u/Flashy5961

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 1 1 Posts tracked · 0.1/day
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30d 1
90d 1
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ADBE long -4.3%
Most Mentioned
ADBE ×1
Recent Calls
ADBE long 1 week ago
Win Rate 0% Long 1 Short 0
Win Rate
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Average Return -4.3% Long Return -4.3% Short Return -
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ADBE Adobe Inc. Adobe Inc.
Long
Jun 13
$204.02
-4.3%
The author owns 217 shares at $202 and argues AI disruption is overstated, citing the Washington Post case where fears of disruption created a buying opportunity. If AI fears are indeed exaggerated, ADBE’s current discount (down ~50% from highs per comments) offers a margin of safety for value investors. Long Adobe on the bet that AI will complement, not destroy, its creative software ecosystem, and that low expectations limit further downside. Enterprise customer dissatisfaction (poor product/service, inertia only temporary) could accelerate churn to alternatives; Adobe’s own AI products may cannibalize subscription revenue; broader tech selloff continues.
The author owns 217 shares at $202 and argues AI disruption is overstated, citing the Washington Post case where fears of disruption created a buying opportunity. If AI fears are indeed exaggerated, ADBE’s current discount (down ~50% from highs per comments) offers a margin of safety for value investors. Long Adobe on the bet that AI will complement, not destroy, its creative software ecosystem, and that low expectations limit further downside. Enterprise customer dissatisfaction (poor product/service, inertia only temporary) could accelerate churn to alternatives; Adobe’s own AI products may cannibalize subscription revenue; broader tech selloff continues.
AI/Semi
REDDIT
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u/Flashy5961 has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: ADBE.