TLDR: 🥭 owns ADBE, Cramer is Bearish, Impending rotation into software, AI is a tailwind not a headwind, Jensen Huang is Bullish
The Thesis that doesn’t really matter but is true:
No one thinks ADBE is going out of business. Enterprises are balls deep in ADBE. Everyone knows ADBE will continue to print money because of this.
The fear is slowing growth that will make ADBE a dead money value trap for years on end kind of like PYPL. Basically a money printing beast that no one wants to invest in because of all the FUD about competition and shrinking growth opportunity.
What people fail to see is that ADBE is positioned to be THE AI company. Instead of people saying “that looks photoshopped” they will be saying “that looks like firefly”.
The next era of the AI boom will be in the companies profiting from leveraging AI. ADBE is positioned to be the leader of this next era.
They just need the right CEO to leverage their AI ecosystem. They’ve been without a CEO for months now and will be announcing a new one any moment.
The real DD:
Nvidia’s Jensen Huang said “No company has ever made a greater contribution to how the world tells stories than Adobe.” He’s extremely bullish on the future of Adobe and NVDA and ADBE are partnered up. Basically NVDA provides the hardware and the means, and ADBE provides the means to actually use it. Everything Jensen Hung Like a Horse touches turns to gold.
Meanwhile, Cramer has been shitting on Adobe and the whole software sector.
Meanwhile, 🥭 has been holding ADBE shares, and he loves pumping his port.
Positions:
300C 6/17/27 leaps x2
270C 6/26/26 x4
260C 6/26/26 x2