ON Semiconductor. Every tracked FinTwit mention of $ON, newest first. 43 mentions since the first on Aug 7, 2025. See the price chart.
June 2026 · 3 mentions
Jun 2
Jason Luongo — NVIDIA is telling you exactly where to invest with its new 800V DC power architecture.
The old 48V system can't keep up. 800V reduces copper usage by 45%, cuts the power chain fro…↗
Jun 1
TheValueist — $MPWR $ADI $STM $TXN $NVTS $ON EXECUTIVE OVERVIEW
The source material is best understood as an NVIDIA MGX 800 VDC power distribution board ecosystem display rather than a GPU, acc…↗
Jun 1
Serenity — Just some mobile shower thoughts around $XFAB and train of thought:
1. 800vdc $NVDA push look for GaN/SiC players / power semis.
2. $NVTS and other fabless/fab-lite beneficiaries…↗
May 2026 · 17 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
May 28
KawzInvests 🦑 — $MX has been sitting in my notes for a while.
NVIDIA just said it directly: "As data centers transform into AI factories, the legacy 54 V standard has become a bottleneck." Their…↗
InvestmentGuru — $ON — The Power Semi Comeback Nobody’s Pricing In
On Semiconductor got crushed by the EV slowdown narrative — but the tide is turning fast. B. Riley just upgraded $ON to Buy with a…↗
Apr 16
Vulture trades 🦅 — The $ON 75c for next week are up 300% at 5.75 from 1.45 🦅↗
Apr 16
Vulture trades 🦅 — Wow we just printed on our $ON swings 😂
Who else is doing this
Are you listening yet? https://t.co/eUqA68LNIc↗
March 2026 · 1 mention
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
December 2025 · 1 mention
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
August 2025 · 1 mention
Aug 7
SemiAnalysis — expecting a recovery this cycle with $TXN $MCHP $ON $NXPI
pls bro just one more quarter bro https://t.co/r0aA15h4ve↗
TheValueist — $ON ON Semiconductor: AI Data Center Growth, and Operating Recovery. Investment Thesis.
ON Semiconductor is emerging from a difficult 2025 that included meaningful inventory write…↗
May 26
Ben Pouladian — Power Is Everything
BofA’s Vivek Arya just modeled the AI power semi market, and the cleanest read is the power split
The 600kW+ rack pool is worth $0 today
The megawatt rack do…↗
May 17
TheValueist — $STM $WOLF $NVTS $ON GaN and SiC: The System-Architecture Race in AI Power
The 650V power semiconductor market is no longer a straightforward comparison between GaN and SiC — the…↗
May 16
TheValueist — $STM $WOLF $NVTS $ON EXECUTIVE OVERVIEW
The source table is a useful high-level competitive map of 650V-class GaN and SiC discretes, but it should not be treated as a clean device…↗
May 15
Jason Luongo — 2. $ON - ON Semiconductor
The power and sensing layer. Q1 revenue $1.51B. AI data center revenue grew over 30% sequentially, nearly double their own forecast. Silicon carbide chip…↗
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 5
Tech Fund — "Power semi content will 10x with the move to 800V racks. Lots of power semi content outside the rack with solid state transformers" - ON CEO
We did the last review of this space…↗
May 4
TheValueist — $ON KEY READ-THROUGHS FROM ON SEMICONDUCTOR Q1 2026 EARNINGS CALL
ON Semiconductor’s Q1 2026 call provides a high-quality cross-sector signal that the analog/power semiconductor c…↗
May 4
TheValueist — $ON (Bloomberg) -- ON Semiconductor shares are down 5.4% in extended trading, after the chipmaker reported first-quarter results that were slightly better than expected. It also ga…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
Apr 16
Vulture trades 🦅 — $ON 75C UP 150% HERE at 3.83 from 1.45 https://t.co/83sZ8pPRoh↗
Apr 16
Vulture trades 🦅 — $ON 73C UP 250% AT OPEN OMG https://t.co/gCSn7QSZIv↗