about fyi.

so who is this tommo_uk?

People have been asking since 2001. the most accurate AAPL and geopolitical blogger in in 25 years, managing to defy the rules of quantum mechanics by being right and right at the same time, even once you actually opened the box to see what’s inside. tommo_uk is so über-shrödinger. Other cats are just a dead bounce headfake. Every bottom and top ticked to perfection, universally loathed for it. I’d written about the App Store before Steve Jobs had even finished the iPhone launch in 2007, when people were wondering why only half the screen had “buttons.”

I called for Apple to hit a $1T market cap, and then $3T about 5-10 years before anyone else, and look who’s laughing now. And you can guarantee that intraday as my neuroemergent brain overlays market dynamics with geopolitics and consumer trends it will write up stories you never imagined dreaming about until you read them. Like Jobs served up products you never knew you needed until he showed “one more thing” at an Apple Event, and you ran to queue at an Apple Store.

Then there was this. I hit Fortune Magazine:

Partnering up with some very intelligent people to work out how to track iPhone sales before Wall Street by decrypting the serial numbers on the back, enabling a group of closely knit contrarian investors to get on the train early, and some never got off. We nailed it. I’m told one of them named their son after me. Thanks!

“On Aug. 1, [2007] a London-based investor “Tommo_UK” posted a message on The Mac Observer’s Apple Finance Board asking anyone who had bought an iPhone 3G to provide three pieces of data: the serial number, the date of purchase, and the first 13 digits of the IMEI number. “

so why fyi. now

tommo.fyi was born out of necessity. After 25 years of being right too early, and too often. I got tired of defending good analysis from bad-faith arguments, nostalgia merchants, and self-declared visionaries with the hindsight of a startled rabbit. People who think they’re great “farmers” for holding through a 54% fall and go “it’s ok, it rebounded, trading is evil, and selling is just sooo crass.” People who didn’t appreciate free observations because it triggered them to rant at me in strange inner conflict. I held out for 20 years, but now, I’m here, just .fyi

“chart whisperer. pundit slayer. dry as a bone. sharp as a tack. cunninglinguist and self-deprecating polymath extrovert.”

I’ve been watching Apple longer than its PR team have been alive. I write to provoke thought, not applause. I trade to learn. I post to warn. I stay humble, except when I’m right—which, statistically, is most of the time. So don’t pick a fight. You won’t like how it ends. I don’t care if you buy or sell. Don’t just talk.

so who this is for?

investors, thinkers, fanatics—reformed or otherwise.An oasis in the noise. A punchline to the cult. A sandbox with teeth.

I built something else. A blog. A brain dump. A market dojo. A sanctuary for anyone who’s ever shouted “does nobody else see this?” into a void of AVP apologists and dividend hoarders. For people who don’t get the irony in calling the “A” in Apple AI somewhat “artificial” let alone intelligent.

A place where people laugh at Apple Cars, love iPhones, mock AVP headsets at $4000 a pop but can see trend lines and buy and sell signals like autistic savants.

Traders are welcome. Long-term holders. Cult members, heretics, and the spiritually agnostic. So long as you love Apple, even if you hate the management, we’re all going to get on just fine. Just don’t mention the Apple Vision Pro. Flop.

Rule #1: never blame “Max Pain” for your options trades blowing up. If it was that obvious a trade, then why did you lose going into expiry?

“so why should I refresh my page and come and visit your pompous and self-aggrandising typically ”english exceptionalism” know it all blog?

Because I spell colour and aluminium properly, I can pronounce tomato without conflating it with mayonnaise, and deploy words like a verbal rapier. All for fun. But seriously, the answer you seek is right underneath your nose:

My content is quicker, fresher, tastier and spicier than Deliveroo or DoorDash. And it’s still hot when it arrives

Just a few rules, fyi.

These aren’t just house rules—they’re the baseline code of conduct for staying sharp, staying civil, and keeping the signal-to-noise ratio high (which isn’t to e mistaken for virtue signalling).

Disagreement is welcome. Rigour is expected. But derailment, dogma, or performative tribalism won’t fly here. This space was built for people who value clarity over cliques, curiosity over confirmation bias, and wit over whiplash.

Read the rules. Absorb them. Then post like someone who understands the difference between a discussion and a tantrum.

final word

this isn’t a community. it’s a campfire. bring insight or marshmallows

… and it’s not a load of bull. See you on the other side.