According to CoinMeta, commentator Jeff Kilburg stated that he remains optimistic about Fortinet and Cloudflare in the fourth quarter, despite the trading prices of both stocks being above analysts' target prices. He pointed out that only Arista is his third choice, with the current price being approximately 20% below the target price. Kilburg mentioned in a program on CNBC that these three stocks represent a way to profit from using AI expenditures. He acknowledged that Cloudflare is not currently profitable, but believes these three stocks are a good option for investing in AI rather than directly investing in cloud computing giants. Fortinet has risen by 130% this year, with a current price-earnings ratio of around 53 times. The target price for Cloudflare exceeds $350, while Kilburg believes its price-earnings ratio is close to 300. Despite facing high borrowing costs, Kilburg believes that the earnings growth in the third quarter will continue to support the high valuation.