<p>As SoftBank sells off its Nvidia holdings to free up capital for OpenAI, it might be time to look for something with a less eye-watering valuation.</p><p>Adobe, once one of Wall Street’s most beloved SaaS players, is down nearly 50% since 2024 despite rock-solid margins and consistent revenue growth. This has made it one of the cheapest stocks in the S&P 500 on a price-to-earnings basis and has bargain-hunting investors champing at the bit.</p><p>However, Mike argues that Adobe’s sell-off stems from the market’s pessimistic outlook on the brand following the rise of AI-generated imagery. While Adobe has invested heavily in its own AI-powered tools—namely Firefly—competition from OpenAI and Google may undercut Adobe’s dominance across the creative stack.</p><p>Do you think Adobe can stage a comeback, or is it a falling knife?</p><p>To wrap up, Emmet walks us through one of Prophet’s latest stock picks: UL Solutions Inc.</p><p>Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, <em>“no one owns more 100-baggers than Emmet.”</em></p><p>To claim your exclusive Horizon discount, email us at <a href="mailto:[email protected]">[email protected]</a>.</p><p>Become a successful investor by checking out all the content MyWallSt has to offer:</p><p>📩 Email us: <a href="mailto:[email protected]">[email protected]</a></p><p>📚 Learn the fundamentals of investing by downloading our free Learn app: <a href="https://bit.ly/3DXPOz7">https://bit.ly/3DXPOz7</a></p><p>💻 Keep updated on stock market news by visiting our blog: <a href="https://mywallst.com/blog/">https://mywallst.com/blog/</a></p><p>🎧 Tune in to our podcast Stock Club to stay updated on weekly news: <a href="https://mywallst.com/stock-investment-podcast/">https://mywallst.com/stock-investment-podcast/</a></p><p>🎉 Follow MyWallSt on social:</p><p>❌ X: @MyWallStHQ</p><p>💃 TikTok: @MyWallSt</p><p>📸 Instagram: @MyWallSt</p><p>🖥️ Facebook: @MyWallSt</p><p>👔 LinkedIn: MyWallSt</p><p>00:00 Intro06:25 Adobe’s History and Evolution15:25 Current Financial Performance and Market Position24:22 The Impact of AI on Adobe and Graphic Design28:19 The Bull and Bear Case for Adobe35:19 Highlighting UL Solutions</p>
