$ADBE The new CEO has the potential to change the narrative surrounding the stock. The messaging should be that Adobe is becoming an AI lead company, as opposed to an AI loser. If they can pull that off, and it's reflected clearly in the numbers, the valuation will expand

I see a lot of retail investors on here thinking $ADBE is cheaper than it is because they choose to use non-GAAP earnings opposed to their real GAAP earnings. Take a look at the difference... For fiscal 2026 analysts are expecting: Non-GAAP eps of 23.49 GAAP eps of 18.21

As an investor, eventually you will come to the understanding that being conservative is a feature not a bug

A core belief among retail investors is that the market is not efficient, but they get impatient and frustrated when their stock isn’t performing in line with the fundamentals. You can’t have it both ways

Imagine how easy it would be to make money investing if you were already financially secure and didn't concern yourself with short-mid term market fluctuations. Investing should be a means to grow and preserve your wealth, as opposed to taking big risks and hoping to break free

Software stocks probably bleed out/trade sideways until GAAP earnings trade under 20x. SBC has made most of the big names uninvestable

I successfully haven't bought the dip yet. A victory in itself

Wouldn't be surprised if the VIX jumps above 50 before the correction is over. Boots on the ground in Iran could be the bottom

Microsoft is about to potentially put in a double bottom. Let's see if it holds. If it does, buying there will have seemed obvious in hindsight

The biggest mistake you'll make is buying the dip too early, especially going in with size. Don't lump sum weakness

I'm not a big TA guy, but why go heavy into a stock when it's in a free fall? Especially when there's no real support until another 20% down? Saw this a lot with Adobe

Why does everyone on here talk about the same 5 stocks? I thought value investing was about finding something obscure and underappreciated

What happened to the AI bubble? This is starting to look like a mid cycle correction

You can't even get good coverage on Iran, because all the good stuff is classified, and those with that information are lying about what's really happening

AI is still in the awkward stage where it looks really cool but you can't do a whole lot with it yet. Agentic will be the next big trend, but it just needs a little more time

The "vibe coding" bubble has probably already started to burst. Sure, anyone can now put together a cool product, but good luck getting real customers and turning it into a profitable business. It's like thinking you have a great business because your website has a cool looking

I think to be a good investor you either have to be good at finding the obscure/hidden gems, or be good at seeing the blatantly obvious plays that most overlook because they seem too simple

Stocks only go up it seems. Lots of hunger for the highest quality names.