barath

[barath @BforBarath]

@WillBiddy_ @PalmPortfolios Im bullish on $NOW, apart from the reasons I mentioned in my prev post, the CEO is well liked, promises high stakes with AI integration in $NOW, and has personally bought shares worth 3M$ at 105$. $Adbe and $Intu will always have enterprise customers, but consumer market is risky

[barath @BforBarath]

@PalmPortfolios @WillBiddy_ Im in compete agreement. SAAS companies like $NOW are very sticky. They are heavily integrated into a companys IT infrastructure to manage suppport, compliance and regulatory frameworks in a way a standalone LLM cannot. $adbe and $intu are low hanging fruits for AI disruption

[barath @BforBarath]

@WillBiddy_ Please keep buying, I collected a nice premium for my short at 165$, and I seriously do not want to buy and hold this at 165$ to cover my short, if assigned. But I think the market is right about this being the best candidate of all the saaspocalypse stocks, for AI disruption.

[barath @BforBarath]

@R1chardMaur1ce @DividendDynasty You must be seroously mistaken, if you think an LLM can replace $NOW that is notoriously a sticky buisness. The automation, compliance and orchestration, to customize and manage IT resources at a large scale company, is best managed by servicenow who themselves use AI agents.

[barath @BforBarath]

@randomlybrian @DividendDynasty Totally agree, there will always be inelastic demand for $adbe professional creators like pbotographers and the prosumer market. But a huge bulk of adbe casual users, the type to edit or retouch family photos in lightroom would probably be lost or will remain "free"mium side

[barath @BforBarath]

$tsla is overvalued but has a good story of disrupting and capturing the multi trillion dollar future valuation of the autonomous vehicle market,and breaking into robotics. Hence the valuation premium
$adbe is valued as a dying company, where a 2 line prompt can replace photoshop

[Value Investor @ValueInvestShow]

$TSLA Market Cap: 1,250 billion
$ADBE Market Cap: 77 billion

$TSLA 2025 Net Income: 3.8 billion
$ADBE 2025 Net Income: 7.1 billion

So $TSLA is 16x MORE expensive than $ADBE, while seeing declining revenues (yes decling), and generating 1/2 of $ADBE's net income

BUT it's Adobe that is being disrupted, yes

[barath @BforBarath]

@DividendDynasty @randomlybrian There are good saas like NOW, MSFT, WDAY with good products and will come out as winners out of this market overreaction. Adobe will not be one of them, freemium is capitultion under pressure, revenue declines will follow,it will pretend to be a low p/e value stock and slowly die

[barath @BforBarath]

@randomlybrian @DividendDynasty I certainly do value investment for "good" companies with a good "moat". $ADBE is unfortunately neither. For several years Adobe has antagonized the end user with unfriendly subscription terms.The casual users who stuck fo it, find out they can the get job done by a 2 line prompt

[barath @BforBarath]

@ironted21 @Saladinbraham I love your conviction. But im sorry it's misplaced. There's no image i cannot edit with prompts alone, and theres no video i cannot edit with open source DaVinci. Freemium Adobe is just a temp stopgap to bleed cash slowly. I wish you the best, and I wish im wrong

[barath @BforBarath]

@reynol22417 @Saladinbraham Microsoft is a way way better bet than Adobe. Like any comparison is absurd. Microsoft is too deeply integrated into the cloud infrastructure and every corporate company. Adobe is a glorified Image editor, something that cam be accomplished by a couple of prompts in consumer AI

[barath @BforBarath]

@successfulmen_t @Saladinbraham i collected a nice premium at 165$. Looking to own a 100 of these if it gets there

[barath @BforBarath]

@sterilizors @michaeljburry what if critical corporations switch to autosoftbots and encounter a suddent crash and/or meltdown in the middle of the week. Does autosoft have the support and engineering capability to get to the bottom of it and issue an update, while corporations lose millions a day

[Hairy Poppins @DrHairyPoppins]

@michaeljburry I bought at 100 and sold at 10. No one loses money better than me

[barath @BforBarath]

@Saladinbraham @qcapital2020 @grok which quote

[barath @BforBarath]

@themarketuni @qcapital2020 Imagine if stocks lile Micron, Nvidia didnt 4x their FCF to achieve their current price. $Adbe is wimpering at 20-30% topline growth, with a questionable story. So a p/e comparison with high velocity 300% per quarter growth is quite absurd

[barath @BforBarath]

@stevemano101 @qcapital2020 The market prices "the story" not "the truth". You can be value trapped and stuck in a dead stock for years, wasting the potential of your capital. The market doesn't want your credit as much as the market doesnt want to leave your stock for dead.

[Elon Musk @elonmusk]

Those who knew must go to prison for a long time

[barath @BforBarath]

@ChiefEngineerCE When a sector like Aerospace receives an influx of attention and capital like the spacex IPO (2T$+). The adjacent companies get elevated as well. Redwing is a respectable company with solid defence contracts, but nothing close to the hype it'll get now. Cheers if you got in early

[Sgt.Hummus @Snaggy685806]

@Bull422 @michaeljburry Look at yourself in the mirror. Now look at “Dr.” Michael Burry.
Now look at what he has created, his wealth, his name and pop culture recognition.

Now look back at yourself in the mirror.

[barath @BforBarath]

@FindleysFinance @burrytracker the have 10% of their market cap coming in as cashflows. Even with zero growth, they can continue buying back shares and add value to investors. There doesn't have to be infinite growth. Maybe sometime like couple years down the line, they can aquire something and skyrocket