Tarot Capital

Tarot Capital

Share this post

Tarot Capital
Tarot Capital
Forbidden Fruit

Forbidden Fruit

New Apple iPhone contract for this semiconductor company coincides with 2H revenue ramp and incentive compensation

ZG's avatar
Doug O'Laughlin's avatar
ZG
and
Doug O'Laughlin
Feb 25, 2025
∙ Paid
5

Share this post

Tarot Capital
Tarot Capital
Forbidden Fruit
2
Share

Today’s post is a cross-post with Doug O’Laughlin of Fabricated Knowledge. Consider subscribing if you’re interested in semiconductor-focused ideas. In today’s post, Doug discusses the fundamentals, while I discuss the governance aspects.

Keep reading with a 7-day free trial

Subscribe to Tarot Capital to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Zero Gravitas
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share