The stars have aligned to go all in ADBE leaps
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
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