wwing I published my 'Strong Buy' thesis on Adobe Inc. (NASDAQ:ADBE) in June 2024, highlighting their strong AI positions in Firefly. Adobe released a strong Q3 result on September 12th after the bell, while they guided a weak growth in net new digital media annual recurring revenue (ARR) for Q4. Adobe is set to release their Firefly Video Model later this year, enabling creators to generate video powered by AI. I continue to believe Adobe's digital media and digital experience will remain relevant in the A ...