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DocuSign Inc

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•r/wallstreetbets•See Post

DookieSign

•r/smallstreetbets•See Post

ASANA SHORT SQUEEZE POTENTIAL SAAS CATALYST

•r/wallstreetbets•See Post

DOCU will absolutely rocket Thursday evening

•r/WallStreetbetsELITE•See Post

DOCU DocuSign stock

•r/wallstreetbets•See Post

SOFTWARE SECTOR MASSACRE… like we don’t know already 🤷‍♂️

•r/WallStreetbetsELITE•See Post

DOCU DocuSign stock

•r/StockMarket•See Post

DOCU (DocuSign), medium risk medium reward?

•r/Shortsqueeze•See Post

SqueezeFinder - Dec 4th 2025

•r/smallstreetbets•See Post

After-Hours Gainers and Losers for Today (September 4, 2025) 📈 📉

•r/stocks•See Post

This new free/cheap solution had enough value that $DOCU felt compelled to send 'cease and desist' letter to the creator. Puts warranted ?

•r/stocks•See Post

DocuSign $DOCU ($75.28) -19% Sudden Crash and the IAM Story (IAM Analysis)

•r/options•See Post

DocuSign $DOCU ($75.28) Options Flow Analysis

•r/wallstreetbets•See Post

300%+ $DOCU Gains - Going to blow it on something stupid

•r/wallstreetbets•See Post

OMG, Unbelievable, I got 3 puts, they all hit! !!! LULU, DOCU and AVGO

•r/Shortsqueeze•See Post

SqueezeFinder - June 5th 2025

•r/smallstreetbets•See Post

Upcoming Earnings for Jun 5th 2025

•r/stocks•See Post

Why is Docusign ($DOCU) not a great buying opportunity? And a little inspiration...

•r/wallstreetbets•See Post

Anyone else going full degen YOLO into $DOCU for the merger rumors?

•r/wallstreetbets•See Post

DOCU , flagging after cup & handle. Buyout soon. PT $85-95… currently at $63

•r/wallstreetbets•See Post

Have you heard of DOCU

•r/wallstreetbets•See Post

Need a quick 100x YOLO - any ideas for this week?

•r/wallstreetbets•See Post

DOCU at $63 fair market buyout value puts the looming sale around $90

•r/wallstreetbets•See Post

DOCU buyout looming … low risk high reward. Free tendies

•r/wallstreetbets•See Post

Low risk high reward DOCU….sitting at $63 buyout looming for good premium

•r/stocks•See Post

Should I cut bait on some of these stocks in my portfolio?

•r/wallstreetbets•See Post

DocuSign (DOCU) CEO dumps 42% of shares for $5.7 million

•r/wallstreetbets•See Post

DOCU will correct to mid-50s by Friday.

•r/StockMarket•See Post

DOCU

•r/StockMarket•See Post

#DOCU

•r/wallstreetbets•See Post

$DOCU exploring a sale

•r/wallstreetbets•See Post

More gains YTD. 140K to go.

•r/wallstreetbets•See Post

DOCU Earnings Alert: Everything you need to know 🚀🔥

•r/wallstreetbets•See Post

DOCU Earnings Alert: Everything you need to know 🚀🔥

•r/stocks•See Post

A Case for DOCU

•r/wallstreetbets•See Post

The Case for DOCU (DocuSign)

•r/wallstreetbets•See Post

Do I belong here?

•r/wallstreetbets•See Post

DOCU Earnings

•r/wallstreetbets•See Post

Thoughts on 10k on DOCU calls before earnings?

•r/wallstreetbets•See Post

DOCU is fukt

•r/stocks•See Post

What are some stocks that worth selling covered calls?

•r/options•See Post

Assigned super early

•r/wallstreetbets•See Post

Grinding Back to Even

•r/stocks•See Post

Is their some good bargain plays in tech at this time

•r/StockMarket•See Post

Should I sell part of my stock portfolio now or in a few months?

•r/smallstreetbets•See Post

DOCU Earnings Moves

•r/wallstreetbets•See Post

DOCU Earnings Moves

•r/wallstreetbets•See Post

DOCU tuning into the AAPL presentation

•r/options•See Post

Trade Idea: DOCU Short Ratio Spread

•r/wallstreetbets•See Post

And just like that the entire business model of $DOCU is completely irrelevant. Buy puts

•r/options•See Post

DOCU earnings next week?

•r/wallstreetbets•See Post

How is DOCU not dead?

•r/stocks•See Post

Stocks to hold long term for 2023

•r/wallstreetbets•See Post

2023-04-03 Wrinkle Brain Plays - In the style of Count Dracula

•r/wallstreetbets•See Post

CEOs are suspiciously optimistic

•r/wallstreetbets•See Post

Diamond Hands! Top 5 Wall Street Bets to Hold for the Long-Term

•r/StockMarket•See Post

Stock Market Today (as of Mar 13, 2023)

•r/WallStreetbetsELITE•See Post

Hot Stocks: WAL hits 52-week low in SIVB aftermath; DOCU drops on earnings; ERJ, SSYS rise

•r/WallStreetbetsELITE•See Post

DocuSign plunges as Wall Street worries over CFO transition, billings outlook (DOCU)

•r/options•See Post

Last Week 3/6/23 Earnings Play

•r/WallStreetbetsELITE•See Post

Docusign slips as exec changes overshadow strong Q4 results, guidance (DOCU)

•r/wallstreetbets•See Post

2023-03-07 Wrinkle-brain Plays (Mathematically derived options plays)

•r/StockMarket•See Post

Weekly Earnings Digest for Options Traders: DOCU, ORCL, MDB, DKS and more!

•r/wallstreetbets•See Post

Earnings yolos for next week $SFIX $DOCU $ORCL

•r/wallstreetbets•See Post

DOCU earnings play

•r/wallstreetbets•See Post

Insider Trading Weekly Update #023: Morgan Stanley Execs Selling, Largest Trades + Sector and Market Cap Overviews From The Past Week

•r/StockMarket•See Post

ARKK has nearly exited their position in NVDA and continued to buy the dip in TSLA. Here it is, visualized. Thoughts?

•r/wallstreetbets•See Post

What should I do with the inheritance from my mom who sadly recently passed from GBM?

•r/wallstreetbets•See Post

TSLA drop not related to Twitter / Musk

•r/investing•See Post

Wash Sale Executed Covered Call Question

•r/StockMarket•See Post

Trading plan Day 4

•r/StockMarket•See Post

DocuSign chart breakout analysis and Citigroup maintains buy rating

•r/stocks•See Post

(12/9) Friday's Pre-Market Stock Movers & News

•r/WallStreetbetsELITE•See Post

💰💰💰Good morning! #premarket #watchlist 12/9 ☕️☕️☕️ $BXRX -short squeeze+recent news, $MRIN -Marin Software Joins Walmart Connects Platform Partner Program, $DOCU -earnings

•r/wallstreetbets•See Post

IV Crush Alert: Chewy (CHWY), DocuSign (DOCU) and Caravana(CVNA)

•r/options•See Post

IV Crush Alert: Chewy (CHWY), DocuSign (DOCU) and Caravana(CVNA)

•r/options•See Post

Docusign Earnings on December 08 afterhours

•r/options•See Post

Please help me analyze strategies behind these trades

•r/investing•See Post

Comparing My Portfolio Performance to Market Indices (For Better or Worse)

•r/StockMarket•See Post

DOCU Stock: What Does Its Call-Put Ratio Say About Its Bearish Trend?

•r/wallstreetbets•See Post

2022-11-17 Wrinkle-brain Plays (Mathematically derived options plays)

•r/stocks•See Post

DocuSign (DOCU) - Q3 Earnings Dec 2 - Looks a buy?

•r/wallstreetbets•See Post

My picks for 2022-09-20

•r/options•See Post

Request: Critique These Recent Trades

•r/stocks•See Post

(9/9) Friday's Pre-Market Stock Movers & News

•r/wallstreetbets•See Post

Rushed this in 2 minutes prior to close.... $DOCU

•r/wallstreetbets•See Post

I rushed this last minute order in 2 minutes prior to close $DOCU

•r/wallstreetbets•See Post

$DOCU - DocuSign Second Quarter Financial Highlights

•r/wallstreetbets•See Post

Why I believe DOCU will tank following earnings this week all the way into 2023

•r/stocks•See Post

DOCU baffles me

•r/investing•See Post

Is Commercial Real Estate a Systemic Risk?

•r/wallstreetbets•See Post

Todays fake market rally gains are brought to you by real value names like ZM and DOCU. Then the hedge funds proclaimed “I’m not leaving either!” Until they did by the end of the week

•r/wallstreetbets•See Post

$DOCU takeover 🚀🚀🚀

•r/wallstreetbets•See Post

$DOCU For or Against sentiment?

•r/wallstreetbets•See Post

Monkeypox Declared a Pandemic - Here's How You Play This

•r/wallstreetbets•See Post

Monkeypox Declared a Pandemic - Here's How You Play This

•r/wallstreetbets•See Post

DOCU and ZM puts YOLO

•r/wallstreetbets•See Post

Mistakes I made today

•r/wallstreetbets•See Post

I'll have an order of DOCU tendies, please

•r/wallstreetbets•See Post

DOCU earnings tendies

•r/stocks•See Post

Looking for some guidance on living a peacefully life after some greedy mistakes. $DOCU

Mentions

bro at least they have hardware, there is a company that sells an online pdf (DOCU)

Mentions:#DOCU
•r/stocksSee Comment

Wow. I owned 7000 shares at $21. Rode it up to $100. Got flashbacks of DOCU over Covid & applied the same unfortunately emotional formula. Sold Scared. Banked $800k at the end, but could have been $1.4 AND - did not see the enormous potential while I had a ‘preserve my family’ mentality. No one here gets out alive.🙏

Mentions:#DOCU

AI is dead, pdf software is the future (DOCU)

Mentions:#DOCU

ZS fucked me & I need DOCU over 70

Mentions:#ZS#DOCU

Need DOCU over 70

Mentions:#DOCU

I was looking at comedy puts to write this evening (BST) with the help of Google AI. The short list was DOCU, ZS and LULU. I went with the first two but I was just very confident I didn’t want to be owning 100 LULU shares for the next 5 years.

Number of times I bought DOCN instead of DOCU: 3

Mentions:#DOCN#DOCU

DOCU losing erection

Mentions:#DOCU

How in hell is DOCU still alive with Ai eating their lunch ? Lmaooooo

Mentions:#DOCU

Too bad, asked yesterday who was in DOCU earnings.

Mentions:#DOCU

C Opened Today Sept. 3 - Calls: IOT • PL • GWRE • AMBA • ZS - Puts: PATH • DOCU On the fence about ZS

DOCU earnings today as it hits 8 month high, chart looking notably bullish 20-30% in either direction with any volume.

Mentions:#DOCU

Anyone playing DOCU earnings tomorrow?

Mentions:#DOCU

I have two… DOCU from Covid.. and RBLX since it’s IPO.. my kids still play the shit put it.. so am hanging on underwater…

Mentions:#DOCU#RBLX
•r/stocksSee Comment

>what's a company nobody talks about now that was all the rage a few years ago This is definitionally selection bias. What about PTON, TDOC, DOCU, ZM, ETSY. All were all the rage the same time MRNA was and all are still getting pummeled by SPY over the past several years. Also, misspelling a slur to avoid Reddit policies doesn't make it any less of a slur.

•r/wallstreetbetsSee Comment

Full port DOCU

Mentions:#DOCU
•r/wallstreetbetsSee Comment

🥭 opening up Microsoft Word version of that Iran deal Obama signed, changing to his name and sending it to Eye ran for Docusign TLDR: Calls on MSFT, DOCU, SPY 😤

•r/wallstreetbetsSee Comment

My DOCU puts continue to be fucked

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Wtf is up with DOCU

Mentions:#DOCU
•r/wallstreetbetsSee Comment

RIP my DOCU puts

Mentions:#DOCU
•r/wallstreetbetsSee Comment

I guess everyone needs to pile in on DOCU puts. That electronically signed cease fire didn’t do shit.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Everything I bought listening to the YouTube analyst Parkev. TTD, PINS, DOCU and UBER. Definitely not my choice of stocks and the only ones in deep red. I was actually dumb enough to pay 20 bucks monthly subscription for 6-8 months. Everything I bought myself has nearly doubled.

•r/wallstreetbetsSee Comment

DOCU to da moon

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Calls on DOCU?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU flying

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Calls $DOCU

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Calls on DOCU

Mentions:#DOCU
•r/StockMarketSee Comment

Oracle ERP will probably stay around but any of the simple stuff will be replaced for sure. I agree some enterprise systems that embed AI will probably be much stickier but all the single use stuff or super simple systems will for sure just be replaced. But regarding ADBE, SalesForce, DOCU, most of the simpler stuff will have a harder time justifying its premium.

Mentions:#ADBE#DOCU
•r/wallstreetbetsSee Comment

Concept of a deal signing brought to you by DOCU. Calls on DOCU.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

I wasn't lying when I said DOCU calls last week No one listens to me

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Did they really use DOCU for signing the peace deal? I thought that was a joke.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU down 2%, i was expecting a goodwill pump

Mentions:#DOCU
•r/wallstreetbetsSee Comment

“Digitally signed” peace agreement? DOCU????

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Long DOCU?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Let’s pump DOCU to 1T for delivering peace

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU to 1T for delivering peace

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Not up in the air. Signed electronically. Full port $DOCU.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Official signing? It was all done electronically. Calls on $DOCU.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Puts on DOCU?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Donnie said they were gonna sign the deal electronically, DOCU pump coming?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Calls on DOCU that is used to sign the deal?

Mentions:#DOCU
•r/smallstreetbetsSee Comment

Call or puts $DOCU?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Imagine if trump tweets DOCU tomorrow after signing.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Are the iranians using DocuSign $DOCU ...feeling bullish

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Going to be a generational run up $DOCU on MONDAY.....until it crashes on Tuesday open because Trump tweeted Monday night that the deal is off again because the group of Iranian teenagers who are firing rockets at ships in Hormuz don't know how to use TRUMP™'s TRUTH-SOCIAL-SIGN^© powered by Melania coin cryptography!!! * Trump himself will refuse to simply use docusign or sending the paper docs while yelling at a female reporter for pointing it out on Tuesday. * On Wednesday, Israel attacks Jordan claiming self-defense against terrorists, builds a settlement there for American interests, Germany will applaud this, and the markets tank as oil spikes again (apologies for the hypothetical Antisemitism). * Rubio or Bessent will say some things to calm the markets by Thursday. * Trump will TACO by Friday saying "We're VERY CLOSE to a GREAT deal on Iran using my new crypto e-signature tokenized-stock that will reverse SPAC onto the Nasdaq as $SPCC THANK YOU FOR YOUR ATTENTION TO THIS MATTER". Repeat next week.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

We feeling DOCU calls because of this?

Mentions:#DOCU
•r/smallstreetbetsSee Comment

DOCU calls.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Calls on DOCU

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU calls Peace deal will be done with virtual signatures

Mentions:#DOCU
•r/wallstreetbetsSee Comment

If DOCU, SAIL, NTSK, ORCL are any indication, ADBE will drop tomorrow. Gonna short it in the last 5 minutes before closing bell.

•r/wallstreetbetsSee Comment

$DOCU didn’t fall as much as I needed it to though lol

Mentions:#DOCU
•r/wallstreetbetsSee Comment

If DOCU is any indication, ADBE puts should do ok. I'll think of shorting it as well closer to the day.

Mentions:#DOCU#ADBE
•r/wallstreetbetsSee Comment

DOCU is a great buy here too

Mentions:#DOCU
•r/wallstreetbetsSee Comment

I was hoping someone would sign my contract so I can make quota. Put a call into DOCU.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Maybe not in one day, but can try to catch the AVGO bounce or DOCU. You missed the meat of the CRWD bounce but maybe still worth a shot

•r/wallstreetbetsSee Comment

DOCU? More like BROKU... Lmao

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Can someone smarter than me tell me if DOCU will go up during the call.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

God damn $DOCU , cash printing machine and still falling. Can't get a break!

Mentions:#DOCU
•r/wallstreetbetsSee Comment

I have puts in both LULU and DOCU. LULU 125 PUTS and DOCU 52 PUTS. Look at my tagline and fully expect both of these companies to get acquired before open tomorrow.

Mentions:#LULU#DOCU
•r/wallstreetbetsSee Comment

Only earnings that didn’t bend me over this week is my LULU puts. PL faked me out but still up big on shares. AVGO wrecked me but shares so I’ll bag hold DOCU didn’t do shit so theta wins I’m tired chat.

•r/wallstreetbetsSee Comment

Why isn't there an DOCU subreddit where I can say "ape strong"

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU is going to absolutely rip after the earnings call. Expecting this to open at 60-65. LULU is an overreaction - stock is still beating estimates but is down 60% YTD. Warren is just going to take this over at this point.

Mentions:#DOCU#LULU
•r/wallstreetbetsSee Comment

WTHelly DOCU DOIN?!? god damn UIPath all over again https://preview.redd.it/8l9r088eqb5h1.jpeg?width=638&format=pjpg&auto=webp&s=f5263286907341f4c2a55eca50e72a3dc0759e6c

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Picked up DOCU puts at close to hedge 🤞

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU calls for financial freedom

Mentions:#DOCU
•r/wallstreetbetsSee Comment

RBRK call PL call DOCU put LULU call. Can’t wait to lose

•r/wallstreetbetsSee Comment

DOCU is going to absolutely destroy earnings. Fully expecting this thing to open at 65-70 tomorrow.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

LULU earnings or DOCU earnings play torn which one to run!!

Mentions:#LULU#DOCU
•r/wallstreetbetsSee Comment

I am undecided on DOCU and my calls are at break even rn

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Here is the deal $XOM you go back green, I sell and put full port $DOCU put and we see who owns casino

Mentions:#XOM#DOCU
•r/wallstreetbetsSee Comment

Everybody is talking about LULU and DOCU. No one wants to play GWRE? Thinking of shorting it.

•r/wallstreetbetsSee Comment

Are we going DOCU calls just cuz tech + AI pivot or something??? Or how about LULU puts??? Hopeless company

Mentions:#DOCU#LULU
•r/wallstreetbetsSee Comment

How do we feel on DOCU puts ?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Opinions about $DOCU incoming today results?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

$DOCU full port put? Opinions? I think there is high probability it can go tits up

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU. It'll probably go down, but I thought that was funny considering all the calls I have being red right now.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

$DOCU short for the earnings after bell thought?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

ok enough with crying in the casino. what are we thinking for tomorrow? PL, DOCU, RBRK- put Lulu - call

Mentions:#PL#DOCU#RBRK
•r/wallstreetbetsSee Comment

Full port DOCU short what you think?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Anyone else playing DOCU?

Mentions:#DOCU
•r/wallstreetbetsSee Comment

I keep adding more KEEL and a bunch of other BTC miners pivoting to HPC (CLSK MARA). Doing a small ER gamble on DOCU this week and also BOX calls as a DOCU synergy play in case DOCU really pops… this is 100% gambling though… KEEL/CLSK/MARA are my longer term plays (shares and leaps).

•r/wallstreetbetsSee Comment

So puts on DOCU.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

DOCU rhymes with ROKU and it will make yoooouuuu b.... ? correct!

Mentions:#DOCU#ROKU
•r/wallstreetbetsSee Comment

Unless DOCU is now using AI 🤖 to automatically sign contracts on behalf of companies whether the parties authorize it or not 😤, I am out

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Replace DOCU with CRDO and you've got about 90% of the posts on this forum over the past 24 hours. At this point, the consensus here is starting to rival Cramer's picks.

Mentions:#DOCU#CRDO
•r/wallstreetbetsSee Comment

Im gonna roll my INTU earnings gains into DOCU, see you on the moon

Mentions:#INTU#DOCU
•r/stocksSee Comment

HPE - Earnings report and enterprise AI services. KR - Long term hold in case of recession. DOCU - Earnings report coming up, looks like annual plateau. DG - Dollar tree jumped 10% on earnings report last week. I figured DG might do the same this week. SPCE - One share to start DCA long term. Small investment in all of them to minimize risk.

•r/wallstreetbetsSee Comment

They always crush earnings, last three have all been beats with most recent being pretty significant. Trading around half their 52W high. $2B stock buyback. Incorporating AI. Always liked DOCU. Not sure if the move is going to be crazy so will probably do calls a few months out to avoid crush + see if I can capture any movement back up if it does bomb.

Mentions:#DOCU
•r/wallstreetbetsSee Comment

Why DOCU

Mentions:#DOCU
•r/wallstreetbetsSee Comment

PL calls, DOCU calls, DG calls. HPE…not sure yet. Not a bad week. Plenty of plays.

•r/wallstreetbetsSee Comment

Thoughts on DOCU? Its been down YTD

Mentions:#DOCU
•r/wallstreetbetsSee Comment

So your saying DOCU calls?

Mentions:#DOCU
•r/stocksSee Comment

I also hold some weed stocks, TDOC and DOCU from Covid. I averaged down on CHWY and got out profitable, but I keep those old relics to remind me not to chase the flavor of the week, or at least to sell when I'm up.

•r/wallstreetbetsSee Comment

Well, the call spreads are good enough that I could, in fact, make tens of thousands on them if LULU reverts back to ~$140. The next thing I am YOLO-ing into would likely be CRM, DOCU and other crashed software stocks.

•r/StockMarketSee Comment

I am not an expert in software stocks, but let me give it a try. \------ Even if there's no AI, Adobe is in a severe business **crisis**: **Canva** almost killed InDesign and Illustrator, 4B ARR, **+46%** YoY. Blackmagic Design (**DaVinci Resolve** \+ Hardwares) took away a portion of PR/AE's professional user share, 0.6B Sales, **\~+15%** YoY. **Figma** completely killed XD, 1.4B Sales, **+35%** YoY. **CapCut** (ByteDance) took away PR/AE's low-to-mid-end user share, 0.8B Sales, **+31%** YoY. (BTW, Bytedance has 30B CapEx + R&D, Adobe has 4.5B.) **Affinity** took away a portion of Photoshop's share, 100M Sales, one-time purchase. **CSP** took away a portion of Photoshop's share, 40M ARR, **+26%** YoY. BTW, there is **Krita** which is FOSS. (Think about what Blender and Godot did to the industry.) **Procreate** almost killed Fresco, 30M Sales, **\~+12%** YoY. Lightroom has no obvious single competitor, but in reality, it's being carved up, and it's basically non-existent on mobile. \------ If we talk about AI: Firstly, all of Adobe's tools are **NOT agent-friendly**. Figma and Krita are the best interm of agent-friendly. Canva is a disaster. Express is better than Canva and has the potential. But the problem is, Adobe was afraid that Express would hurt their traditional tools. So they deliberately withholded core functions. The Firefly image model has been destroyed by **GPT Image, Google Nano Banana, Bytedance Seedream, Alibaba Wan/Qwen-Image/Z-Image/Ovis-Image, Flux**... **Copyright compliance** (which is firefly's only advantage) looks like a moat, but it's **not**. **R&D capability** is the real key. If a model provider can make a good copyright non-compliant, they can make a copyright compliance one too, the reverse is not true. The video model (Rephrase.ai) has been destroyed by **Google Veo, ByteDance Seedance, Kuaishou Kling, Alibaba Wan**. The key here is, who has the **DATA**. (Alibaba might look weird, but they have Youku and Alibaba Pictures.) In principle, Meta, Sony, Tencent, Netflix also have high-quality video data, and might also enter the game. Adobe obviously has **NOTHING**, and it's physically impossible to compete. Firefly now had no choice but to integrates most of the US models above, but first, **the model providers siphon off the core profits**, and second, Canva integrates the **exact SAME models,** so Firefly has no moat. \------ Talking about Adobe: **Creative Cloud**, 14.2B, +12% The total revenue of the competitors mentioned above exceeds 7B, and creative tools have had a massive amount of **market share taken away**. Note a very serious thing: Creative overall is constantly **raising prices**, roughly estimated to have increased by 8%\~14% in '25, which means Creative Cloud's **organic growth is between -3.7%\~1.8%**. >e.g. Creative Cloud All Apps ($59.99) -> Creative Cloud Pro ($69.99) Document Cloud, 3.5B, **+15%** This is good news, Adobe PDF is eating away DocuSign's (NASDAQ: DOCU) share, which only has an +8% growth rate. Experience Cloud, 5.8B, +9.3% Competing heavily with Salesforce and Google. CRM is also considered the SaaS industry most easily replaced by AI. \------ Then again, as long as the price is right, even if growth is 0%, it can be considered. At this price, there are two ways we can bet on this: 1. **Kill itself**: Develop modern web-based applications from scratch—agent-friendly, high performance, modern features that meet current needs, completely backward incompatible, with a user experience no worse than Canva and CapCut—and compete directly with its own old products, including Pr and AE. If so, there might be a **massive valuation repair**. Because growth fixes DCFs. 2. Accept reality and **give up the struggle**. As long as management gives up the struggle, cuts expansionary spending (half of R&D, half of marketing, a quarter of G&A), and starts epic buybacks + dividend payouts, you will not only get these **shareholder returns** but also a **valuation boost**. To give two examples: **Philip Morris (MO)** and **Sage Group (LON:SGE)**. After the former started with 0% growth in 2018, its dividend-adjusted CAGR is 18%, and the latter is 16%. But the premise here is proving that it is truly **NOT IN DECLINE** but zero-growth (so that the DCF model will not give a result of **ZERO** ). Although the latter is a "tech stock," its **business model** is very solid. But this is not 100% guaranteed. For **Check Point (CHKP)**, the company's net profit growth from 2014 to 2024 was 4.5%, the share cancellation rate was 4.25%, and the company's dividend-adjusted stock price CAGR was indeed roughly 10% — meaning almost no valuation expansion. If counted from 2014 to present, the CAGR is 5.4%. The worst examples are the vast majority of SaaS stocks that dropped 80%, because hardly any SaaS companies that failed to compete can manage to stay flat without declining; 99% of the time, a **sudden death** would happen. Personally, I don't think it's worth it. **High growth + low valuation** = a lot of margin for error. **Low growth + low valuation** = opening a mystery box. Unless the business model is so solid that it doesn't even look like SaaS (like Sage Group/RELX Plc, but they're not cheap at all).

•r/wallstreetbetsSee Comment

Calls on DOCU

Mentions:#DOCU
•r/wallstreetbetsSee Comment

VM what say you to puts on DOCU ($42.5, $40) June 18 exp. This shit going to zero like I’m hoping?

Mentions:#DOCU
•r/stocksSee Comment

The following stocks are near all-time lows: ROKU, PYPL, Z, DOCU, MTN, RDDT (sort of), CMG, DECK (sort of). It seems like all Redditors just buy or sell the entire market rather than individual stocks. Plenty of individual stocks seem oversold. Does anybody think about individual stocks anymore?

•r/wallstreetbetsSee Comment

Oh just buy DOCU UPST or something they have good software

Mentions:#DOCU#UPST
•r/wallstreetbetsSee Comment

"If there's no LNG or oil to run your fabrication, how are you going to sell what was promised." I don't know how this applies to companies like RDDT, ROKU, PYPL, Z, DOCU, MTN, which don't manufacture anything.