
himothy
Community MemberSteve posted an update an hour ago
ADBE earnings recap
Financial & Business Highlights
- Revenue came in at $5.99 billion, up about 11% year over year.
- Non-GAAP EPS was $5.31, a 14% increase. GAAP EPS came in at $4.18.
- Digital Media revenue reached $4.46B (+11%), while Digital Experience revenue was $1.48B (+9%).
- Remaining Performance Obligations (future contracted…
Steve posted an update 8 hours ago
Bullish Thesis for ADBE
1. Attractive Entry at 52-Week Low
Adobe has slid back toward its 52-week low, down more than a third from its highs. Much of the negative sentiment is already priced in, giving traders a favorable risk-reward setup. Buying near lows historically offers strong rebound potential if earnings or guidance surprise to…
Steve posted an update 12 hours ago
📊 CPI, Jobless Claims, and the Fed: A Balancing Act
The economic data released this morning sends a mixed but critical message to the Federal Reserve just days before its September meeting.
- CPI (Aug): +0.4% month-over-month, doubling July’s pace. Annual inflation now sits at 2.9%, the highest since January.
- Core CPI: +0.3% MoM, +3.1% YoY — right…
🧩 Hypothesis
Bessent’s proposal suggests that America’s $29 trillion debt burden could be eased if stablecoin issuers were legally required to hold U.S. Treasuries as collateral. This would create a new, guaranteed base of demand for government debt, potentially replacing some of the foreign government buyers who have reduced their Treasury…
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