Stock Tip Tuesday…

$FTNT ( ▲ 1.85% ) The silent killer

^{_{Q1 Results}}
$FTNT ( ▲ 1.85% ) Drops 2017 Curry Numbers in the First Quarter

Welcome back, degens. You opened this email to get shilled yet again.

However, this time we have a fkn banger.

A bit boring since it’s no low float small-cap, but a bit more risk-averse for those of you that actually care about your portfolio.

The stock in question: $FTNT ( ▲ 1.85% ) 

^_Shill
$FTNT ( ▲ 1.85% ) Fundamentals

Everyone's stuck in the same circle jerk of mega cap tech stocks legitimately jelqing 2.35% candles - seems a bit lame to us. But this large-cap tech stock has some potential for gains.

This large-cap cybersecurity beast is locking in long-term deals with governments, cloud platforms, and multinational enterprises… while the rest of the market chases headlines. Fortinet $FTNT is chasing billions.

Let’s look at the numbers:

• $1.54 billion in Q1 revenue — that’s +14% year-over-year

• $1.08 billion of that was recurring service revenue — the kind that stacks and scales

• $459 million in product sales — meaning actual infrastructure is moving

• 29.5% operating margin — tight, clean, no bloat

• $782.8 million in free cash flow in one quarter

• Sitting on $4.82 billion in cash — no debt tricks, no capital raises, no dilution nonsense

And they're guiding 2025 full-year revenue up to $6.85 billion. 

That’s +25% to +29% revenue growth year-over-year.

Not to mention, their Security Ops and SASE segments are compounding at 30% and 26% ARR, respectively.

My value investing days are long gone, but these numbers even get a degenerate like me excited.

Now here’s why we are yapping about it:

Fortinet is still trading under the radar. It’s not catching the AI-mania flow. It's not being memed into existence. But what it's doing is far more important - Fortinet builds and sells enterprise-grade cybersecurity hardware and software - firewalls, secure networking gear, and cloud-based threat protection - used by governments, corporations, and data centers globally.

So what’s the play?

If you’re looking for a long-term compounder that shits out cash, scales efficiently, and is quietly becoming essential infrastructure, this is it.

The chart might not scream “buy me,” but the business sure as hell does. $FTNT ( ▲ 1.85% ) is what you want to be holding while everyone else is relying on a Trump Tweet for a green day.

Thank you
That’s All Folks

Thank you for reading. Like usual. Not financial advice.

We don’t have a position in $FTNT (yet). We did not receive any compensation and have zero affiliation with $FTNT ( ▲ 1.85% ). Full disclaimer here

Cheers,