Apple’s “installed user base” isn’t the growth engine investors think. It’s a device count, not a user count. With iPhone sales flat for a decade and services growth stalling, Apple’s narrative leans on smoke-and-mirrors metrics while AI-native rivals like OpenAI and Perplexity surge ahead.
From a 5G-fuelled iPhone 12 boom to the tariff-juiced, AI-starved 16, the last six years reveal Apple’s true playbook: plateaus dressed as super-cycles and super-clever launch optics. Part One dissects subsidies, supply shocks, and pricing sleights that set the stage for as iPhone 17 super-frenzy.
TEASER ALERT: $245 stock highs, queues, hype, orange phones: Apple’s iPhone 17 is already being called a super-cycle after one day! Or is it just… super-choreographed? TOMMO.FYI has crunched six years of iPhone data and what it means for AAPL in 2026. Part one and Part two to follow, next week.
Trump dines with King Charles. Tim Cook joins the table. A thousand years of monarchy meets Apple’s 49-year-old empire, and Wall Street laps up the symbolism. Heritage rubs off, the stock soars, and Apple plays cultural institution as much as company - polish, protocol, and profit all on one plate.
BERNSTEIN INITIATES AT $290, CRAMER BLOWS HOT AIR ABOUT THE iPHONE AIR. This is an “Intraday” test-page: Real-time takes, market reads, no filler. This will be where stories break. Fast-breaking Apple news, market signals, and actionable insights. No hype, just what matters. Comments welcome!