Analysis and commentary on Apple and AAPL market performance by Tommo_UK
Feature
Be part of a small live test group for FYI’s new interactive dashboard — early members get lifetime beta access. Real-time Apple insight, chat, commentary, RSS and research integration. The next evolution of independent market analysis and conversation. 👇 Just sign up by below 📨 👇
Feature
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.
Feature
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.
News
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.
Feature
Prefer anonymity? Add TOMMO.FYI to your RSS reader for posts the moment they’re live. If you’d like to reach me directly the Contact form (top of page) now works: messages no longer vanish into the ether. Just add https://tommo-fyi.ghost.io/rss/ to your RSS Feed for TOMMO.FYI.
Feature
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?
Feature
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.
Feature
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.
News
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?
Feature
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.
TOMMO.FYI
iPhone 17 hysteria is here - but are lead time charts and orange phones really enough to push AAPL over $260? With AVP seemingly shelved and AI stalled in 2024, Apple’s silence is golden… for analysts. But beneath the rally lies a void of vision. What if this is success by absence, not by design?
TOMMO.FYI
Apple’s $4,500 Vision Pro was hailed as the “next iPhone.” I said it would flop. Two years later it’s shelved, with Apple pivoting belatedly to AR glasses, if rumours are believed. From hype to headstone, the lesson is simple: don’t buy into fetish, buy fundamentals. And yes: I did tell you so.