Stefan's post | Quora

Why $ON (NASDAQ: ON) Has Me Rethinking the Next Era of Tech Growth Okay, so I gotta start this post with a confession: three months ago I had barely heard of ON Semiconductor, let alone thought about their ticker NASDAQ: ON as a cornerstone of any personal investment plan. But, you know how sometimes you stumble down a research rabbit hole and before you realize it, your coffee’s cold, your screen has 12 tabs open, and you’re suddenly yelling fun facts to anyone nearby? 😂 That was me. Now ON Semi is all I want to talk about! The Not-So-Boring World of Chips Look, “semiconductors” isn’t exactly a word that screams excitement. I used to think of it as this shadowy, behind-the-scenes tech that only electrical engineers or, like, Tony Stark cared about. But oh man, was I wrong. It’s basically the beating heart of everything futuristic: electric cars, renewable energy, data centers, AI, 5G, you name it. And guess who’s sitting at the crossroads of all of those? Yep, ON Semiconductor. It started when I noticed how EVERY carmaker seems obsessed with electric vehicles. Then I wondered: Who actually supplies the “brains” behind these new EVs? Turns out ON is a key player. I was genuinely shocked at how their chips control battery systems, power management, and even those advanced driver-assist features. Like, my buddy’s new car can park itself, and ON’s technology is running half that show. That’s the kind of detail that totally changes how I look at traffic jams now. Just imagine – every modern traffic jam is packed with millions of ON-powered chips, quietly humming away, making sure everything works safely and efficiently. From Green Energy to AI: The “ON Everywhere” Effect But here’s the kicker: ON’s business isn’t just cars. Have you noticed those huge solar panels popping up on corporate buildings lately? Or maybe you’ve heard about how hyperscale data centers (like the ones running all your favorite streaming apps) suck up unbelievable amounts of power? ON is right there, making those systems smarter and more energy-efficient. That’s a BIG deal when we’re all nervously watching climate change news and wishing for greener solutions. And don’t even get me started on AI! I’ve been reading about how ON’s chips are optimized for edge computing – basically, crunching data on the device rather than shipping it off to the cloud. That’s what lets your phone unlock with your face super fast, or your home speaker recognize your voice, or factories run predictive maintenance without calling home every five minutes. The more I dug into this, the more I realized: ON is weirdly, quietly everywhere. Why I’m Bullish (And Kinda Excited) Now, I’m not just spitting out facts here. I actually put my own money where my mouth is. I grabbed a small position in NASDAQ: ON, and I feel surprisingly jazzed about it. Sure, the stock market’s a rollercoaster (and I’ve already braced for the dips), but ON seems to tick every box for the next decade’s megatrends: electrification, decarbonization, automation. Honestly, it feels like ON is uniquely positioned. They’re not a flashy, headline-grabbing stock, but I think that’s exactly the point. When everyone else is chasing the next “AI darling” or doubling down on the huge chip giants, ON is steadily powering the real-world stuff that quietly runs the whole show. It’s a little like being excited about the WiFi router nobody thinks about—until it’s gone, and then chaos breaks loose! So… Should You Jump In? Here’s my honest opinion: I’m not here to hype you into YOLO’ing your savings into ON shares. But if you’re curious about what’s really powering the world behind the scenes—and want to bet on industries that aren’t going away any time soon—do yourself a favor and peek under the hood of NASDAQ: ON. Do your homework, check out their earnings calls, and see how much they’re investing in the “boring” yet mission-critical infrastructure of tomorrow. You might end up as obsessed as I am (fair warning: friends and family may tire of your newfound chip trivia). So tell me—did you already have ON on your radar? What overlooked companies are you excited about? Drop your thoughts below 👇 Let’s swap notes and ride this tech wave together!