u/Longjumping_Ad_424

Adobe’s share price has fallen sharply from past levels, while its creative software suite remains viable and continues to grow. The market may be pricing in AI-driven disruption too aggressively; Adobe is integrating AI into existing tools, which could improve rather than destroy its product value. Buying ADBE near $196 represents a bet on a temporary market overreaction and continued adoption of Adobe’s AI-enhanced workflow tools. Rapid AI-native competition could erode Creative Cloud pricing power; subscription growth could stagnate; macro weakness could reduce creative/marketing spend.

The author believes Intuit is undervalued because its core products remain viable and growing, and the AI-driven “doom” narrative is overblown. If most of the bear case is tied to TurboTax disruption, that overlooks Intuit’s larger, stickier revenue drivers like QuickBooks and Credit Karma. Intuit could re-rate if the market refocuses on its core business lines and switching costs, rather than AI threats to tax-prep software. AI-native accounting/fintech tools could disrupt QuickBooks; regulatory pressure; valuation stays rich; TurboTax sentiment could remain a drag.