ADBE
Adobe Systems Incorporated
Mentions (24Hr)
-50.00% Today
Reddit Posts
Was SaaS Up Just Due to Shorts Unwinding?
SaaS is about to explode once people fully realize the OpenAI and Anthropic debts are never going to get paid
The CEO of Eli Lilly just bought $1.9M of Adobe stock out of his own pocket
The CEO of Eli Lilly just bought $1.9M of Adobe stock
Anyone tracking Eli Lilly's CEO buying into Adobe right now? ($ADBE / $LLY)
Over $1.9M in cold hard cash: An Adobe ($ADBE) insider just caught the falling knife right at the bottom
Over $1.9M in cold hard cash: An Adobe ($ADBE) insider just caught the falling knife right at the bottom
Over $1.9M in Cold Hard Cash: Adobe ($ADBE) Insider Just Loaded Up Big Time Right At The Bottom
Over $1.9M in Cold Hard Cash: Adobe ($ADBE) Insider Just Loaded Up Big Time Right At The Bottom
My take on $RDDT and future catalysts
MSFT around $378. Falling knife or finally reasonable?
Top stocks hitting 52-Week Highs/Lows - June 17, 2026 📈 📉
Genuinely what on earth is going on with software right now? This is completely unhinged.
Top stocks hitting 52-Week Highs/Lows - June 12, 2026 📈 📉
Moog (MOG/A) - They make the thing that goes inside the rocket that either explodes or goes to space (sometimes both if you're Blue Origin)
After-Action Report: Adobe $ADBE Earning Play - Market Under-priced the Move - Long Vol Rides Again!
Sold ADBE today only to buy it cheaper tomorrow DD
Adobe’s (NASDAQ:ADBE) Q2 CY2026 Sales Top Estimates But Stock Drops
Bow down to ADBE it might help saas stocks
Adobe $ADBE earnings tonight after the bell. Play the Move or the Vol Crush?
ADBE: Wall Street thinks AI is coming for Adobe’s lunch. I think Adobe already put it behind a paywall and called it dinner.
Oracle $ORCL Vol Crush Post Mortem - This one goes into the win column!
ORCL & ADBE earnings next week – here’s why I’m loading calls on Oracle (and why Adobe is a coin flip)
The stars have aligned to go all in ADBE leaps
Bullish $ADBE? Claude will directly control professional creative software through mcp.
Awesome usecase. Using ChatGPT for tracking earnings
ADBE all in. Is this trade the "be greedy when others are fearful" I keep hearing about?
Managed to lose money even today. Thanks ADBE you loser
Tech stock swing trading for significantly amplifying gains
This IGV selloff is getting ridiculously extended to the downside
Why SaaS stocks will crash hard and TTD will be the first to go to 0
Done very well with a managed portfolio, opened a brokerage acct for my gf. What I learned, and my broker's advice.
Stock prices seem to be consistently dropping after earnings calls (even on positive news). Do you think this will hold for ONDS tomorrow?
🚨 Adobe building its next generation AI agents on Nvidia infrastructure ($ADBE $NVDA)
ADBE might be the most mispriced AI stock right now
Well almost lost good chunk but managed to get them back
The Payrolls Bomb, the Oil Shock, and the Wall Street Shouting Match That Followed
Thesis on ADBE and FIG Natural language workspace orchestration via MCP
$ADBE - What if Canva takes 20–30% of Adobe’s TAM?
The market thinks AI kills Adobe. The data says it's a "Cannibal" compounder on sale. Here is the Bull Case for ADBE
The market thinks AI kills Adobe. The data says it's a "Cannibal" compounder on sale. Here is the Bull Case for ADBE
This makes no sense. Can someone smart explain this?
Why have Software - Applications stocks been in free fall for many months? ADBE SAP CRM UBER SHOP INTU NOW ADP SNOW ADSK
BTC, PYPL, ADBE, NVO bagholders right now
Is now a good time to dip into SaaS sector? CRM is under 195 now.
Adobe ($ADBE) down ~50% from highs - value trap or generational buy opportunity?
$27k $ADBE YOLO after $9k profit from last one 9d ago
Adobe $ADBE Stock Analysis: Photoshopping a Red Line into Green
$26k $ADBE Mar 20th $300 calls YOLO because the AI narrative is stupid
Not That Bad, But Not That Good Either: ADBE
Most Popular Stocks on Reddit now
Anyone else catching the falling knife in SaaS lately?
The US "Safety Premium" is dying. You are paying for stability that isn't there anymore.
ADBE on a downward trend, should i hold or sell?
Adobe downgrade today. Maybe a chance for bag holders?
Thinking about buying $ADBE after today’s dump. Tell me why I’m wrong.
Apple just launched Creator Studio and bundled pro creative apps into one cheap sub. Puts on ADBE?
ADBE pullback still needs confirmation.
(ADBE) Adobe Q4 2025 Earnings Call | Live Transcript at 5:00pm ET
🤔Unusual- ADOBE on Dec 4 — Anyone Else Notice This?
🤔Something weird happened with Adobe after hours on Dec 4 🚨 Someone knows Something
Mentions
The true spirit of WSB. I already had my Omega watch and lost it thanks and due to GME. Had a woman too, imagine that? If you ain't long on $ADBE and going half port on $RDDT at tommow's open, well then you bloody well fucking likely hate money and your kid's education. This IS financial advice on your gambling account. I already got sell order placed since yesterday on all my european stocks to go half port on $RDDT again. Already sold at $200 recently. Could go as low as $125, but ain't waiting that long because I am greedy on the certain monies. Could buy a second Omega and get a third lady with that. In a weird future could keep most of that.
When did he start his software short because SAAS is beat to fucking shit - it only just started recovering a bit the past month or so. If he started a little while back he’d still be deep green on some of those shorts like MSFT, SNOW, ADBE, CRM. All still down overall from highs
I have Sydney as my second wife “ADBE” and I am ditching her as soon as I break even @292 f her too
The issue IMO was the leverage. Yes, it was basically a thematic AI fund, but that's what he was offering - people weren't turning to the guy from OpenAI for non-tech bets. Had the leverage not been there, this would have been a bad month rather than "wipe out the entire book of public equities" month. Him doing things like short ADBE into a short software/long AI trade that had gotten overextended didn't help either.
How many hedge funds next wipeout? “Situational Awareness” hedge fund liquidated all. Only 3 week unwind, push to collapse. 2021-Archegos 2023- $SIVB force $FRC & many in $KBE 2026- Situational Awareness collapse Its holding $BE $SNDK $CRWV $IREN $SKHY $NBIS $ADBE etc $MU see https://preview.redd.it/g90d44j22ggh1.png?width=764&format=png&auto=webp&s=6b2281226ad624bf09dee49256e88944a6996414
.....Maybe I can use $ADBE to edit my loss into a gain?
What’s even crazier is that yesterday, software stocks, $NOW, $ADBE, etc weren’t even affected by the news of a rate hike, and just kept going up, lol..
Go long all of the stocks (that SA was long and short) like CRWV, NBIS, ORCL, NVDA, ADBE as citadel merges them with their larger existing core positions .
\> but considering pretty much all tech (bar meta, lol) is rebounding No, look at this visual: [https://finviz.com/map?t=sec](https://finviz.com/map?t=sec) Every one of the ten stocks in IBM's SP500 "information technology services category is down today. In fact, IBM is doing the best of the ten. Much better than most. Also, CRM, NOW, ADBE and INTU are all down much more, over 5%. AAPL is down slightly more too. Today is basically the same software/hardware performance split we've seen for months, with IBM mostly performing with the software stocks.
If you didn’t buy ADBE puts yesterday, what are you even doing? The most guaranteed play
ADBE is slang for SOXX put
Most people are longing semis in this pump which is a perfectly good play. Me? I'm shorting $ADBE with 1 DTE puts because fuck the absolute retard run up this shit SaaS stock has enjoyed at the expense of actually good companies taking dicks.
Could you believe I own all the tech stocks that _aren't_ surging today? $ADBE, $NOW, $META... I even tried gambling with a single $META call contract and I lost 25% (just $150, but still)
ADBE, CRM, SAP & SHOP once again, ruining my port
yeah exactly that would be interesting to see actually.. I have used it for other stuff like stock investing and AI did point me towards ADBE before this pullback and I am 30% up already, might have been luck only... But I feel like it's super useful on other things, I did a 2 week roadtrip holiday in the midwest all planned by AI i.e that are all a lot of use cases we just need to be creative I guess.. but yes I agree with you Software engineering became so tedious !
Well, if anything, the Kospi is an indicator for the next day whether or not "sell the rip" is the viable strategy for short term intraday scalping. Usually can check if $NVDA and $AVGO stall at key levels on rips to time puts if and fucking piece of shit $ADBE is still retard strong.
can we all just agree that we were wrong about ADBE and would have been rich if we had full ported when everyone was a hater?
About a month ago I bought a few shares of ADBE and CRM, and bought a share of MU as a hedge on the assumption they would move in opposite. I view the three positions as a single trade. I also sold a some things at a gain this year in that account, so I have taxes that the loss can offset if I decide it's safe to take the hedge off my saas stocks.
Or going long something retarded like $ADBE lmao
Who knew ADBE would be the hedge in times like this
Yea, multiple compression. 2021 ADBE P/FCF: 50 Today: 10 2021 NOW P/FCF: 80 Today: 20 2021 INTU P/FCF: 50 Today: 15 Over this same time free cash flow has gone up 50%, 150%, and 100% respectively. These are not garbage companies. The market overpriced them and then underpriced them and will soon price them appropriately.
total rotation from chips to saas CRM, ADBE breaking out while AMD, MU crash As soon as you saw saaspocalypse in the news its oversold...
Laughing at the AI play after I bought ADBE at 213 one week ago
Limit sell triggered; STC 2x ADBE 7/31 255c @9.4; 6.25 -> 9.4; 50.4% profit; Overall 3x6.25 -> 2x9.4; 18.75 -> 18.8; covers cost of position and so I can leave the remaining call as a free house money runner
Limit sell triggered; STC 2x ADBE 7/31 255c @9.4; 6.25 -> 9.4; 50.4% profit; Overall 3x6.25 -> 2x9.4; 18.75 -> 18.8; covers cost of position and so I can leave the remaining call as a free house money runner
Imagine holding stocks that are getting outperformed by ADBE
How tf is NOW, CRM, ADBE, INTU all up 20% this week but not MSFT
BTO 3x ADBE 7/31 255c @6.25
BTO 3x ADBE 7/31 255c @6.25
ADBE and INTU will make u rich
How is ADBE a terrible SaaS stock? lol
Even if the AI buildout is not sustainable, but the recent selloff is absolutely overdone. How can companies like ADBE and CRM become a AI sweet spot knowing that those companies will shrink over time
ADBE has been on a warpath lately.
Full proof plan: All in ADBE DEC puts?
All in ADBE DEC puts?
I agree. I think wallstreet/mainstreet are putting one hell of a discount on ADBE because of the narrative that AI is going to kill their business....yet their business seems to be growing....hmmm
So now you guys love ADBE?? Hmmmm
Broke even on ADBE, of course i'll hold it like a regard and watch it crater even deeper
Mainly based on ADBE, RDDT, EVO.ST Leverage and options make it possible
You sure he was long NOW? ADBE & veev I Know he did
In the past month: VEEV: +33% ADSK: +25% ADBE: +20%
Well, betting against WSB have mostly been positive for me. Everyone said SPCX will tank once it lists, it went up and I made 40% and exited. Was able to fish the bottom in ADBE and DUOL too. Meta, Microsoft was supposed to go up and I made money shorting them, which matters. Ofcourse I might lose money, but no crying in the casino.
Well if you want to make it big like burry then ADBE and ADSK are pretty much still at their “bottoms”
I don’t treat him like some oracle. Some people have his dick so far down their throats it’s coming out of their anooos’s. I did buy ADBE though and sold for 20% and bought the evil empire microslop
ADBE is at a bottom? i didn't notice
He also shorted MU and PLTR at their tops, and longed VEEV NOW ADBE and ADSK at their bottoms
I sold ADBE at 200 you’re welcome regards 😭
Since when ADBE is winning?
Same. Swimming in ADBE money as SOXX dies more. Even my China is up. And my QQQ puts earlier this year are nearly even.
i'm still down damn near 20% in a month (or so) on ADBE and NOW
Fuck me selling ADBE INTU AND NOW 🤡😭😔
I guess it’s ADBE day
My whole portfolio green: what an amazing day HIMS, NOW, ADBE, MSFT, VELO, QBTS, IONQ, SOFI
$ADBE up 4% on fucking nothing while semis dump. You know this dumb shit is mechanical.
Wonder if ADBE will pump more when they finally fill their C-suite vacancies.
When AI is down ADBE goes up, because the thought it that AI will kill ADBE. So when confidence is lost in AI, ADBE goes up.
He wasn’t managing the risk properly. That’s all. I’ll give you an example of my one of my trades. In February, when ADBE was trading at 330, I entered with a covered call expiry June 18, 2026 and the short call at 360. I paid 31000 usd for it. The thesis was that if ADBE finishes over 360 I d net a roughly 16% return in 4 months. Solid return. Also 31k was roughly 3% of my portfolio. I never put more than 3% of my port into a single name (very important rule). Well, ADBE kept shitting the bed and now I’m holding 100 shares of ADBE at 310 cost basis. What I did, you may ask. First I’m bullish as hell on ADBE still so when ADBE traded at 200 last month I liquidated my shares for 20k. From that, I took 8k and set up a 10 bull call spreads (200/220c) expiring Jan 2028. The thesis is that by Jan 2028 ADBE would be trading above 220 given how aggressively they are buying their shares back. And at 220 they literally can retire 30% of the company by Jan 2028 so it’s hard to imagine how would ADBE trades below 220 in 18 months from here. If ADBE indeed trades over 220 then the bull calls spread would give me 20k. The capital that I was left with after selling the shares and setting up spread is 12k. Well I m indeed a bit spooked so decided not to engage that capital in ADBE related stuff so using that elsewhere. So all I need is ADBE above 220 by Jan 2028 and my initial investment of 31k would become 32k. Not a great return in almost 2 years but this is the example I gave of a trade that went absolutely against me!! Do this many times on many companies and you can make consistent market beating return. Cheers!
$ADBE is up 6%. Are you fucking kidding me.
Feels like this has been my port all year. MSFT, GOOGL, META, ADBE, CRM, INTU, SAP, SHOP. I picked ALL the winners at the exact right time (not)
I just vibe coded replacements for PATH, NOW, CRM, ADBE, FIG from my parent's basement ...🤌😦👍
NFLX ADBE and MSFT red, MU and SNDK green, all is right in the world again.
Right now AI is a Tailwind. "AI does your taxes / runs your books" is the commonly stated bear case, but Intuit owns the distribution, the trust, the regulatory integration, and the proprietary financial data, the exact inputs an AI agent needs and can't replicate. Currently Intuit is monetizing AI as DFY agents inside the existing paywall. The risk is a credible AI-native tax/bookkeeping entrant with distribution, which so far does not exist at scale. When comparing against adbe, the weaknesses adbe shows is CEO and CFO transition, push towards freemium AI user acquisition (could pay off but unproven), and just a lot of other players in the space (figma, canva) - they are distinct but wouldn't hesitate to compete for market share with adbe. Basically I think ADBE will probably be fine especially at this price - bear case is basically priced in. I just think that INTU is more resilient and has a clearer AI tailwind because taxes need trust and credibility, same with quickbooks. I own INTU, interesting watchlist for me though is ADSK. Accelerating growth YoY, multiple compressing. Check it out!
Fundamentals OK, only thing is AI disruption (and I have ADBE so I am not panicking about AI), but I am not sure if INTU is more vulnerable to it.
Is the new PYPL. MSFT is the new ADBE. What is the new MSFT?
ENPH, and ADBE. I feel like we're fucked with regard to power. ENPH has a genuinely good product. Kind of blown away that its kept going down. But it really tanked when trump took office and just never recovered. ADBE before AI was really the only way to edit videos and photos. Everything else was spit and ductape. My plan is let it sit, eventually inflation will carry it up. But ill probably get sick of looking at it, and just sell it a little bit at a time as i take profit on better positions.
whales really loading up on saas while AI is tanking. look at FIG and ADBE in the past month
rolling in ADBE money as SOXX dies
Somehow, ADBE is mogging all WSB portfolios
I can't fathom why everyone is stuck on NFLX, when the saaspocalypse rebound is in full swing: VEEV, ADBE, TEAM, CRM...
Me rolling in ADBE money as SOXX slowoly dies
I'm in at ABP 187. I think it has room to grow, and so did Burry.. DYOR, but I think of it as a safer saaspocalypse rebound bet than NOW, CRM, TEAM or ADBE...
Unbelievable green day over here. Currently holding ADBE, MSFT, and WKL. Easiest bottom-tick of my life. The AI doom narrative is officially dead and my portfolio is eating your lunch today. See you at $500 ADBE.
Fuck, should have bought ADBE at $190
ADBE like 12PE and showing growth Q over Q and just completely flat. This market has become utterly hype and news driven. It is not about investing anymore
Dude m, imagine if every stock subs posted loss porn. The ValueInvesting posts alone would be crazy. People over there have been holding ADBE from over $350 and NVO from lime triple figures.
BRKB definitely started buying ADBE
I made a “growing but mispriced” screener in my E\*trade platform. SAP is one of the few names that has shown up for the past few weeks. The screen only pumps out a few names when I run it 🤷♂️ I’m already in MSFT and ADBE so no more software for me and I am not bag holding those… yet https://preview.redd.it/hwfhgyvnmedh1.jpeg?width=1103&format=pjpg&auto=webp&s=1348db3de0fe0ac61717a51707fe0f3d887de13b
If u love to baghold, why not add $ADBE as well?
Can’t make this shit up. r/valueinvesting was bullish on ADBE yesterday, then today got hit with a -4% 🤣
"ADBE is a trong buy!" Not financial advice! Sure sounds like financial advice.
ADBE will fly 🚀🚀🚀 I feel like everyone has been sleeping on this stock and it’s priced for its demise. At just 11-12x earnings and at one of its lowest valuations of all time it is poised for a rebound. It’s down 50% from its highs despite persistent revenue growth. Plus they’ve raised guidance on earnings. ADBE is a powerhouse deeply embedded into the core of most businesses with 99% of Fortune 100 companies using Adobe products. These companies aren’t leaving. Over 40% of Adobe’s top enterprise customers have doubled spend on Adobe since 2023. Adobe Firefly adoption is rising. People think AI will kill the company but it seems like Adobe is extremely well positioned to leverage existing relationships to distribute their AI solutions and generate even more ARR. Adobe has also built out strategic partnerships with NVIDIA and has an ongoing rollout of integrations with Claude - with many more integrations with agentic AI to come. We’re seeing a slow rotation from companies spending on AI to companies making money on AI. ADBE conceivably seems like one of the best plays to fit that niche. I genuinely feel ADBE has huge upside incoming with multiple catalysts and a cheap valuation. Not financial advice. Holding about 20-25% of my portfolio in ADBE.
It can always go the way of ADBE too
already in both lol. Bought back NOW, ADBE, and added some MSFT, might add more as it goes down.
ADBE is dead because people used to say "that's Photoshopped" but now they just say "that's AI" 😞 pour one out in memory today
Market has already priced in catastrophe for some of these tickers based on a narrative that has yet to occur, may never occur, and as of yet finds no support in the actual numbers, e.g., MSFT, ADBE, CRM, etc.
Blurry must hate money. CRM, ADBE, MSFT taking a dump again. Bought BABA high and sold it all off at the lowest before recovery.
his other stuff are ok too I own ADBE but PYPL and LULU doing good these days