ADB

ADBE

9 tracked calls · 4 long · 5 short · last 90d: 3L/4S

first called by 1000x 5mo ago

ADBADBESHORT4d ago

“I would look at like names like Adobe where you had such a mo you have such an instal and they essentially they miscalculated what AI is going to do the business model.”

The Real Eisman Playbook · Steve Eisman

Adobe completely misjudged how generative AI rewrites its core business model, leaving its massive install base exposed to 250 million Canva users by 2026.

ADBADBESHORT@ $252.33

$254.08-0.69%

since call Jul 27

peak +2.4%

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ADBADBESHORT1w ago

“This is Adobe... These are downward moving 200 day moving averages. These stocks are toast. They may bounce back up to the 200 day but they're going to have to pivot their business.”

Jordi Visser

Adobe's business model is fracturing as users flee to AI alternatives, dragging the stock down to $227 and signaling a desperate need for a major pivot.

ADBADBESHORT@ $234.48

$254.08-8.36%

since call Jul 19

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ADBADBELONG4w ago

“Adobe is a strong Chapel, with real threats around the edges of vast seeded land. It falls in the Fat Pitch zone on valuation and shareholder returns, and I do ”

Cassandra Unchained

Adobe at 14-year valuation lows is a deeply undervalued incumbent with an IP-custody moat that AI agents cannot replicate, trading below intrinsic value

ADBADBELONG@ $202.70

$254.08+25.34%

since call Jun 27

peak +30.9%

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ADBADBESHORT1mo ago

“You look at Adobe and think yeah that multiple is real low here. very interesting.”

Unemployed Capital Allocator

Adobe's low multiple is a value trap: the company runs sponsored ads inside its paid Acrobat product, signaling UX degradation and desperate monetization.

ADBADBESHORT@ $190.75

$254.08-33.20%

since call Jun 22

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ADBADBESHORT1mo ago

“There's no reason to use Adobe when you can get free amazing visuals like the chalkboards I'm showing you that take 2 seconds to do as long as you're using AI.”

Jordi Visser

Free AI generation tools create amazing visuals in seconds, eliminating the need for users to pay for Adobe's legacy software suite.

ADBADBESHORT@ $195.77

$254.08-29.79%

since call Jun 21

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ADBADBELONG1mo ago

“And it's not only trading at a 52-week low or near that, but near a 7-year low... I would say that Adobe is an incredible cheap product for the value that it provid”

We Study Billionaires

Long Adobe: trading near a 7-year low due to overblown AI fears, the company benefits from massive switching costs and human inertia, as creative professionals have no incentive to abandon the industry standard that costs a fraction of their overall expenses.

ADBADBELONG@ $195.77

$254.08+29.79%

since call Jun 21

peak +36.0%

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ADBADBELONGPOSITION2mo ago

“These are pre-subscription era stock multiples … Adobe is a strong Chapel, with real threats around the edges of vast seeded land.”

Cassandra Unchained · Michael Burry

Adobe trades at pre-subscription multiples on overblown AI fears, a fat pitch with a real moat

ADBADBELONG@ $247.82

$254.08+2.52%

since call May 28