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Markets walk a fine line 🐻🎪
Balancing Price vs. Value always comes down to the tightrope of Expectations.
When sentiment runs ahead of fundamentals, the fall can be steep.
More thoughts 👉 https://2ot.co
#ValueInvesting #MarketExpectations #InvestorMindset #PriceVsValue #2OT
🖼️ Image created with AI | ✍️ Content refined with AI
Sharp takes on markets, valuation, and big ideas—served with wit and wild animal spirits 🐂🐻 | Free previews when you subscribe | Hit our About page for details and FAQs. Click to read 2nd Order Thoughts, by Surojit Chakraverti, a Substack publication. Launched a year ago.
But Wall Street’s cautious 👀
⚡ Key watch: AI monetization pace
⚡ Competition heating up (Canva, Figma, others)
Execution looks strong, but market wants proof of durable AI growth. #Adobe $ADBE
Attribution: Content improved with AI (GPT5)
Adobe decent Q3 🚀
📈 Revenue: $5.99B ( beat the Street)
💰 EPS: $5.31
Strength driven by AI-powered creative apps + strong demand across Digital Media & Experience Cloud. #Adobe #Earnings #AI
Attribution: Image created with AI (GPT5), content improved with AI
Sharp takes on markets, valuation, and big ideas—served with wit and wild animal spirits 🐂🐻 | Free previews when you subscribe | Hit our About page for details and FAQs. Click to read 2nd Order Thoughts, by Surojit Chakraverti, a Substack publication. Launched a year ago.
Current stance: watch mode 👀
Short term → high risk, cyclical exposure.
Long term → robotics optionality compelling.
But no need to catch the falling knife just yet. $SNPS
Long term:
IP is critical to robotics/AI at the edge (processors, AI/ML cores, interfaces).
If you’re a bull on robotics proliferation → IP business could shine. $SNPS