No qualifying author-owned investment thesis was confirmed in this post.
FIG is not a ticker for a publicly traded company in this context; ADBE thesis lacks a specific fundamental catalyst beyond a general industry trend comparison.
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I think ADBE and FIG are on track to do to the entire editing and design ecosystem what Windsurf and VSCode with GitHub Copilot are doing for coding.
Natural language workspace orchestration via MCP ("Model Context Protocol")
If you understand how revolutionary Natural language workspace orchestration via MCP is for coding, you'll go full port into ADBE and FIG now.
The other SaaS stocks, I don't really know about so I can't tell you if they'll be a part of the Natural language workspace orchestration via MCP paradigm shift in their industries.