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By Equity Research — Aug 21, 2022

Themes - Cloud, SaaS, & DevOps - Part 1

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Updates - Fortinet 2Q22 - Early Signs Of Macro Headwinds But Long-Term Sound

Updates - Intel 2Q22 - Readjusting Expectations

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Disclaimer: We have a long position in the stock of the company mentioned in this report. This excludes the article tagged as "neutral" or "short" We may profit from an increase in the stock price. We have not received compensation from the company or its affiliates for this report. Our opinions and findings are our own, and we may update our analysis as new information becomes available.