ON

I prefer owning profitable companies with leadership positions in some of the market's fastest-growing industries. Neoclouds / AI Inference / Full-Stack Cloud $NBIS — AI cloud infrastructure with growing demand for GPU compute and enterprise AI workloads. Copper / Optics / CPO / MicroLED $CRDO — High-speed connectivity solutions benefiting from AI networking, optical interconnects, and next-generation data centers. 800V / 900V SiC / GaN / ESS / Microgrid $ON — A leader in power semiconductors, enabling EVs, industrial automation, AI power systems, and energy infrastructure. Space / Defense / LEO Constellations $MDA — A key player in satellite systems, Earth observation, and defense technologies, with growing recurring revenue opportunities. Rather than chasing every trend, I prefer focusing on businesses with durable competitive advantages and exposure to industries likely to benefit from AI, electrification, and space infrastructure over the coming years. Do your own research. Manage risk.

$ON If they win Nvidia contract plus produce for Elons new robots this thing will literally be going to the moon.

@EBE_day @jenbunn @ribbey @zuby34 @Jeremymartin007 @simon58 @judgeyoung2 @TraderRapp @Godreal1 $ON didn’t quite get to sub 90

$AMD Compared to $ON, massive short-dated bearish flow showed up this afternoon. Short-term bearish positioning does not always mean the trend has changed. For $AMD, the key is whether sellers can push price below major support levels. $AMD remains one of the core AI semiconductor names. After recent volatility, price is consolidating and trying to build support. Bulls need to defend key moving averages and reclaim resistance to restart momentum. A breakdown could lead to further downside pressure, while a strong bounce would signal buyers are still active. Check my profile for more market analysis and setups.

After many of hours researching AI infrastructure, these are the 5 AI sectors I believe will produce the biggest winners over the next 3-5 years. 4. Power Infrastructure The backbone keeping next-generation data centers online. $VICR $POWI $ON $STM $VSH The biggest AI bottleneck may not only be chips—it may be the power infrastructure keeping data centers running. As AI servers scale, efficient power management becomes increasingly critical. VICR: advanced power modules benefiting from data center demand; POWI: power management solutions across industrial and electronics markets; ON: power semiconductor leader benefiting from EV and energy trends; STM: broad semiconductor exposure across industrial applications; VSH: provides power semiconductors and energy solutions. Retail investors should look beyond AI applications and focus on the infrastructure enabling growth. The next winners may be the “picks and shovels” companies. The next list is about to be released! Are you going to miss out again?

$MPWR $NVTS $ON $VICR $WOLF Beaten down but who wins the Nvidia contract for power semiconductors will be triple digit stock price!

Power semiconductor names are getting heavily discounted… but is the market looking too far ahead? Tracking some beaten-down names in the sector: $NVTS - Down ~61% from ATH $WOLF -Down ~53% from ATH $ON - Down ~27% from ATH $VICR - Down ~27% from ATH $MPWR - Down ~23% from ATH The long-term thesis remains tied to electrification, AI power demand, EVs, and next-generation energy systems. If the market opportunity expands as expected over the next decade, today’s weakness could become a major area of interest for patient investors. Watching for fundamentals, catalysts, and signs of a turnaround.

Stop asking, "What stock should I buy?" Start asking, "What disruptive theme is emerging?" Bookmark this. Power Semis $VICR $NVTS $MPWR $ON Find the right theme first. The biggest opportunities often come from identifying industry trends early, not simply chasing the next hot stock. With AI, data centers, and electrification driving demand, power semiconductors are becoming a critical part of the technology ecosystem. VICR focuses on advanced power modules; NVTS develops gallium nitride power solutions; MPWR leads in analog and power management chips; ON benefits from EV, automotive, and industrial electrification trends. Retail investors should focus on the theme first, then evaluate competitive advantages, earnings growth, and valuation. Power semis could be a major AI-era opportunity, but risk management remains essential. Do you think power semiconductors become the next major chip growth cycle? Which company has the strongest potential?

$ON 7/17 $107 Calls Confirmed by OI to be still holding👀 $695,000, and the Buyer is Down over -50% on their Position already

$ON Friday, stay greedy