ADBE

nut-sack

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.

Beginning_Juice_4296

whales really loading up on saas while AI is tanking. look at FIG and ADBE in the past month

thenuttyhazlenut

rolling in ADBE money as SOXX dies

mickymocky

ADBE

ateranol

Somehow, ADBE is mogging all WSB portfolios

namtab00

I can't fathom why everyone is stuck on NFLX, when the saaspocalypse rebound is in full swing: VEEV, ADBE, TEAM, CRM...

thenuttyhazlenut

Me rolling in ADBE money as SOXX slowoly dies

namtab00

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...

AromaticAd7753

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.

ateranol

Fuck, should have bought ADBE at $190

dreamwagon

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

Cav829

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.

Beginning_Juice_4296

BRKB definitely started buying ADBE

Ahamadrayasbaboon

I’m up on ADBE

DoubleFamous5751

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

ydltoy

If u love to baghold, why not add $ADBE as well?

vermilli21

Can’t make this shit up. r/valueinvesting was bullish on ADBE yesterday, then today got hit with a -4% 🤣

iwaseatenbyagrue

"ADBE is a trong buy!" Not financial advice! Sure sounds like financial advice.

grantresolve

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.

Original-Poet1825

It can always go the way of ADBE too

ilikeusingmyhands

already in both lol. Bought back NOW, ADBE, and added some MSFT, might add more as it goes down.

SetRestart

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

IBUYVOTES

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.

b_fellow

Blurry must hate money. CRM, ADBE, MSFT taking a dump again. Bought BABA high and sold it all off at the lowest before recovery.

IvoryTowerResident

his other stuff are ok too I own ADBE but PYPL and LULU doing good these days

scrummyd

The obvious plays were ADBE and INTU at 52 week lows (nearly), low P/E, with good fundamentals especially INTU...... but that's not what WSB is for.... I come here to check your plays for tomorrow to learn what not to do. Also im sure someone made more than me on a 0dte, but not many of you.. but someone.

IvoryTowerResident

Time to switch to the michael burry trade? Buy ADBE and LULU?

Positive_Cry_6512

come on ADBE just 30% more until I break even 🤩

TurnUpThe4D3D3D3

None will for sure—stock predictions that precise are impossible. Small high-risk names like RR (robotics, ~$440M cap), ACHR/JOBY (eVTOLs), and RCAT have the only realistic 10x math if their tech scales massively. Bigger firms like INTU, CRM, ADBE or SAP almost never do in 5 years. Pure speculation with high failure odds. Do your own research, NFA. --- *^(This comment was generated by openrouter/grok-4.5)*

IvoryTowerResident

i own ADBE since last week

Phuffu

From this list I like: CRM, INTU, ADBE, SAP and maybeeee PATH

dvdmovie1

"ELF (e.l.f. Beauty): 10%" I owned it originally from the $80's until a bit under $200 and sold after it started eroding off highs. Thought I'd left money on the table. Cut to: $50's. The re-rating of a consumer growth story is significant, see also: CELH. Can you do well after that? Sure, but it depends on why it re-rated and can it regain the kind of growth profile it had? Stuff like this (and CELH) were reminders why I don't like investing in consumer brands. "SFM (Sprouts Farmers Market): 9.1%" Nasty re-rating. Probably does okay going forward but given that it's not cheap, not the place to be if the economy cools. "ADBE (Adobe): 11%" I don't like it. Obviously not apples-to-apples, but it feels like it's going to be this sub's next PYPL: something that people go "but it's cheap" and "the buybacks" year after year as it erodes. It's clearly not operating in the same environment going forward that it's enjoyed for decades, I think even people bullish can agree on that. "NVO (Novo Nordisk): 9%" I bought some not that long ago. I'm glad that I emphasized LLY instead of owning NVO in recent years but it was cheap enough recently to consider. "RMD (ResMed): 7.5%" The TAM is going to be smaller going forward imho, so unless it becomes extraordinarily cheap I don't see the reasoning behind making this such a large position. "VEEV (Veeva Systems): 7.5%" Eh. It hasn't been that compelling imo in a while, even before the SaaS negativity. You are largely trying to be a value investooor and while there's nothing wrong with that, my one concern would be that your entire portfolio is going to be fairly correlated. You've done well lately as part of a rotation into names that haven't done as well, but if that rotation stopped tomorrow, you could easily see the opposite over the next 3 weeks. Selective bottom feeding is great, but imho it's allocating part of your portfolio to selected situations where you have a distinct thesis/near-term catalyst in mind - I wouldn't make it the entire portfolio. Something can be at a 5 year low and seem cheap but if it doesn't have a catalyst it can go to a 10 year low. Look at BSX back to where it was about 22 years ago. Good luck.

AlarmHot4211

Been telling ADBE in here since $204

AlarmHot4211

I’m in $ADBE calls and will likely full port. Upon announcement of new CEO, and when the market realizes they will adjust to AI respectively, this stock will rise back up to $280-310 range. Short term, I’m really hoping for a gap up or climb to $233-241. Also, longing NFLX calls though I may be early. Trust me

kellarman

I’m loaded to the tits with ADBE Leap calls LFG

JourneymanInvestor

On the bright side, you could be me... bagholding $MSFT and $ADBE. $ADBE is a much bigger turd than $MSFT.

MarthaJulietta

I am quite enjoying this slow deployment of capital into whatever is beaten down instead of my normal hyper concentrated mega bets. Im actually doing reasonably well with it, and used my non interest margin to sell my first CSP on PYPL expiring in 3-4M. I will continue to do that with the cap space on PYPL LULU UBER ADBE and a couple others when they are down and I can push the sell out another month reasonably

Soundsgoood5

True. I'm specifically planning just to hold until a catalyst for increase occurs and ride the increased leverage. I think it's likely something's going to happen to ADBE in the positive direction.

TumbleweedHealthy226

5-10% OTM with weekly or 2 weeks expiry. Looking for big moves in one direction that don’t really make sense, then bet on them reversing. In this case, AMD shot up 7% on Monday and showed a clear down trend in the afternoon. It seemed random so I bet on it reverting to around the same price it started within the week. Just got lucky that the entire market came down, otherwise it was a 20-30% gain (or loss) likely rather than 250%. Another example is ADBE and META went up big today on no real news.. I bet on those coming down tomorrow. Ditto for DRAM / memory in the other direction.

thenuttyhazlenut

Officially making money on my ADBE bet. Ah yes, reddit hates ADBE

Unusual-Lie8889

My biggest regret is not buying ADBE and MSFT last week fucking fuck i am regarded

IvoryTowerResident

rotation holding indices up. XLF near ATH. Software finding life NOW MDB and ADBE i own atm

Cav829

That sounds like ADBE logic.

type_error

There are ADBE bulls?

AlarmHot4211

$ADBE $223

Quick_Lawfulness7501

So calls on MSTR and ADBE in October

Quick_Lawfulness7501

ADBE price vs their revenue literally doesn’t make sense. I remember when I saw META trading at 88 and everyone screaming it was over, I think this might be the same

yeezy_boost350v2

I think ADBE may turn into the next Chegg

michoriso

Started a new position on ADBE 350 calls for Jan 2028

TheSmartest_idiot

2 is me with ADBE rn

_Valdez

that's me losing money on ADBE, but it was not 1k...

vandalizethethief

It's still overvalued considering its business is in serious decline but I could see a rotation into beat up tech names. Hell they created SaaS and milked it dry. I think the consumers final frustration was when you "signed up for a month" that was actually a year in fine print. So if you could figure out how to cancel it didn't just cancel and a month, it demanded a 6 month early cancellation fee equal to 6 months of using Adobe Suite so about $600. No one wants their products anymore they are willing to deal with Figma. Long term ADBE is cooked. Short term who the hell knows.

ifyoulookyouaregay

Sold my ADBE when it convincingly broke 330. No reason to hold after that

ScroogeMcThrowaway

I don't agree as I think ADBE still sucks ass. But, props for the guts in gambling that much and giving it enough time. If I were to bet on shit software, I might go with NOW or CRM.

Bulls_Will_Win

you will be known as the ADBE guy

dark_bravery

we were talking on another thread how an insider bought a million dollars of $ADBE. so i bought like 10 or 20 shares. but then i googled more and found that guy, a Mr. Ricks, is probably a billionaire. he has $4M total in $ADBE but $850,000,000 in another stock XD the other stock is Eli Lily where he's the CEO. so for him it's chump change.

RetrieverDoggo

I used to trade ADBE a lot. I also used to do photography and dabble with AI images before it really took off. These days I have zero interest in ADBE. Some of its main attractions like photoshop and video editing are completely threatened by AI. Their firefly or whatever it's called is a joke last I checked (haven't looked at it recently though). The only reason why it may possibly go up is because it's gotten destroyed for so long that it needs to at least do some kind of bounce. But I don't see it recovering back up to its heights. So yeah you may gain on this but it's more like a dead cat bounce not a fundamental reprising or recovery.

Boynoiz3

I’d add that pay as you go is the new billing model. Instead of rigid, long-term contracts or flat-rate subscriptions, you are charged incrementally based on your actual usage, which seems to be not the best fit for ADBE products.

hazxrrd

The screenshot also says ADBE was flat on Friday. I’m not buying because a guy at HSBC said so

Quick_Lawfulness7501

I have one share of ADBE at 207 to back you up

her_majestys_dildo

ADBE down 16% in the last month 💀

Pin-Last

It plummeted about 85% for a solid year before starting its recent climb back. That ain’t AI integration, it’s “AI will replace you“, software is dead, Saas-pocalypse shit. The recent, nascent rebound is potentially because of AI strategy, though that strategy is crushing their margins. The peanut gallery can downvote me all they want, I’ve been on here for months calling DUOL a better play than ADBE and I’ve been dead right. I even called the bottom in the 90s, it’s already back to 125

obb223

MSFT, ADBE, software / SaaS stocks were all up. On different days the market decides AI is going to absorb the entire SaaS market revenue, other days apparently it isn't.

TheSmartest_idiot

I should The only thing I ever recommend is spy, brk, and sometimes MSFT as a small allocation But for myself, diagonal option spreads on ADBE … Smh

OnceALoser

Buy the dip doesn’t work for me. Got SNAP PYPL NKE ADBE NFLX MSFT on dips. I am sure if I sell these and buy memory stocks, I will tank them too.

dreggers

Coming into 2026, I never thought ADBE would break 300 let alone 200

rjbarn

ADBE crashed 7 times this morning working with a 5 page document... Puts it is!

GrossFleshSack

Picked up an ADBE 200dte call. Software is coming back.

Mrsir300

ADBE flying - any news or just bouncing after a huge beat down?

RightLaw366

ADBE rips 🤣🤣

ateranol

Please don't tell me this makes MSFT the new ADBE

Crazy_Donkies

Calls on ADBE and other bullshit no one wants. Everything back to 2022. Yeah us!

Successful-Tea-5733

The primary counterpoint is that MSFT is already a large component of VOO and QQQ so if you own this indexes you already have sizeable exposure to MSFT. I bought ADBE for the same logic but also they are not a large component of thise indexes. 

Aggressive-Pen9772

Now is not a good time to buy sp500. It is likely to descend considerably over the next year or two. So there is really no point. Wait till it goes down a lot from where it is now. Then load up monthly in it. Here are some good stocks that are beat down, and should increase with time ADBE CRM JD BABA

Quick_Lawfulness7501

There’s no way ADBE just dies like this, right?

Medicine_Blogscanner

My AI screener flagged SELL on NFLX, ADBE, AMZN, and INTU at the same time this morning

Medicine_Blogscanner

My AI screener flagged SELL on NFLX, ADBE, AMZN, and INTU at the same time this morning. All four showing RSI in the 36-39 range, Risk/Reward at 1.50, expected move between 2.5-5%. Anyone else seeing weakness in large-cap tech right now? Curious if others are tracking the same setup.

Unique-Helicopter955

Goofball, just because you think a stock is at a discount doesn’t mean it actually is worth buying. Look at ADBE as a classic example. Who cares about how much a business earns if the earnings aren’t defensible? AAOI isn’t down because the market needs a “breather” or any of the other bs cope you see on here. It’s down because the market realizes NVDA is set to destroy this company with co-packages Ethernet photonics. If you’re buying AAOI, it’s not because of pluggable transceivers, it’s a bet on near-packaged optics. The bet is CPO will fail and be enormously costly and not worth the risk.

Fit-Employ3623

I was told SaaSpocalypse was ended. Explain MSFT and ADBE then

bdh2067

LULU, TDOC, PYPL, ACN, ADBE …the list is long. Many of them were “bought by chance, not by choice,” meaning they were assigned after I sold puts on them. So the lesson for all the kids: never sell a put on a stock you wouldn’t buy outright.

Own-Recipe5908

Fucking Adbe. Still doing scalps to make up for my losses. Thought at the beginning of the AI boom that ADBE would be a big AI play with firefly getting around copyright issues, maybe they could even license their dataset. Of course the stupid narrative is that AI makes software obsolete. Fuck.

cashew76

ADBE

GrossFleshSack

Short term IV is so expensive on ADBE. Was thinking about buying some 200 DTE calls, the price looked pretty good, but then I thought I don't really want to sit on anything, I need that dopamine of making 20 trades a day.

prana_fish

Ok, seriously, fucking $NFLX and $ADBE were up bigly. You have to realize this is rebalancing and positioning driven, nothing about AI story collapsing.

zedk47

Short ADBE. They only made a few billions profit last quarter.

Beazt11123

Is there a bull case for ADBE?

ateranol

Me, Burry and Trump are cut from the same cloth. All ADBE bagholders

zxc123zxc123

I think GOOG comes out on top too. I've been investing in GOOG since before the GOOG/GOOGL split, but even I've been adding to MSFT since it feels overblown. I feel the market is throwing MSFT out with the SaaSpocolypse bath water. It's priced like they are BOTH burning all their margin/earnings on capX (like META/GOOG/AMZN) AND going to get disrupted like CRM/ADBE/NOW despite the CapX actually building it's moat as a hyperscaler. Folks really out here acting like AI will replace windows or office when both OpenAI and Gemini both say it can't (although upon asking more OpenAI did agree with my idea that AI LLMs do open up Linux as an alternative *for consumers* by lowering barrier to entry and helping with trouble shooting.)

Pin-Last

I’m not gonna disagree META, it’s just a trade for me. I’ll leave the crypto to you! Agree about quantum, & toss in space/aero while ur at it, Redwire is volatile as hell & MDA is getting close to its rising support line. But software is priced for death spiral despite maintaining its growth, I got laughed at calling the bottom on DUOL in the 90s, CRM is getting stupid cheap, even ADBE will bounce 2nd half imo. Huge trading potential, the MSFT/NOW volatility already made me mint this quarter.

Chance-Disaster2987

I'm invested in MSFT (about even) NOW (down 12%). Yesterday, I opened positions in ADBE & INTU.

Chance-Disaster2987

MSFT is 35% below ATH. A lot of bad news is priced in. SAAS stocks is treated like dead money. Names like ADBE, INTU, & NOW are down 50%, or more.

Delicious_Put_5857

so like sell ur HOOD, quantum, space, chips, buy the stuff everyones making fun of and gave up on, MSFT, ADBE, META, maybe shitcoin

ez399017

ADBE is quite shit too

UserCheckNamesOut

ADBE is definitely in that mix

WorkingCorrect1062

MSFT bankrupt like ADBE

Ozzark3

ZS, NTSK, MSFT, ADBE, CRM are some of the stocks I collected from very low. I'm especially very heavy on ZS and NTSK. I'm expecting a good bump in most of them. Also thinking about getting small positions in META, BABA and ORCL as well.

Several_Bread_9144

Do you guys want to hear a joke? >!ADBE!<

ClarkFable

ADBE is a textbook case of monopolistic dead-sticking

Slightlybadpicks

Haven’t seen a single green day in my port thanks to these raggedy whores: CRM, ORCL, ADBE

Sufficient_Habit5091

ADBE is the new PYPL MSFT is the new ADBE META is the new MSFT