u/Individual-Round2767

1 thesis · first seen Oct 10, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ADBEr/ValueInvestingStock Analysisbearish
u/Individual-Round2767 · 3d agono track record yet

My take on ADBE as ex SWE at Adobe

Adobe suffers from chaotic management, lack of clear vision, and poor execution despite heavy spending. The company wasted billions on Firefly, an uncompetitive AI model that users ignore in favor of better third-party alternatives like GPT and Gemini, while lacking the talent and data to compete with tech giants. The insider view suggests structural dysfunction and declining confidence in company direction.

At post $238.14Now $238.140.0% since postedas of Oct 12, 4:30 PM ET
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End of results.