Monday - Friday, 6:00 - 7:00 PM ET

Fortinet

: “That’s actually the weakest of the cybersecurities. I’m going to give you two...Palo Alto Networks or you can be in CrowdStrike. Those are the only two that I am sanctioning owning right now.”

Super Micro Computer

: “No, I can’t because it’s still got those accounting issues, and I think accounting regulations equal sell...I would be a buyer of Dell, not Super Micro.”