Earnings Sympathy Plays
When a bellwether like NVIDIA, Apple, or JPMorgan reports earnings, the move rarely stays contained to one ticker. Suppliers, sector peers, and end-market proxies frequently move in sympathy — sometimes before they report themselves. This is how traders position around an earnings calendar without betting on a single name.
Below, each bellwether links to the supply-chain and sector-proxy stocks tickerseer maps to it, with every halo stock's public valuation so you can see which are already stretched and which still look cheap.
Data updated 2026-07-09 · refreshed weekly.
NVDA sympathy plays
AI infrastructure supply chain · 10 halo stocks
AMD sympathy plays
GPU / CPU supply chain · 4 halo stocks
QCOM sympathy plays
RF / mobile chip ecosystem · 4 halo stocks
AAPL sympathy plays
Apple supply chain · 6 halo stocks
MSFT sympathy plays
Cloud / Azure AI infrastructure · 4 halo stocks
AMZN sympathy plays
Cloud / AWS AI infrastructure · 4 halo stocks
META sympathy plays
AI / social infrastructure · 3 halo stocks
GOOGL sympathy plays
Cloud / AI infrastructure · 4 halo stocks
AVGO sympathy plays
Broadcom semiconductor ecosystem · 3 halo stocks
INTC sympathy plays
Intel / legacy semiconductor · 4 halo stocks
TXN sympathy plays
Analog semiconductor · 4 halo stocks
TSLA sympathy plays
EV supply chain · 3 halo stocks
DELL sympathy plays
AI server / enterprise IT · 5 halo stocks
HPQ sympathy plays
PC / enterprise printing · 2 halo stocks
NTAP sympathy plays
Enterprise storage · 3 halo stocks
WMT sympathy plays
Retail / consumer bellwether · 3 halo stocks
JPM sympathy plays
Large-cap bank bellwether · 5 halo stocks
COST sympathy plays
Consumer warehouse / spending bellwether · 5 halo stocks
TGT sympathy plays
Mass retail / consumer bellwether · 5 halo stocks
UNH sympathy plays
Healthcare / managed care bellwether · 5 halo stocks
FDX sympathy plays
Logistics / economic throughput bellwether · 6 halo stocks
CAT sympathy plays
Industrials / capex cycle bellwether · 6 halo stocks
HD sympathy plays
Housing / home improvement bellwether · 6 halo stocks
Halo relationships come from tickerseer's catalyst radar map. Valuation is public; catalyst scoring and options setups unlock with a subscription.