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Adobe’s AI-related selloff may have become excessive. Strong Creative Cloud retention, enterprise adoption, and the long-term monetization potential of Firefly could support meaningful upside over the coming years.
ThesisPoint Research · May 28, 2026
India’s clean energy transition may ultimately depend less on solar and wind than investors expect. Nuclear energy could emerge as the backbone of the country’s long-term energy security and industrial growth strategy.
ThesisPoint Research · May 25, 2026
Oil prices influence far more than energy markets. They shape inflation, currency strength, central bank decisions, and stock market valuations across the global economy.
ThesisPoint Research · May 25, 2026