---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40223655.md"
description: "$Adobe(ADBE.US) I've never been able to understand why the market thinks the narrative of AI replacing SaaS makes sense. Don't they consider migration and maintenance costs? SaaS cloud services are designed to solve software development costs in vertical fields. Pay-as-you-go not only saves customer costs but also aids digital transformation. Does having AI mean we have to reinvent the wheel?"
datetime: "2026-04-27T12:57:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40223655.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40223655.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40223655.md)
author: "[奥马哈的信徒皮球](https://longbridge.com/en/profiles/18328374.md)"
---

# $Adobe(ADBE.US) I've never been able to understand…


### Related Stocks

- [ADBE.US](https://longbridge.com/en/quote/ADBE.US.md)

## Comments (6)

- **步步高学习机 · 2026-05-13T13:42:05.000Z**: Remember how we kept talking about a storage glut? Micron dropped from over 140 to over 60, and then when it hit the 60s, the narrative flipped to a storage shortage and a super cycle coming, driving the price back up from the 60s to where it is now. To put it bluntly, capital needs a story. Without
- **hitdavid · 2026-05-13T09:31:28.000Z · 👍 1**: I was slacking off during the afternoon meeting and asked Doubao a few questions about whether AI will disrupt Adobe. Doubao said this is unnecessary worry, especially since Adobe itself has added AI features to its ecosystem, and its revenue and profits can continue to grow. Ready to open a positio
- **北畠显家的交易员 · 2026-04-27T14:19:14.000Z · 👍 2**: You have to consider emotions, the market has emotions and reflexivity.
  - **奥马哈的信徒皮球** (2026-04-27T15:07:25.000Z): Just opened an observation position. Actually, a bigger drop would be better, I'll continue to bottom-fish.
- **苟道成神(苟不住) · 2026-04-27T13:29:14.000Z · 👍 2**: Haha, my position is even heavier than yours.
  - **奥马哈的信徒皮球** (2026-04-27T13:34:10.000Z): Hold on to good companies