ON Semiconductor. Every tracked FinTwit mention of $ON, newest first. 106 mentions since the first on Aug 7, 2025. See the price chart.
July 2026 · 5 mentions
Jul 13
Jason Luongo — 3. $ON - onsemi
AI data center revenue doubling year over year. $7B acquisition of Synaptics to push into physical AI. First to scale vertical GaN production. Leading position in…↗
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
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…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
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…↗
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 23
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
Mar 22
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11.…↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…↗
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 · 2 mentions
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%…↗
SemiAnalysis — expecting a recovery this cycle with $TXN $MCHP $ON $NXPI
pls bro just one more quarter bro https://t.co/r0aA15h4ve↗
— $SYNA was one of my main picks for my Physical AI port
So now what do I think after the $ON news?
To be honest, I don't quite know yet.
But here's what I am seeing:
$ON is buyi…
Ben Pouladian — @jnconkle @insane_analyst $on tried to buy $ALGM↗
Jun 26
Shay Boloor — $ON is down over 20% after announcing a $7B all-stock deal to acquire $SYNA and expand its edge AI and physical AI portfolio.
The deal adds AI compute and connectivity, targets $2…↗
Jun 26
InvestmentGuru — $ON + $SYNA = Edge AI thesis confirmed
Onsemi just agreed to acquire Synaptics in a $7B all-stock deal — 1.35 $ON shares per $SYNA share, a ~19% premium — with the combination ta…↗
Jun 26
Gaetano — @skibum0729 Welcome to the platform!
Great timing right? 😅
I have to get more familiar with $ON . The fact that they acquired SYNA took me by surprise but that could just be be…↗
Jun 26
InvestmentGuru — 🚨 Overnight Market Movers
🔻 $ON falls over 7% after announcing a $7B all-stock acquisition of Synaptics ($SYNA). While the strategic move expands ON’s intelligent edge and conn…↗
Jun 25
Shay Boloor — $ON is acquiring $SYNA in an all-stock deal valued at $7B.
The deal brings together onsemi’s power and sensing chips with Synaptics edge AI and interface technology giving the co…↗
Jun 22
KawzInvests 🦑 — In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…↗
Jun 20
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 18
InvestmentGuru — The Power Semiconductor Supercycle is REAL.
While everyone chases AI software names — the hardware backbone is quietly printing.
Here’s what the Power & Energy Semi leaderboard l…↗
Jun 17
Tech Fund — Power semis market share analysis (Yole)
#1: $IFX
#2: $ON
#3: $STM https://t.co/UVKsJg7oZ4↗
InvestmentGuru — $ON - added today
Power Semiconductor Inflection Play
After seven consecutive quarters of automotive revenue decline, $ON just posted its first YoY growth — and that’s only the…↗
Serenity — @JSCC2020Lee Yep, $NVTS, $POWI, $ON, $WOLF, $AOSL $XFAB, and others with power semi exposure probably get a bump from q3 pull forward.
(disclosure have exposure to xfab + navitas…↗
Jun 14
InvestmentGuru — $MU $SNDK $WDC $ON $MCHP
The AI Boom Isn’t Just GPUs — It’s a Memory Supercycle
Chips Without Memory Are Useless
Every conversation about AI infrastructure obsesses over compu…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 11
Jason Luongo — 7. $ON - ON Semiconductor (PEG ~0.6x)
Revenue $1.51B, up 5% YoY. The slowest grower on this list but the cheapest by PEG. Silicon carbide leadership for EVs with the 8-inch wafer…↗
Jun 8
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR -…↗
Jun 7
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 6
BULL OF BRITAIN — UBS global research just put numbers on AI data center power semis.
Here's a list of tickers they named specifically
> Leaders: Infineon $IFX (Buy), $TXN
> Incumbents: Renesas…↗
Jun 6
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:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
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…↗
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…↗
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
Alphatica — We scored $ON at 2/6 BEARISH in February.
Stock is down 5% on earnings today. Here's what the numbers actually show.
Q1 2026:
Revenue: +4.7% YoY, first growth in several quarters…↗
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…↗
Alphatica — The Alphatica Earnings Quality Signal finds companies where the numbers don't match the narrative.
We started publishing it publicly on this feed a few months ago. 21 calls. Every…↗
— The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…
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 & $…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
TheValueist — $ON (Bloomberg) -- ON Semi reported revenue for the fourth quarter that matched the average analyst estimate.
FOURTH QUARTER RESULTS
Revenue $1.53 billion, -11% y/y, estimate $1.53…↗