Adobe, like other SaaS names, has experienced significant drawdowns over the past year, making it potentially undervalued.
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The Stocks Everyone Was Panicking About Just Bounced. Here's What's Next
Apr 15, 2026
The creator discusses the current market sentiment, noting a bounce in stocks that were previously causing panic, particularly in the SaaS and cybersecurity sectors. They analyze earnings reports and valuations for several major tech companies including Microsoft, Meta, Google (Alphabet), Amazon, Snowflake, ServiceNow, Salesforce, and Goldman Sachs, highlighting AI's impact on growth and infrastructure. While acknowledging potential upside for many software names, the creator remains cautious about a definitive market bottom, emphasizing the importance of upcoming earnings season and guidance for clearer direction.
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Tickers discussed in this post
Salesforce is considered undervalued, with its intrinsic value estimated to be significantly higher than its current price even with a 0% growth rate, and it's trading at a low forward PE.
Goldman Sachs reported a strong quarter with beats on revenue and EPS, driven by equities and investment banking, and management expressed confidence in navigating volatile markets.
Netflix is mentioned as having an upcoming earnings report.
ASML is noted for having an upcoming earnings report later in the week, which is important for the semiconductor and AI space.
Intel was mentioned as being up 4.4% on the day, indicating positive short-term performance.
Oracle was noted as being up 11% on the day, showing positive short-term movement.
Nvidia was mentioned as being flat on the day, indicating a neutral short-term sentiment.
CoreWeave is experiencing price target raises, with one moving from $125 to $175 while maintaining a buy rating, driven by its involvement with Anthropic and Meta.
Rubrik saw its price target cut from $70 to $58, but this still represents over 32% upside, with the analyst commentary not appearing overly bearish.
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Tracked calls opened from this post
AMZNbuy opened Apr 15, 2026
-7.08%