Analysis and commentary on Apple and AAPL market performance by Tommo_UK
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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.
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.
News
From a 5G-fuelled iPhone 12 boom to the tariff-juiced, AI-starved 16, the last six years reveal Apple’s true playbook: plateaus dressed as super-cycles and super-clever launch optics. Part One dissects subsidies, supply shocks, and pricing sleights that set the stage for as iPhone 17 super-frenzy.
TOMMO.FYI
TEASER ALERT: $245 stock highs, queues, hype, orange phones: Apple’s iPhone 17 is already being called a super-cycle after one day! Or is it just… super-choreographed? TOMMO.FYI has crunched six years of iPhone data and what it means for AAPL in 2026. Part one and Part two to follow, next week.
TOMMO.FYI
Trump dines with King Charles. Tim Cook joins the table. A thousand years of monarchy meets Apple’s 49-year-old empire, and Wall Street laps up the symbolism. Heritage rubs off, the stock soars, and Apple plays cultural institution as much as company - polish, protocol, and profit all on one plate.
TOMMO.FYI
BERNSTEIN INITIATES AT $290, CRAMER BLOWS HOT AIR ABOUT THE iPHONE AIR. This is an “Intraday” test-page: Real-time takes, market reads, no filler. This will be where stories break. Fast-breaking Apple news, market signals, and actionable insights. No hype, just what matters. Comments welcome!
TOMMO.FYI
Investing culture, collaboration, and “thinking different” 2008-style before social investing was just hype, hashtags, blogrolls and over-sensitive armchair investors. Imagine what we might have accomplished if GPT had been available but we just had our wits, our brains, and a lot of head-butting.
TOMMO.FYI
Apple isn’t doomed, just caught in a cycle of iterative boredom. But iteration isn’t innovation, and even cash machines run dry when people stop using cash. The .fyi Q4 2027 $400 target is alive, but only if Apple ships real change, and stops pretending that “flat-lining” can be renamed a plateau.™
News
Quick Take: Apple’s 2025 “Awe” event delivers another round of recycled superlatives: thinner phones needing battery packs, a camera “plateau” that’s more chin than chisel, and “must-have” features on permanent repeat. No AI, no innovation, just another year in Cupertino, “Waiting For Godot.”
TOMMO.FYI
Trump and Putin meet for “peace” talks on Ukraine, but the subtext is of rare-earth deals and geopolitical theatre. Pop-art satire rolls speaks a thousand and one words: not diplomacy, just resource politics, wrapped in the absurdity of self-interest. That is all. “No Article needed (or batteries).”