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Joined March 2025
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$ADBE Make Adobe Great Again!
Novidade mais braba do Photoshop aqui direto do Adobe MAX MIAMI: brush blend em diversos tipos de superfícies e materiais. INSANO
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アドビ、とんでもない技術を出してきました。
手元のJPEG写真をブラウザでアップロードするだけで、立体的にブラシで描けます。
・建物の奥行きを理解
・手前にあるオブジェを避けて描ける
#AdobeMAX 2026のSneaksの #ProjectDeepBrush より。
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Bullish for $ADBE
ADOBE IS LETTING AI AGENTS WORK DIRECTLY INSIDE PHOTOSHOP AND PREMIERE.
At Adobe MAX today, the company announced integrations that will let third-party AI agents from companies like OpenAI, Google and Anthropic make changes directly to Photoshop, Illustrator, Premiere and After Effects projects.
That means an agent could edit a video timeline, organize layers or update a design without turning the whole project into a flat image. The files stay editable, so you can still take control and make changes yourself.
The interesting part is that AI is moving beyond generating images and videos. It's starting to operate the actual software people use to create them.
Adobe plans to bring these integrations to private beta in early 2027.
The new Adobe CEO will be speaking tomorrow at Adobe MAX in Miami.
Let's see what he and the company have to say and announce.
$ADBE
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$ADBE
Buybacks (FY2023–FY2026 YTD):
Total: ~$32B
FY2023: $4.4B (63% of FCF)
FY2024: $9.5B (121%)
FY2025: $11.28B (115%)
FY2026 YTD: $6.82B (91%)
In 2026, Adobe is funding 91% of buybacks with FCF while holding $5.6B in cash.
Trading near its lowest P/E in history!
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$app at 241 pre market.
Watch for 238 today. Should bounce next week. I see potentially we see 310-330 by January
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AI is disrupting the entire design software industry.
According to a new study, 79.7% of designers now use AI in at least one stage of their creative workflow.
As a result, the AI product design market is expected to scale from $5.3 billion in 2025 to $26.5 billion in 2033.
This implies a CAGR of +20% with North America controlling nearly 40% of the entire market.
As AI reshapes the industry, companies with established distribution networks, innovative AI integrations, and scalable infrastructure are positioned to benefit the most.
The design software industry is about to experience a major transformation.
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Its funny to see how people saying ArtCraft(coded AI slope) will kill adobe, but it wont kill Canva or $FIG
"There is a reason that Canva, has not gone public.... They obviously would like to go to IPO, but I think the biggest reason that they haven't yet is because of the lack of forecastable enterprise revenue"
$ADBE has been the most predictable cash engine in the creative space for the past decade, and bears are simply ignoring this
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AI Token spending has completely collapsed the last two months.
There has been zero growth in the AI sector, that's why pre-IPO shareholders in Anthropic and OpenAI are panicking to go public.
Brad Gerstner is a pre-IPO investor, that's why he's been on CNBC telling everyone to buy AI.
The bubble popped in July 2026.
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