GenAI Fears Have Crushed Adobe, But Investors Are Wrong

Core Insights - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] Group 1 - The previous articles published between June 2022 and December 2024 were rated with a "Hold," while the article from June 2025 marked a shift in perspective [1] - The analysis is concentrated on companies in Europe and North America, without restrictions on market capitalization, covering both large-cap and small-cap companies [1] - The author's academic background includes a Master's Degree in Sociology with an emphasis on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]