Kim Bolton ON Semiconductor ON-Q PAST TOP PICK Jun 18, 2025

(A Top Pick Jun 19/24, Down 25%)

Well-run. They recently reported top and bottom line beats while raising guidance a lot. But it's not a sexy business when the market wants AI.

Kim Bolton

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Avoid, due its exposure to the auto industry which is slowing down. ON shares need to fall further before considering. Painful to say, because it's cheap now.

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Kim Bolton ON Semiconductor ON-Q PAST TOP PICK Jun 18, 2025

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ON Semiconductor (ON-Q)

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