$ADBE 财报后再次暴跌，印度CEO将下台，只能说Adobe依然在增长，依然在赚钱，却没有足够的叙事支撑起估值了。

AI艺术品不受版权保护，那蒸馏的数据也不受保护，这对 $ADBE 是好事。 今天 $IGV 全面复苏。

大空头买入 $ADBE 可以实现反转吗？

Opportunity or Value Trap? Who is buying? S&P 500's biggest market cap losers YTD so far: • $INTU -45.6% • $APP -44.3% • $WDAY -40% • $HOOD -37.8% • $NOW -34.2% • $CRM -32.8% • $COIN -30.5% • $ADBE -29.7% • $HUM -29% Personally looking deeper into $ADBE, $WDAY and $NOW. Considering a position.

February is not even over yet.... which are you bag-holding? S&P 500's biggest market cap losers YTD so far: • $INTU -45.6% • $APP -44.3% • $IT -42.1% • $WDAY -40% • $HOOD -37.8% • $TTD -36.7% • $EPAM -36.6% • $NOW -34.2% • $FDS -34.1% • $EXPE -33.4% • $CRM -32.8% • $COIN -30.5% • $ADBE -29.7% • $HUM -29% Tech/SaaS/fintech/healthcare bloodbath!

Everyone panicking about the stock market sell-off…Yet SPY is flat YTD (-0.11%) and less than 2% from all-time highs ($682.39). You have no idea what’s coming with a real correction or collapse. You think there are opportunities now $IBM $GOOG $AMZN $NOW $ADBE? Give it time - they’re about to get a whole lot sweeter. Keep cash or bonds on the side - I'm 60% allocated to bonds $TLT in 2026, when this collapse actually plays out I'll take more entries - who says you can't time the market?

“During the investor presentation, which included top executives Chief Financial Officer Sarah Friar and apps chief Fidji Simo, OpenAI leaders said they expected the company’s future products and agents targeted at businesses to replace software from tech firms including Salesforce, Workday, Adobe, Slack and Atlassian, according to the person with knowledge of the presentation” Now OAI also joined the game, these savages

散户要有逼空机构的决心 $IGV 的空头头寸已经到顶了，也就做到这样了。现在大量的散户已经进入软件板块，机构空头崩溃只是时间问题 巨大逼空很快就会来临。 $MSFT $PLTR $RBLX $APP $CRM $FIG $NET $ADBE

Matt Shumer's essay "Something Big Is Happening" is already playing out in the stock market - AI advancing rapidly and disrupting society like COVID - 95% of companies are potential shorts! $ACN, $DUOL, $CHGG, $COUR, $UPWK, $FVRR, $ORCL, $NOW, $APP, $PLTR, $INTU, $DDOG, $WDAY, $ADBE, $CRM, $MSFT, $AMZN, $ZEN AI is automating cognitive tasks like coding apps, legal briefs, and financial models, per recent models like GPT-5.3 and Claude Opus 4.6. Look how recent model advances are wiping out entire sectors and we are just getting started. Wall Street sees the writing on the wall: 1. Consulting giants like Accenture ( $ACN) down over 40%, Deloitte, and Bain face erosion as AI replaces human analysis. 2. Edtech: Duolingo ( $DUOL) down 90%, Chegg ( $CHGG) over 80%, Coursera ($COUR) 70%, with AI tutors obsoleting apps. 3. Freelance: Upwork ( $UPWK) and Fiverr ( $FVRR) tanked 60-75%, AI outpacing human bids. 4. Enterprise software: Oracle ( $ORCL) down 50%, ServiceNow ( $NOW) and AppLovin ( $APP) 40%, Palantir ( $PLTR) 27%, Intuit ( $INTU), Datadog ( $DDOG), Workday ( $WDAY) 20-40%. 5. Creative/marketing: Adobe ( $ADBE) and Salesforce ( $CRM) down 20%. 6. Big tech: Even Microsoft ( $MSFT) off 18%, expect more in legal, finance (e.g., JPMorgan analysts), customer service (Zendesk $ZEN down 30%), healthcare, and media. Per Anthropic's Dario Amodei, 50% of entry-level white-collar jobs gone in 1-5 years. The message is clear adapt (if you can) or perish! You need to reassess your portfolio is this light now!