TOMMO.FYI
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.”
TOMMO.FYI
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?
TOMMO.FYI
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TOMMO.FYI
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.
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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.
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LinkedIn’s AI “thought leaders” are multiplying like MLM recruits - all hype, zero insight frantic self-promotion. While they chase dopamine metrics, Apple sits silent, plotting 2026. This is what happens when the loudest voices in AI sell fiction instead of understanding.
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Trump’s 100% tariff tantrum meets Wall Street’s AI hopium loop. CNBC cheers, capex cash spins in circles, everyone pretends the music won’t stop. But when money just promises to spend itself, bubbles don’t burst, they implode. Hedge, don’t edge. Halloween came early for the markets. Trick, or Treat?
TOMMO.FYI
Trump yanks the “Tariff Lever 100%” as crypto pumpkins plunge off a cliff and yuan-shaped firestorms swirl overhead. Wall Street reels, AAPL ticks red, and China’s dragons rise from smoke. Halloween came early for the markets; and for anyone still pretending this is just theatre.
TOMMO.FYI
AAPL has climbed back to the top of the Plateau, peeking over $258 today. But what happens when the air gets this thin? The view’s great unless the bridge turns out to be hot air created by a Vapour Chamber generated mirage.
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Apple once conquered ecosystems. Now it risks becoming conquered. As OpenAI’s Model Context Protocol and Perplexity’s Comet turn AI into a universal interface, the App Store and “Apple Intelligence” look suddenly antique: elegant, but static. Has the “enshittification of Apple’s innovation” begun?
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BREAKING: The future just landed. Perplexity’s Comet browser is live, now free, agentic, LLM-agnostic challenger to Safari that runs on Apple’s turf. Apple, meanwhile, has boxed Siri, delayed Apple Intelligence, and left Safari static. If Jobs used iTunes to Trojan-horse Windows, this is déjà vu.