Author holds ADBE and sees no structural break in his thesis despite the selloff, citing Adobe's intact monopoly and no new negative figures.
ADBE — LONG The author holds Adobe and argues the recent price drop is sentiment-driven rather than fundamental, since no new financial figures were released and the company's near-monopoly in creative software remains intact. He notes Adobe is discontinuing Animate but doubts that explains the selloff. He implies the market is mispricing the stock and he is holding through the downturn.
I myself have only a position in $ADBE, following the news, I see no structural break in my investment thesis. For Adobe, no new figures have been published, they’ll discontinue their adobe animate, but I’ll doubt that that is the reason for the downturn. Their monopoly is still intact and in a industry that is unlikely to go anywhere.
This Reddit post, published February 03, 2026, features u/F17R03K02 discussing ADBE. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/F17R03K02 · Tickers: ADBE