Monday - Friday, 6:00 - 7:00 PM ET CNBC's Jim Cramer said that investors need to become far more selective in the semiconductor rally. Cerebras , a chipmaker focused on artificial intelligence workloads, completed the largest IPO of the year Thursday. The stock priced at $185 Wednesday night but opened around $350, briefly valuing the company at roughly $107 billion. It ended the day at $311 a share, good for a roughly $95 billion market cap. "There's a word for that: that word is fanciful,"