Fortinet has become my high-flyer! This AI security bet could run for a long time!

Fortinet (i)(FTNT) has become one of the high-flyers in my portfolio. I predominantly bought the stock between $75 and $85. My thesis back then was relatively simple. As AI, cloud, and data volumes grow, securing this infrastructure becomes increasingly important. The rising reports of AI-driven hacking attacks and compromised systems have brought this issue even more into the spotlight. Why didn't I buy CrowdStrike or Palo Alto Networks back then? For me, a crucial difference was Fortinet's profitability. I wanted not only strong growth but also...