ON

$ON will buyers from december onwards defend this on earnings report tomorrow?

Cantor Fitzgerald Reiterates Neutral on ON Semiconductor, $110 PT — PT $ON https://price-target.com/2026/07/31/172697/

$ON not sure who saw it, but someone bought in 2x at close of 2.8 million shares each.

$RIVN This is the worst administration that ever was or will be. They drive up gas prices, and EV prices for Israel’s expansion into the middles east. $TSLA $ON $LCID $NVTS etc. etc. https://www.pv-tech.org/us-government-bans-foreign-produced-inverters/

Nvidia Supply Chain: （Part 2） More stocks connected to the Vera Rubin AI buildout The AI race is not just about GPUs. The real infrastructure story runs through the companies improving speed, storage, and power efficiency. $CRDO Faster, lower-power connectivity inside AI servers. Data movement becomes just as important as compute. $SNDK AI workloads generate massive amounts of data. High-capacity flash storage becomes a critical piece of the ecosystem. $ON AI data centers require smarter power management and efficiency. ON Semi plays a key role in power solutions. The next phase of AI will be built by the companies behind the scenes. I will share my observations in real time. Stay tuned.

$ON $50 buy zone

$STM they use every chance possible to dump chip stocks. First $ON now this.

$TXN delivered a stronger report than the market reaction suggests. Texas Instruments doubled data center sales YoY and expanded gross margins by 330 bps QoQ. Free cash flow also improved significantly as CapEx was reduced after years of investing ahead of demand to build capacity. The key takeaway: power semiconductors are becoming a critical part of the AI infrastructure buildout. As more AI data centers come online, demand for efficient power management, analog chips, and industrial semiconductors should continue growing. Beyond $TXN, companies positioned in power semis could benefit from this long-term trend: $IFNNY $ON $STM $ADI While investors remain focused on GPUs and AI software, the power layer supporting data centers may become one of the biggest beneficiaries of the AI expansion. Watch revenue growth, margins, and AI infrastructure exposure. The power semiconductor opportunity may still be underappreciated.