What Happened to Fortinet? FTNT Stock Analysis

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Fortinet stock got clobbered following its Q2 2025 earnings update. What happened? Chip Stock Investor discusses Fortinet's investment into data centers, and how that warrants a re-rate of the valuation for now, and whether the company's prospects are still good in the important cybersecurity industry.

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Timestamps:

(00:00) Fortinet's Market Position and Recent Performance

(04:43) Detailed Analysis of Fortinet's Financials

(05:53) Fortinet's Strategic Investments in Data Centers

(10:48) Future Outlook and Investment Strategy

(14:33) Conclusion

Nick and Kasey own shares of FTNT