by Nicholas Rossolillo | Nov 25, 2024 | AI, Cybersecurity, stocks
The following is a thread we posted last week on Semiconductor Insider. And for reference, this is a follow up to the video we did on CyberArk (CYBR) a couple months ago, as well as one back in spring 2024, which you can find here: https://youtu.be/KZNef6PbrBo... 
by Nicholas Rossolillo | Jul 16, 2024 | AI, Cybersecurity, data center, stocks
Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in... 
by Nicholas Rossolillo | Nov 14, 2023 | Cybersecurity
Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions? Not necessarily....