Apple’s rumoured $3000 foldable isn’t innovation so much as more unecessary iteration. After Vision Pro, Apple appears to be saying yes to another product that confuses technical possibility with user need. When self-restraint disappears, even great companies forget what their core product is for.
Apple just delivered another record quarter on the back of Jobs‑era hardware and services, yet still chose to rent Google’s Gemini for AI rather than ship its own, exposing a 15‑year failure to turn Siri and its vast device base into a genuine intelligence platform.
Apple enters 2026 priced on promises. There’s no progress. AI is still “next year,” AVP is already a value write-down, and the stock has barely beaten inflation in twelve months. Strip out the hopium and the 5-year chart tells a quieter, more uncomfortable story near term. Today: $256 @ the open.
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.
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.
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.
Intraday-update
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?
Intraday-update
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.
News
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.
TOMMO.FYI
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