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Jamie Meyers says his firm sold Adobe (ADBE) last quarter due to management evading questions on A.I. monetization. With enterprise A.I. just starting to play out across the market, he thinks Adobe has a chance to capitalize on the trend. Derek Yan believes the company is undervalued in the software space, citing long-term opportunities for growth.

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ADBE A.I. Monetization Center of "Undervalued" Case

Schwab Network

ADBE A.I. Monetization Center of "Undervalued" Case