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ADBE, CRM, NOW vs ABT, MDT, BSX ( SAA vs MED)

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.
Score 16
Comments 31
Upvote % 88%
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