Moving Beyond Data Centers: Fiber Optic Cables & Under the Radar Tech

Nitin Sacheti thinks tech is “still interesting” and we have time before a potential bubble problem. “We’re starting to see sort of a dispersion” in the tech sector between the winners and the losers, he argues. Nitin explains his tech strategy, focusing on fiber optic cables and data networks and describing his hedging moves.

Opening Bell With Nicole Petallides

08 Dec 2025

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