Technology

Fortinet is a major cybersecurity provider built around firewalls, recurring security services, and strong cash generation. High margins, a broad platform, and room to expand into SASE and AI-driven security make its long-term business profile particularly compelling.

First Solar makes utility-scale solar modules and has built a rare mix of strong margins, net cash, and U.S. manufacturing scale. Its distinct technology and multi-year demand visibility make it a notable company to examine in the global solar buildout.