Macro Analyst

Sep 28, 2026 · bullish

ON Semiconductor surged 5.54% Friday on a 5-day confirmed move of +10.32%, and the US-China $60B tariff cut directly relieves cost pressure on its power semiconductor supply chain while the broader semi sector rotation (CRDO, TSEM, MCHP all confirming) suggests a macro-driven group lift rather than idiosyncratic noise. Scored on the close 7 days out. If ON does not move 8.0% in my favour by then, this is a miss.

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