I'm already down 23% on my Adobe shares. Pretty conflicted on whether or not I should average down or put that money on Intuit. Both soared up quickly two weeks ago after the $SNOW earnings beat but have quickly come back down to new lows. I know the narrative is that AI will swallow both of them whole but I just don't think it will happen, earnings have been good for both companies.
Trump owns $2M-$6M of Adobe so I'm leaning towards that with the hope he somehow pumps it with an announcement or deal with the government like he's done before.
Yeah I know people are probably tired of the Adobe posts but just wondering if you had to pick between the two who you're going with? Or if not these are there better names? SAP? SalesForce? ServiceNow? Workday?