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$ADBE IS BEING DISRUPTED BY AI!! Meanwhile Adobe:

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Aria Radnia 🇮🇷

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35,971 görüntüleme • 3 ay önce •via X (Twitter)

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$ADBE IS BEING DISRUPTED BY AI Meanwhile Adobe with their plethora of AI integrated features...
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$ADBE IS BEING DISRUPTED BY AI Meanwhile Adobe with their plethora of AI integrated features...

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"Adobe is sitting idle and letting AI disrupt them" Meanwhile $ADBE:
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"Adobe is sitting idle and letting AI disrupt them" Meanwhile $ADBE:

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$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.
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$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.

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Software spent decades disrupting every other industry. Because of AI, software is finally being disrupted. martin_casado: "It’s kind of fun to actually be disrupted for a change."
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Software spent decades disrupting every other industry. Because of AI, software is finally being disrupted. martin_casado: "It’s kind of fun to actually be disrupted for a change."

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$ADBE is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wants proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.
1:02

$ADBE is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wants proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.

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Meanwhile, Nicki Minaj is being dragged by her lacefront 😂
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Meanwhile, Nicki Minaj is being dragged by her lacefront 😂

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BREAKING: NYC tree lighting ceremony is being disrupted by pro-Palestine protesters. 6th ave is shut down and NYPD is overwhelmed.
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SwarmNode + hipolabs Among the disciplines disrupted by AI, education is one of the most affected. Let your AI agents work on university data.
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Bard by Google is available today! It's their conversational generative AI chat bot and it will work with services like Adobe Firefly. #GoogleIO
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Bard by Google is available today! It's their conversational generative AI chat bot and it will work with services like Adobe Firefly. #GoogleIO

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Stranded Powered by Adobe AdobeFirefly Editing Adobe Firefly Video Color Grading AdobeVideo Premiere Pro Image Refinement Adobe Lightroom Adobe Photoshop
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E158!! in full on X -- global trade disrupted by red sea rebellion -- $ADBE / Figma canceled -- downstream impacts of a hawkish regulatory environment -- new era of startup building -- massive class action lawsuits vs realtors, impact on us housing market -- colorado bans trump + implications
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I ran the numbers on $ADBE. Bear case: 1% annual return. Bull case: 30% IRR. Everyone on fintwit thinks Adobe is dead. AI kills Photoshop. Canva already won. Meanwhile, 90% of enterprise creative teams are locked into Adobe. The switching cost isn't the software. It's thousands of templates, brand assets, and team libraries that don't transfer. There's zero evidence of an actual melting ice cube. Seat counts are stable. Renewals are holding. Pricing power is intact. But even if that plays out, you basically get your money back. If the business holds, you do very well from here. Broke this down with Aria Radnia 🇮🇷 on my youtube channel.
0:32

I ran the numbers on $ADBE. Bear case: 1% annual return. Bull case: 30% IRR. Everyone on fintwit thinks Adobe is dead. AI kills Photoshop. Canva already won. Meanwhile, 90% of enterprise creative teams are locked into Adobe. The switching cost isn't the software. It's thousands of templates, brand assets, and team libraries that don't transfer. There's zero evidence of an actual melting ice cube. Seat counts are stable. Renewals are holding. Pricing power is intact. But even if that plays out, you basically get your money back. If the business holds, you do very well from here. Broke this down with Aria Radnia 🇮🇷 on my youtube channel.

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Tech meets couture. The Adobe x Christian Cowan dress, powered by Primrose technology, is a fusion of innovation and style. 💫
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Adobe partners with Kling 🎉 This is huge! You can use Kling AI video at Adobe Firefly platform now. I made this video using Kling 2.5 Turbo and I'm in awe how state of the art this AI model is.
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Adobe partners with Kling 🎉 This is huge! You can use Kling AI video at Adobe Firefly platform now. I made this video using Kling 2.5 Turbo and I'm in awe how state of the art this AI model is.

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The most anticipated earnings releases for the week of September 8, 2025, are Oracle $ORCL, Adobe $ADBE, GameStop $GME, Chewy $CHWY, AV $AVAV, SailPoint $SAIL, Casey's $CASY, Synopsys $SNPS, Kroger $KR, and Hello Group $MOMO. #mostanticipated #earningscalendar #volatility #oracle #earningswhisper #adobe #earningswhispers #earnings #gamestop #chewy #aerovironment #sailpoint #caseys #synopsys #kroger
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The most anticipated earnings releases for the week of September 8, 2025, are Oracle $ORCL, Adobe $ADBE, GameStop $GME, Chewy $CHWY, AV $AVAV, SailPoint $SAIL, Casey's $CASY, Synopsys $SNPS, Kroger $KR, and Hello Group $MOMO. #mostanticipated #earningscalendar #volatility #oracle #earningswhisper #adobe #earningswhispers #earnings #gamestop #chewy #aerovironment #sailpoint #caseys #synopsys #kroger

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CaseOh came across an AI Adobe ad and all he had to say was, "we're so cooked" and "Adobe got AI ads now!?" 😭
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