News
On the afternoon of 4th June 2025, Apple has lost its emergency motion to pause the enforcement of a court-ordered App Store reform. The Ninth Circuit has refused to shield Cupertino from a federal ruling that found it in contempt of court. Judgment Day looms.
News
The ultimate Pre-WWDC Quantum Analyst Note: hyperbolic preamble, elaborate commentary, and a magnificently unearned tone of faux-certainty blanketing pure guesswork. Sell-Side meets Stoppard, and just enough jargon to be credible if read in a hurry by a Bloomberg terminal or quoted by Mark Gurman.
News
Apple isn’t being picked on by regulators. It’s practically inviting scrutiny. In trying to protect its moat, it may be digging a reputational trench. Here’s how it got here—and what it must change.
News
There are reports that Apple’s execs are holding off on launching a chatbot due to “hallucinations” and “philosophical differences.” It worked in the 1980s when Jobs dropped acid to find inspiration for Apple, maybe Tim et al should get high and drop out for awhile?
News
Do LLMs need to be perfect? Or just human enough to understand us—and flexible enough to grow with us. This is a question nobody is asking, and Apple has not yet addressed. Even legends like David Parnas are screaming for “safety über alles.” Roll on WWDC 2025. Will it be an Event Horizon moment?
News
In 48 hours, this project born from a friendly-forum-spat-turned-flame-war has evolved into a wonderfully received alt-blog. I’ve held out from starting a blog for years. Decades. But if Donald Trump could get elected a second time, I thought, maybe I should have second thoughts while I still can.
TOMMO.FYI
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.
News
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.
News
Max Pain, always so close, but usually a few cents off.
TOMMO.FYI
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
News
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."
News
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.