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As SoftBank sells off its Nvidia holdings to free up capital for OpenAI, it might be time to look for something with a less eye-watering valuation. Adobe, once one of Wall Street’s most beloved SaaS players, is down nearly 50% since 2024 despite rock-solid margins and consistent revenue growth. This has made it one of the cheapest stocks in the S&P 500 on a price-to-earnings basis and has bargain-hunting investors champing at the bit. However, Mike argues that Adobe’s sell-off stems from the market’s pessimistic outlook on the brand following the rise of AI-generated imagery. While Adobe has invested heavily in its own AI-powered tools—namely Firefly—competition from OpenAI and Google may undercut Adobe’s dominance across the creative stack. Do you think Adobe can stage a comeback, or is it a falling knife? To wrap up, Emmet walks us through one of Prophet’s latest stock picks: UL Solutions Inc. Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.” To claim your exclusive Horizon discount, email us at frank@mywallst.com. Become a successful investor by checking out all the content MyWallSt has to offer: |