3Wk·

Adobe for a short swing trade 😊

$ADBE (-0.07%) will be in my trading portfolio for a few days. $MMK (+1.42%) and $VER (+0.08%) were kicked out this evening, but a first tranche of Adobe will be added to the portfolio. Quite tightly hedged with speculation on a return to VWAP and above.

#trading

01.10

Adobe

Bought x20 at €291.80

€5,836.00

5 Comments

ShindyDeanMartin@ShindyDeanMartin

3Wk

I actually find Adobe very interesting as a long-term investment from a risk/reward perspective.
The market is completely exaggerating here in my opinion.

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HyperX@AxoWallStreet

3Wk

@ShindyDeanMartin Most companies that are not big players in AI are currently being shaved. See Adobe, Salesforce, Atlassian...

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Konstantin@Konstantin85

3Wk

@ShindyDeanMartin I see it exactly the same way. If you look at the fundamentals between 2019 and 2025 in particular, the company is growing very strongly with an incredible gross margin. But that's just the way the market is. Sometimes strong stocks are simply punished and that's where the opportunities lie. Accenture is no different.

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Nom@user28461

3Wk

I really have problems imagining the future at Adobe. AI will replace a lot of user interfaces and no one will be able to see these interfaces that were created with Adobe Creative Suite, for example. PDF forms where I have to enter something will become less common, my bot will do it all. The Internet will be swept clean of people, only bots will be doing the work.

Why Adobe, why user interfaces?

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Lucas S.@lucasssilva

1Wk

@user28461 I love when people talk about Adobe as if it were just “interfaces”.
We’re talking about the ecosystem behind Photoshop, Illustrator, Premiere, After Effects, Lightroom, Acrobat, Substance, Firefly, and now Frame.io and Express — tools that literally shape visual culture, video production, design and AI creativity worldwide.
Replacing interfaces doesn’t replace the creative process. Hard to disappear when you’re the backbone of digital creation.

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