What Are Your Moves Tomorrow, September 11, 2026

{"summary": "Author argues Adobe's earnings confirm Figma is taking its market share and that AI disruption leaves Adobe cooked.", "reason": "The author provides a directional judgment (short) based on a specific fundamental catalyst (earnings report) and a competitive rationale (Figma market share loss and AI disruption).", "ideas": [{"symbol": "ADBE", "direction": "short", "thesis": "The author claims Adobe's latest earnings confirm that Figma is eating into Adobe's market share, leaving Adobe 'cooked' because of AI. The causal mechanism is competitive share loss to Figma combined with AI-driven disruption of Adobe's core business. The catalyst cited is the just-reported ADBE earnings. No explicit timeframe or risk is stated beyond the earnings confirmation.", "thesis_short": "ADBE cooked as Figma and AI take share", "quote": "ADBE earnings just confirmed that FIG is eating up their market share and they’re cooked because of AI", "confidence": 0.6, "sentiment": -0.7, "timeframe": "unspecified"}], "model": "gemini-3.1-flash-lite", "verified": true, "extraction_model": "deepseek-flash"}