Can This Hot Semiconductor Stock Keep Outperforming Nvidia?

It's usually a good idea to buy semiconductor stocks when their sales are about to hit a cyclical bottom.The market warmed to ON Semiconductor's (ON -5.49%) second-quarter earnings report, and the stock has now significantly outperformed Nvidia over the last month, with a 14.2% increase compared to a 5.4% decline for the stock market darling (as of this writing). The question is why and whether it can continue.A cyclical stock to buyON Semiconductor services two highly cyclical end markets, namely automotiv ...