Anyone who keeps buying Adobe should just light their money on fire…
u/Trenbolone-Papi2 ·
Reddit — r/ValueInvesting
· April 17, 2026 at 22:24
· ⬆ 32 pts
· 💬 45 comments
| View on Reddit ↗
AI Summary
Summary
The post is a rant about the author's frustration with value investing, specifically citing Adobe (ADBE) and Nike (NKE) as examples of "undervalued" stocks that continue to decline.
The author's thesis is that competitive threats (e.g., Anthropic's AI announcements hurting Adobe) and a lack of market interest make buying these dips a futile exercise, leading them to abandon stock-picking for ETFs.
Quality assessment: This is noise/emotional speculation. It contains no fundamental analysis, data, or valuation metrics. It is an expression of frustration and a change in personal strategy.
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I understand reversion to mean and being oversold, probably trying to buy at these prices and hope for a quick 20-30% rebound maybe but at this point whoever keeps buying the dip must realize that the drops just keep coming and will keep happening?
All Anthropic has to do is announce what it had for lunch and Adobe stock pukes. It’s become clockwork. And we know Anthropic is gonna keep announcing new features for Claude.. if doesn’t stop here and we’ve seen how Adobe reacts to it? Dumps each time
It’s just incomprehensible to me that people have been buying this dip since the 600s and it continues going lower. Sunk cost fallacy? Are you just trying to catch an oversold rebound and sell? Do any of you actually believe you’re getting the deal of a lifetime and plan to keep buying the dip? Godspeed.
I’m also done with value investing. Transitioned mostly to ETF’s. All these “under valued” stocks just keep going down. Whether it’s tech and Adobe or consumer staples or any other “under valued” company. Nike another example. They just keep dropping. No one wants them. Except r/ValueInvesting lol
. I’m sure some of these companies will rebound but I’m done trying to be smarter than the market. Which is what we all are doing on this sub… we think the market is wrong so we keep buying that unloved stock. I’m done with that. God bless ETFs
So yeah. Good luck to you all. Happy investing.
Adobe stock repeatedly sells off on news/announcements from AI competitor Anthropic (Claude). The competitive threat is ongoing and structural, implying continued downward pressure negating any "dip-buying" value thesis. The stock is in a downtrend with no visible support; buying the dip has been a losing strategy. Adobe executes a successful AI counter-strategy, market sentiment on AI competition shifts, or the stock becomes technically oversold for a sustained rebound.
Nike is cited as another example of an "under valued" stock that just keeps dropping in price. The market does not want these stocks, implying a value trap where low valuation does not lead to a rebound. Similar to ADBE, it represents a failing value investment where the thesis isn't playing out. Company fundamentals improve, brand strength reasserts itself, or the stock reaches a price that attracts strong institutional buying.
The author states they have "Transitioned mostly to ETF’s" and are "done trying to be smarter than the market." The implied trade idea is to abandon individual stock-picking (value investing) in favor of passive, broad-market index investing. ETFs are presented as the superior alternative to picking underperforming individual value stocks. Broad market decline, active management outperforms passive in certain regimes, or concentration in specific sectors.
This Reddit post, published April 17, 2026,
features u/Trenbolone-Papi2
discussing ADBE, NKE, SPY.
3 trade ideas extracted by AI with direction and confidence scoring.