$ADBE

@investmentguru_May 19, 2026 · 10:22 AM

In this kind of macro environment, the market is basically forcing a rotation decision rather than a broad risk-on approach. You either lean into deep value / beaten-down quality names like $NOW, $CRWD, $SNOW, $NFLX, $NKE, $ADBE where sentiment has already compressed and long-term cash flow still matters… or you stay ahead of the cycle and position into next-wave leadership sectors like Space, NeoCloud/AI infra, energy, and robotics where capital is still flowing and narratives are expanding. The key is that everything else in between tends to get stuck—either chopping sideways or becoming liquidity for the next rotation. In this tape, capital preservation isn’t just defense; it’s about staying concentrated where either valuation re-rates or sector momentum actually exists. Let the crowded trades and over-owned areas cool off, and keep focus on where the next leg of growth is forming rather than where the last one already happened.

@investmentguru_May 18, 2026 · 8:00 PM

$ADBE $SNOW $NOW $CRWD $NFLX looking good

@investmentguru_May 18, 2026 · 5:57 PM

$NOW $ADBE $CRWD $NFLX rotations in market

@mrmikeinvestingMay 15, 2026 · 2:20 AM

Earlier today President Trump revealed his Stock Purchases for 2026… There were over 3,600+ transactions and revealed $1M+ positions in these stocks: $NVDA, $NOW, $ADBE, $ORCL, $AAPL, $BA, $DELL, $SNPS, $AVGO, $UBER, $SNPS Don’t be surprised when you see these names squeeze… https://t.co/LCuILEdo9j

@unusual_whalesMay 14, 2026 · 4:51 PM

BREAKING: This is unusual. The market dipped after the Iran War started. But then Trump bought millions of stocks, including in $AAPL, $NVDA, $DELL, $ADBE, and much more. He continually said: "The stock market is at all time highs." So was his portfolio. Unusual.

@unusual_whalesMay 14, 2026 · 4:21 PM

BREAKING: Trump has disclosed thousand of transactions. He owns more than a million of $NVDA, for example. He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more. The transactions are from 2026, and most are up to $50,000 purchases.

@mrmikeinvestingMay 12, 2026 · 10:52 PM

The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom: Data Centers - $IREN, $NBIS, $CRWV Software - $NOW, $ADBE, $DDOG If you missed the +4,100% run on $SNDK, or +800% run on $MU then look no further. These stocks can easily 10x from here. Don’t miss out…

@thevalueistApr 23, 2026 · 2:41 AM

$CRM $NOW $WDAY $ADBE (BankruptcyData) Publish Date: 2026-04-22 20:45:47 UTC Creditors to Medallia, Inc. have reached a deal that shifts ownership of the software company away from its private equity sponsor, as mounting leverage and weakening sector dynamics forced the business toward a balance sheet overhaul. The company carries roughly $3 billion of debt, much of it held by large credit investors including Blackstone, KKR, Apollo Global and Antares Capital LP, which have been central to ongoing negotiations. The transaction converts debt into equity, effectively transferring control to lenders and wiping out existing shareholders. The agreement marks a sharp reversal for Thoma Bravo, L.P., which acquired Medallia in a $6.4 billion buyout in 2021. That investment has been eliminated entirely, highlighting the pressure facing highly leveraged software deals completed during the low interest rate environment. The restructuring comes as Medallia faces a specific competitive threat: artificial intelligence is increasingly automating the customer and employee feedback analytics that sit at the core of its business, pressuring both growth expectations and the company's long-term pricing power. Pricing in secondary markets had already signaled stress ahead of the deal closing. In its 4Q 2025 10-K filing, FS KKR Capital Corp.valued its exposure at about 79 cents on the dollar, while Apollo Debt Solutions marked its position near 74 cents, discounts that pushed creditors to force a resolution rather than extend their exposure further.

@thevalueistApr 21, 2026 · 1:53 PM

SaaS has been resurrected from the dead! Big 5d moves on many of the names. Still brutal YTD on many of the names. $CRM $NOW $WDAY $ADBE https://t.co/dWjJ7obZOa

@lynaldencontactApr 14, 2026 · 4:33 AM

@BoringBiz_ That's how I feel whenever I look at my $ADBE position.

@jasonl_capitalApr 4, 2026 · 10:25 PM

Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world: $MU - 4x $ADBE - 9x $CRM - 12x $META - 13x $NVDA - 15x $TSM - 16x $AVGO - 17x $ORCL - 18x $AMD - 19x $GOOGL - 19x $MSFT - 19x $AMZN - 21x https://t.co/QjB94nUxfS

@kaizen_investorMar 28, 2026 · 4:02 PM

In my newest article, I talk about the AI race to the bottom. I explain why I would never invest in insurance companies like $LMND, $OSCR, and $UNH. Why I stay away from ERP software companies like $CRM or $SAP. How $ADBE can survive and what the main advantage of $KO is. You get to know how $WMT is using $GOOGL to escape this race. And lastly what your main focus as an investor should be.

@jerrycapMar 24, 2026 · 1:42 PM

52 week low for $ADBE

@thevalueistMar 15, 2026 · 1:53 AM

Starting to poke around software bonds looking for mispricings. The equities might be dead, but maybe there is still enough FCF left for debt service?? $FTNT $ADBE $WDAY $CRWD https://t.co/Plpcj6OYlC

@thevalueistMar 11, 2026 · 2:08 PM

$ADBE Adobe Corporation (ADBE) Q1 FY2026 Earnings Preview https://t.co/ApVl1ME23s Adobe reports Q1 FY2026 after the close with consensus at $6.28B revenue and $5.88 non-GAAP EPS, effectively in line with management guidance. The setup is less about the quarter beat/miss and more about proving Q4's AI monetization signals are durable: generative credits up 3x QoQ, first-time Firefly subscriptions up 2x QoQ, and stronger Acrobat Studio conversion. The stock is down 21% YTD and now trades at 11.7x forward P/E, reflecting deep skepticism that AI tailwinds can offset competitive pressure from lower-cost alternatives. A guide reaffirmation with stable ARR trajectory could support a relief move; any deceleration in AI-influenced growth or softer ARR commentary likely keeps valuation anchored near trough multiples.

@mrmikeinvestingMar 3, 2026 · 10:29 PM

Earlier today Michael Burry announced he went long on $ADBE. Currently down -40% from ATH’s $ADBE is priced for failure, meanwhile: ~ Revenues have grown +11% YoY ~ $15B+ in share buybacks in 2025 ~ 110%+ growth in FcF since 2021 ~ & trades at just a 5x P/E Burry nailed $PLTR, & odds are he does it again, but this time with $ADBE. Yet again another obvious opportunity…

@mrmikeinvestingFeb 24, 2026 · 3:29 AM

Notable names seeing significant % drawdowns from all time highs S&P 500 $SPY: -2% Microsoft $MSFT: -30% Amazon $AMZN: -20% ServiceNow $NOW: -58% Synopsys $SNPS: -36% Palanatir $PLTR: -38% Robinhood $HOOD: -53% Adobe $ADBE: -65% Salesforce $CRM: -52% Oracle $ORCL: -60% Buying the dip on such significant drawdowns on fundamentally strong companies is how generational wealth is made. Save this post to look back on later this year…

@lynaldencontactFeb 14, 2026 · 9:07 PM

@raoul_duke20766 @IvanTheK MSTR is the best-performing one there. Entered in August 2020 at a split-adjusted price of $14. Rebalanced occasionally, thus cashing out multiples of the cost basis. It's actually $ADBE and $FISV that have been the losers in there, and more recently $PYPL. https://t.co/lbwc7IHxOf

@lynaldencontactJan 14, 2026 · 11:17 PM

@valuations_ Bullish $ADBE

@mrmikeinvestingNov 7, 2025 · 4:28 AM

These 4 stocks are trading at absurdly low valuations and remain obvious buys into 2026… 1. $JD with a 10x P/E 2. $META with a 20x P/E 3. $UNH with a 17x P/E 4. $ADBE with a 20x P/E Ignore the short term noise, and take advantage of these ongoing dips… https://t.co/2qYBs3F4Db

@mrmikeinvestingNov 2, 2025 · 11:22 PM

These 5 stocks are the most undervalued in the entire market as of right now… 1. $NVO 2. $JD 3. $UNH 4. $ADBE 5. $PYPL Expect these setups to see euphoric upside moves over the next few months. Generational opportunities… https://t.co/Vgv2SfW2LI

@mrmikeinvestingOct 21, 2025 · 6:18 PM

$ADBE has officially begun its multi month rally today right after yesterday’s bottom call. This move will be extremely powerful and is identical to $AMD when it was $80 in April. It’s clear that buying $ADBE at these levels is simply free money. $550+ incoming next year…

@mrmikeinvestingOct 21, 2025 · 2:01 AM

Additional comment - I have been monitoring $ADBE over the past 4-6 weeks and have waited for a bottoming indicator. I believe that time has arrived. $550+ incoming next year.

@mrmikeinvestingOct 21, 2025 · 1:58 AM

I’m officially calling it… $ADBE is the best risk/reward setup in the entire market and recently has just bottomed out. With 11% YoY Revenue growth, $15B+ in share buybacks in 2025, and only a 12x P/E show $ADBE is an easy buy. $550+ is incoming next year. Don’t miss out… https://t.co/VTvQvBJA6O

@mrmikeinvestingOct 20, 2025 · 10:41 PM

I called the bottom on $TSLA at $210 and it ran to $479+ Then I called $AMD at $76 and it ran to $242+ And finally I called $ASTS at $35 and it ran to $102+ The next massive opportunities with 100%+ upside include: $AMZN, $ADBE, $OSCR, $ZETA, & $UNH Don’t miss these setups… https://t.co/tKytMRBQ4M

@convertbondOct 15, 2025 · 1:13 PM

There is $2T of AI capex dollars coming after software companies and other disruptions; $OWL lends to junk tech and software, but everything is fine, comedy. Public Software Players $ADBE -52% $CRM -33%