A private equity exec says the market is looking at software wrong, and it's creating a big buying opportunity

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• Software stocks have been under intense pressure this year amid AI disruption fears.
• But private equity giant Thoma Bravo thinks markets have it wrong.
• An exec at the firm says misunderstandings are creating a buying opportunity.

Wall Street has been nervously watching the software industry for weeks. After startup Anthropic sent software stocks into a tailspin in February, investors have wondered if the direction of the...