Closing Bell cover image

Closing Bell 3/13/26

Closing Bell

00:00

Tech playbook: semis, infrastructure, opportunistic internet

Glenn Kacher outlines Light Street's tech strategy, favoring semiconductors, infrastructure software and select internet opportunities.

Play episode from 30:36
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app