After two weeks: Announcement of investment fund movements during Q1 2026 in the U.S. market (May 15)



Predictions, not recommendations: We will see unprecedented buying momentum for software stocks $NOW $CRM $ADBE

Why?
These companies are still growing with excellent numbers:
- $NOW growing at an average of +22% annually
- $CRM growing at an average of +12% annually
- $ADBE growing at an average of +12% annually

Cash flows are still growing strongly as well:
- $NOW recorded $4.576 billion in 2025 with an annual growth of +34%
- $CRM recorded $14.4 billion in 2025 with an annual growth of +16%
- $ADBE recorded $9.85 billion in 2025 with an annual growth of +25%

This is in addition to the massive buyback programs that took place in Q1:
- $NOW repurchased about 20.1 million shares in Q1 alone (≈ 20 million shares), double what was repurchased in all of 2025!
- $CRM began the largest accelerated share repurchase in history with a value of $25 billion as an immediate execution of half of the massive buyback program ($50 billion) approved in February 2026!
- $ADBE relied on a new share buyback program worth $25 billion extending until April 30, 2030. The size of the program is nearly 25% of the company's current market value ($100 billion)

Stock performance since the start of 2026:
- $NOW down -40%
- $CRM down -30%
- $ADBE down -29%
Therefore (these stocks are trading at historic lows of the forward P/E ratio)

The market is selling based on the assumption that artificial intelligence will kill institutional systems, but the reality is that these companies are using AI to enhance their competitive advantage

May 15 is our date
#WCTCTradingKingPK #IsraelStrikesIranBTCPlunges ##FedHoldsRateButDividesDeepen #TapAndPayWithGateCard $ADBE $NOW $CRM
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