Fortinet. Every tracked FinTwit mention of $FTNT, newest first. 35 mentions since the first on Nov 24, 2025. See the price chart.
June 2026 · 3 mentions
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…↗
Jun 13
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS Zero Trust access layer for agent-to-app activity
• $NET edge security & AI Gateway for internet-facing agent calls
• $RBRK immutable backup & cybe…↗
Jun 1
Trade Whisperer — Since the initiation of this thread:
$CRWD +24.10% $PANW +22.06% $FTNT +13.25%
$ZS Recovering from the earnings shock
$S flat↗
May 2026 · 7 mentions
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 19
Trade Whisperer — Some of you have already been scammed by fake accounts "impersonating" me.
No verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.
This is…↗
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 10
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
March 2026 · 7 mentions
Mar 29
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS access layer for agentic systems
• $OKTA identity control for humans & agents
• $FTNT network security for agent traffic at scale
• $NET edge secur…↗
Mar 27
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering:
• Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT
• Is the me…↗
Mar 27
Shay Boloor — Cybersecurity stocks are trading lower after reports that Anthropic is testing “Claude Mythos” a new model believed internally to pose unprecedented cybersecurity risk.
• $CRWD -7…↗
Jason Luongo — AI isn't replacing cybersecurity. It's creating more demand for it.
Every AI agent, every autonomous workflow, every new endpoint needs to be secured.
The CrowdStrike CEO asked C…↗
Feb 21
Shay Boloor — The popular narrative right now is that AI is “coming for security” after the Claude Code Security announcement.
Claude Code Security is just static application security testing (…↗
Feb 21
Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET
The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗
InvestmentGuru — Cybersecurity Sector Headwind
Reuters reported (Jan 14, 2026) that Chinese authorities have instructed domestic companies to stop using cybersecurity software from multiple U.S. a…↗
Jan 14
Shay Boloor — China is telling domestic firms to stop using certain U.S. and Israeli cybersecurity software on national-security grounds.
Names cited include $AVGO VMware, $PANW, $FTNT & $…↗
December 2025 · 5 mentions
Dec 30
InvestmentGuru — Key names I’m watching:
$CRWD — Category leader in AI-driven endpoint protection
$PANW — Platform strategy winning large enterprise budgets
$FTNT — Profitable network and cloud se…↗
Dec 28
InvestmentGuru — Cybersecurity
From an investor’s perspective, cybersecurity is no longer a cyclical spend — it’s permanent infrastructure. As AI increases both the scale and sophistication of at…↗
Dec 23
TheValueist — If I trade the cybersecurity sector, it will most likely be an outright long on $ZS or long ZS/short $FTNT↗
Dec 23
TheValueist — $PANW $CRWV $NET $FTNT $ZS The GAI Cyber Security Index (CSECINDX) is an equal-weight basket of 8 liquid, large-cap cybersecurity-adjacent equities spanning network security, cloud…
November 2025 · 1 mention
Nov 24
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Cobra — I’ve only seen this setup 1 time in 5 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $FTNT that made millionaires
$10,000 → $100,000 in a single day
This…↗
May 7
Alphatica — ROTATION SCANNER | May 7, 2026
$IGV explodes +3.9%. Record spread. The software trade is back.
Leader: $IGV (Software) +3.9%
Laggard: $XBI (Biotech) -3.1%
Spread: 7.0%
The wides…↗
— Cybersecurity stocks dropped after leaked news about Claude Mythos model 🔒📉
It’s a next-gen AI system with major improvements in reasoning, coding, and cybersecurity capabilitie…
TheValueist — Starting to poke around software bonds looking for mispricings. The equities might be dead, but maybe there is still enough FCF left for debt service??
$FTNT $ADBE $WDAY $CRWD htt…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
— Every time a new AI feature launches, the market declares an industry dead. Today it’s Claude Code Security 🤖🔒
AI can suggest what might be wrong. It can flag a security flaw an…
Shay Boloor — Anthropic launched Claude Code Security in limited research preview, scanning codebases for vulnerabilities and suggesting targeted fixes.
Cybersecurity stocks like $PANW, $FTNT,…↗
Feb 14
Shay Boloor — CYBERSECURITY VALUE CHAIN
Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete…↗
Feb 5
unusual_whales — $IREN revenue:
- Revenue: $184 million, est: $226 million
$FTNT earnings:
- EPS: $0.81, est: $0.74
- Revenue: $1.90 billion, est: $1.86 billion
https://t.co/lNGVHeG6RW↗
The Future Investors — $FTNT $ANET Fortinet and Arista Networks launched a joint secure AI data center solution, combining ultra-low-latency networking with ASIC-accelerated security to deliver a scalabl…↗