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ON
NASDAQAnalystsBuy27+61%Information Technology · Semiconductors
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
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Structural: #1 merchant SiC supplier by revenue share into auto traction (Tesla, BMW Neue Klasse, VW MEB, Hyundai) - SiC content per EV ~$750-$1,000 vs ~$80 Si in ICE. Pivoting fab mix from 8-inch Si to 12-inch SiC + 300mm power IC (East Fishkill) - gross margin floor in cycle trough is the model variable.
Image-sensor franchise (Hyperlux) is the ADAS leg - Hyundai/Kia design wins extend through this decade.
It reads our $ON data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching ON
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.