Woofun AI notes that CNBC commentator Jim Cramer maintains NVIDIA remains the central pillar of the AI industry despite recent bearish market sentiment and stock price pressure. Cramer characterized the current sell-off as excessive, highlighting that NVIDIA's forward P/E ratio has declined to near its lowest level for the year. He emphasized that while competitors such as Chinese AI firm DeepSeek are developing proprietary chips, they continue to depend heavily on NVIDIA's technology, with no indication of the company losing its leading position.

Additionally, Cramer observed that some investors are liquidating NVIDIA holdings to redirect capital toward other technology stocks, including newly listed SpaceX.