[[TAKEAWAYS]] - Semiconductor stocks like onsemi are often mispriced when sentiment is driven by macro fear rather than fundamentals — the current Extreme Fear (15) in crypto could be a contrarian signal. - The decline in Bitcoin and Ethereum (down ~2.5% in 24h) suggests risk-off across the board, but savvy readers may find opportunities where the market overcorrects. - Onsemi’s positioning in silicon carbide and power management aligns with AI infrastructure demands, a theme also evident in the China-U.S. technology rivalry headlines. - Retail investors should separate short-term price noise from long-term