AMOM0.010%
as of Sep 2
ON
GrowthON SEMICONDUCTOR CORP
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies.
Close · 3M
-25.15%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate0% (0/6)
Avg buy return-30.81%
AMOM · New entry · 1d
weight 0 → 0.010% (new)·stock up 64.1% in the 30 days before
May 4·entry $102.04·now $73.65Fresh
-27.82%
since May 4
AIEQ · Exit · 1d
weight 0.640% → 0 (exited)·stock down 13.8% in the 30 days before
Aug 2·entry $80.40·now $73.65
-8.40%
since Aug 2
AIEQ · Weight decrease · 2d
weight 0.660% → 0.600% (-0.060 pp)·stock down 11.4% in the 30 days before
Jul 30·entry $83.74·now $73.65
-12.05%
since Jul 30
AIEQ · Weight decrease · 2d
weight 0.700% → 0.660% (-0.040 pp)·stock down 25.0% in the 30 days before
Jul 26·entry $89.04·now $73.65
-17.28%
since Jul 26
AIEQ · Weight increase · 2d
weight 0.650% → 0.700% (+0.050 pp)·stock down 23.0% in the 30 days before
Jul 23·entry $90.13·now $73.65Fresh
-18.28%
since Jul 23
AIEQ · Weight decrease · 2d
weight 0.700% → 0.660% (-0.040 pp)·stock down 26.1% in the 30 days before
Jul 17·entry $87.37·now $73.65
-15.70%
since Jul 17
AIEQ · Weight increase · 2d
weight 0.690% → 0.720% (+0.030 pp)·stock down 18.0% in the 30 days before
Jul 11·entry $90.37·now $73.65Fresh
-18.50%
since Jul 11
AIEQ · Sudden change · 1d
weight 0.110% → 0.720% (+0.610 pp)·stock down 21.7% in the 30 days before
Jul 1·entry $94.63·now $73.65
-22.17%
since Jul 1
AIEQ · Weight increase · 2d
weight 0.140% → 0.160% (+0.020 pp)·stock up 28.4% in the 30 days before
Jun 4·entry $131.82·now $73.65Fresh
-44.13%
since Jun 4
AIEQ · New entry · 1d
weight 0 → 0.140% (new)·stock up 22.0% in the 30 days before
May 30·entry $120.92·now $73.65Fresh
-39.09%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Too hard to callas of Jul 12
AI ETFs show mixed signals, with AIEQ accumulating a significant position and AMOM holding a smaller one, while LQAI has exited the stock. In contrast, a Buffett-style framework deems ON Semiconductor "Too Hard" to analyze, highlighting a divergence between AI-driven strategies and a fundamental predictability-focused approach.
- Circle of CompetenceThe semiconductor industry's rapid technological cycles and intense competition make long-term cash flow predictability challenging, suggesting it falls outside a typical circle of competence.
- Economic Moat
- Management
- Financial Health
- Margin of Safety
The framework indicates that ON Semiconductor's business environment, characterized by rapid technological change and cyclical demand, prevents reliable long-term cash flow projections. Therefore, it falls outside the necessary circle of competence for a Buffett-style analysis. Without the ability to predict future earning power, the framework declines to proceed with further valuation, deeming the investment "Too Hard."
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.