Market Dynamics - Adobe attempted to acquire Figma, a design software company specializing in AI design software, for $20 billion, but the deal was unsuccessful [1] - Analysts are largely neutral on Figma, possibly influenced by its popularity among Gen Z investors [1] Investment Analysis - The speaker expresses surprise at the stock's performance, suggesting it may not be sustainable [2] - Enterprise software, once dominant, is likened to dinosaurs, implying a decline in relevance [2][3]

[Music] It is time to light the course for some you and then the lightning round is over. Are you ready top of the light round with Brad in Connecticut Brad. Hi.How are you sir. What am I good. Biomar BM.You know what. By Marin, I am getting tired of the orphan drug model. I just not thinking it's working.I think it worked for some time. I don't think it works now. Let's go to Brian in Pennsylvania.Brian, hey Jim, thanks for taking my call. Oh, of course. What's up, Jim.About 5 years ago, we bought some hom ...