TANs0090
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$Adobe (ADBE.US)$From the peak on January 29, 2024.$638.250It has fallen to a new low in the past two years.$262.949，The decline reached58.8%As the leading "star tech stocks" and "AI application software stocks" in the SaaS field occupy this position, the market has begun to repeatedly ask a question: "Is this company beyond saving?”
As someone who has worked in the architecture and design industry for a long time and uses it extensively in daily life $Adobe (ADBE.US)$As someone who has worked with software and participated in enterprise-level license management, I am more concerned not with short-term stock price fluctuations, but with a more fundamental issue:There will still be in 10-20 years. $Adobe (ADBE.US)$Is this company?
To break down this issue, we need to elaborate on the following four parts in detail.
Part One
Whenever I feel unclear about the strategic direction, I tend to first look back from the final state several years in the future. This actually makes it easier to find the optimal solution for the present.This line of thinking is essentially similar to the reverse thinking approach of 'discounted future cash flows'.Applied here, if we can determine whether this company will still be relevant over a longer time frame, then it’s not difficult to tell whether the current price represents a value trap or a valuation opportunity.
Looking back from the perspective of 2026, Adobe has already gone through nearly 45 years. To predict whether it will still exist 10 to 20 years from now,we need...
As someone who has worked in the architecture and design industry for a long time and uses it extensively in daily life $Adobe (ADBE.US)$As someone who has worked with software and participated in enterprise-level license management, I am more concerned not with short-term stock price fluctuations, but with a more fundamental issue:There will still be in 10-20 years. $Adobe (ADBE.US)$Is this company?
To break down this issue, we need to elaborate on the following four parts in detail.
Part One
Whenever I feel unclear about the strategic direction, I tend to first look back from the final state several years in the future. This actually makes it easier to find the optimal solution for the present.This line of thinking is essentially similar to the reverse thinking approach of 'discounted future cash flows'.Applied here, if we can determine whether this company will still be relevant over a longer time frame, then it’s not difficult to tell whether the current price represents a value trap or a valuation opportunity.
Looking back from the perspective of 2026, Adobe has already gone through nearly 45 years. To predict whether it will still exist 10 to 20 years from now,we need...
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![[Understanding Moats] A Comprehensive Look at Adobe](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260210/692ff97f1d5cdfe3089aa78f98127298.jpg?area=102&is_public=true)
![[Understanding Moats] A Comprehensive Look at Adobe](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260210/667e113f4bdb73dc229f92130e566137.jpg?area=102&is_public=true)
![[Understanding Moats] A Comprehensive Look at Adobe](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260210/8c0d3f7625413ce3b5270a20058f3045.jpg?area=102&is_public=true)
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TANs0090
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Hello Mooers,
U.S. stock had a turbulent week (Feb 2–6, 2026), finishing with a powerful Friday rebound. The Dow hit fresh records and briefly cleared 50,000, while the S&P 500 and Nasdaq rallied sharply into the close—yet the week still showed rotation: Dow outperformed as parts of mega-cap tech stayed under pressure after several down sessions.
Macro...
U.S. stock had a turbulent week (Feb 2–6, 2026), finishing with a powerful Friday rebound. The Dow hit fresh records and briefly cleared 50,000, while the S&P 500 and Nasdaq rallied sharply into the close—yet the week still showed rotation: Dow outperformed as parts of mega-cap tech stayed under pressure after several down sessions.
Macro...
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TANs0090
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$Oracle (ORCL.US)$ There is a support level at 126, and there might be a rebound when it reaches that point
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$Oracle (ORCL.US)$ Actually, things are what they are right now. Selling wouldn't make much sense. Average price is 190. Lost 20,000. With losses like this, I guess you just leave it alone. No feelings about it anymore. Eat when you should. Oracle won't go bankrupt, don't worry.
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The rich buy on dips, while the poor sell on dips
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$Qualcomm (QCOM.US)$ It was right not to buy from Sunshine Finance
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Key Takeaways (AI-Generated)
Financial Performance:
- Q2 FY '26 record revenue of $12.7 billion, up 123% year-over-year and up 153% quarter-over-quarter.
- Non-GAAP gross margin of 6.4%, impacted by customer and product mix as well as higher freight, production, and expedite costs.
- Non-GAAP operating expenses were $241 million, up 6% YOY, with total non-GAAP operating expenses representing 1.9% of revenue.
Business Progress:
- DCBBS product line expan...
Financial Performance:
- Q2 FY '26 record revenue of $12.7 billion, up 123% year-over-year and up 153% quarter-over-quarter.
- Non-GAAP gross margin of 6.4%, impacted by customer and product mix as well as higher freight, production, and expedite costs.
- Non-GAAP operating expenses were $241 million, up 6% YOY, with total non-GAAP operating expenses representing 1.9% of revenue.
Business Progress:
- DCBBS product line expan...
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$Oracle (ORCL.US)$ Leveraging funds to invest in Oracle
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TANs0090
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$Tesla (TSLA.US)$ Seeing people in the comments section either holding or selling makes me feel reassured to keep holding![]()
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