These remarks reflect general market views, not investment advice. Forward-looking statements are subject to risk and uncertainty, and there can be no assurance that outcomes discussed will be achieved.
News · February 11, 2026
CNBC Money Movers: Orlando Bravo on AI and the Enduring Strength of Software
On CNBC’s Money Movers, Founder and Managing Partner Orlando Bravo shared his perspective on the software market, underscoring the enduring strength of high-quality software businesses. He highlighted that he believes companies with deep domain expertise - those that power core workflows across industries - are uniquely positioned to harness AI to enhance their offerings and deliver even greater value.
