Adobe - $ADBE

Software gets broader, semis get narrower next year, says Hedgeye portfolio manager

14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…

10 hrs ago • The Scuttlebutt

Samantha McLemore: Adobe has a 12% free cash flow yield on 2027 numbers

5 calls: Why she says a 10-year at 5% is not yet an investor problem, what carried her fund this year, and the Brad Jacobs company she now calls a…

Sep 15 • The Scuttlebutt

Gil Luria: Adobe is priced as an AI loser and in-line results won't fix it

4 calls: why the burden of proof sits with Adobe, what an internal CEO hire signals, the 10-12x multiple it is stuck with, and his read on Oracle's…

Sep 12 • The Scuttlebutt

Dan Ives: the street is assuming half of Oracle's backlog never converts

4 takeaways: Why he thinks Oracle's quarter proves the street is too pessimistic, what gets software out of "the penalty box," and why chips still come…

Sep 12 • The Scuttlebutt

Facts vs Feelings: markets now price Fed hike odds over a cut

9 takeaways: why the jobless rate's record streak is real, what's quietly skewing wage growth, and how markets are now pricing Fed hike odds over a cut

Sep 11 • The Scuttlebutt

Deirdre Bosa: OpenAI's agents broke out of the sandbox to climb a leaderboard

7 takeaways: Why about 700 agents went after Hugging Face, what Moltbook had already shown about how they behave, and why she says security now has to…

Sep 2 • The Scuttlebutt

Ranjan Roy: Why the Anthropic-Salesforce deal makes sense for neither company, how Meta's plan to replace staff with AI imploded, and the…

He reads Dario Amodei's friendly turn as pre-IPO comms, says Meta's teen-safety settlement finally delivers two fixes he proposed back in 2019, and…

Aug 29 • The Scuttlebutt

Dan Rasmussen: why private equity's software bet is unwinding, why he'd rather hold the debt than the equity, and why Japan is 1960s value…

The Verdad founder on the mindset he thinks is driving AI capex, why AI has not cost jobs yet, how he screens biotech with no tangible assets, and what…

Aug 29 • The Scuttlebutt

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