US stock · Technology sector · Software—Infrastructure
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Adobe Inc.

ADBENASDAQ

367.63

USD
+2.01
(+0.55%)
Market Open
35.71P/E
23Forward P/E
1.72P/E to S&P500
173.708BMarket CAP
- -Div Yield
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Today I'm considering buying a little of some of these, individual tickers, Googl, AAPL, AMD, ADBE, CRM, MSFT, AMZN, AVGO, NVDA,

Big maybes on NET, SQ, BABA, Unity, NIO

Any picks stand out?

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The fact that they haven't already just shows you their staying power. ADBE is not some new company that has only been around for a few years.

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MMM, SBUX, PYPL, GOOGL, AMD, FDX, QCOM, TROW, MU are some of the best out there.

Other ones that I like are ACN, AMZN, FB, ADBE, C, BLK, ICE, TGT, DIS, NKE

From small cap companies like Upstart, Pinterest, Best Buy seems promising but they are not as safe as the large cap but have tons of upside.

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ADBE. They have a dominant spot in the creative economy, ridiculously high profit margins and a good management team. Subscription based business means even if the economy lags, content creators will still keep their Creative Cloud going.

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Category 4

|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |AVGO|Broadcom Inc.|Technology|509.09|205579551414|25.22|09/01/2022| |HRL|Hormel Foods Corporation|Consumer Defensive|47.37|25866648451|27.06|09/01/2022| |HPE|Hewlett Packard Enterprise Company|Technology|14.06|18268580345|5.06|09/01/2022| |COO|The Cooper Companies, Inc.|Healthcare|323.49|15959860668|17|09/01/2022| |BF.B|Brown-Forman Corporation|Consumer Defensive|71.51|33665021141|41.01|09/07/2022| |CPB|Campbell Soup Company|Consumer Defensive|48.44|14559881651|15.49|09/07/2022| |KR|The Kroger Co.|Consumer Defensive|48.45|35259614025|16.68|09/09/2022| |ORCL|Oracle Corporation|Technology|70.7|188410189367|29.32|09/12/2022| |CPRT|Copart, Inc.|Industrials|112.88|26828482435|25.13|09/14/2022| |LEN|Lennar Corporation|Consumer Cyclical|71.93|20828151590|5.61|09/19/2022| |ADBE|Adobe Inc.|Technology|387.72|183197661804|37.87|09/20/2022| |FDX|FedEx Corporation|Industrials|243.24|63042506791|12.68|09/20/2022| |AZO|AutoZone, Inc.|Consumer Cyclical|2158.91|42071951214|19.08|09/20/2022| |COST|Costco Wholesale Corporation|Consumer Defensive|484.37|214557889273|38.15|09/22/2022| |ACN|Accenture plc|Technology|299.37|198312953156|30.17|09/22/2022| |DRI|Darden Restaurants, Inc.|Consumer Cyclical|119.81|14944416178|16.19|09/22/2022| |FDS|FactSet Research Systems Inc.|Financial|392.52|14875169090|38.54|09/27/2022| |KMX|CarMax, Inc.|Consumer Cyclical|98.36|15754498345|14.11|09/29/2022| |CCL|Carnival Corporation & plc|Consumer Cyclical|10.85|12166962577|#N/A|09/29/2022​|

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Category 4

|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |AVGO|Broadcom Inc.|Technology|509.09|205579551414|25.22|09/01/2022| |HRL|Hormel Foods Corporation|Consumer Defensive|47.37|25866648451|27.06|09/01/2022| |HPE|Hewlett Packard Enterprise Company|Technology|14.06|18268580345|5.06|09/01/2022| |COO|The Cooper Companies, Inc.|Healthcare|323.49|15959860668|17|09/01/2022| |BF.B|Brown-Forman Corporation|Consumer Defensive|71.51|33665021141|41.01|09/07/2022| |CPB|Campbell Soup Company|Consumer Defensive|48.44|14559881651|15.49|09/07/2022| |KR|The Kroger Co.|Consumer Defensive|48.45|35259614025|16.68|09/09/2022| |ORCL|Oracle Corporation|Technology|70.7|188410189367|29.32|09/12/2022| |CPRT|Copart, Inc.|Industrials|112.88|26828482435|25.13|09/14/2022| |LEN|Lennar Corporation|Consumer Cyclical|71.93|20828151590|5.61|09/19/2022| |ADBE|Adobe Inc.|Technology|387.72|183197661804|37.87|09/20/2022| |FDX|FedEx Corporation|Industrials|243.24|63042506791|12.68|09/20/2022| |AZO|AutoZone, Inc.|Consumer Cyclical|2158.91|42071951214|19.08|09/20/2022| |COST|Costco Wholesale Corporation|Consumer Defensive|484.37|214557889273|38.15|09/22/2022| |ACN|Accenture plc|Technology|299.37|198312953156|30.17|09/22/2022| |DRI|Darden Restaurants, Inc.|Consumer Cyclical|119.81|14944416178|16.19|09/22/2022| |FDS|FactSet Research Systems Inc.|Financial|392.52|14875169090|38.54|09/27/2022| |KMX|CarMax, Inc.|Consumer Cyclical|98.36|15754498345|14.11|09/29/2022| |CCL|Carnival Corporation & plc|Consumer Cyclical|10.85|12166962577|#N/A|09/29/2022​|

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Something about IV. 2 weeks ago i played adbe for docu earnings. Adbe puts printed 10x and could have been 30x if i held longer. Docu puts printed 3x even though they tanked much more

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ADBE still overvalued imho

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#Ban Bet Won

/u/se_ma (1W/0L) made a bet that ADBE would go to 400.0 when it was 365.34 and it did, congrats you fuckin nerd.

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Goog, meta, and Amzn are on my short list.

Nflx is out because growth is stalled, bad moat and lackluster financials

Intc out because competition is just way ahead and it’ll be forever until their manufacturing catches up to what everyone else is simply outsourcing to Taiwan semiconductors

Adbe is super interesting actually but I haven’t done enough research to make an informed decision. Kickass business model and makes a ton of money. Will be looking into this one heavily over the next few weeks

V - rock solid no brainer stock but valuation isn’t attractive enough yet, not with Meta, AMZN, and SHOP trading where they’re at.

MU - Another valuation hesitation, willing to wait and see if it really takes a dump before I get in. Same sentiment with amd and nvda. Not quite the bargain they need to be to get my investing dollars yet

Bkng- Lackluster growth compared to other companies in the travel sector. really favor ABNB in this sector

None of the others on your list are even on my radar aside from Amat but I don’t have a strong opinion about Amat.

Things you should check out

ABNB - do a deep dive and check out their growth prospects, phenomenal technology based business model where the bare costs are low and they’re just making commission on booking transactions, same as BKNG but they’re primed to disrupt the hotel industry and what’s even better they’re CREATING AN INDUSTRY OF THEIR OWN. It’s like Apple inventing a product no one knew they needed and within a decade everyone has one. It’s even changed the house buying industry and real estate investment industry, it’s really crazy to think of the kind of money they will make 10 years from now. The bad news is they have a shit moat with a pretty low barrier to entry. Just like Uber eats, it’s not hard for a Postmates, door dash etc.. to pop up and compete, and a couple already have. The good news is they are so dominant in the space it and their brand is so strong I could see them easily becoming the winner of the race.

If you’re bullish on crypto take a serious look at grayscale bitcoin trust, it’s one of the few places hedge funds can place capital in the crypto space, and for some reason is now trading below the value of bitcoin it holds. Usually it trades at a 15-30% premium over the price of bitcoin and it’s only a matter of time before that corrects regardless of the direction of bitcoin. Basically unless crypto tanks much farther from here and never recovers, this is the best bang for your buck exposure to bitcoin you can get, even better than buying bitcoin directly.

I really really really like Tesla, strong balance sheet, good cash flow, kcikass growth, and the little something that you can’t put your finger on that makes them always a step ahead of the competition and working on futuristic life changing things that no one else is even dreaming of. Aside from Apple, if anyone has a shot at catching lightning in a bottle (inventing something g people don’t know they need yet but everyone will want) it’s TSLA. The stupid robot alone could dwarf their car business 10 years from now let alone robotaxi technology and all the other wacky crap they somehow manage to pull out of their ass. If TSLA starts going below $500 I’m going to be adding aggressively and not selling for 20 years even if it goes to $10 trillion I. Market cap the day after

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Of course your referencing of $ADBE here correct?

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I should have said over 25, since the last time I checked PEs was when the S&P was at 3800. IBM is a dividend stock. Dividend stocks always will have lower PEs. The stocks I’m waiting for lower prices are ADBE, NVDA, ACN, AMD, and TMO.

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Now - unjustifiably high p/e. With high fx they will also guide down like msft and adbe

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Calls on ADBE

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Fuck I should have bought adbe puts.

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Still structuring my portfolio, particularly the individual stock picks, but here goes:

Broad (most weight)

VOO

QQQ

DGRO

Sector ETFs

SOXX

CIBR

Individual Stocks

SNOW

TTWO

UNP

ULTA

ADBE

GTLB

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ADBE on sale

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I've just begun investing and it's hard to see 😅. I put in money in META, ADBE, BABA, and I lose all my money.. I'll keep putting more and more every month, I'm due to retire in 30 years so I'm very late but... God I hope you guys are right.

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My ADBE 300P are so fucked

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It's just people getting into defensive positioning of their portfolios, the reason could be multitude: Some people worry about Feds will now create a recession with this hike; some feel Feds saying 50-75 next meeting is not enough, inflation will fly high for a while killing profits; some feel 2nd qtr is coming and we'll see more warnings like ADBE tonight; some feel summer is not good and let's sell now whatever we didn't in May; some feel whatever Feds do, it's too late and we're doomed. So when more people wanting to head for the exit, stampede happens. We've seen this multiple times this year.

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Thanks to whoever reminded me of adbe er earlier. Looking good so far

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I played ADBE's earnings by entering a 365/360 Jun 17 put debit spread for 2.50. I understand that this was purely a delta trade to convert EV to IV with 1:1 risk reward ratio.

Mike from TT entered this trade.

ADBE so far has moved within the expected range and in the expected direction. Based on what you said, his expectation is to benefit from the higher premium on the short leg due to IV from earnings while having lower volatility and higher theta on the long leg.

How do you manage a calendar spread from this point? Do you leg out the short (or let it expire) and let the long ride until it reaches the desired profit or do you just sell the entire spread?

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adbe almost flat again, I'll take it.

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ADBE absolutely slashing guidance!

FY2022 revenue $17.65B vs est. $17.85B

Recession inbound boys, time to pack it up we had a good run :P

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ADBE earnings what are we thinking?

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My deep itm adbe put is gonna print tomorrow.

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ADBE - what’s the news?

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adbe in AH is going bananas

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ADBE isn't the savior of the market

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ADBE one buys the dust

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YTD:

AAPl: -29%

MSFT: -27%

GOOG: -27%

AMZN: -39%

TSLA: -47%

TSM: -34%

META: -53%

NVDA: -49%

TGT: -38%

ADBE: -35%

DIS: -40%

NKE: -35%

CRM: -38%

AMD: -45%

PYPL: -63%

And these are some of the most popular retail large caps... just imagine how bad the small caps are. Not everyone buys the SPY

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GOOG popping on ADBE earnings? Lol

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ADBE lower guidance will kill the market tomorrow

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CRM is inversing ADBE now?? Lol

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ADBE guh

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Lol I was eyeing 332p for ADBE but I was like mmm 10% drop I can’t be too sure of that, do I really wanna lose another 400 bucks.

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>$ADBE https://t.co/ZEnM36DcHo

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-06-16 ^16:06:49 ^EDT-0400

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seeya adbe

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Adbe puts fuck it

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adbe ?

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ADBE?

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Who’s playing ADBE earnings

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ADBE PUTS?

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How you guys feel about ADBE? Earnings is after close

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What are people doing for adbe?

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I was thinking ADBE is trading at too high of a multiple but don’t want to risk the premium on it

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if adbe can go to 405 my personal recession will be over img

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ADBE and SPY 1dte atm calls right here because I hate money.

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ADBE straddle for earnings?

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ADBE better tank

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Anyone playing ADBE earnings?

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Puts on ADBE. $320 EOW

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Ban Bet Created: /u/se_ma bet ADBE goes from 365.34 to 400.0 before 2022-06-30 13:41:04.743677-04:00

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!banbet adbe 400 2w

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ADBE calls

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ADBE puts, buy them as close to market close today as possible.

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Puts on $ADBE before ER?

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Can ADBE tank 20%?

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ADBE 400c anyone?

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Do I re-buy my put on ADBE? I bought the rally and now the put is ITM but I still think it goes down with earnings. I should sell it, take the gains, and buy a lower strike right? Seems reasonable to mitigate loss if I’m wrong?

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Adbe puts .. it’s time to watch it burn 🔥

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Thoughts on ADBE earnings?

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I just look at fundamentals of the company. I want to own good companies. Sure I wouldn’t be adding on to ADBE either. I have no valuation. That is not something I have calculated. Grow up

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I tried ADBE puts once, it did not end well

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Guess I'm the only one with ADBE strangle?

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ADBE👀

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Tomorrow is ADBE day.

They announced the big CDP updates yesterday and tomorrow is earnings. It's currently sitting just above it's 52 week low.

This should be a bump.. could be a little, could be a lot.. bit I'm there for the moment if nothing else.

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ADBE puts or calls for earnings 🤔

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I have no doubt that's the case, but the thing I'm more concerned about is revenue contraction rather than a slow down in growth. Last year companies were buying their employees Macbooks to work from home and online ads to boost their online sales. These are things a company could easily cut back on this year if they needed too - especially in the case of hardware sales.

On the other hand if a company spent money to integrate Sales Cloud or spun up a few new AWS services they're probably not going to shut those off unless they absolutely have to. In theory the current revs for companies like CRM and ADBE are much more secure in the event of an economic slowdown.

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Why not buy ADBE (adobe) puts before earnings like I'm doing?

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The NASDAQ could drop another 20-30% by the end of the year imo. A lot of companies outside of mega-cap tech are trading at or close to their prepandemic levels. Mega-cap tech really benefited from the pandemic and arguably their revs and margins could be elevated at the moment and they may fall back to late 2019 levels as the economy slows and the pandemic pull forward effect reverses.

The only tech names I really like are the cloud names, MSFT, AMZN, CRM, ADBE, etc. While these saw a pull forward in demand during the pandemic cloud growth is likely to be stickier than phone and online ads sales.

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What's your play for ADBE earnings?

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Bro

pypl is cheap

netflix cheap

adbe cheap

my slut of an ex wife Suzan (that fucking whore!) cheap

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I lost on $ORCL and I thought $ADBE was gonna go up, so puts probably?

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legit companie, that you‘re gonna snack? I‘m thinking of

  • NET
  • CRWD
  • CRM
  • AMD
  • NVDA
  • SNOW
  • ADBE
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goddamnit you're a fucking beast.

i paperhanded adbe puts so early last week =(

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ORCL today, ADBE on Thurs

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Someone playing ADBE earnings on thursday?

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im hoping that in the next ten years adbe merges with adsk or zbrush or unity and maybe even 3d printing. come on adobe

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ADBE puts or calls?

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What remotely bullish catalysts could we have this week?

“September pause” talk has got to be off the table until the next CPI. Never thought it would happen but it was brought up.

If anything, we should be hearing about 75-100bps hikes now.

Earnings season is devoid of headliners this week except ADBE?

Any news of China reopenings(again) is a maybe but I think that might be brushed off since they didn’t even last 2 weeks this past time.

Not trying to be pessimistic but I’m looking for anything that could make me think twice about going all in on puts

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Ain't much there. ORCL, TCOM, ADBE

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For sure, orcl seems more attractive. If theta decays enough on adbe contracts by Thursday it might be worth a good look tho.

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Last couple adbe ERs have moved a solid 10%. If you guess right, could bank. But so much red last week, hard to know what’s been priced in.

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ORCL puts are actually pretty cheap and calls aren't bad either. ADBE is a bit out of control. That drop sort of killed any chance of buying puts. Jun 17 $380 are now $10.90 and that's still a good bit OTM

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Anyone taking bets on ORCL or ADBE this week? Not many big ERs to watch this week.

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AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2022-06-13 $ZDGE: 17.77% | 3.98% | 7.61%

Oracle Corp $ORCL: 5.16% | 6.7% | 7.63%

Pfsweb Inc $PFSW: 12.04% | nan% | 21.0%

2022-06-16

Jabil Inc $JBL: 6.72% | 5.7% | 6.0%

Commercial Metals Company $CMC: 7.75% | 7.86% | 7.62%

Adobe Inc $ADBE: 5.21% | 11.76% | 8.56%

Kroger Co $KR: 6.79% | 7.28% | 10.5%

Beyond Air Inc $XAIR: 11.75% | 31.08% | 22.81%

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Real play was 1dte puts on any tech on thursday. 30-50x look at amzn, adbe

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Thoughts an $ADBE ER?

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Cramer selling DOCU, ADBE and others

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ADBE down 7% (?!)

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adbe or msft should just buy out docusign. esp the former.

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Me holding adbe - 💎

Me holding adbe after Cramer “loves the stock” - 🛩🛩📉🔻🔻

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I'm making a shopping list of big tech / corp services / fintech that have been beaten down and now look like pretty good long term buys. I'll drop like $500-$1000 on each.

ZM NOW CRM COIN PYPL ADBE SQ TEAM

Agree/Disagree? Something else I should look at? Maybe DOCU and SHOP too I guess.

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Is this a good portfolio?

BRK- 20% FB- 8% GOOG- 8% VOO-7% MSFT- 5% CRM-5% DIS-5% MU- 4% F- 4% QCOM- 4% ADBE- 4% AMZN-4% ATVI- 4% SQ- 4% PYPL- 3% NVDA- 2% U- 2% TWLO- 2% BABA- 2% AMD- 1% ETSY- 1% SHOP- 1%

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Make sure your option chain view is configured to show non-standard options and they should be quoted right there. As long as they aren't restricted to exercise-only, you should be able to trade them the same way as standard options. In many cases, the split strikes are standard (they still deliver 100 shares), so the only thing odd about them is the fractional strike price.

Some examples you can look at that were caused by splits in the past:

  • AAPL June monthly - below 170, you can find strikes with .25, .50, and .75 fractions

  • ADBE June monthly - below 430, you can find strikes with .50 fractions

  • USO December monthly (non-standard) - strikes range from 0.50 to 10.0, compared to the standard Dec strikes of 4 to 130.

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> BRK- 20% V-7% FB- 5% GOOG- 5% MSFT- 5% CRM-5% DIS-5% MU- 4% F- 4% QCOM- 4% ADBE- 4% AMZN-4% ATVI- 4% PYPL- 3% NVDA- 3% INTC- 3% AVGO- 3% SQ- 2% U- 2% SOFI- 2% TWLO- 2% BABA- 2% ETSY- 1% SHOP- 1%

> I want to be diversified but in quality companies only. Is this a prudent portfolio?

You wrote this in a post titled: "I will be DCA’ing my 300k inheritance into these stocks. Are these good picks?"

So you want to throw away your inheritance somebody worked hard for?

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Part of the answer is also that lots of large US companies are multinational so companies like Aapl, Msft, Adbe, Amd, Nvda, Nke etc make a lot of their revenue outside the US so GDP growth of the US doesn't correlate to their business growth 1:1.

Also many of these companies design and manage their business from the US but outsource or create their products in lower cost areas like China, Taiwan etc.

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What do you think of my portfolio?

PLTR - 45

SQ - 2

ENPH - 1

OXY - 16

WTI - 38

USO - 3

COP - 9

WMB - 10

F - 36

NET - 14

BAC - 20

AMD - 25

TEAM - 3

TGT - 3

SBUX - 5

KO - 19

PLD - 6

WM - 4

DIS - 12

AAPL - 30

ADBE - 1

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Absolutely, but also that there is no trend that isn't so vage that it's nothing but speculation. 10 years ago it was probably easier to answer that question seeing how the internet was already around and well established but still growing rapidly with established companies doing the same. Today these companies are so massive that it perhaps would be foolish to expect any groundbreaking, stellar performances from them and them doing other 3-4x just because of the sheer size of them. And at least some of them are at a point where they are slowing down considerably. And yet they seem like the best choice for a reasonable bet on the future. These companies are so strong and have so many ressources that they might well be there to shape part of the future we cannot see yet.

Everything beyond that seems like speculation. The part AI and big data play will most certainly be bigger, but is something like PLTR really the play for that?

As for the transition to EVs it's all but a surprise. Do I expect TSLA to play a prominent role in that and the next 10 years? Oh, absolutely. But the stock simply isn't attractive enough at the current valuation. People are already more or less pricing TSLA for perfection beyond any sensible reason. But who else is gonna be there? There are countless small start-ups and highly speculative companies in EVs and battery technology, many of which will not perform, will remain insignificant or will go bancrupt. And then we also have the existing big players - Volkswagen, Toyota, GM, Ford, Hyundai - that will transition. Question is, how well? Will they still lose market share? How much upside is there for companies that established? How will their margins be affected as software becomes even more important?

What else is there? Well, healthcare. We may well see more and more groundbreaking innovations and treatment in the next decade, just like we did in the past. But despite that, health, pharma, biotech never were the biggest thing out there. What's more, it's arguably less predictable than just about any other sector. BNTX may well come up with a revolutionary melanoma treatment. Or they might not. But even more than that, they might not come up with the next big thing, it might be someone entirely different. I wouldn't expect a single company to lead the way, and going broad will see those that don't perform drag the overall performance down.

It gets more speculative - space travel. I don't think I need to say a lot here. Just speculation on speculation.

Next up would be - the Metaverse. Will it play out? How will it play out? If it does, companies like FB, ADBE, DBX might well be good bets on the B2B side of it.

Blockchain technology? Again, highly speculative, but during the next 10 years we'll likely get the answer whether it's actually ever gonna have broad, relevant use cases.

Energy - the entire world wants to go green. Or does it? The next 10 years could well be years of gradual change and back and forth, but without a revolutionary big bang. Most countries intend to still be heavy in fossils during that time. Things like commercial nuclear fusion or even cold fusion have been pursued for time now, and there's no telling whether we'll advance far enough during the coming decade.

So i think that shows why it's so hard to name 10 stocks for the next 10 years that aren't already established. Because most of them would be no more than "1 in a million" bets.

So what do you think? Where will we head?

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