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Walter Piecyk
LightShed Partners
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Asked point-blank if he would buy Apple at $313 (host cites ~$5T cap; KeyBank sell/$250 vs Citigroup $365 on the tape): 'Sorry if I wasn't clear. I would not.' (@7:32); not a short either: 'I wouldn't say it's a short at this point' (@9:21); 2027 estimates 'hinge on how big is this foldable phone' at $2,000+ (@7:07); credits part of the run to rotation toward Apple as the big name NOT spending capex on AI (@6:47)
“I would not.”
On Apple's trade-secrets suit against OpenAI and the ~40 post-phone device designs he says Qualcomm is helping competitors build: 'Any way they can stall someone that might be a competitor to theirs, obviously, they're not beyond litigation.' (@6:29)
“you don't sue someone you're not worried about”
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