Synaptics is a buy below $65 in this correction for its edge AI chips for IoT and automotive. For investors under 35, the broader market correction is a gift. x.com 

Synaptics remains a cheap edge-computing play at 14x next-twelve-month earnings for 23% expected growth in FY26. It is not a buy this week while everything is rising, but it is among the names that would offer a huge opportunity if the S&P 500 calms down and drops back toward the 662 level. x.com 

Synaptics stands to benefit as AI moves out of data centers into physical devices, a read-through from Micron's results. Micron said L2+ vehicles carry 5x the memory and storage of average cars and humanoid robots carry 10x that of L2+ vehicles. Physical AI needs local compute, sensing, connectivity and low-power inference, which is Synaptics' lane. x.com 

ON Semiconductor is back to reasonable multiples after Friday's sell-off tied to Synaptics. Per Mizuho, as many as six analog OEMs are raising prices into the second half of 2026 as demand for select components stays very tight, with NXP, Texas Instruments, Infineon, STMicro and others noting increases of up to 5-30% as AI servers drive demand. x.com 

Onsemi's Synaptics deal matters more than most investors realize, marking a major move into physical AI through Synaptics' edge AI compute, connectivity and software, with far greater exposure to robotics and intelligent edge systems. Shares fell 21% on the all-stock structure's dilution, a short-term negative against long-term strategic benefits; an all-cash or mixed deal would have been preferable. x.com  x.com