To The Moon

$Adobe(ADBE)$  I believe GenAI is more of a monetization engine than a moat killer for Adobe. Many people assumed AI image generation would replace Photoshop. Instead, Adobe integrated AI directly into its products and monetized it through Firefly credits and premium features. Adobe's biggest advantage isn't just creating images. It's the entire workflow: - Photoshop - Illustrator - Premiere Pro - Acrobat - Enterprise distribution Most professionals and companies still need reliability, copyright protection and workflow integration. The real risk is not AI itself. The risk is if Adobe cannot innovate as fast as newer AI-native competitors. My view: ✅ AI increases user productivity ✅ AI creates new revenue streams ✅ Adobe's ecosystem remains s

YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ), has served more than 20 leading companies across the automotive industry, including Dongfeng Motor, Beijing Benz, Seres, NIO, Chery Automobile and others. Its automotive customer base spans vehicle manufacturing, new energy vehicles, luxury automobiles, dealer services and broader automotive value-chain scenarios. As the automotive industry evolves rapidly, automakers are facing constant updates in vehicle models, technologies, manufacturing processes and customer service requirements. This creates a growing need for faster knowledge sharing, experience replication and business coordination across R&D, manufacturing, supply chain, marketing, service and dealer networks. To

$Adobe(ADBE)$   Weak stock when compared to$ServiceNow(NOW)$  and$Salesforce.com(CRM)$   Get out while you can. Temporary can go higher but long term don't think so

$Adobe(ADBE)$  I believe GenAI is more of a monetization engine than a moat killer for Adobe. Many people assumed AI image generation would replace Photoshop. Instead, Adobe integrated AI directly into its products and monetized it through Firefly credits and premium features. Adobe's biggest advantage isn't just creating images. It's the entire workflow: - Photoshop - Illustrator - Premiere Pro - Acrobat - Enterprise distribution Most professionals and companies still need reliability, copyright protection and workflow integration. The real risk is not AI itself. The risk is if Adobe cannot innovate as fast as newer AI-native competitors. My view: ✅ AI increases user productivity ✅ AI creates new revenue streams ✅ Adobe's ecosystem remains s

YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ), has served more than 20 leading companies across the automotive industry, including Dongfeng Motor, Beijing Benz, Seres, NIO, Chery Automobile and others. Its automotive customer base spans vehicle manufacturing, new energy vehicles, luxury automobiles, dealer services and broader automotive value-chain scenarios. As the automotive industry evolves rapidly, automakers are facing constant updates in vehicle models, technologies, manufacturing processes and customer service requirements. This creates a growing need for faster knowledge sharing, experience replication and business coordination across R&D, manufacturing, supply chain, marketing, service and dealer networks. To

$Adobe(ADBE)$   Weak stock when compared to$ServiceNow(NOW)$  and$Salesforce.com(CRM)$   Get out while you can. Temporary can go higher but long term don't think so