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.