Search: ADBE - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	ADBE	$263.17 $263.17 +0.0%	N/A	Finnhub News	—	Finnhub - ADBE Jim Cramer Believes Adobe’s (ADBE) In Trouble
Feb 18	ADBE	$263.17 $263.17 +0.0%	N/A	Finnhub News	—	Finnhub - ADBE Legal AI Training Suits And Analyst Doubts Co...
Feb 18	ADBE	$263.17 $263.17 +0.0%	N/A	Finnhub News	—	Finnhub - ADBE More than 50% of enterprise software could sw...
Feb 17	ADBE	$260.45 $263.17 +1.0%	N/A	Finnhub News	—	Finnhub - ADBE Adobe Systems (ADBE) Stock Dips While Market ...
Feb 17	ADBE	$260.45 $263.17 +1.0%	N/A	Finnhub News	—	Finnhub - ADBE Adobe: The SaaS Apocalypse Is About To Meet A...
Feb 17	ADBE	$260.45 $263.17 +1.0%	SHORT	Avi Felman Principal at GoldenTree / Crypto Portfolio Manager	"The revenues from all these companies are basically going to get back in and reinvested in the mega caps... I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." AI drastically lowers the barrier to entry for software creation. Companies will stop paying premium subscriptions for "System of Record" software (Salesforce, Atlassian, Intuit, Adobe, Workday) when they can build bespoke internal solutions for a fraction of the cost using AI. This leads to a structural collapse in B2B SaaS revenue. Short legacy B2B SaaS providers on bounces. AI adoption slows down, or these legacy companies successfully pivot to becoming essential AI platforms themselves.	1000x Podcast AI Capex Meets SaaS Apocalypse, 18-Month Bear...
Feb 17	ADBE	$260.45 $263.17 +1.0%	N/A	Finnhub News	—	Finnhub - ADBE Adobe AI Lawsuit And Cognizant Deal Reshape I...
Feb 17	ADBE	$260.45 $263.17 +1.0%	N/A	Finnhub News	—	Finnhub - ADBE HSBC Reduces PT on Adobe Inc. (ADBE) Stock
Feb 17	ADBE	$260.45 $263.17 +1.0%	N/A	Finnhub News	—	Finnhub - ADBE Adobe Systems Bear Put Spread Could Return 16...
Feb 17	ADBE	$260.45 $263.17 +1.0%	N/A	Finnhub News	—	Finnhub - ADBE Adobe Inc (ADBE)’s Upside Potential Tested by...
Feb 17	ADBE	$260.45 $263.17 +1.0%	SHORT	Avi Felman Principal at GoldenTree / Crypto Portfolio Manager	"In the next three years, I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." The "SaaS Apocalypse." AI allows companies to build bespoke "System of Record" tools in-house rather than paying expensive per-seat licensing fees. This creates a secular downtrend for B2B SaaS companies that rely on high switching costs that AI is now eroding. Short legacy SaaS providers. (Tactical note: Do not short in the hole; wait for 15-20% rallies/bounces to enter shorts). Institutional inertia; companies may be slower to switch off legacy systems than anticipated.	1000x Podcast Bitcoin Is Either Going To Zero Or A Million
Feb 16	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE S&P 500 is little changed to start shortened ...
Feb 16	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Software Multiples Sink Despite Growth
Feb 16	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Adobe Inc. (NASDAQ:ADBE) Presents a Classic V...
Feb 15	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Adobe Looks Interesting At 7-Year Low (Rating...
Feb 15	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Adobe: A Broken Stock, But Not A Broken Compa...
Feb 15	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Scott Bessent delivers stark message amid mas...
Feb 14	ADBE	$263.97 $263.17 -0.3%	SHORT	Finnhub News	Adobe is experiencing AI-related downgrades, which are unsettling investors despite the company's strong financial performance.	Finnhub - ADBE Adobe Faces AI Downgrades While Strong Result...
Feb 14	ADBE	$263.97 $263.17 -0.3%	LONG	Finnhub News	This headline suggests a specific stock is resilient and can thrive despite widespread concerns about the SaaS sector.	Finnhub - ADBE Don't Believe the Hype: This Stock Could Surv...
Feb 13	ADBE	$263.97 $263.17 -0.3%	LONG	Dmitry Solodin Trader / Investor	Adobe (ADBE) is down ~60%, Intuit (INTU) ~50%, and Workday (WDAY)/ServiceNow (NOW) have seen significant corrections despite stable or growing revenues. Similar to Salesforce, these companies are industry standards. For Adobe, while AI image generation exists, professional workflows require the full Adobe suite (editing, layers, vector). Professionals won't switch to a generic AI tool for complex deliverables. The "AI threat" is overstated; AI will be a feature within these platforms (e.g., Firefly in Photoshop). LONG. Buying the "best in breed" during a sector-wide panic. Pricing pressure from clients demanding AI-driven cost reductions.	Dmitry Solodin Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
Feb 13	ADBE	$263.97 $263.17 -0.3%	LONG	Finnhub News	The headline presents Adobe as an excellent company currently available at an attractive valuation.	Finnhub - ADBE Adobe: Outstanding Business At Outstanding Pr...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE From software to real estate, U.S. sectors un...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Here is What to Know Beyond Why Adobe Inc. (A...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Software sell-off is a 'generational' buying ...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Adobe Cognizant AI Partnership And What It Co...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE AWS CEO Calls SaaS Selloff Overblown
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Analysts are downgrading Adobe Inc. (ADBE), H...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Adobe: Increasing Competition But Still Deepl...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE 10 Cheapest S&P 500 Software Stocks Ranked Af...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Trucking and real estate stocks struggle to g...
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE Moat Stocks Gain On Defensive Sector Strength
Feb 13	ADBE	$263.97 $263.17 -0.3%	N/A	Finnhub News	—	Finnhub - ADBE CL Educate Ltd (BOM:540403) Q3 2026 Earnings ...
Feb 12	ADBE	$262.50 $263.17 +0.3%	AVOID	Nancy Tengler CEO & CIO, Laffer Tengler Investments	Tengler explicitly stated she "exited Adobe and Salesforce." The "SaaS Apocalypse" thesis suggests AI is moving from a "Copilot" (user-based) model to an "Agent" (autonomous) model. This disrupts the seat-based pricing power of legacy software firms. AVOID Legacy SaaS. These companies successfully pivot to consumption-based pricing models faster than expected.	Bloomberg Markets Old Economy Stocks Surge Again \| Open Interes...
Feb 12	ADBE	$262.50 $263.17 +0.3%	N/A	Finnhub News	—	Finnhub - ADBE MoneyMasters Podcast 2-12-26- What's Behind t...
Feb 12	ADBE	$262.50 $263.17 +0.3%	N/A	Finnhub News	—	Finnhub - ADBE AWS CEO Garman says software AI fears are 'ov...
Feb 12	ADBE	$262.50 $263.17 +0.3%	N/A	Finnhub News	—	Finnhub - ADBE Zacks Earnings Trends Highlights: Gartner, Ad...
Feb 12	ADBE	$262.50 $263.17 +0.3%	N/A	Finnhub News	—	Finnhub - ADBE Shares of software companies are trading lowe...
Feb 12	ADBE	$262.50 $263.17 +0.3%	N/A	Finnhub News	—	Finnhub - ADBE Adobe Deepens Cognizant Alliance To Push Ente...
Feb 07	ADBE	$268.38 $263.17 -1.9%	AVOID	Brad Gerstner Altimeter Capital / CEO	Gerstner notes Salesforce (CRM) has compressed from 30x to 15x Free Cash Flow despite hitting revenue numbers. Sacks argues AI agents (like Claude Co-work) will work across applications, turning current SaaS tools into a commoditized "legacy infrastructure" layer. The market is discounting the terminal value of these companies. If AI agents can execute tasks across databases without a human needing a UI "seat," the per-seat pricing model collapses. The profit pool moves from the application layer to the agentic layer. Avoid or Short. The multiple compression is not a temporary dip but a structural repricing of future cash flow durability. These incumbents successfully pivot to become the "agentic workspace" themselves (e.g., Salesforce successfully monopolizing the agent layer).	All-In Podcast Epstein Files, Is SaaS Dead?, Moltbook Panic,...
Feb 03	ADBE	$271.93 $263.17 -3.2%	SHORT	Thread Guy Crypto Commentator / Streamer	The speaker reviewed these charts individually and described them as "disgusting," "terrible," "scary," or "rolling over." He specifically notes Robinhood (HOOD) is down 43% since October highs and looks "fried." The macro backdrop is one of capital exhaustion ("no money left to buy assets") and institutional fear (Epstein files). If the SPY rolls over as the speaker fears, these high-beta, over-owned tech and consumer names have no support and are technically broken. Short / Avoid. These are the victims of the capital rotation into commodities. Federal intervention (Trump administration) forcing markets up to preserve optics.	Thread Guy Trump RUINED Crypto..? + Market Updates & New...

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