I prefer 📉 Comeback over 🔥 Momentum. $Amylyx Pharmaceuticals(AMLX)$ and $Targa Resources(TRGP)$ have already rallied sharply, making it harder for me to chase at current levels. ADBE offers a more interesting risk-reward setup: strong fundamentals, a heavily discounted valuation and a clear catalyst from upcoming earnings.
For me, the key is whether Adobe can prove that AI strengthens rather than disrupts its business. If the next results provide that evidence, I think the current pessimism could create a good opportunity to accumulate.
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