u/ReasonableLow69

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 3 1 Posts tracked · 0.3/day
Calls
7d 3
30d 3
90d 3
Best Calls
ADBE long +0.7%
NOW long +0.2%
Worst Calls
CRM long -0.2%
Most Mentioned
CRM ×1
NOW ×1
ADBE ×1
Recent Calls
ADBE long 3 days ago
NOW long 3 days ago
CRM long 3 days ago
Win Rate 67% Long 3 Short 0
Win Rate
7d —
30d —
90d —
Average Return +0.2% Long Return +0.2% Short Return -
Average Return
7d —
30d —
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ADBE Adobe Inc. Adobe Inc.
Long
Jun 18
$193.84
+0.7%
Adobe revenue grew 12.7% YoY, second consecutive acceleration; enterprise >$10M ARR growing 20%+. Market sold off ADBE on generic SaaS fears, but enterprise AI monetization (e.g., Firefly) is accelerating large account growth. Long ADBE as enterprise AI adoption drives sustained reacceleration, closing the valuation gap. Figma competition, generative AI commoditizing creative tools, consumer segment weakness.
Adobe revenue grew 12.7% YoY, second consecutive acceleration; enterprise >$10M ARR growing 20%+. Market sold off ADBE on generic SaaS fears, but enterprise AI monetization (e.g., Firefly) is accelerating large account growth. Long ADBE as enterprise AI adoption drives sustained reacceleration, closing the valuation gap. Figma competition, generative AI commoditizing creative tools, consumer segment weakness.
AI/Semi
REDDIT
CRM Salesforce, Inc. Salesforce, Inc.
Long
Jun 18
$152.06
-0.2%
Salesforce reported seat growth for both humans and agents; top 10 AI-agent customers increased total spend 1.5x YoY. Market priced CRM as in structural decline (multiple compression 40-65%), yet AI monetization is accelerating revenue. Long CRM as the rotation out of application layer reverses with more quarters of accelerating data. AI adoption slows, macro downturn cuts IT budgets, competition from new AI-native platforms.
Salesforce reported seat growth for both humans and agents; top 10 AI-agent customers increased total spend 1.5x YoY. Market priced CRM as in structural decline (multiple compression 40-65%), yet AI monetization is accelerating revenue. Long CRM as the rotation out of application layer reverses with more quarters of accelerating data. AI adoption slows, macro downturn cuts IT budgets, competition from new AI-native platforms.
AI/Semi
REDDIT
NOW ServiceNow, Inc. ServiceNow, Inc.
Long
Jun 18
$94.89
+0.2%
ServiceNow revenue grew 22% YoY, renewal rates at 97%, and 50% of net new business is consumption-based (non-seat). The market ignored these strong fundamentals and sold off NOW with the basket, creating mispricing. Long NOW as AI agent adoption (Now Assist) scales and consumption pricing drives incremental revenue. Consumption model could be volatile; competition from Microsoft/Pega; macro slowdown.
ServiceNow revenue grew 22% YoY, renewal rates at 97%, and 50% of net new business is consumption-based (non-seat). The market ignored these strong fundamentals and sold off NOW with the basket, creating mispricing. Long NOW as AI agent adoption (Now Assist) scales and consumption pricing drives incremental revenue. Consumption model could be volatile; competition from Microsoft/Pega; macro slowdown.
AI/Semi
REDDIT
Showing 3 of 3 picks · sorted by mentions

u/ReasonableLow69 has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: CRM, NOW, ADBE.