Author bought Adobe and Microsoft after sharp drawdowns, citing solid earnings, strong net margins, low debt, and low P/E ratios, and expects an upward trend after what he views as an overreaction.
ADBE — LONG The author bought Adobe after a 60% decline from its all-time high, arguing the selloff was an overreaction. He cites solid earnings, strong net margins, very low debt, and a P/E of 17.5 as very low for a tech company in a bull market. He expects an upward trend to begin as early as tomorrow, with the main risk being that selling continues.
Adobe -60% from all time high , and Microsoft -24% from all time high.
Their earnings look solid with strong net margins and very low debt.
P/E is 17.5 for Adobe which is very low for a tech company in a bull market
MSFT — LONG The author bought Microsoft after a 24% decline from its all-time high, viewing the drop as an overreaction. He points to solid earnings, strong net margins, very low debt, and a P/E of 26.5 as quite low for a tech giant. He expects an upward trend to begin, with the risk that selling continues.
Microsoft 26.5 which is quite low for a tech giant.
I think what happened today was owerreaction, and tomorrow might begin an upward trend for them.
This Reddit post, published February 03, 2026, features u/shaggy98 discussing ADBE, MSFT. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/shaggy98 · Tickers: ADBE, MSFT