Core Thesis - ON Semiconductor Corporation is positioned as a differentiated semiconductor leader focusing on gallium nitride (GaN) and silicon carbide (SiC) technologies, which are critical for various high-efficiency systems [2][3] Financial Performance - As of February 25th, ON's share was trading at $69.68, with trailing and forward P/E ratios of 46.42 and 17.01, respectively [1] - The company has demonstrated financial resilience despite cyclical softness in 2025, with a capital allocation policy returning 100% of free cash flow to shareholders through buybacks in 2025 [4][5] Market Opportunities - ON is exposed to a $15.5 billion electric vehicle (EV) opportunity growing at 25% annually, a $9.1 billion factory automation market expanding at 8%, and a $7.8 billion energy infrastructure segment growing at 18% [4] - The total addressable market for ON is approximately $44 billion, growing at 18% annually, driven by advanced driver-assistance systems, AI data centers, and EV charging infrastructure [4] Technology Leadership - ON's leadership in SiC and sensing solutions positions the company well for significant multiple expansion and earnings growth over the next five years as macro headwinds ease [5] - The adoption of SiC technology is accelerating in advanced image sensors, robotics, medical imaging, smart grids, and next-generation power systems, with AI-driven demand further enhancing growth [3]

If you're concerned about economic volatility, you're in good company. In fact, 72% of Americans rate current economic conditions as "fair" or "poor," according to a February 2026 survey from the Pew Research Center, while nearly 40% expect the economy to worsen over the next year. While the future of the economy may be largely out of your hands, the right strategy can make it easier to weather the storm -- and there are three moves I'm making right now to protect my finances. Will AI create the world's fi ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer Recently Discussed. Cramer discussed the stock post-earnings as he said: I think AI helps the broader economy. And for that, we have to look no further than the most important company in the universe, which is NVIDIA, which just reported a healthy top and bottom line beat, 75% growth in their data center business. Also gave better-than-expected guidance for the current quarter, enough to send the stock higher. Although remember, there’ll be ...

While Advanced Micro Devices (AMD 1.71%) shares were the ones that zoomed higher following its deal with Meta Platforms (META 1.29%), the deal is a good one for Meta as well.As part of the deal, Meta will purchase 6 gigawatts of AMD's graphics processing units (GPUs), while also agreeing to be one of AMD's lead customers for its sixth-generation EPYC central processing units (CPUs).In exchange, Meta will receive warrants for up to 160 million AMD shares. The warrants will vest based on GPU shipments and AMD ...

We recently published 10 Stocks Jim Cramer Talked About.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. AI GPU designer NVIDIA Corporation (NASDAQ:NVDA) reported its fiscal fourth quarter earnings report on February 25th. The results saw the firm post $68.13 billion in revenue and $1.62 in adjusted earnings per share to beat analyst estimates of $66.21 billion and $1.53. During the quarter, NVIDIA Corporation (NASDAQ:NVDA)’s data center business grew its revenue by a stron ...

Core Insights - The article emphasizes the importance of adapting investment strategies in response to market changes, drawing parallels to Intel's historical shift from memory chips to microprocessors [1][2][3][4][5][6] Market Context - The S&P 500 has shown minimal growth of less than 1% in 2026, following three strong years with returns of +24% in 2023, +23% in 2024, and +16% in 2025 [5] - Investors are cautioned against expecting continued success from past winners, as market dynamics are shifting [6][10] Investment Strategy - The article suggests that investors should consider what a new portfolio manager would do, potentially moving away from popular AI stocks to identify emerging opportunities [7][10] - The current market phase is characterized as a rotation from application-focused investments to infrastructure investments, particularly in AI [8][10] Infrastructure Investment - Major companies like Microsoft, Amazon, Meta, and Alphabet are investing heavily in infrastructure, with plans to enhance data centers and networks, indicating a significant capital expenditure trend [9][10] - InterDigital (IDCC) is highlighted as a key player in the infrastructure space, with a 28% year-over-year sales increase and a strong financial rating, showcasing the demand for efficient data transmission as AI workloads grow [12][13][14] Conclusion - The article concludes that successful investors are not retreating from AI but are repositioning to capitalize on the next phase of growth, focusing on infrastructure rather than just application-based stocks [14][15]

Stocks swung wildly last week as investors wrestled with the impact of artificial intelligence on various sectors and the overall economy. This coming week is a wildcard after the U.S. and Israel attacked Iran. President Donald Trump said Saturday that "major combat operations" in Iran started overnight, with American and Israeli strikes on military and nuclear targets there. Trump called on the Iranian people to "seize control of your destiny" and overthrow the Islamic leadership regime. Iran has reportedl ...

Core Thesis - Rambus Inc. is transitioning from a patent licensing firm to a product-driven semiconductor company, focusing on AI memory infrastructure and benefiting from the demand for DDR5 memory interface chips [3][4]. Financial Performance - Fourth-quarter revenue reached $190.2 million, exceeding expectations, with full-year product revenue increasing by 41% year over year to $347.8 million, driven by DDR5 adoption [4]. - The company generated $360 million in operating cash flow for the year and holds $761.8 million in cash with no debt, indicating strong balance sheet strength [5]. Market Position - Rambus is positioned in an oligopolistic market with only three major suppliers, allowing for simultaneous volume and pricing expansion [4]. - The company trades at approximately 30 times operating cash flow, which is below comparable intellectual property peers, suggesting it is undervalued [6]. Strategic Outlook - The growth in AI server bandwidth and the adoption of DDR5 technology are expected to drive future revenue growth, with CXL representing an additional growth opportunity [6]. - Rambus maintains a highly profitable licensing segment that generates stable cash flow and near-100% margin royalties, enhancing its strategic flexibility [5].

We came across a bullish thesis on Rambus Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on RMBS. Rambus Inc.'s share was trading at $104.13 as of February 19th. RMBS’s trailing P/E was 48.33 according to Yahoo Finance. Jim Cramer Linked Broadcom (AVGO) & Computer Storage Stocks Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally. RMBS has long been perceived as a patent licensing firm with ...

Core Thesis - Lattice Semiconductor Corporation is positioned as a key player in the AI infrastructure supercycle, focusing on low-power FPGAs for control, connectivity, security, and edge intelligence [3][9] Financial Performance - As of February 19th, Lattice's share price was $95.10, with trailing and forward P/E ratios of 4.88k and 64.10 respectively [1] - The company experienced a 31% revenue decline in 2024 due to industrial and telecom inventory digestion, yet maintained gross margins in the high-60% range and generated strong free cash flow [4] - Guidance for Q4 2025 suggests over 20% year-over-year growth, with consensus projecting accelerating revenue and EPS through 2026 [6] Market Positioning - Lattice's devices are integrated around CPUs, GPUs, NICs, switches, and emerging co-packaged optics architectures, serving as secure root-of-trust controllers and interface bridges rather than competing directly with compute silicon [5] - The company has shifted focus towards mid-range Avant FPGAs and AI server networking, while also expanding R&D efforts, including a new engineering center in Pune, India [3] Growth Potential - The Communications and Computing sectors are expected to rebound strongly through 2025, with FPGA attach rates increasing to approximately 70 to 130 devices per hyperscaler rack in AI servers [5] - Lattice's asset-light model, debt-free balance sheet, and expanding mid-range FPGA footprint create a favorable investment outlook, particularly as AI complexity and security needs rise [7]