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AI as a threat to Adobe? ⚠️ ‼️

$ADBE (+0,58 %) went down again today and at times traded at € 294 and is thus at the lows of 2022.

Mega interesting player with a really good risk/reward ratio.

I'm toying with the idea of realizing partial profits to buy Adobe.

What do you think?

Do you have Adobe on your WL?

10 Commentaires

Al@agdolp

i've been a cs subscriber for decades, you'll never get out of it ;) and ai is relevant in the production process (and now integrated at adobe) but is not suitable for production as a standalone solution (sora etc). there will certainly be exceptions at some point and great outliers ... the effect of the 'ki danger' is obvious (in the price) but also bet on a price result of the good numbers at some point. not only WL - bought.

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Timur K.@ShindyDeanMartin

@agdolp Thank you for your input.
I'm currently thinking about realizing partial profits on NVIDIA because they've already done really well and investing in Adobe.
NVIDIA just doesn't sell so easily when you've had such a great share price performance 🤣🥲

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Al@agdolp

@ShindyDeanMartin I'm very curious about the figures - I'm looking forward to seeing them step by step.

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Al@agdolp

@ShindyDeanMartin but i think that whatever happens with adobe, it won't be comparable to the nvidia run ;) so maybe manage your expectations already

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Timur K.@ShindyDeanMartin

@agdolp No, I'm aware of that too, but I wanted to diversify my portfolio a bit, including in the tech sector.
And somehow it's difficult to find cheap tech companies.
I can only think of Adobe and Google off the top of my head 🥲
I also have a €1000 exemption order that I need to use up 🤣

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Timur K.@ShindyDeanMartin

@agdolp Quick question: CS stands for?🥲

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Al@agdolp

@ShindyDeanMartin the creative suite - adobe has a very established subscription model, which many agencies and freelancers use :) is now called cc creative cloud ;p

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Al@agdolp

@ShindyDeanMartin i see it the same way - i bought alphabet and adobe and still see asml as 'affordable' - vll applied materials.

if it can't be tech but pharma/health, maybe thermo fisher or danaher is exciting - novo? ? ;) otherwise hope for good tui numbers

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Timur K.@ShindyDeanMartin

@agdolp Asml is also fair to cheap.
I actually have Danaher on my WL, but to be honest I haven't analyzed it properly yet. just like Thermofisher. And Novo is of course extremely cheap, also on my WL 😎

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Al@agdolp

23H

@ShindyDeanMartin I would wait until after the figures for novo ;D asml is also getting cheaper - having cash is not bad either!

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