Author is buying beaten-down SaaS names ADBE and WDAY, arguing AI-driven pessimism has pushed valuations to multi-year lows despite wide moats and strong margins.
ADBE — LONG The author is buying Adobe, arguing AI fears have crushed software stocks even as the rest of tech sits near highs, leaving many names at multi-year lows despite wide moats and strong margins. The author believes the pessimism is overdone and started buying last week. The stated uncertainty is whether a clearer catalyst is needed before the sector recovers.
I started buying last week (ADBE and WDAY) and think pessimism may be overdone.
WDAY — LONG The author is buying Workday, arguing AI fears have crushed software stocks while the rest of tech is near highs, leaving many names at multi-year lows despite wide moats and strong margins. The author believes the pessimism is overdone and started buying last week. The stated uncertainty is whether a clearer catalyst is needed before the sector recovers.
I started buying last week (ADBE and WDAY) and think pessimism may be overdone.
This Reddit post, published January 18, 2026, features u/Emergency_Pound discussing ADBE, WDAY. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Emergency_Pound · Tickers: ADBE, WDAY