 Hi, let's bring in our panel. We've got Daniel Rubino. He's the executive editor at Windows Central. And Melissa Armo, founder and owner of the Stock Swoosh. Welcome and thanks for being here today. The topic we're gonna talk about, on Semiconductor, releasing earnings this morning. We saw an EPS and a revenue beat. And I'll go to you first, Melissa. What was your take on this report? This morning, the stock is rallying. It's rallying with the overall market. It's been an uptrend now for quite some time. This sector has done very, very good in the last year. So, I mean, it looks good that it could possibly, possibly make brand new all-time highs once again, which it did in the last 30 days. Not as big of a rally as I'd like to see, but this is one symbol that kind of has little baby moves. It's not like, for example, something like NVIDIA that can have these monster, monster gap ups on good earnings. So it was good this morning, but again, not at new highs yet. Right, and if you take a look at this, Daniel, on this report, one of the biggest segments that they're moving into is in the automotive sector, which makes up about a third of their revenue at this point. And that's only expected to grow as the EV market grows. What's your outlook here for on Semi in this type of environment where demand is there and inventories are low? Yeah, so they're positioned very well for this market. And I'll tell you why. It's because when it comes to these advanced driving auto systems that we see, of course, in Tesla, they're positioned because they have LiDAR, Radar, they also do the cameras. So they do the trifecta of what's gonna be some of the most important technologies. Now Tesla says they don't need LiDAR, but I can tell you other companies will be using it as a redundancy system. It's also tested and well known. So they do all three of those, as well as the other electronics for electric vehicles. So put this in perspective, traditional non-electric vehicles used around $40 of some electronic components. That's estimated to go to $500 in tomorrow's electric vehicles. And on is right there in a position to provide all that equipment. So the market is both growing, but also in each individual car, it's also growing in terms of the bottom line cost. So they're positioned there very well. We know that's a growth market, but they're also in medical. They're also in 5G. They're also in smartphones. So they're in all those kind of markets that are growing. Now 5G has been a very slow burner, didn't do as well in 2020 as we anticipated, but we do know that in terms of infrastructure, it's still going to continue to grow. We'll see that 21, 22 going forward again, their position there as well. And of course, medical is always a big industry where they do a lot of custom sensors for a lot of medical equipment. Yeah, and Melissa, I know you look at the technicals when you're doing your research on your stocks and as far as price action, and maybe some of the flows that you're seeing in a name like on Semiconductor, do you see this being maybe a short-term trade or do you look at this more of a long-term investment? That's some ways to go, because again, if your overall sector continues to stay strong, which has been very, very bullish in the last 12 months, unlike some things, like some certain sectors you saw a sell-off during the year of 2021 COVID hit. This was one sector where you really did not see that kind of crash. So if you're looking for stability, if you're looking for the future, if you're looking for long-term growth, I think you see that in this sector. And again, this is one of the, ON is one of the lower priced ones in this sector. So if someone wanted to just outright buy the stock or do a swing trade in it, it would cost a lot less than buying something like I said, like NVIDIA. NVIDIA now has earnings at the end of February. That's one to watch that it could fly, fly over $600 a share. And if it does, then ON could make brand new all-time highs with NVIDIA. And again, with the sector, but that's about a couple, three weeks away from now. So I would watch those earnings. If you wanted to go long today, you could, but you're gonna probably have to wait it out until you see what NVIDIA does at the end of February. Yeah, and if you look at NVIDIA and they've got their hands in everything that's growth. And I think the gaming's actually helping that stock a little bit more than maybe some other names in that space. But if you take a look at this name, Daniel, and you look at maybe competitors or another name within the semi-space, what else peaks your interest here? Yeah, so this is a really competitive industry, obviously. You know, you have Qualcomm, you have Texas Instruments, Infanon, PowerChip Technology, Broadcom, Semtech. Like, so there's a lot of good companies here, but as noted earlier, they're priced way higher. They also have their hands in more AI, which I think is also an important field. NVIDIA is doing very well there too. So it is a competitive market, but then again, when you're talking about on one, I think the value is it's low, right? It's an easy buy-in, as just mentioned. They also have a lot of IP, right? They do a lot of their own proprietary technology, which is shown to be important. So I do see them as a growth, but all these same market chips are gonna do very well, I think in the next five to 10 years, there's just no doubt about it as they're all positioned well. Yeah, hey Melissa, just real quick, we've got Google Alphabet and Amazon earnings tomorrow morning. Which one do you like better here going into those results or tomorrow afternoon? Yeah, they're both at night. I kind of wish that they would be spread out, but it never works out that way. But they're both absolutely 100% going to affect the market. Today, we have a rally in the market. Last week, we had a sell-off in the market. Let's just say best case scenario, they go together. Whatever that would happen to be. Let's say both gap up and have good earnings and rock it on the earnings. We can see the market then make another branding all-time high, which would be Tuesday night into Wednesday morning. That would seem impossible given the economic situation with COVID in 2021, but we've seen the market continue higher. Let's just say one of them bombs and they fall and one of them rallies, it's gonna drive the other one down. So even one negative reaction price-wise, whether it's Amazon or Google, and I don't know which one it's gonna be. I don't have any inside information. I'm not in any place in this until you see what happens in the earnings. But if one of them is bad and one of them is good, it's gonna drag the other one down. Do you understand what I'm saying? So it definitely will affect the other symbol and it definitely will affect the overall market. The market, even though we're rallying today, feels really heavy to me. It just feels heavy to me like there's an underlying uncertainty happening with this stimulus. People are waiting for this $2,000 check. It's not happening. Congress is focusing on impeachment instead of the stimulus. So I think that there's more selling to come in this overall market. And you could see that this week, one of those earnings is bad and worst case scenario if they're both bad. Yeah, I kind of agree with you there. All right, I'd like to thank Daniel Rubino, executive editor at Windows Central and Melissa Armo, founder and owner of The Stock Swoot.