Independent UK-based analyst and publisher of tommo.fyi — where critical thinking meets geopolitically relevant dry wit. Writing on Apple, AI, and the future of agentic computing. Sharp, irreverent, and right more often than he’d like to admit.
NVDA’s print has traders chasing a Santa rally while the VIX quietly sits in the low 20s, pretending risk is optional. AAPL’s climb-and-collapse should be a warning: blow-offs don’t end in celebration. If protection was a gift at 14, it’s still mispriced now.
AAPL’s five-day chart is a stumble down a staircase with no handrail. $272 has become the market’s favourite rejection zone where every bounce goes to die. Meanwhile CNBC cheers China’s ‘33% surge,’ quietly omitting that Beijing’s subsidies are doing most of the lifting.
Apple seems ready to replace Tim Cook with John Ternus. But with misses in mixed reality, AI, smart home, autonomy and the iPhone Air, he’s the wrong leader for a company that’s arguably lost an edge. Apple needs fresh vision, not a hardware continuity candidate doubling down on 5 years of misfires.
An exercise in making the case for a pullback to $225, unless, of course, Apple manages something genuinely new for a change. Let’s give hopium the elbow and stick to observable reality for now, though.
Apple’s $229 “iPhone Sock” proves the company can still out-parody itself, launching couture accessories while quietly shelving the iPhone Air. Culture, not hardware, remains the problem. From Vision Pro to Siri to Socks, Apple’s new product line is failure by design.
After 15 years of squandered AI potential, Apple has done the unthinkable: outsourcing Siri’s brain to Google. It’s not strategy; it’s surrender. A company that once owned the stack now rents intelligence, proving once again that culture, not hardware or software is Apple’s real unfinished product.
Lipstick on a pig, but the pig still looks like bacon. At $271? I’d still be a seller, again, just as I would have been pre-earnings at $263. The AH rally to $283 and sell-off to red shows this was a blow-off top and now, questions have to be asked and answered. Nothing‘s shipped yet. Just vapour.
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Markets are at a precipice of the traditional strong end of year, but has that already been spent in the enormous run-up since the April? Four charts, one long-form commentary: I believe in booking gains, pocketing cash, and being able to buy dips. “You don’t have to sell out, just raise some cash.”
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Apple’s ATH of $263 isn’t just a milestone but an epiphany. After a decade of iteration, the company’s next act won’t be defined by chips or devices, but the culture it chooses to rebuild. FAANG was about products; MANGO? Cognition. Can Apple still “Think Different,” and fix its stifling culture?
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Can Apple make money from Formula One and AI where everyone else has failed? The sport burns billions chasing speed; AI burns billions chasing sense. If Apple can fuse the two - engineering precision with machine intuition - it might just turn spectacle into strategy, and risk into dominance.
TOMMO.FYI
While I wouldn’t usually carry a Gurman rumour as a headline (sad day I know, I hang my head in shame, but kudos to him for this nugget), this one, if true, is just too demonstrative of everything wrong at Apple and talent retention - given he was only promoted to the role recently - to ignore.