ADBE

10x_otw

ADBE operates the B2B space. AI stuff is for the consumers. Big companies like walmart or coca-cola (to name a few) is too deeply embedded into ADBE’s ecosystem. They can’t simply switch it up just becuz AI is here and its cheap. System migration takes years and lots of money it wouldn’t make sense for these businesses. Once the market realizes that AI can’t do it all, but gotta work hand-in-hand with these softwares, the PE will catch up back to fair value. That’s where money is made for people that sees this early, not when the market realizes it. I’ll leave it as that 🫣

10x_otw

ADBE - pretty sure none of these are tickers will beat ADBE in the fundamental aspects you’re analyzing. Thank me later

Temporary-Basil-3030

My ADBE 260 CSP’s from five months back are up bigly.

Vino-Decanto

ADBE want to believe. Replaced by Grok though right?

Onespokeovertheline

Lol. ADBE has been surviving for 25 years at least on a strategy of "buy and cannibalize the disruptive competitor before they take our customers" to maintain lock-in. I can't even remember the last time they released an innovation of any kind that wasn't someone else's. But they can't buy the next wave of tools that will replace their suite of overpriced editors.

PTRBoyz

Trimming over extended names 100% from their 200 day moving average makes sense. Putting that money to make over beaten stocks like ADBE NOW makes sense too. You’ll see both happening. 

Soldacki

I have way too many calls in NOW, ADBE, TSLA, HOOD, and TQQQ

DragonFuelTanker

I’m bullish on ADBE. Bought shares at these lows. I’m afraid the stock needs some sort of catalyst to move back into previous price areas.

mortymotron

This is an underestimated issue in the GenAI space. Producers of memes and small-audience content aren’t going to care about whether there are potential copyright issues with the AI image or video generation models they use. And to be fair, that’s probably rational for all but the most egregiously abusive people. But the the highly professionalized producers of mass market content do care, and will care. Adobe is aware of and highly sensitive to that. It’s no coincidence that Adobe markets Firefly based in part on the fact that Firefly is trained on content that Adobe either owns (including by recent acquisition) or has licensed for the purpose. The lawsuits are still working their way through the courts, and there will be more to come. But it appears the prevailing view in the worlds of copyright of professionalized media is that courts will likely take a dim view, legally, of producing generative AI works using models that were trained on unlicensed content. Big picture, that genie silly going back in the bottle. But in the world of mass market media—to whom Adobe primarily caters—they aren’t going to take their chances on getting sued for literally every penny they earn off GenAI content that might later turn out to be treated as infringing. That’s why Adobe has gone out of its way to scoop up the IP that’s being used to train its models. Whether that and other things are enough to take a bullish view on ADBE is another matter. Despite its recent beatdown by the market, I’m still ambivalent. ADBE has a lot of issues right now, mostly self-inflicted (Geschke must be rolling in his grave). But on the GenAI front, it’s naive to assume that Adobe isn’t keenly aware of and working to position itself as best in can with respect to what’s going on in that space.

femalediesinendgame

Problem is, ADBE is more of a B2B company than anything. Whatever us (yes, US) brokeass randoms use to make our dumb lil posts on instagram doesn’t really concern them.

calculatingbets

Canva might have some real advantages over Photoshop and a lower barrier to entry. Then again ADBE could create a competitor in a blink of an eye second if they wanted to.

Beloved_Mango

Not a terrible idea for leaps, I think ADBE has more upside from current levels though

Beloved_Mango

The right CEO can change that perception To be fair those in creative services don’t have money anyway. Too much avocado toast, haven’t you heard? They will need to cater to the YouTubers and TikTokers to accelerate their growth. They have the tools to do it Regardless, ADBE is currently priced like AI is going to put them out of business. But with their reach, and with firefly and express they’re positioned to be the biggest benefactor

Beloved_Mango

The right CEO can change that perception To be fair those in creative services don’t have money anyway. Too much avocado toast, haven’t you heard? They will need to cater to the YouTubers and TikTokers to accelerate their growth. They have the tools to do it Regardless, ADBE is currently priced like AI is going to put them out of business. But with Firefly and express they’re positioned to be the biggest benefactor

Beloved_Mango

That’s the tired narrative that’s going to change but by then ADBE will not be this cheap All the alternatives are Temu versions of Adobe Why would NVDA partner with ADBE if it weren’t the best? Reminds me of when NBIS was dirt cheap while NVDA was buying their shares. Literally everything Jensen touches eventually moons. Same with 🥭’s stocks. And anything Cramer shits on turns to gold.

ImpressiveGear7

You could have just said you are bullish on ADBE because of mango port. Why waste reddit database by writing this DD.

mhoepfin

Of all the things you can buy, you buy ADBE??? What is this 1995?

FeverTreeCloud

Nah, ADBE is piece of shit stock You can do image editing and other design editing in so many different apps now, including GenAI, Canvas, and so many other competitors. This shit ain't AI play. It's a victim of GenAI

Beloved_Mango

Not a value investor. I bought when I saw 🥭s port, then saw Cramer’s shitty X posts, then saw Jensen gushing about ADBE. DD based on vibes is always superior.

iloveaccounting64

ADBE will be fine but you are FUCKING RETARDED for buying LEAPS on it. It won’t experience a significant tailwind from AI and you didn’t see the same kind of movement MSFT NOW got. So you take the same risk with less rewards.

No-Improvement3164

Gemini says he bought ADBE as well.

gamjatang111

so is ADBE but i think their stuff gets hurt by AI quite a bit

keelem

Have you felt an insatiable desire to buy ADBE lately?

Parking-Put6116

I’m down 10%. Holding ADBE, DUO, CRM and Toast

thenuttyhazlenut

I make contrarian bets that I don't expect to outperform in the short term (< 1-2 years).  Stories like ADBE for example don't turn around overnight.

Gristle__McThornbody

Thinkin of leaps between ADBE or INTU but i'm leaning towards ADBE because King trump bought.

TheSmartest_idiot

ADBE up 7% today, apocalypse cancelled

wut_wut-wut_wut

ADBE

iYoloNDX0DTEs

If this is actually the top I’m bullish as fuck on CRM INTU and ADBE lmao 

Complexity323

Yeah application AI - primarily software companies who will monetize AI - NOW SNOW ADBE PLTR IGV MSFT

DatsMaPurse_IDKU

There’s still time for ADBE and NOW calls

TheGoodSurgeon

One day ADBE will partake. Not today but one day 🙂‍↕️

frogger1988

so what big tech co hasn't gone bonkers yet... thinking about ADBE maybe?

Saltfaces

ADBE, so beaten down and they are going to continue to post good numbers on earnings day. If not the catalyst for the turn around then will at least pop up a bit. Also the orange turnip owns it so probs insider info things.are all good there.

Zipski577

Who cares. Just buy it. Every 100 year old shitco is going up 10-40% per day. ADBE will probably join the party. No analysis needed in this market. Just buy the biggest pieces of shit you can find and you’ll be a millionaire in no time

unholy-confetti

Next mango pump should be NOW and ADBE boys

No-Improvement3164

Anyone looking at ADBE or is it software trash?

DatsMaPurse_IDKU

And ADBE 👀

ateranol

Ughhh. I think i’ll become an ADBE bagholder once again. How much lower can it possibly go

Schwimmbo

So you're basically telling me to add ADBE and PYPL, hmmmmm.

silverfutes

$ADBE been eating shit for over 2 years now, even they were green! $CRM CEO should be fired for not using AI buzzwords.

Odd-Block-2998

Loaded up on ADBE. Please pull a SNOW miracle in 2 weeks!

Valkyrie_Skuld

Also investors have started suing ADBE do we short it to death or wait to see what happens?

iShitBloodandCumShit

Imma need fedex to gap down on nothing and then green dildo all day lmao. Wonder when INTU ADBE CRM and LULU will be given the ax. Because their shit looks like EPAM

Sufficient-Flan1565

Ain’t no crash happening Bruvs. Look outside semis and all the companies are still damn undervalued. MSFT meta Nflx uber ADBE UNh NOW DUOL. Even if semis crash the capital will just rotate into these “safe” names

Thisplacesucks011

LMFAO. SNOW fucks all the bears LETS fucking GO ### Can’t wait for ADBE to do the same soon…

Thisplacesucks011

lol what a shame, I know ADBE will pay out 300% from current level, even if it goes lower… it doesn’t matter

Thisplacesucks011

-Not to long ago I bought DELL @ $135 -WSB said I was fucked So I Double down at $80. -It when down to $70 (was a major bag hold), Today I sold half the position @$310 Same is happening with ADBE. WSB is regarded.. but thx I I always inverse your regards….

Thisplacesucks011

Ai is so dumb that if the 10 million people that thinks the earth is flat upvote it. AI will tell the other 3 billion the earth is flat! But ADBE is going Bankrupt, get the fuck outa of here!

Thisplacesucks011

The people that hate ADBE are the frustrate designers that never made it! Theirs is nothing that can create, edit or give the best possible results than ADBE. Put your finger on it,

Thisplacesucks011

## Sentiment still negative on ADBE among the WSB Computers, +time to buy more! 🫰

Thisplacesucks011

Looks like you hate on ADBe is personal… you must be a frustrated creature with no imagination that never made it!! I miss the part where ADBE is not deeply integrated into 90% of all Fortune 500, also non-replaceable at the most prestigious level…. Dont see any college giving clases on NOW, but every University and College has ADBE classes.

Thisplacesucks011

## Just add a few more ADBE to my bag. Your welcome!

Thisplacesucks011

ADBE is better situated for the ai growth than SNOW, CRM, NOW and any other Saas. Thank god so manny disagree, so I can buy like is 2018 and hopefully even cheap where I can really load up. ai doesn’t create, it re-creates, ai is dumb, great for coding But not for thinking outside the box. I got lots of Patience, sellers driving ADBE down only means I get to buy for a discount every time. 🐻 last stand.

the_dank_666

The stocks doing well this year are mostly computer hardware. Software stocks have had the opposite trend, and UiPath is following along with the industry. UiPath has had an almost identical performance to NOW, ADBE, and CRM, which are three of the most notable software stocks.

Thisplacesucks011

Extinction level Bears piled up on ADBE, only to be slaughtered as ADBE reaccelerates growth,

Thisplacesucks011

ADBE still need to set more 🐻 trap

FatFluffyFish

You can add PYPL, LULU, ADBE for #1 lmao

dreggers

I thought I was finally done with value traps when I dumped my ADBE and PYPL bags only to find new losers with META and MSFT

cashew76

ADBE take my bags

iFlobben

What was the $NOW $ADBE equivalent in previous bubbles or is it unique to this mania?

Successful-Tea-5733

The ADBE love is largely that they have rising earnings, are sitting on a pile of cash and their stock value has gone down quite a bit. Looks like an oversold-against-AI possibly. Yeah I've thought about that with MSFT that it's a large component of SPY and QQQ

Icy-Sheepherder-7595

Where is your analysis on ADBE and MSFT? I don't see them

Schwimmbo

I was not trying to bring you down, just trying to give some other perspective and nuance things. I respect your 'cash flow + huge margin' requirements for buying - I also do fundamental analysis and try not to get caught up in the hype. For instance, there's no way I'dd add to my AMD position here. As for MU, the incoming huge cash flows and ever increasing margins were actually quite obvious before so whilst the stock has become quite meme-y now, I genuinely believe this was a great investment (regardless of results). Same thing for AMD actually, when listening to the earnings calls and Lisa Su speaking, it was quite clear to me that this company did not get the respect from the market it deserved. And as Wall Street always does: they overshoot it both ways - whilst it used to be quite undervalued (13 months ago you could buy shares under $90...) now it has run up way too fast. To get back to ADBE and PYPL: the fear with the former is that the margins will shrink significantly and therefore the cashflow will stop growing at a decent pace. So are you forward or backward looking? I'm not buying more but also not selling those stocks. The opportunity cost is what it is - can't win them all and at some point the market will have to acknowledge the extent to which these stocks are reducing their floats...

Schwimmbo

Why not play both sides and enjoy it while it lasts? I am holding significant bags in ADBE (-22%) and PYPL (-32%) for the same reasons you laid out. But also own loads of AMD (+291%) and MU (+1,060%) to name a few AI names. Black or white could be grey.

femalediesinendgame

Sorry for the dumb question. What about ADBE and SAP? I see potential in both.

Imaginary-Antelope14

ADBE

Cav829

We hit a point toward end of last week where investors had paid for an \*optimistic\* amount of profits from Quantum stocks through 2032-2035. AMD had yet to fully prove they were worth the evaluation they were at, and the market started pricing in their CPU sales as if it was going to be the GPU craze all over again. I know, I know. People are tired of hearing .com comparisons because they assume it is from people who want the market to crash so their shorts can print. But this is very much the .com comparison where we took a carpet bombing approach to front-running potential 5-10 years worth of profits on every last company just out of fear of missing the next Qualcomm or Cisco. This was not really the case in the Fall or even the January/February where things were getting repriced. Most investors seemingly don't believe in 70-75% of the market and just want to hope the Semis can power us through any problems, but the money in the Semis comes from companies not being "rewarded" by the market for their investment, so there is a point it's going to catch up. At the same time, the problem is do you want to invest in say software stocks when the likely market reaction is a major correction, not a sudden retrace on ORCL and ADBE to AtHs.

PleasantAnomaly

What are you investing in ? My picks : NOW, ADBE

_TheOoze_

I don't know how ADBE will survive the next 10 years.

dancindead

ADBE fwd p/e 9.28

No-Improvement3164

I’ve Seen Jenson our lord and savior say good things about NOW multiple times. According to X and other media outlets Mango owns NOW and ADBE.

PerniciousDude

I'm down around 50% on both NOW and 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