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Adam Khoo 对 $FTNT 的判断变化

Adam Khoo 自 2026-10-14 起在 2 个视频里谈过 $FTNT,最近一次(2026-11-01)为看涨。

2026-11-01看涨
《US Stocks Crash? Midterm Election Rally Dead?》
AI 摘要 · 我持有FTNT股票,并不担心其约25%的下跌:该股仍比年初高出约70%,且基本面非常好。

就连那些已经大幅下跌的公司也是如此,比如Fortinet,它下跌了大约25%。顺便说一句,我也持有Fortinet的股票。25%这个数字很让人难受,不是吗?但这没关系,因为即使下跌了27%,它仍比年初高出70%。所以我没什么可抱怨的,对吧?

Even companies that have declined significantly, such as Fortinet, which has declined by approximately 25%. By the way, I also own Fortnite shares . And a 25% figure is painful, isn't it?

But that doesn't matter, because it's still 70% higher than at the beginning of the year, even after falling by 27% . So I'm not complaining, am I?

2026-10-14看涨
《My Stock Market Q4 Game Plan by Adam Khoo》
AI 摘要 · FTNT 年初至今上涨 139% 后短期估值偏高,可能暂时下跌,但他不会卖出;他预计它将在未来三到五年内翻三倍或四倍,并打算长期持有。

所以,从年初到现在,我表现最好的股票是 Fortinet,上涨了139%,紧随其后的是 CrowdStrike,上涨131%,以及 Palo Alto,上涨115%。所以我最强的三只股票都在网络安全板块。

这其实是我今年没有预料到的。我原以为网络安全会非常强劲,但我没想到今年会这么强。

So, since the beginning of the year , my best performing stock has been Fortinet. It rose by 139%, followed by CrowdStrike at 131%, and Palo Alto at 115%. So , my three strongest stocks are in the cybersecurity sector .

This was not something I actually expected this year. I thought cybersecurity was going to be really strong, but I didn't know it would be this strong this year, okay?