I’m picking up my coverage on Fortinet (NASDAQ: FTNT ) and maintaining the stock with a buy post the 2Q25 earnings pullback. The stock plunged over 25% on Thursday after posting earnings after the bellI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my servi ...