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Jim Cramer, host of Mad Money at CNBC, questioned Intel's stock decline at the market opening following comments from Lip-Bu stating there is tremendous demand for CPUs.
Cramer highlighted the apparent inconsistency between the reported strong demand and the initial negative market reaction to Intel.
Cramer has previously discussed skepticism over hyper-scaler data spending, arguing in one post that significant investment could yield large returns. He has also warned that stocks affected by memory shortages, including WDC and SNDK, may overheat as they approach market targets. These comments reflect his ongoing focus on technology sector volatility.