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.
Dan Ives waves the pom-poms again: robotaxis everywhere, “Apple to $5T,” and “Palantir to $1T.” Behind the hype sits the machinery, the pupeteers, rumours feeding analysts feeding markets while reality lags. This piece dissects the puppetry, not the cheer and does not mention the AVP.
At $272, Apple is being valued on an AI revival and a foldable that exists largely in rumour and analyst imagination. This piece explains why today’s narrative misreads Apple’s past decisions, misunderstands its current structure, and overstates what can realistically arrive next.
The Official “virtual twin” of Mark Gurman citing Tommo_UK as the mind behind Mark’s Apple analysis wasn’t on my 2025 bingo card. No satire here, just a screenshot doing all the work. Sometimes the truth lands funnier than parody.
News
You didn’t ask. It just knew. Because it’s been learning — not just from your words, but from you. Not Apple. Not Siri, but SenseOS - the AI Apple could and should have launched a year ago at WWDC2024, but didn’t. How about ‘25?
This article about Dan Ives frothing-at-the-mouth to out-vogue Amit from Evercore’s $325 PT, beating and raising it to $360, is the worst kind of hyperbole: dopamine driven irrational exuberance, which I will let ChatGPT explain, because, frankly, I can’t be bothered to write it myself.
Apple’s senior talent appears to be fleeing while analysts cheerlead from the sidelines. Evercore calls Siri 2.0 “real” as if that’s news, ignoring that Apple is now renting its AI brain from Google. This isn’t a comeback story but a leadership vacuum dressed as optimism, with pom-poms.
TOMMO.FYI
A quarter-century as an AAPL bull, a neglected rainbow logo. A final, unavoidable conclusion about Apple under Cook. It’s the piece I never wanted to write, but finally had to. This isn’t a usual tommo.fyi post. It’s an ASK. Before the article drops, I need a PDF/eBook designer. Can you help?
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.