Ticker brief
ON ON SEMICONDUCTOR
Technology · Semiconductors
last close
$72.61
1 day
-2.9%
14 days
-12.2%
mkt cap
$35.5B
signals 14d
17
authors 14d
15
crowd 14d
-0.6σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 71% mid · 80 pctile own 1y | IV/HV 1.17× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | -0.010 70 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.70 normal | 5-session Δ +0.51 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-05 (z=3.6) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-28 · now -0.07 (−1 bearish … +1 bullish)
Who spoke15
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @HunterAllen4 | C | -1.66 | 2 | +0.62 |
| @JonkooTrades | B | -1.30 | 2 | +0.05 |
| @FL0WG0D | C | · | 1 | +0.45 |
| @Financhle | C | · | 1 | +0.65 |
| @dnystedt | B | -1.58 | 1 | +0.45 |
| @alphaticaio | B | -1.02 | 1 | -0.55 |
| @akishore | C | -1.38 | 1 | +0.10 |
| @TENETTRADEGROUP | C | -0.68 | 1 | +0.00 |
| @TheMarket_Monk | C | -1.30 | 1 | +0.30 |
| @porquettfin | C | -0.63 | 1 | -0.40 |
| @BenBSP | C | +0.51 | 1 | +0.35 |
| @Mark_Lexus | C | -2.15 | 1 | +0.00 |
| @PeloSwing | C | -0.75 | 1 | +0.70 |
| @Trent_TACap | B | -0.04 | 1 | -0.70 |
| @TheTranscript_ | B | +2.48 | 1 | +0.50 |
Recent signals17of 17 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @TheTranscript_ | +0.50 | ON's CEO says the AI data-center outlook was raised from doubling to more than doubling year over year. | — | tweet ↗ |
| 2026-08-28 | @Trent_TACap | -0.70 | Recaps a bearish June alert followed by a roughly 40% decline below major averages. | — | tweet ↗ |
| 2026-08-28 | @JonkooTrades | +0.00 | Accumulating TRT near its demand-zone floor with a $50 year-end target. — Author explicitly accumulates TRT and gives catalysts, valuation thesis and a year-end target. | — | tweet ↗ |
| 2026-08-26 | @JonkooTrades | +0.10 | Builds a bullish TRT supply-chain and customer thesis from job and subsidiary evidence. | -0.8% | tweet ↗ |
| 2026-08-26 | @PeloSwing | +0.70 | Presents a bullish ON Semiconductor thesis based on support, estimates, AI growth, design wins and guidance. | -0.8% | tweet ↗ |
| 2026-08-25 | @Mark_Lexus | +0.00 | Author presents a strategy-return chart ranking stocks by cumulative return. | +0.1% | tweet ↗ |
| 2026-08-24 | @BenBSP | +0.35 | Says an SMH break above $546.47 would add buying pressure across semiconductor names. | +0.9% | tweet ↗ |
| 2026-08-24 | @porquettfin | -0.40 | Describes broad semiconductor selling and fear that elevated AI valuations require proof from NVDA earnings. | +0.9% | tweet ↗ |
| 2026-08-24 | @TheMarket_Monk | +0.30 | Discloses current swing holdings and plans no additions before NVDA earnings. | +0.9% | tweet ↗ |
| 2026-08-22 | @TENETTRADEGROUP | +0.00 | Educational video references gap-down earnings patterns without a current trade entry. | -2.2% | tweet ↗ |
| 2026-08-21 | @akishore | +0.10 | Market recap includes multiple analyst target changes and ON's Synaptics acquisition filing. | -2.2% | tweet ↗ |
| 2026-08-21 | @alphaticaio | -0.55 | Buy an ON same-day $75 put as a highly speculative trade. — Specifies a bearish zero-DTE put trade while warning it is highly speculative. | -2.2% | tweet ↗ |
| 2026-08-18 | @HunterAllen4 | +0.80 | Both semiconductor names offer opportunities now and are expected above $100 soon. — Explicitly calls both stocks current opportunities with bullish targets supported by operating data. | -8.6% | tweet ↗ |
| 2026-08-17 | @dnystedt | +0.45 | AI demand is driving 10–15% power-chip price hikes and higher-end SiC/GaN component demand. | -12.9% | tweet ↗ |
| 2026-08-17 | @Financhle | +0.65 | Reports and explicitly characterizes large ON call flow as very bullish. | -12.9% | tweet ↗ |
| 2026-08-17 | @FL0WG0D | +0.45 | Reports a $210,000 ON call buyer. | -12.9% | tweet ↗ |
| 2026-08-16 | @HunterAllen4 | +0.45 | Long-horizon physical-AI basket thesis highlights robotics growth and a HUMN upside zone. | -12.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.