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Time Author Thesis Company / ticker Signal Since call Position Source

08:40
Oct 29

Jim Cramer

Fortinet killed by Palo Alto competition

Calls Fortinet a single-threaded hardware business and says it is going down because Palo Alto and similar platform competitors are killing it.

FTNT Fortinet, Inc. Avoid — —

08:28
Oct 29

moodywriter13

Avoids AAOI on module architecture risk

Explicitly avoids AAOI alongside LITE and COHR because co-packaged optics could move optical engines into chip packages, making the classic module business smaller and more interchangeable.

AAOI Applied Optoelectronics, Inc. Avoid — —

08:28
Oct 29

Avoids Coherent on architecture risk

Explicitly avoids Coherent because co-packaged optics could move optical engines into chip packages built by Broadcom, Nvidia, Marvell and TSMC, making the transceiver-module business smaller and more interchangeable.

COHR Coherent Corp. Avoid — —

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