ADBE

senrim

And are they switching/paying less/? Numbers indicates that generally no. Could change in the future for sure. Nobody knows. I just keep hearing "nobody uses" ADBE products for years... while number growth. SO either company is lying, or people have biases. WE can see that change in the future, but people are refering to the past, witch is objectively not true.

senrim

Even if you talked about it with every person you know its still such a small sample. If you actually looked at the numbers almost all metrics are up. The unpleased people are usually the loadest but most people in ADBE ecosystem are not even thinking about anything. THey are used to the top of the class and they have no reason to change if money is there. If you are freelancer or small company starting, sure you will look for figma/danvinci etc. But 1) Those software are specific use, not whole package 2) Those people werent Adbe customer anyway, so there is no reason to count them as "loss" to ADOBE. Sure, some smaller customers might switch, but big ones are getting bigger and are offseting those smaller ones.

MandoRJ

CRM, INTU, ADBE to name a few, but there are more. My favorite is NOW but still over 18FPE

jason-v-miller

"You have highly profitable software businesses with massive free cash flow, zero debt, and growing net income literally collapsing right in front of our eyes." NOW (P/E 56), CRM (P/E 17), ADBE (P/E 11), MSFT (P/E 22) None of these are "collapsing." Some of those look overvalued to me. How you can say a stock with a P/E of 56 trading at 10% down from its price 5 years ago is "collapsing." If there's one thing I can agree strongly with, it's that "this market has completely decoupled from reality."

Ok-Recommendation925

Is Canva eating ADBE's lunch? Or at least coming for it's lunch box?

Low-Source5043

I am holding them... All my software stocks like NOW,ADBE,CRM are down by 45% but my other positions are still making making a good run... We got 31% annualised since 2023

Weary-Feedback8582

ADBE such a bargain rn

falling_knives

Better than being in ADBE. I'm in both. Big sad.

Teiagon

ADBE also does animation. I have not yet seen any AI animation tool.

Slightlybadpicks

Bro really need CRM, ADBE, ZS, NFLX to pump or im dead meat

Beneficial-Ad-7771

What value does ADBE bring today that AI can't do?

Beneficial-Ad-7771

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.

ohgodthehorror95

I think part of the issue is that all software gets lumped together. Are there some companies who might be boned? Sure. WIX and MNDY come to mind. And some companies have been on the decline prior to the SaaS-pocalypse. ADBE has had 10 straight quarters of decelerating growth. But companies like NOW, SAP, PANW aren't going anywhere. The cybersecurity selloff 3 months ago was regarded. And buying PANW in the low $140s was the 2nd most obvious trade I've made all year

Beneficial-Ad-7771

It's not just images lol. You can build AI agents and give it the same skills as masterclass video editors and designers and have it do all that for less than what ADBE is charging.

Intelligent-Grape-12

I bought ADBE as well

WSB-mods-are-

ADBE bulls make MSFT bulls look smart

IncomingAxofKindness

ADBE hit it's 2018 price today. You buying?

Beneficial-Ad-7771

Take ADBE for instance. Users had to learn how to use photoshop and premier. You have AI to do it for you now. You can have GPT design you graphic images to use for ads or whatever you're looking for. What value does ADBE have here? Same with other AI tools coming out in the market which can do it for much cheaper than what ADBE is charging. What moat does ADBE have today that other companies can't do?

Several_Bread_9144

I hope MSFT pulls an ADBE and brings all these loosers to the grave

synthetic350

ADBE bagholders be like “anything under 300 is a steal” “anything under 200 is a steal”

catfromgarfield

ADBE bagholders XD

WendyDumpsterFire

I’m cooked too I got MSFT, INTU, ADBE, CRM, and NOW 🤡🤬🫩

WendyDumpsterFire

INTU, ADBE, NOW, CRM, ADSK etc

Slight_Meaning5907

Same with ADBE. Doing good quarter over quarter since last 5 years, highly undervalued but market has vibes for AI and Space stocks

sharkenleo

Same shit different day for ADBE. Initial spike, slow bleed the rest of the day.

TheRedditModsSuck

The big tech companies are valued that way because of their growth expectations – that is not inherent property of a tech company. There are tech companies with low multiples like ADBE...because of *low growth expectations*.

WendyDumpsterFire

Alright INTU, MSFT, NOW, CRM, ADBE, do I need to put a red dildo up my ass to make it go up

Pure_Composer_9236

You missed nothing. Just get on ADBE 🚂🚂

WendyDumpsterFire

SaaS fucking sucks INTU, MSFT, CRM, NOW, ADBE

ajarbyurns1

Narratives are still against SaaS. If you check ADBE, CRM (Salesforce), NOW (ServiceNow), all of their price actions look very similar in the last few months, but I think the tide is turning. Now is a great time to DCA into SaaS

WendyDumpsterFire

Fuck you MSFT, INTU, ADBE, NOW, CRM

Beazt11123

ADBE going to 0 lol

WendyDumpsterFire

Another day another bag holder of SaaS: INTU, MSFT, ADBE, NOW 😭😞🫩

IncomingAxofKindness

SpaceX owns X Ai which is why I included it there. And of course... no we are not talking about RIGHT NOW but all of these companies coding models will allow just about any dev in the world to produce a software platform or agent that does everything and more that P-Shop does. Stock market is forward looking. Right now ADBE is looking at insane competition/disruption form the biggest companies on Earth.

IncomingAxofKindness

Stopping the robbery means their business model falls apart. Also, photo editing is literally one of the processes that will 100% be disrupted and changed along with tax preparation. Puts on ADBE and INTU

WendyDumpsterFire

SaaS: INTU, CRM, ADBE, NOW, etc

cucci_mane1

All his picks and trades are dog shit past few yrs. Dude went short on nvda and loaded up on ADBE and LULU. Lmao

infowhiskey

Are you assuming his PnL?  What if he invested 200k in ADBE and MSFT a year or 2 ago?

WendyDumpsterFire

Common INTU, CRM, NOW, ADBE

WendyDumpsterFire

Fuck MSFT, ADBE, SPCX, INTU, NOW, CRM, etc

WendyDumpsterFire

Not good holding INTU, ADBE, CRM as well

WendyDumpsterFire

All SaaS stocks such as INTU, ADBE, CRM, etc I’m cooked

falling_knives

I don't have META so it'll do fine. I also have ADBE so avoid that.

NurUrl

mate ADBE is -40% YTD - good earnings, Just AI fear making Adobe irrelevant pushing the price down, some small % up and u call this Manipulation? if anything ppl can buy stock while it is cheap u know..

Ok-Recommendation925

I hope Burry's string of bad performances with puts doesn't extend to his bullish positions....else both ADBE and PYPL are fucked that's to this one eye canary

Slightlybadpicks

Instead of buying SPCX and becoming rich in two days I’m holding gay shit like ADBE, ORCL, NFLX heavily and a few others

WholeSmile3316

I tend to skim the 52-week lows. But, I've been eyeing ADBE & CRM. I'm just waiting for the FOMC for this week to get a better picture

DrHarrisonLawrence

And ADBE

WendyDumpsterFire

Don’t forget ADBE 🤡😂🫩

Happy-Champion1661

how do you think burry/valueinvestors feels when ADBE up 1.5, LULU down 2, PYPL up 3. Because the index is up 2-3%. Otherwise they'd be just red. Like every other day. And MU today up 11%, just half days up 10+%, half days up 5%, always up, (almost) never down. LMAOOO

ateranol

Very tempted to create a value trap protffolio of ADBE, BSX, INTU, PYPL, LULU and see how it performs

WorldlyWar2143

I was thinking of getting into ADBE but the 2 year long downtrend kinda puts me off. Not sure if its dying as a whole or just ona shitstreak. Downward since FEB 2024

Beloved_Mango

Meanwhile, ADBE net yearly income is over 7B and it’s the most hated stock on the market 😩

GrossFleshSack

ADBE?

sharkenleo

ADBE

Extreme_Marketing865

Value investing furiously jerking off on their 0.5% green ADBE.

Beloved_Mango

ADBE barely holding on to green My calls will have me living in an adobe hut before long

mywilliswell95

Oh my let’s go - market big Pump, and yet I’m in ADBE FOR 0.98% gains. NICE

Temporary-Basil-3030

ADBE leaps cheap as fuk.

WendyDumpsterFire

Software coming back INTU ADBE 📈📈📈🙌🙌🙌

bitchfart007

bot forgot my ADBE banbet and didnt ban me.. life is good

Ticketo

In my opinion, the difference is public sentiment. You can tell if a company is dying even if the financials don't show it by the way they are perceived. I saw a comment last week that really changed my mind on ADBE. For decades, if you saw a photo online and thought it was fake or joked that it was, you would say it was photoshopped. Nowadays, everyone says it's AI.

snbgames

Permanent. Short it like ADBE. go with the trends

guccioli

ADBE has fair valuation go buy that

yellowbananas0123

ADBE crashes, France surrenders.  

btoned

I mean...how is this any different than NFLX charging you $20 a month to watch movies? In ADBE defense...at least what you're renting is a tool that you can theoretically make money off of. Compare that to NFLX...what the fuck kind of ROI do you get from binging movies?

music_is_gud

Damn u/valueinvesting still talking about buying ADBE and NVO

WendyDumpsterFire

Thought on these: INTU, WDAY, NOW, ADBE, MSFT? 😭😂😭

aftherith

Hi guys, I've been really busy with life the last few years. Back in late 2021 I decided to just buy 3 good stocks and forget about it. I split 1 million 3 ways into PYPL ADBE and NKE. I haven't checked since but I am sure it is 2-3 million by now. Investing is magical.

MyotisX

So I pay 36% on my 100k unrealized gains, then my ADBE crashes -30% after CEO leaves and then I'm homeless ?

renegaderunningdog

ADBE is a cockroach which is why everyone including their customers hates them and also why it's a good buy at these valuations IMO.

ieatballoonknot

Everyone here is bearish ADBE and shitting on it. You know what that means lmao

Level_Counter3062

Reports of Iran can't get the digital signature to work in Adobe, further decline in ADBE expected

Slightlybadpicks

Have you tried bagholding ADBE or ORCL?

RetrieverDoggo

You're long ADBE. There's your answer.

Crazy_Donkies

Fable 5 is building Minecraft clones and dipshits are doubling down on ADBE and CRM.

greyenlightenment

"ADBE so oversold" - valuecucks for the past year

Odd-Block-2998

ADBE is a $75 stock.

WendyDumpsterFire

So your saying my INTU and ADBE will go up thank you 🙏

MacFrausty

Shit… I bought ADBE too, I’m cooked.

LLMprophet

Watch this video about ADBE: https://www.youtube.com/watch?v=dhj0uNlnWqo

WendyDumpsterFire

That’s what I’m hoping hopefully my INTU, ADBE, MSFT calls will print

cashew76

Next ask about ADBE

gomezman5

The ADBE chart looked horrible. Never buy anything that has a chart like ADBE had/has. The strength is in semi's, optical, data center construction, servers, and a few software names. Stay away from stocks in debadtrends expecting to get a bounce.

Administrative-Ant75

Straw man, presumptuous and low IQ response Enjoy ur $Pypl and $ADBE returns, baggie

eruditezero

Full port ADBE

powertrippingmod67

the valueinvesting tears over ADBE have got me rock hard

Charming_Raccoon4361

ADBE is PYPL and MSFT is new ADBE and META will be the next MSFT

nilgiri

No, this is not how you try to comprehend this. This apples to apples comparison only works if the comparison is between the same sector and type of companies. Your example could not be different - ADBE is legacy software business being disrupted by AI with no clear growth stories while SpaceX is a massive disruptor that is targeting a 23.5T TAM. You can certainly not believe that TAM premise and disagree with the assumptions for the numbers being presented. I think your comparison / thesis will be more useful then.

Sufficient_Habit5091

ADBE has become the new PYPL.

music_is_gud

Imma go full on value investing come next week. MSFT, CRM, ADBE, META etc.

snbgames

No but ADBE is

IHadTacosYesterday

ADBE looks like the first official casualty of AI.

cripky

ADBE may be a buy at these levels

PermissionBrave8080

Maybe a business opportunity for 3x inverse ADBE ETF?

donefukupped

Tempted to bottom fish ADBE, is it dead dead?

bitchfart007

I get banned in 20 mins for my ADBE bet.. can you guys upvote me so I can leave with aura

WendyDumpsterFire

Software stocks: INTU, WDAY, NOW, ADBE, etc Microsoft 😭😂😭

WendyDumpsterFire

Pls buy my INTU and ADBE 💼

WendyDumpsterFire

Common INTU, MSFT, and ADBE 🤬🤬😭😭😞😞