Independent UK-based analyst and publisher of tommo.fyi — where critical thinking meets geopolitically relevant dry wit. Writing on Apple, AI, and the future of agentic computing. Sharp, irreverent, and right more often than he’d like to admit.
Before the US bell Monday 11th May 2026, this argues against both panic and euphoria. Dan Ives lit the fuse on Friday yelling “$400”, WWDC holds the match, but Apple still has to prove Siri, AI and spatial computing belong to one owned architecture. Near $300, the call is… <read on!>
AAPL staged a euphoric rebound courtesy of Dan Ives $400 call on May 8th, but the proof event - WWDC 2026 - lies ahead. Investors are celebrating before Apple has passed the AI/Siri test. Will it be “third time lucky” for Apple, and “AI,” because real intelligence and vision went MIA circa. 2018.
Lipstick on a pig, but the pig still looks like bacon. At $271? I’d still be a seller, again, just as I would have been pre-earnings at $263. The AH rally to $283 and sell-off to red shows this was a blow-off top and now, questions have to be asked and answered. Nothing‘s shipped yet. Just vapour.
Apple made its best strategic move in years with Tim Cook stepping down. The company has been lost in the wilderness minting cash, but boring consumers—and failing to launch a significant new product in that entire period. I argue that Apple needs fresh vision, not an iterative continuity candidate
Hormuz is not just a Middle East story. It is a test. Can American force still turn military action into durable order at a vital chokepoint, and whether markets, allies and consumers still believe it. If it cannot, the fallout will not stop at oil, tankers or diplomats. And Apple will feel it too.
A Parody on the Apple’s Neo’s components—old antiquated junk, hits the mark in this hysterical take down of the Neo which despite its humour, is spot on in the facts. Shame he didn’t go as far as naming the real price of the Neo outside of the US - $1000 equivalent in the EU/UK and $1400 Brazil.
The MacBook Neo may sell well, but that is not the same as being a good product. Beneath the cheerful colours and low headline price sits a more serious story about deliberate compromise, product segmentation, and Apple’s growing preference for control over user choice.
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.
Jobs - the leader who vowed to go thermonuclear on Google’s Android, was replaced by a leader who now peddles the snake oil of “collaboration” as a strategy. Two quotes, two eras – and one culture that traded conviction for cowardice. Tim’s goose is now cooked by his own Greek tragedy of errors.
Apple has lost yet another senior Siri executive, this time to Google DeepMind. Yes, the same organisation whose Gemini models Apple is now relying on to prop up Siri. At this point, these exits aren’t noise, they’re alarms bells. But what exactly is on fire? Certainly not Apple Intelligence.
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.
Tim of Oz pulls buyback and Gemini‑rent levers behind a curtain. Federighi meditates serenely amid failed “Siri 2.0” and “Intelligence” promises, and Safety-First Ternus, new“Product Bro”, stalks centre stage. Fifteen years of compounded strategic errors, finally come home to roost in 2026. #NotNeo