Coherent stock has gone too far on AI hopes, says Rosenblatt The problem with the AI theme is that Nvidia is “doing all it can to keep AI pods closed.” https://
thetechnologyletter.com/the-posts/cohe
rent-stock-has-gone-too-far-on-ai-hopes-says-rosenblatt
… $COHR $NVDA $LITE $CIEN $ANET $CSCO #investing #AI #networking #fiberoptics
Rosenblatt warns Coherent overvalued on AI despite Nvidia’s closed ecosystem
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