u/LightseekerLife

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%-1.7%-1.7%
1w1100%+1.2%+1.2%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ADBEr/wallstreetbetsDDbearish
u/LightseekerLife · 15d agono track record yet
Long ADBE $235P exp Oct 30 · 10 contracts

ADBE Imminent Decline - Cloned Software

A feature-complete open-source clone (ArtCraft) mimicking Adobe's interface directly will displace a significant portion of Creative Cloud users, particularly small companies, individual creatives, and hobbyists (~17-25% of Adobe's revenue). Even if Adobe pursues legal action, the software has already spread and legal precedent is insufficient to contain it, accelerating customer migration and triggering SaaS renewal fear.

At post $242.27Now $263.82+8.9% since postedas of Oct 23, 4:45 PM ET
1d—
3d-1.7%
1w+1.2%
1m—
3m—
6m—
1y—
original post →

End of results.