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PED 3.0  : “AAPL Downgrades Ahead”

PED 3.0 : “AAPL Downgrades Ahead”

Philip-Elmer De Wit’s now-famous AAPL blog (recommended strongly) comments on a variety of analysts who are sat on the fence with their price targets, prevaricating as usual about when to try not to be too wrong.

lock-1 By Tommo_UK 31 May 2025
Comments are open .fyi

Comments are open .fyi

They’re open. I’m listening. And no, I don’t want to be the only one talking, however loud or opinionated I might sound. This site will thrive on dialogue—not echo. You probably have a point of view. Share it, and ask your friends and colleagues too. Signup is free after all.

lock-1 By Tommo_UK 31 May 2025
AAPL closes Friday at $200.85. That "Max Pain" feelin' ... but will it be $160 or $260 for July after WWDC?  It's chart time!

AAPL closes Friday at $200.85. That "Max Pain" feelin' ... but will it be $160 or $260 for July after WWDC? It's chart time!

Max Pain, always so close, but usually a few cents off.

lock-1 By Tommo_UK 30 May 2025
Markets: Punch Drunk. It's “Punchlines & Headlines" at the White House Press Conference this afternoon.

Markets: Punch Drunk. It's “Punchlines & Headlines" at the White House Press Conference this afternoon.

What began as a punch up on the French presidential jet between the Macron's seems to have escalated into a judicial, White House, "Is Musk on drugs," and Apple punch-up. Seems to be the world we live in. Does Melania ever manage to land one though? I think that's what we need to know

lock-1 By Tommo_UK 30 May 2025
Adieu, Farewell, Auf Wiedersehen AVP?

Adieu, Farewell, Auf Wiedersehen AVP?

Apple Investors would do better to look at their trading screens, than drool on the floor watching dinosaur movies on their-now redundant bricks with a battery pack attached by a string like a tampon, as they check their insurance for whiplash injuries cover by using ... "spatial computing."

lock-1 By Tommo_UK 30 May 2025
Mark Gurman leapfrogs iOS19, call for jump to iOS26, and suffers a spatial anomaly

Mark Gurman leapfrogs iOS19, call for jump to iOS26, and suffers a spatial anomaly

2025 is looking like "Last Chance At the Colloseum" from Ancient Rome to get it right. Creaking infrasructure with bolted on bits of old and new Siri and "artifical" and "intelligence" walking off in different direction at the same time.

lock-1 By Tommo_UK 30 May 2025
Neuro-inversion

Neuro-inversion

There’s a moment in the slow boiling of a frog where the water temperature creeps so subtly upward that the frog’s nervous system fails to register a threat. The conditions for death arrive without alarm. And the water? Cognitive overload.

By Tommo_UK 30 May 2025
fyi. on Geopolitics Trump AAPL

News

fyi. on Geopolitics Trump AAPL

I described the bond panic weeks ahead of it happening, while others on the day expressed “shock and awe” all over CNBC and Bloomberg at the “unpredictability of it all,” a “flash of fear.” I flagged it as a genuine signal of systemic unease and global liquidity disruption.

By Tommo_UK 30 May 2025
.fyi fresh and in the oven

News

.fyi fresh and in the oven

Built for the post-fanboy era. A space for sharp-edged truth and rigorous, unsentimental analysis. Read on for what’s coming soon (on a timescale similar to Apple AI roll-out, sometime between now and 2027).

By Tommo_UK 29 May 2025
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tommo.fyi

tommo.fyi

AAPL, AI, tariffs, tantrums and geopolitics. Sharp analysis, irreverent incisive commentary, no pom-poms. Welcome to tommo.fyi

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