My most confident ai chip play is a LOCK and no one is talking about it

When the world learned that you have to dig to find gold, the wise man started selling shovels. That is basically the equivalent of what ON is doing. The world is designing faster and better chips and they are making the chips that power those chips. Now, I could give you a bunch of financial mumbo jumbo or even have ai slop you up some cool numbers but I’m going to stick to this gold rush analogy cause I believe in your sharp intellect and I know you’ll follow along. As the world is racing toward AGI, Onsemi set up a toll booth on the only road that gets there. Except, unlike a regular toll booth, as ai demand gets bigger, ON charges a bigger toll! They position themselves to be relied upon within multiple levels within this power tree and they are continuing to release technology that delivers higher power density at lower utilization rates than anyone else.

There’s a reason the stock has been literally increasing for a month straight. I am shocked that no one is talking about this with earnings Monday night. To end 2025, they brought in 250mil and everyone couldnt believe it. Since then, GPU counts have absolutely soared, rack power consumption has hit all time highs. Today, AI racks run around 100 kilowatts… in 2 years that number is expected to 6x, with some estimating more than 10x by 2029.

Next earnings is May 4th at 5pm and I’m mad bullish. There’s no doubt in my mind their numbers will explode. Every similar company in this space who has already had theirs hasn’t been coy about the demand. It’s there.

Only question is, are you going to look back Tuesday and wish you listened?

And to my other fellow chip lovers, what price did you get lucky enough to buy in at?