According to CNBC, Jim Cramer said he is taking the other side of Friday's selloff, arguing that hedge-fund position unwinds—not a broken AI data-center investment thesis—drove the decline. CoreWeave's debt yields rose above 15%, but Cramer said Nvidia's chips could retain their value for 10 years and argued that CoreWeave is not a repeat of Lucent. He also cited Morgan Stanley CEO Ted Pick's estimate that the data-center buildout could reach $10 trillion to $12 trillion.