You're saying they are shrinking but where are your numbers to back that statement? I looked at their earnings report and Adobe's subscribers isn't shrinking at all. Also they raised their guidance meaning they are growing and confident. Numbers don't lie, I stay with the FACTS.
"The Digital Media segment: revenue of $4.46 billion (↑12% YoY), and ending ARR of $18.59 billion (↑11.7% YoY)."
"Digital Experience segment: revenue of $1.48 billion, subscription revenue $1.37 billion (both \~11% growth in subscription)."
"Adobe raised full-year FY2025 guidance to:
Total revenue: $23.65 billion–$23.70 billion
Non-GAAP EPS: $20.80–$20.85
Digital Media ending ARR growth target: \~11.3%."
If anything Adobe is GROWING, they are also still a giant within their space. A market cap of 140B+, giant companies like these got the money and the right people to prevent their downfall.
How often do you think people actually do stupid shit but fuck up so hard that RH has to pay for it?
Or does RH have retard insurance they bought from some other company?
One reason why I could never get into HOOD is because of all the retards here doing dumb shit and finding infinite money glitches. Anyways, HOOD at 130B market cap when BLK is at 168B makes 0 sense but I might have bought into HOOD probably 6-12mo after IPO if it wasn't for WSB. Personally I think it resolves with BLK market cap going higher or HOOD stagnating or going down.
Meta has become the ai slop landfill of the internet, their main new developments include dystopian vr glasses and potentially ai sex robots…. I’m prob wrong, but maybe the dip will turn out to be a permanent drop out of mega cap status??
Because it's market cap is currently well over 1T....in the AI race, they are the big spenders...I would be looking for where is that money going? those are the companies I want to own currently. the growth room is kind of subdued in comparison to smaller companies....I'm not saying penny stocks...think AMD, QCOM, CLS, CRWV, APLD...just smaller cap companies that still have lots of room to grow....these companies could double, triple within the next year...I think the current upside for META would be 900$ per share, which would be a 28.5% gain (from 700$), which is awesome, but I would take the risk/reward on the smaller capped plays any day of the week, especially after a 800% gain.
Everyone's saying $1 trillion is crazy.
But if valued like how Palantir is currently valued (500 billion market cap, 3 billion revenue), OpenAI would be $4 trillion.
I think most people are just mad that the company is private and they didn't/don't have the opportunity to participate in the value creation before it goes public.
Even if they weren't European options, NVDA is not breaking past 300 in the next two months. Only this guy would believe it could go from a \~5 trillion market cap to a \~7.5 trillion market cap in less than two months.