The goal is to flush out over the next 3-6 months if Nvidia (NVDA) or Onsemi (ON) is likely to have better relative price performance, notes Tony Zipparro. He discusses finding the best name in the semiconductor space. He talks about how applied proprietary alignment score models can be used to compare NVDA to other names in the sector. He highlights that NVDA appears to be in an extremely strong financial position and ON appears to have greater risk/reward. He then goes over other names to watch in the semiconductor space. Tune in to find out more about the stock market today.