u/ashm1987 ·
Reddit — r/ValueInvesting
· May 08, 2026 at 23:49
· ⬆ 16 pts
· 💬 31 comments
| View on Reddit ↗
AI Summary
Summary
The post compares software services (ADBE, CRM, NOW) and medical devices (ABT, MDT, BSX), noting both sectors are "crushed" and trade at valuation levels seen in 2010–2015.
The author asks which sector is the better buy now and which will recover faster once the AI frenzy subsides.
Quality assessment: Speculative discussion prompt; lacks detailed data, financials, or a personal position — more noise than well-researched DD.