ADBE

JhonnyDoh1009

This is how I feel with $ADBE

RandomRocketScience

Honestly the market is full of opportunities right now. Im super bullish on oil, BNO for easy exposure. AAL puts are super cheap if you want a proxy, bought 60DTE 15puts for 1.75, with the stock trading at 13.90ish. Lots of software is beaten down to the point of being excellent value picks. ADBE, WDAY are two of my favourites. Accenture is also beaten down, but I have not yet decided if its a good pick. Might be worth a look, though. Some safe things Im liking right now are: RSG, WM, VIE (french), EOAN (german). They are all providing services to municipalties, etc. RSG and WM and waste management, VIE is more water focused, EON is energy. Good dividends, solid growth. Boring but good value picks. I dont mid SGOV either, with rate hikes on the horizon and inflation rising steeply.

Phuffu

I’ve been buying ADBE this year. I also have positions in TTD and OMC. Been buying PRGO and PFE and NVO.  I’ve had some big winners and wanted to get into some really beaten up names.  It huge positions, but some of them will turn around. I only need to be right on a couple.

greyenlightenment

Imagine buying crypto and never making money even in a bull market. only ADBE/CRM/Intuit are worse

That-SoCal-Guy

I used to own ADBE in their heydays but you're right, I hate them now. They are a dinosaur that cannot adapt to the future.

Beloved_Mango

Cramer shitting on software right when it’s trying to break trend strengthens the bull case. I’m all in ADBE leaps at this point in my long term port.

GrossFleshSack

MSFT is good right now. ADBE. INTUIT

poffa-

ADBE really giving me big headaches POS stock

Xzlk

Literally the exact same thing that happened to NOW. Software dip buyers are playing hot potato waiting for the dead cat bounce. First leg down triggers everyone to follow. No reason this should trade at a higher multiple than ADBE, should be the same if not less.

iShitBloodandCumShit

It isn’t. Intuit is grouped into the same algos as CRM LULU ADBE etc. The only way INTU launches is if index crashes. These stocks literally inverse the market. SaaS does not stand for Software as a Service it stands for Software as a Short.

Beloved_Mango

NOW and ADBE calls are still the play The inverse Cramer rule will prevail

Thisplacesucks011

This ADBE consolidation fight has been going nowhere, ending with a J-hook today. Hope we got enough bears trap, in this the last fight!

Beloved_Mango

Cramer shat on my NOW and ADBE calls. Cant believe markets haven’t learned to inverse everything his fat mouth says. Anyway, I doubled down.

Thisplacesucks011

ADBE consolidating perfectly; continuing to trap bears, trap after trap. Since DD doesn’t mean anything to WSB anymore, it’s difficult to understand that ADBE will come out winning and increase revenue from AI. With all the share buy back,(although it appears engineer now) in the near future earnings per share will over blow estimates since share count will be bellow 300 million share. (At current rate of buy backs). AI is exactly what a giant like ADBE needs to re-accelerate Growth Again! It’s WSB. So please don’t be shy to do the opposite!

garden_speech

> People here I'm not even sure most of them are people. Probably a lot of bots. Otherwise they'd be able to think with their brains. I'm 90% certain that any actual "people" in this thread talking about this would be making the opposite argument if it was Biden. They'd be like do you guys actually think he's insider trading and that's why be bought MSI? TXN? ADBE? Lol.

HMI115_GIGACHAD

that's one of the more common copes i keep reading. Consumers dislike the new windows systems, embedded ai features feel pushy/unnatural and are largely a disaster. Then theres the entire software story. The blizzard acquisition was too costly, no internal LLM and an early bet on small language models like phi which proved to be a disaster as shown in the mess that is co-pilot. At some point, microslop will run into the ADBE dilemma of facing a subscription revenue wall and most investors know that point in sooner rather than later

Necessary_Fly_9266

ADBE

elgrandorado

It's more that the semi industry has seen a lot of euphoria and the tons of selling that has happened to compensate, has come directly out of software. I think ADBE suffered permanent impairment as a result of LLMs, but they won't begin to go through revenue declines yet. They're still growing just into double digits, so their multiple is likely a bit too compressed, thus the moves during this drawdown.

joe4942

The idea of selling semiconductors to by ADBE makes no sense to me.

GrossFleshSack

So is ADBE pumping because of Trump's holdings?

Logical_Idiot_9433

Anyone ADBE?

Beloved_Mango

MSFT, NOW, ADBE, ZS, SNOW all bigly green in a sea of red This is a rotation regards I’m all in NOW and ADBE swings. Just look at the charts. They’ve been beaten to shit for no good reason and smart money is selling and using profits to buy the dips where it makes sense

iShitBloodandCumShit

Except for cases like Lulu, CRM, ADBE, INTU. These bags are fucking heavy.

hftrobo9285

Anyone thinking about ADBE calls?

No-Improvement3164

NOW is the time to go out and buy ADBE!! 🥭

No-Improvement3164

Then buy ADBE as well

Beloved_Mango

I’m in 300s exp next year and plan to keep rolling weeklies/monthlies along the way. If ADBE pumps quicker than I thought I’ll probably swap out the 300s for 360-400ish

BangBangOw

What strikes you looking at, I agree ADBE is very beaten down.

Beloved_Mango

Far OTM leaps on ADBE and NOW will probably be 10-20 baggers from these levels. When the narrative changes to “oh shit AI is actually making them stronger” you won’t be able to get in this cheap and they will climb to new ATHs, and all signs are pointing to that happening. Plus, Orange Man owns both in his individual stock port.

Beloved_Mango

ADBE bottomed for the year and is going to 300 in the next 5 trading days !banbet

GrassOrAss954

MSFT, ADBE, Etc…. Look for computer stocks that are waayyyy off ATH’s….and buy calls

iShitBloodandCumShit

We are due for some rebalancing, so value investing might finally look less regarded. But overall it’ll flow into those stocks that have been beaten to shit and cause indexes to stabilize. Just my thoughts. If CRM INTU ADBE etc. start dumping with memory/chips, that’s where we get sketchy.

Cav829

Are we witnessing the ADBE breakout spoken about in legend? Is r/ValueInvesting finally right?!

Beloved_Mango

ADBE at these levels is like META when it got shat down below 100

Beloved_Mango

NOW and ADBE calls, sanctuary for bools Don’t buy poots

Beloved_Mango

Don’t buy poots Buy NOW and ADBE calls Rotation into beaten down software and Orange Man owns both

TheNplus1

AMD, INTC and NVDA red, ACN, ADBE and CRWD green. Is the AI run getting tired?

Oil_Shock_2026

They drop on every earnings. Day traders love to shit and short ADBE any chance they get.

Outrageous_Tip_2133

Looks like software stocks like ADBE, CRM, NOW, etc finally bottomed out?

Beloved_Mango

!banbet ADBE 300 7d

gamjatang111

rotation out of Semi into software continues, luckly was able to load up on NOW last week. Just got in ADBE today

Beloved_Mango

All in NOW and ADBE calls Rotation into beaten down software is happening Huge swing trade potential Orange Man owns both

jaysang

ADBE is still a robust software company with industrial leaders still reliant on it. They will also show signs of gen AI adoption soon.

BigWorth3417

Why did I buy ADBE 450$ calls months ago I am retarded

trsx5

RDDT, AMZN, NOW - top 3 watch for bulls MU, UNH, ADBE - top 3 watch for bears

Fun_Newspaper8505

Most software companies are way down ADBE is a great example ADBE is like a 10yr low despite constant beats and too much cash on hand to know what to do with

Wild_Space

What you're saying it generally correct, but not universally so. He doesnt buy everything right before a catalyst. Take ADBE for example. You can buy it for less than he paid in Q1 of 2026.

Neemzeh

MSFT and other software based stocks like NOW, ADBE, etc are all about to have an epic 6 week run the same as semis… get ready and don’t be left behind

Mindless-Program-540

ADBE leaps are already que'd for purchase. Did it yesterday

Beloved_Mango

Forgot to mention Trump owns ADBE and there’s a macro rotation into software happening right now

Beloved_Mango

Do your own DD ADBE at these levels is like META when it got pushed below 100 Profitable company with billions revenue and AI is sneakily strengthening its moat because it’s partnered up with NVDA Tomorrow I’m going all in leaps in my Roth and EOY calls in my regarded account

Cav829

I always knew ADBE was the greatest stock on the market.

Beloved_Mango

Going all in ADBE weeklies tomorrow Rotation into beaten down software

Beloved_Mango

Ignore the -3.6k Would you spend 5.1k right now to buy MU 6/18 800C? It’s not the worst trade trade with NVDA earnings on Wednesday Friday was only one day but the way hardware based AI plays plummeted and beaten down software stocks climbed (think MSFT, ADBE, NOW) hinted that we might see a rotation into those beaten down stocks Markets are forward thinking and companies like ADBE are doing just fine despite the fears that AI is shrinking their moat. That’s proving to be false. AI is only strengthening them and in the coming quarters we’ll see if the AI investments start paying off With that said narrative changes take a long time to play out and more likely than not I think the prevailing trend will continue after a slight hiccup Nothing has changed except fear of the giant green dildos being too erect. NVDA might be just the dick pills your shitty calls need

No-Improvement3164

Time to buy ADBE and NOW? The internet claims Mango 🥭 is a holder and he always wins.

MrMonday11235

This makes about as much sense as trying to inverse EVs after reading "they're going to kill gas guzzlers" and buying CVX and XOM. >I still bought software. MSFT/PANW/ORCL make up the most amount of IGV, which means they are software - just the part that doesn’t suck like ADBE. It's almost like when people say "AI will kill software", they don't mean all software everywhere. But what do I know, I'm just some dope expecting a baseline of literacy on r/wsb.

Mindless-Program-540

Getting into SMCI and ADBE leaps next week. Already in MSFT, BBAI, and BULL leaps

Beloved_Mango

I’m all in ADBE leaps This was the confirmation I needed to send it fully

hydraByte

My opinion is that ADBE at the sub $240 prices will be looked at a decade from now as a steal. I picked it because I see it as a strong defensive play that works whether or not the AI revolution that the market is expecting actually takes place. If the AI hyper-scalers succeed, Adobe is expanding their moat by focusing on building out AI tooling that better protects their customers from copyright concerns and that integrate better with Adobe's existing products and services, and Adobe is one of the few companies that has already turned a profit from their AI offerings (because they have avoided the insane infinitely-growing-costs problem that the AI hyper-scalers have). If AI hyper-scalers fail to make their AI products profitable in the next few months or years (which I think is realistically the most likely outcome), the market will likely have a serious correction, at which point in time the current thesis people have about Adobe being eaten by the AI hyper-scalers will be disproven, and sentiment will likely change leading to the stock to be rapidly re-rated upward. Adobe's revenue grew by 12% last quarter for the first time since September of 2022, likely due to their newer hybrid financial model where they continue to benefit from traditional predictable SaaS subscription revenue while also adding revenue from consumption-based generative AI token usage. In the meantime, it's nice that the stock price is sitting so low that they could buy back 9-11% of all shares using their free cash flow. They recently approved a $25 billion for their buyback program, which at this share price represents 25% of all outstanding shares. The lower the stock price falls, the more shares they can buy back, the more valuable existing shares become.

zero_cool_crash

ADBE users always want to bail, but rarely have in past because ADBE actually offered enough value that it made more sense to stay even though they were raw doggin you.  I'm less sure now.  There are some really great drawing and editing applications out there now!

zero_cool_crash

i'm torn.  like ADBE should be a good investment now but i keep reading about how they're crappifyijg their products enough that users are bailing for other products.  like how hard is it to keep your product at minimum viable product level?

Cav829

Finally after losing half of their net worth, ADBE bols are proven right.

rioferdy838

is this the ADBE turnaround ive been waiting for? LOL

iloveaccounting64

Well that’s just how stock picking works, I still bought software. MSFT/PANW/ORCL make up the most amount of IGV, which means they are software - just the part that doesn’t suck like ADBE.

ten7four

All the recent cuck stocks are winning today lol. MSFT, NOW, RDDT, ADBE, ASTS

TheSmartest_idiot

!banbet ADBE +10% 1d

Sufficient-Flan1565

Time for some ADBE calls, boys??

Sufficient-Flan1565

Calls on ADBE then? That shit gonna fly to 400+ I think soon

polodolo98

ADBE leaps 👀 talk me out of it

GrassOrAss954

MSFT, ADBE, NFLX….they’re all gonna fly this quarter.

Beloved_Mango

Look at ADBE Down a shit ton because false narrative that AI is shrinking their moat AI is only strengthening their moat. They’re partnered with NVDA Do your own DD Went all in leaps

Beloved_Mango

Rotation into software Might finally be time to pick up ADBE leaps Watch the narrative change from AI hardware stocks to AI application stocks. MSFT, ADBE, PLTR, NOW, etc

taffy_laffy

mango went fully into software, NOW and ADBE so uhhhh

Aware_Secret_8910

ADBE, NOW and MSFT up. ValueInvesting was right

Temporary-Basil-3030

I have some ADBE. 💀

liftingshitposts

Trump also bought NOW, WDAY, ADBE…

jokof

ORCL, NOW, ADBE, WDAY - software stocks go Brrrrr then?

dreggers

does this mean ADBE will finally go up?

Daymjoo

would kms before investing in ADBE. NOW looks solid tho

Tremulant1

Trump bought $META $AAPL $MSFT $ADBE $TXN along with $NVDA in the same disclosure.

supermariobro09

I'll chime in from a professional mograph artist in the industry for 20 years now. There really is no better alternative to after effects. Sure there are alternatives but at adobe's price point and quality output, there is none that can do both mograph and VFX (pretty much the whole toolkit). So a lot of companies/professionals are locked into the adobe ecosystem for that alone. Even integrating AI into my workflow, there's still a need to redo, touchup, re-edit everything in after effects to get to a polished commercial state. Now I know After Effects is just one program out of the entire suite but my points stand from a professional standpoint, not the average consumer. So, to get to the root of the question, yes, ADBE is severely undervalued and not really going anywhere any time soon. Companies are realizing it still costs a lot of money to do everything in ai, and having to redo a bunch of it. With that said, the market doesn't care how good a value a stock is (necessarily) but eventually, the fundamentals do play a role in the stock price and we should see an uptick (eventually). \* This is not financial advice\*

Strong-Al

NOW, ADBE, CRM to name a few

Cav829

Even Mango can't get ADBE to fucking go up.

DisgrunltedDan

If anyone is looking to build their port for 🥭 presidency  🥭 has disclosed thousand of transactions. He owns more than a million of $NVDA, for example. He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more. The transactions are from 2026, and most are up to $50,000 purchases.

TheSmartest_idiot

Weeklies on ADBE 250 will print, mark my words :)

cryptopolymath

They do love their ADBE, PYPL and LULU over there.

Thisplacesucks011

ADBE consolidated perfectly, at the $234-$251 (same levels it consolidated in 2018-2019) before its massive rally. ADBE is position to grow massively with AI, AI will not replace ADBE it will enhance ADBE. AI cannot think outside the box and it cannot create it can only re-create! Ready for the Downvotes as DD here doesn’t matter!

WendyDumpsterFire

ADBE bulls lmao

TheSmartest_idiot

!banbet ADBE +3% 3d

Aware_Secret_8910

ValueInvesting in shambles. MSFT down, NOW down, ADBE down.

ok_read702

Bro how is it just 1 austistic play? ADBE, ADSK, VEEV, MOH, EL, BABA, JD. That's just a sample in the last couple of years too.

WendyDumpsterFire

ADBE bag holders how we doing 🤓🤓🤓

Charming_Raccoon4361

ADBE is just a MSFT without scamSam and data centers

RevolutionaryPhoto24

True, though my orders on ADBE LEAPS haven’t filled - seems that idea is popular. May have more time there, though, IBM I am not so sure.

RevolutionaryPhoto24

Also mb TMO and ADBE

Thisplacesucks011

WSB bearish/hatred on ADBE remains extremely high! More ADBE calls,

Thisplacesucks011

ADBE getting it’s client base to buy the new Semrush AI SEOS bring in and additional $400-$500 a month in subscription. But but ADBE is going bankrupt right?

Icy-Sheepherder-7595

Portfolio value is around $125k and should be $185k+. I made 30% on UNH and 20% on MU, and like 15% on GOOG. Forgot how much I made on INTC but it was negligible. Now I'm down 33% on LULU, 25% on MELI, and 10% on ADBE. Holding a lot of MSFT at $398 (40% of my overall portfolio) hoping that can lead to a turnaround. But I really don't know anymore

Crazy_Donkies

"I made 300% leading up to it because the most profitable companies in the world invested in AI, and it was clear as day that's where the money was going and only retards sat watching praying their ADBE bullshit went up." Run on sentence. But you get the point.

DowntownChildhood648

of all things you want ADBE.