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Why Adobe Is the Surprise AI Value Play for 2026
Lucas and Luna dig into Adobe's AI strategy, questioning whether the market has mispriced the stock. With a price-to-earnings ratio near 25, down from 45 in 2022, and a fresh product cycle around Firefly and Express, Adobe looks like a rare blend of AI growth and value. They compare it to Microsoft and Google, noting that Adobe's moat in creative software hasn't cracked. The hosts also touch on the broader rotation from mega-cap tech into names with lower expectations and real cash flow. A timely episode for investors looking past the hype.
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The skinny
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