is it not clear to EVERYONE that AI takeover is a total FLOP? today (7/29) was a clear signal that ADBE is not only safe from AI takeover but also fed disruptions. I think when people talk about adobe's "moat", these past couple days are that moat starting to work!
for a while now adobe has been at war and their castle has been under attack! yet the castle still stands strong and daily life inside continues to exist as normal. For the enemy, time is taking it's toll and starting to wear thin because they cannot get through! the moat is far too wide! the gators and Parana will eat you alive!
while this whole time the enemy have been spending their resources, the castle has adapted and completely reshaped their strategy. new leadership, new weapons and new strategies!
right now i really feel like we are experiencing adobe's moat in action! this is the time.
practically everything they do is enhanced by AI integration to improve user experience. I think this is going to be HUGE for enterprise customers. Adobes ecosystem will be so fast and streamlined that companies would be stupid not to use them.
look at all the big AI names that have been on huge overvaluations that have been selling off recently. meanwhile adobe is sitting over here just silently building it's product suite full of AI tools to streamline and improve everything they offer to their customers.
now that bitcoin, gold, silver, tesla, pltr, meta, spcx and more are all selling off where is the money going to go?? OpenAI and anthropic are failing to IPO so nobody is buying them..
Well I see this money going towards all these companies that are able actually apply functional AI to their products without needing expensive LLM buildout and capex.
with how technology is these days i think adobe will transform into a whole new beast and reach all time highs once again. One of the biggest catalysts for this is the new CEO.
I think this is such a perfect time for a switch up and i feel like they are taking their time to find the perfect person to lead the way through such a new era of content creation. I have faith they are not going to mess this up and when the new CEO is announced i fully expect the stock to pop!
other big potential catalysts are bankruptcies and acquisitions. with so many of these companies failing to meet their high expectations a lot of them will likely start to go under. Adobe has the means to scoop up pretty much whatever they want.
I also speculate if they would ever offer a dividend. so yea, that's my thoughts im just really excited for this stock and find it very undervalued.