ADBE

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

bunholiothethird

https://preview.redd.it/a5zansp2sa9h1.jpeg?width=210&format=pjpg&auto=webp&s=02b5a5ba6c561d618f13d138ab689fd7484651e6 “Value investors” (me) bagholding MSFT, BSX, NOW, ADBE watching everyone become trillionaires through AI stonks

WendyDumpsterFire

ADBE and INTU green while NOW down 🫩🫩

GammaReaper_

Lol. After all the sh\*t OP gave me last week on my (100% correct BTW) EA trade on $ADBE, with all his claims about how brilliant an options trader he is, pretty much smarter than anyone else, this is the best he can do??!! WTF kind of drivel is this? Ewww - IV is high and the market is going to move big or vol will be crushed!! So Mr Big Shot, instead of stating the obvious, what don't you bless us with your brilliant trading acumen and tell us your trade that will make us all rich??!!🤡

GrossFleshSack

Options for underestimated IV equities, leverage(hyperliquid) for overestimated/very high IV. So, options for NVDA, PLTR, ADBE, TSLA, NOW, SNOW, maybe NBIS but only 0dte or 7+ DTE, and hyperliquid for MU, SNDK, ARM, AMD.

DoubleFamous5751

Facts, been buying ADBE and MSFT. Opened a position on ACN today, will buy more

Riskismyapellido

INTU ADBE baaad

GrossFleshSack

If it wasn't for macro sentiment turning negative right now I'd be buying the fuck out of ADBE. Even then it's basically as low as it could arguably be. It's going to hit a bottom and start coiling up there for some nice momentum upwards.

WendyDumpsterFire

I got INTU, NOW, CRM, and ADBE let’s see what happens

WendyDumpsterFire

ADBE is worse though

WendyDumpsterFire

WTF Intuit your the only one that’s shitting the bed while all the other stocks are up ADBE, NOW, and CRM 🤬🤬🤡🤬🤬

RightLaw366

ADBE still cheap regards 😂🤣🤣

WendyDumpsterFire

Common INTU and ADBE

Thisispaartaaa

I agree with IGV....looking at WMB, ok, good call. I thought you were trying to convince people to start trading nat gas....I got smoked on that when I first started trading. Never again. On that note: I like ETN and HPS-A(hammond power solutions), for the electrical component factor to these power plants....You can make power, but need the equipment to move it! I like the WMB play, but I think It is a tad "safe" for me. I'm young and can afford a bit more risk. As far as IGV, I would be the guy that picks out individual stocks in that sector (i'm slowly DCA'ing into MSFT, NOW and ADBE, among others), instead of an etf, expecting a rebound before years end.

gizamo

Wouldn't have been the first time ADBE has shit the bed on acquisitions. Their Macromedia acquisition ended with Flash dying and only ~1/4 of features from Fireworks porting into Illustrator. Dreamweaver was garbage and essentially died in the early days of the IDE wars. Then they bought Magento and cocked it up so bad that it drove everyone to Shopify and BigCommerce. They were positioned to take all ecommerce, but instead they just made a crappy version of it for Enterprise ecommerce, and most enterprises still want nothing to do with their pricing. Lol.

Fhyzikz

Took profit on SOXL bounce at 250. And I'm out. The fate of my port now rests on MSFT and to a lesser extent ADBE for the next 15 days or so

WendyDumpsterFire

Common INTU, NOW, ADBE

soa333

CRM and ADBE competing for 52 week low every damm day

Iscratchmybutt

ADBE is up

Intelligent-Grape-12

MSFT and ADBE positive when semis are dumping. Hilarious

bmbislt

Why the fuck MSFT NFLX ADBE green

crvarporat

I am buying ADBE with my MU profit, am i crazy guys or it's a smart move?

tom-tlg

I hope ADBE turns around cause I purchased some! Same way I hoped RTX would turn around at ~80 bucks, Meta at 100, UNH at 250, Google at 130. I’m a hope guy I guess?

falling_knives

I have ADBE. I feel nothing.

gizamo

This is utter nonsense. Firefly has great image generation capabilities, and it's vastly better than anything from like DeepThink or Qwen. You obviously have no clue what you're talking about. Disclosure: I do not have nor intend to get any ADBE position. I had ADBE stock when I worked for them ages ago, and I still know many of their developers very well. You are either misinformed or straight up lying about their in-house AI talent.

Delicious_Put_5857

if SOXX, DRAM etc dies IGV/etc (ADBE, MSFT) will thrive, at least relatively

PerniciousDude

Hodling ADBE and CRM. Bought way before the dump started. Not buying, not dumping. Just waiting.

snbgames

May as well buy some calls in ADBE while you’re burning money in a bonfire anyway.

keith1301

The market knows, and I think you do too, that some of these companies are going to get destroyed. It's all about terminal value right now. Yes, these companies are still making tons of money now, but the market is wondering "for how long?" Every AI model release is another threat. So the narrative keeps reloading and down, down, down we go. There are only 2 types of software companies right now: 1. Ones where AI will increase competition and lower margins. 2. AI cannot get around what this company has or does. Companies in bucket 1 are ADBE, INTU, etc. Companies in bucket 2 are SPGI, VEEV, BR, RELX, etc. I will admit I'm not sure about every company but some seem pretty obvious. Focus on companies with critical, proprietary data and ones that are more machine to machine instead of human to machine. You want things that are regulated by law or where information cannot, under any circumstances, be inaccurate. Always remember that the strongest correlation with stock performance is earnings. The market is very, very uncertain about software earnings in the long term. Choose things that take a long time to change - regulated stuff, mission critical data, system of record data moats, source of truth moats. These company's earnings have longer and safer timelines.

deMaker02

Please is ADBE finished, do they still have a business? Has AI killed them

IntrepidToday0

Who would’ve thought that GOOG, META, AMZN were the biggest piece of shit stocks in the market. The next ADBE?

RightLaw366

ADBE needs to announce new CEO so it can 🌖

VoidMageZero

Those manufacturers that I listed are the winners right now, i.e. high valuations The losers are the asset light software companies: ADBE, NFLX, PYPL, TEAM, NOW, etc.

I-STATE-FACTS

ADBE has never done me any good so what the hell. calls it is.

WendyDumpsterFire

Most SaaS stocks like INTU, NOW, CRM, MSFT, ADBE, etc

LeBhikariLe

MSTR doing better than CRM and ADBE ytd. LMFAO

Xzlk

I really hope ADBE keeps growing and printing free cash flow so my puts can print harder

No-Foundation8550

I come back to this sub for shits and giggles. I remember people sitting out of MU at $500 saying it was overpriced while they're holding stupid SAAS bags like ADBE. LOL. Comical punching down.

Delicious_Put_5857

ADBE round trip 5% or w/e thats hilarious

ITeachYourKidz

ADBE is a big ole piece of poopy

electric_pokerface

And then there's ADBE's despicable subscription cancellation policy on top of all that

perceptive_AI

Got myself some weekly ADBE calls

Shirtwearer1975

sell ADBE at 30% loss and buy MU & WDC?

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