$Adobe (ADBE.US)$ used to be a stock that seemed out of place.
They have very good software and services. Good margins. And even growing rapidly as well.
But they were a tad slow in terms of innovation.
But as other SaaS companies continue to innovate rapidly, Adobe found itself in a situation where they either have to innovate or get left out.
Things have certainly improved for this company in the last few quarters.
Here are some point...

Strategy on betting Chinese value stocks may be losing and its momentum is unsustainable. $HUYA Inc (HUYA.US)$ $iQIYI (IQ.US)$ $Alibaba (BABA.US)$ $New Oriental (EDU.US)$ stocks have been slipping since the beginning of the year. SSC required a greater transparency with all other sets of rules coupled with the restrictions by the Chinese government; as well as the recent clashes on the US diplomatic boycott on the 2022 Beijing Olympics have greatly impacted the stocks. With a lot of uncertainty aheads, it is best to limit the size of chinese stocks portfolio. Good luck 🍀