ADBE

jongleurse

Look back at what ADBE did in the middle of last September when premiums were really attractive.

ShortChecker

Yeah sorry, it was a 4DTE, that’s my fault as I always refer to options expiring less then 5 days away as an 0DTE, but your right, it was 4DTE. With that being said, it’s still fairly illiquid though. Example: $ADBE has an ITM open interest of 633 for this Friday. $COST on the other hand has an ITM OI of 1.16k for this Friday. $COST $420c for this Friday is priced at $1.31, $ADBE on the other hand with a $440c for this Friday is priced at $3.00. Both with a $5.00 spread on the current SP.

BrinkseyCat

ADBE doesn't have 0DTE options at the beginning of the week.

ShortChecker

I do think $ADBE will have a positive ER as well, I am just a bit lost trading it with the premiums being this high.

williego

You talked me into a trade. BOT 4 OCT 600 Calls, sold the Jun16 400C. I figure ADBE around $470 should maximize my loss after earnings. Expect that.

ShortChecker

Very true, don't get me wrong, if $ADBE has a significant ER this Q, it can yield a crazy return, but, with IV this high and the premiums priced this high, it still hinders on the total ROI. The other side of the trade is that your position can fucking hit zero dollars in sheer minutes or seconds lol.

jeff303

!banbet ADBE 420 15d

ShortChecker

This 👆, I follow the same type of strategies, but, with the premiums being this ridiculous using $ADBE for example, the only strategies that seem to be the most reasonable options are #2 and #4 on your list. With #2 being super fucking risky (supersedes even 0DTE risks in general), while #4 is definitely a lot more risk adverse. The stocks premium is trading in such a way that it almost seems like it is foreseeing an extremely significant change in SP (up or down), with the earnings being like 9 days away which is kind of insane lol. These premiums are something you may see when the stock is a day or two prior to earnings, but this is 9 days away. 😂 The IV crush on this one is going to be horrific. 😂

notextremelyhelpful

ADBE vols don't look that insane to me. Right now they're at about 40% IV, which is actually on the low end of historical vols around earnings (45%+). The IV Rank/Percentiles are also only around 35%, so again, not that high or juicy. Just be careful with those bid/ask spreads, they tend to get pretty wide on ADBE when things really start getting volatile. Speaking from experience.

mtarascio

The only way the Apple VR takes off is with an ADBE killer app.

BrainsNotBrawndo

Rang register on ADBE ahead of their earnings on June 15. Has a good rally last few weeks, and $435 doesn’t seem as deep of a discount as sone other plays currently

Eastern-Cranberry84

like ADBE and 439

Eastern-Cranberry84

oof 2 years. sounds like me and ADBE

_grapevan

Calls on AAPL, MVIS, AVGO, ADBE, PATH. What do we think?

mzeo-b

Meh, it's already up 30% in the past 90 days. https://money.cnn.com/quote/quote.html?symb=ADBE

_grapevan

ADBE glued to 437

Eastern-Cranberry84

ADBE , BA , AMZN, GOOG, JPM , all are up 2%+ today mostly shares and some calls.

Eastern-Cranberry84

I have ADBE in my boomer account. at 1 point I was down 40% on sharress. now just 3%. incredible.

Eastern-Cranberry84

AMZN still rocket also ADBE

Yelloween

ADBE 50D 415p + 420c, you think good?

tigeroftrades

$ADBE will print next. 6/15 earnings after-market

AluminiumCaffeine

Love ADBE so much, margins so thicc

Eastern-Cranberry84

ADBE is such a cutie. she just keep going up to earnings.

Eastern-Cranberry84

watch ADBE have a new sub tier added that allows for it's suite to use AI. ZOOOOOM

Red_Fabozzi

ADBE looks like it wants to test 52w high of $451 before earnings

wearahat03

Sure, good idea. What about when your business isn't growing fast anymore? Where is that "R&D expense" going to? I guess we need to see a side-by-side comparison of software companies ||MSFT|CRM|ORCL|ADBE| |:-|:-|:-|:-|:-| |Revenue Growth|7%|11%|18%|9%| |Operating Income as % of Revenue|42.3%|5%, 11.4% guided and **20%** if +restructuring and amortization|26.2%, **34%** if + restructuring and amortization|34%| |R&D expense as % of revenue|13.2%|14.6%|17%|17.8%| |Capex as % of revenue|12.5%|2.9%|21%|2.1%| |Marketing & Sales as % of revenue|10.9%|**38.2%**|**18%**|27.9%| You're telling me that it's because of CRM's R&D expense, when their R&D expense is not higher than their software peers and their growth is not more spectacular than their software peers? There is a clear margin problem, when other software companies are achieving 30+% margins and salesforce is only achieving 20% after making a bunch of adjustments.

Most-Pomegranate9192

Calls on $COST, $CVNA, $ADBE, $PLTR👀📈 Possible puts on $NVDA

WantedinReno

I'm going to enjoy gardening and wait for Fitch to downgrade US credit to start catching knives in AI and good old consumer discretionary. NVDA, MSFT, SBUX, TGT, ADBE, DPZ, ELF, MELI, TJX, ULTA

BOBBY-FUNK

ADBE is about to rip

JKJOH

Banking on ADBE today 🥳😀

sNeKbIt99

ADBE has some impressive stuff... so they say. Haven't tried it yet but gonna soon.

Burgerb

What is your take on ADBE (attempting) to purchase Figma? https://www.theverge.com/2022/9/17/23357404/adobe-figma-acquisition-20-billion-bet-control-creative-market-antitrust

chazmichaels15

100% agree. There will be winners that come out of this like NVDA, MSFT, AMZN, GOOG, ADBE, chip makers and companies that build AI that changes the way we live, unlike blockchain which was way more of a fad. Whoever has the most data to build effective machine learning modules wins.

Top_Score6766

Looks like ADBE has more tricks up its sleeve than a magician at a kids' party!

Tasty_Cartoonist2177

Looks like ADBE has more game than my dating profile.

No-Pension-6157

Looks like ADBE has more game than Fortnite, I'm holding on tight!

BernardoDeGalvez

The thing is that designers are a very small part of the people that pay for their services Nlw they have a subscription model, and every person that wants to upload better images of themselves to IG pays their "small" sum every month Since we are leaning towards more and more image selling content, I don't see them nothing but growing What do I mean by that?? I love running. I know for a fact that ASICS for isntance is the better brand. But when I go running or to the gym 80% of people wear Nike. Another example. There are a shitload of beers that taste better and are cheaper than the ones of the Heineken group or the Anheuser group, but they are like 40% of all the market share. Same with hard alcohol drinks, but yet Diageo and Pernod Ricard are the top brands, and when you go to a bar, club, restaurant...you drink Absolut, Ciroc or Tanqueray I get your point. But 99% of ADBE users are not looking for THE BEST. Only the pros. That's a common mistake I had previously and I think Buffet or Lynch addressed

SnS2500

The fact that you bought it at 523 and have not bought it when cheaper tells your your answer. ADBE has been a better than average performing stock in the past, tho is just a bit better than VOO for the past five years... but anyone who asks a question like this basically wants to sell, so if you want to, do it. Just do today what makes sense to you today. What you did in the past is irrelevant (except the tax implications).

helladope89

ADBE has a lot more than one product. Many of the largest organizations in the world are using their marketing technology solutions in addition to their creative applications.

zg44

Cloud computing added around $4 trillion to stocks over the past 10 years, mainly to AMZN, MSFT, GOOG, CRM, ORCL, ADBE, NOW, and some to chip stocks as well. Mobile internet also added around $4 trillion, mainly to AAPL due to their enormous margins with some gains distributed to chip stocks among others. AI has added around $1 trillion in just a couple months. NVDA obviously a huge early winner and the mega caps as well. But just putting into context, I think AI can generate a boost similar to cloud and mobile combined, which means somewhere around $8 trillion in business valuations over the next 10-15 years. The key is to find the smaller AI companies that will debut with market caps in the $1bn to $20bn range but will be worth 10x as much in a decade as AI adds another $7 trillion to stocks. Those will be the next CRM, ADBE, NOW, etc. I'm basically just focused on that for next decade of investing.

Spl00ky

SBC doesn't "inflate" their free cash flow Besides, they've been buying back shares: https://www.macrotrends.net/stocks/charts/ADBE/adobe/shares-outstanding

0972777

“Nvidia CEO Jensen Huang may have pointed to two good prospects. He repeatedly expressed excitement over Nvidia’s partnerships with ServiceNow (NOW) and Adobe (ADBE) as examples of companies extending generative AI capabilities to their corporate customers in a smart way.”

WestmontOG07

In order: SPY --- held and added to since 2006 (including reinvesting the dividends). ADBE --- new position opened back in October / November of 22' in the $300 range. GOOG --- bought and held since the pandemic started. KEY --- recently added. Don't like banks but this regional lender, seemingly, is in good shape.

zg44

Biggest lesson of the past 10 years from cloud investing: try to spot the next $1 billion to $10 billion or $10-20 billion to $100-200 billion types of companies in AI. Yes, NVDA is an obvious early winner, and so are the other mega caps. But remember where companies like CRM, ADBE, NOW, TTD, WKDY, TEAM, MDB, PAYC were 5-10 years ago. They're mostly 5x or 10x the size now. There will be a ton of $1bn to $20bn market cap AI "related" companies that come public in the coming years; have to be able to pick the ones that will be big winners and ride them. Focus on finding those the next 3-4 years.

zoom1132

High five dude. Nvidia Christmas came skeeting green all over the place. Sad I didn't own any, but my whole portfolio was AMD, MU, and ADBE so I swam in that wake all week. Fucking love ADBE too. Utterly flawless books, good leadership, great products. So confused why it got penalized so hard with the rest of the SAAS garbage in the Nasdaq. They are still shitting out record earnings every quarter. I own the stock too. Hoping it breaks out after earnings. No reason it can't be $500+

Yogurt_over_my_Mouf

the fuck ? dude ADBE has been using AI for Photoshop for a while.

StanleyM1

No, ADBE previously reported on some AI integration with Photoshop that may have some implications for graphic art production. That makes some sense.

Yogurt_over_my_Mouf

how about ADBE then ? 6% gain on that on no news. and META prints way more money.

Yogurt_over_my_Mouf

wow ADBE ending with the 6% gain today. nice

Yogurt_over_my_Mouf

ADBE the sleeping giant

Yogurt_over_my_Mouf

ADBE the real stealth stonk.

Yogurt_over_my_Mouf

ADBE TOO

Yogurt_over_my_Mouf

ADBE !

Yogurt_over_my_Mouf

ADBE been the silent hero this week.

zoom1132

Bought 20 ADBE calls on May 12th for $2.95 each. 390 strike expiring in July. Just sold all of them this morning for $33.30. Bought on technicals and wasn't wrong, it bounced into the stratosphere as planned. Good company, still undervalued. I plan to buy back in before ER on June 15th.

throughthehazel

Someone poke ADBE

BiebRed

ADBE June 15. They had a huge pump in sympathy with NVDA today. If you're lucky, they will pull back in the next two weeks and then make another 10% jump on their earnings report.

ForsakenCampaigns

I bought all the AI stocks (MSFT/ADBE/ADI) except NVDIA because I thought the Taiwan political situation was too fluid. :/

jostradumass

Need good news on debt ceiling to pull me out of a couple positions, even though NVDA and ADBE already did that today…would be nice to dig out a bit more. Adding to ADBE calls, picking up a few more strikes and looking at AAPL. AAPL is gonna come at us with those wild goggles that make you see 12 different monitors when you only have one…no more clutter desk WOOOOO and probably talk about Siri being transformed into sentient AI.

jostradumass

Everyone is talking about AI, but not many are talking about how they’re monetizing it. I feel like ADBE is one of the few that can monetize immediately, add a ton of subscribers and make it easier for their users to optimize workflows and learn the apps. Adding more longs in the morning, could be another NVDA situation brewing for their earnings on 6/15. Already up a good amount on positions I have.

throughthehazel

ADBE puts

AluminiumCaffeine

Nice to see ANET and ADBE being treated as ai plays

ThiccThighSurprise

They made most of their revenue from their server stack software licenses to MSFT, ADBE, Bloomberg, JPM etc The GPU segment was still down 80% yoy but up 3% qoq The gpu market is still negative

throughthehazel

Look at ADBE as well Lmao

lotus_bubo

Y'all downvoted me for shilling ADBE and look at it now.

AluminiumCaffeine

I hold GOOGL, ADBE, PSTG, and META, but almost everything is dragging me down.

lame_mirror

look at ADBE go.

throughthehazel

ADBE knock it OFF!!!!! you ain’t NVDA

throughthehazel

ADBE lol

lotus_bubo

ADBE still has upside, they announced big AI features to photoshop on Tuesday.

sNeKbIt99

Anyone have any thoughts on ADBE? Like the company and their AI exposure to photoshop.

lotus_bubo

ADBE could see a some AI hype soon. They [announced these*https://news.adobe.com/news/news-details/2023/Adobe-Unveils-Future-of-Creative-Cloud-with-Generative-AI-as-a-Creative-Co-Pilot-in-Photoshop-default.aspx/default.aspx)] AI improvements to Photoshop yesterday, which could generate some buzz once we clear the debt ceiling drama.

AluminiumCaffeine

Can ADBE just buy stable diffusion instead of figma? Market would like that more any ways lol. Somehow no matter what the news is good or bad on figma ADBE always gets hit

LeMondain

Speaking about ADBE, why did it drop that low in September 2022? It was lower than in Covid crash.

Moaning-Squirtle

I think ADBE is attractive at current valuations – 22 PE with a strong moat and decent growth.

WorkingCorrect1062

ADBE 

WestmontOG07

I don’t think the S&P is overvalued by any stretch. Depending on what EPS you use (the realistic range as of today is about $215-233 per share for FY 2023). Using those numbers you arrive at a PE of: 19.18x-17.69x. Earnings have NOT been a big disappointment as the “experts” have predicted and, yes, while treasuries are certainly offering their pro’s, fact is that there is still a lot of liquidity out there, the consumer is relatively healthy and well ran companies are all continuing to produce tangible results, therefore, and again, no, the market is not overvalued on a whole. (I would add that most investors probably aren’t even playing in treasuries, rather, are likely rolling their money into CD’s at their bank because it’s just easier for them). If you want to discuss the likes of individual names being overvalued, yes, that’s a different story, but the major averages aren’t, at least in my view. LONG SPY. LONG ADBE!

jaybonz95

ADBE

ToHellWithShorts

PYPL Dis Mara Coin Lev Baba TSLA Meta Payo Nio PLTR Snap ADBE Which will come back to break even on 15 years? Answer: probably only META and Disney Some of these holdings will go to $0 I predict.

Butterscotch-Apart

Yea was going to say the exact same thing. Just buy Adobe or MSFT, DOCU is 2x as cheap on a P/S basis but they're having trouble turning that into consistent earnings bc they have no real competitive moat. Buy ADBE or MSFT and you're getting a ton of other consistent revenue verticals, not just e-signatures. Plus they are proven companies with proven management teams.

WestmontOG07

First, every young persons portfolio should start with SPY or VOO. Secondarily, from an individual stock perspective, I like: Goog, ADBE and LYB.

Butterscotch-Apart

yea a bunch lol, DIS, PYPL, AMZN, WIX, ADBE, CHPT, SHOP.

plzplzplztendies

Where is this mythical crash? The only ones I see were MSTR, ADBE, TSLA at open, and GYNA stocks. Some of you bears need to look harder.

Immediate_Ad3066

Sound advice IMHO. Now how do I tell the guy that I am putting on the brakes. Ug. He sent me a link to make some time on his calendar. Now I dread the talk. I do have access to him via my family who all have their $ with him. The only thing I would not have access to his private equity pool of REITs that are freakishly inflation-proof and with consistent high yields (I think it was 7%) Also the thing I struggle with is the stock I invested in that have been way under-water for the past few years (MO, OXLC, HYDB, WTRE, ADBE, YYY, AMZN). Some are down as much as -40%. My thinking is to just wait it out since I have at least another 10 years before I retire.

Eastern-Cranberry84

looks at my ADBE and VZ I bought at the top. yep.

natures3

Just need ADBE to say AI 69x

WorkingCorrect1062

ADBE looks very cheap, still growing at 10% below 20x fcf 22x earnings

wilhelm96

There’s a little island that says he won’t. UK already cockblocked his ARM deal, just like MSFT/ATVI and ADBE/Figma.