I am looking at both. Here's my take on it, by using DUOL as an analogy: Self-taught people are rare. People usually prefer to attend classes and to be in a structured, conditioned environment that offers predictability, constructive feedback and a complete set of courses. This kind of completeness is trusted and familiar, it's the school-effect. To compete with DUOL a company has to mimic DUOL - by appealing to the school-effect. So why then go with something else than DUOL? The competition may be tougher in the future, but DUOL is the de facto market leader. I think the completeness of ADBE and CRM would be hard to compete against.

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How about this tactic: invest in the companies that the market thinks AI will kill or eat their market share, but where the fears are overblown. It reminds me of NFLX in 2022, I bought 6k worth which grew to 40k or so. I think negative sentiment can make for great opportunities. I went pretty much all in on GOOGL shares and LEAPS a couple months ago because of the negative sentiment at the time(“Search is dying” and how antitrust was gonna kill the company). Still continuing to hold this position. I think some candidates for overblown AI doom and gloom are ADBE and possibly CRM. I haven’t bought in but I have been watching these closely. Ideas?

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thoughts an adbe guys

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Stay away from adbe. It never delivers

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I feel like ADBE is going to have a decent run up in the near future, calls it is.

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But those Puts on ADBE

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#ADBE PuTS. Free money

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ADBE puts printing

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ADBE??? Or will GOOG kill them?

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$PYPL $ADBE

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