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CNBC's Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are approaching the market with the wrong mindset. In his view, owning artificial intelligence stocks requires conviction — and if you don't have it, there's a whole world of safer, slower-growth names to choose from.

"You either believe in artificial intelligence or you should just stay away," Cramer said.

Cramer said that too many investors treat markets as a zero-sum fear game: they buy only after stocks rally and sell the moment they fall. He says the people who've missed out on huge gains over the past decade are the ones who couldn't tolerate weakness or trust the companies they owned.

That ph

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