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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.

Tommo_UK

31 May 2025 — 1 min read

Please note a few house rules.

Some quick rules of the road (or gentle nudges from the House Tablet of 14):

Participation matters. A blog without comments is just a monologue. And while I enjoy the sound of my own voice, I enjoy informed disagreement more.
Facts aren’t opinions. Quoting a historical outcome isn’t a “hot take.” Opinions are beliefs about what something means, or what might happen next. Facts are the terrain. Your opinion is your compass.
Good comments give back. Ask a question, but the best contributions also add something—context, experience, pushback, or a new lens.
Short and sweet, or long and layered. If it’s punchy, go for brevity. If it’s complex, I’ll read every word. And if it’s really good, I might ask to feature it.
Keep it sharp. Keep it civil. Sarcasm welcome. Cruelty isn’t. If you wouldn’t say it in person while looking someone in the eye, don’t say it here.
Ron and Joseph are especially welcome too, if they can maintain a sense of humour and absorb few personal friendly barbs. After all, their flame war is what started me off doing .fyi, so it would be churlish not to be welcoming.

Politics in the context of the topic welcome. Bitchin’? Only if it’s got real sass.

This isn’t X. It’s not Reddit. It’s not Facebook. It’s a thinking space. This is .fyi and you’re helping to get it started. It’s 36 hours old; breath it some oxygen.

Thanks in advance for you involvement and vague adherence to the rules, at least, most of the time. No flame wars, but the odd blow torch is fine—if you’ve a point.

—Tommo

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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/R @ ~$272 Today, Where Hope Goes To Die Again, While China Props Up the CNBC Narrative.

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’s Next Big Risk Isn’t AVP – It’s Making John Ternus CEO. Nice Guy, Wrong Job.

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.

AAPL: A Pullback to $225 On The Cards? And A Reason Maybe, Why Not

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.

Some quick rules of the road (or gentle nudges from the House Tablet of 14):

Read more

AAPL and the VIX: Siamese Twins in a Market That Forgot Risk Exists. Hedge, Don’t Edge Yourself

AAPL S/R @ ~$272 Today, Where Hope Goes To Die Again, While China Props Up the CNBC Narrative.

Apple’s Next Big Risk Isn’t AVP – It’s Making John Ternus CEO. Nice Guy, Wrong Job.

AAPL: A Pullback to $225 On The Cards? And A Reason Maybe, Why Not