC’s Jim Cramer says investors should not panic over the recent rotation out of AI stocks, viewing it as a chance to buy strong companies at lower prices. He noted that quarterly rotations are common but usually last only a few sessions. Cramer remains bullish on Micron, calling its latest earnings one of the strongest quarterly reports he has seen, and said memory prices are “going through the roof” due to AI data center demand. He also highlighted SanDisk, saying both memory companies have benefited from soaring AI demand. Cramer named Intel as one of his favorite AI plays, praising CEO Lip-Bu Tan for the company’s turnaround and citing three growth drivers: AI-focused CPUs, its chip packaging business, and semiconductor manufacturing. He continues to like AMD, saying the recent dip offers another buying opportunity, and noted Marvell Technology, which specializes in optical networking, as another stock on his list. Regarding Meta, Cramer said its planned cloud computing business could become a major long-term growth driver beyond advertising, adding that “their cloud business will be instantly profitable.”