With changes happening in how people see AI investments, mainly because of worries about a slowdown in projects, a promising investment idea is taking shape. This idea revolves around certain important stocks that seem to be in a good position for potential growth. According to JP Morgan analyst Samik Chatterjee, the market has witnessed a shift with YTD AI beneficiaries like Dell Technologies Inc (NYSE:DELL), Arista Networks Inc (NYSE:ANET) and Fabrinet (NYSE:FN) experiencing a dip, while Coherent Corp (NYSE:COHR), Lumentum Holdings Inc (NASDAQ:LITE), and Cisco Systems Inc (NASDAQ:CSCO) stand…