Adobe figma5/29/2023 ![]() And they have completely thrown out any consideration of the super cycle that digital transformation and AI is providing demand. They are terrified about negative estimate revisions. Investors, with a dearth of evidence, or historical analogs are convinced that somehow the business outlook for software companies is highly correlated to the business cycle. Recommending any software names these days is a contrarian undertaking. Tim Boyle/Getty Images News What are the investment merits of Adobe at this point? ![]()
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