Analysis and commentary on Apple and AAPL market performance by Tommo_UK
TOMMO.FYI
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).”
TOMMO.FYI
After 100s of articles and years of analysis to Apple 3.0, long-form gratis, I’ve been formally disinvited — not for rudeness or inaccuracy, but for “getting a free ride.” My screenshotted CMS-value? $0. So Tommo moves permanently to .fyi now. No paywall, no tribes. Just high-signal writing, for $0.
TOMMO.FYI
Apple’s Q3: solid on paper until scrutinised. iPhone strength? US tariff and China subsidy-fueled, and Services grew but without acceleration thanks to financial services. No new growth engine. Just some existing lines doing their job. Except iPads wearables: pigs, with no lipstick. Here’s why.
TOMMO.FYI
It’s summer 2025, and the AI panic chorus is back on cue decrying data centres as the new tulip mania and CapEx as collective delusion. Michael Roberts leads the charge, warning of bubbles, GPU overload, and investor madness. But maybe the pipes being laid aren’t the problem but the point?
News
Apple’s AI journey reads less like a roadmap and more like a séance. For 15 years, the faithful have insisted a grand plan exists—somewhere, someday—while Siri stumbles on, lobotomised. The real mystery? Why Apple, once the master of interface revolutions, keeps mistaking silence for strategy.
TOMMO.FYI
Apple’s “installed user base” isn’t the growth engine investors think. It’s a device count, not a user count. With iPhone sales flat for a decade and services growth stalling, Apple’s narrative leans on smoke-and-mirrors metrics while AI-native rivals like OpenAI and Perplexity surge ahead.
TOMMO.FYI
Once a liberator from beige conformity, Apple now tends the shadows of a beautifully upholstered cave. The illusion is seamless, the chains velvet. But Plato warned us: comfort isn’t truth. As rivals embrace open ecosystems, Apple perfects the illusion in 4K, spatial surround and proprietary codecs.
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Daniel, 19 didn’t wait to be granted “agency.” That’s for nine-year-olds. He managed Roblox teams, mastered digital marketing, and outgrew parenting, all before presenting seminars on brain-machine interfaces at the Stockholm School of Economics, aged 17. Gen Z: the first truly agentic generation.
TOMMO.FYI
10th July 2025–Browsers: Judgement Day. Perplexity and OpenAI launch AI-native, agentic browsers. Old paradigms—Safari, Chrome, iOS—start to look obsolete. This isn’t about faster search. It’s about the interface becoming the intelligence. Apple? Stuck in the mud, yelling “WebKit only!” Bozo yeah?
TOMMO.FYI
Behind Apple’s cinematic Formula One fantasy lies a more urgent narrative: markets pricing perfection, investors smoking hopium, and a company at a strategic crossroads. But what if the road to $400 isn’t paved with hype—but with the precise geometry of Apple finally showing its hand and delivering?
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Excerpt from “Wargaming the US in 2025” – Tommo_UK [fiction/reality] It didn’t start with missiles or malware, but a single $9.6B Treasury dump out of Tokyo. Hours later, it spiralled into panic. The night the Empire flinched—and the dollar nearly broke. I’d exited all US assets weeks before.