What was the primary reason for the downgrade of Coherent's stock?
Top Calls 06/23/23 - Mike Genovese, Rosenblatt Securities

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5 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Negative market trends
Lack of investor interest
Overvaluation due to a rapid price increase
Poor financial performance
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the current phase of AI adoption among companies?
Full commercial deployment
Initial research and development
Testing and modeling
Complete market saturation
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
How does the speaker compare the current AI phase to previous technology shifts?
AI is similar to the transition from 4G to 5G
AI is already fully integrated into businesses
AI is less impactful than previous technologies
AI is advancing faster than any previous technology
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which company is currently dominating the AI hardware market?
Coherent
Lumentum
Arista Networks
NVIDIA
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What future opportunity is anticipated for companies like Coherent and Arista Networks?
Immediate market leadership
Partnerships with NVIDIA
Decline in market relevance
Increased market share as NVIDIA loosens its grip
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