Lightshed's Walter Piecyk on why he thinks Apple needs a new CEO

Meanwhile, a new note from Ligh Shed partners suggests Apple may need a major leadership shakeup. The company announcing a COO transition last night, but analyst Walt Pisik says a more disruptive change at the CEO level may be in order. Walt joins us now with more. Walt, great to have you with us.Um, I'm wondering what sort of reaction you you get from investors. Um, Apple stock is sort of languishing here. It doesn't have a a clear AI strategy.What's the main reason why you think that Tim Cook should be ou ...