HomeTechTechnologyON's 'Tale of Two Stories' & Semi Space Headwinds

ON's 'Tale of Two Stories' & Semi Space Headwinds

If you're not Nvidia (NVDA), you'll face price action pressure. That's according to Tony Zipparro after seeing OnSemi's (ON) latest earnings sell-off. He notes the company's "tale of two stories" showing unsung strength hidden in the report. However, Matt Maley warns investors against buying OnSemi dips. He considers giants in the space like Nvidia and Broadcom (AVGO) more reliable investments.

The Watch List

10 Feb 2025

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