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CNBC's Jim Cramer offered bullish commentary on two chipmakers, praising Arista Networks CEO Jayshree Ullal, saying she 'is money and the company's fantastic,' and validating a caller's bullish thesis on Micron Technology, doubling down on his charitable trust's position in the stock. The remarks reflect continued optimism among some market commentators toward AI-infrastructure-linked semiconductor names even as broader debate over an AI spending slowdown persists.