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$ADBE just beat expectations… and the market still wasn't impressed. AI-first ARR is up 150%+. That's the interesting part. The AI trade is entering a new phase: AI adoption → AI monetization. If investors start demanding actual AI revenue from every company, who gets hit next? #OracleAdobeEarnings #SeptHikeOddsHit90% #SamsungHynix10DaySupply