In recent months, technology and software markets have experienced heightened turbulence, with valuations swinging sharply despite solid underlying fundamentals. Concerns over artificial intelligence (AI) and its disruptive potential have triggered a broad reassessment of traditional software business models, leading to substantial market repricing. As investors seek clarity amid uncertainty, Tiera Capital offers its perspective on the structural strengths of the sector and the long-term opportunities that lie ahead.
 

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