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AMD Earnings Sympathy Plays 4 halo stocks
When AMD beats revenue/EPS estimates by ≥5%, supply-chain and sector-proxy stocks tied to GPU / CPU supply chain often move in sympathy. These are the 4 names tickerseer maps to AMD, with each stock's current public valuation — open any ticker for its full fair-value assessment.
Data updated 2026-07-09 · refreshed weekly.
| Ticker | Blended P/E | vs Normal | Valuation |
|---|---|---|---|
| UCTT | 56.9 | 190% | Significantly overvalued |
| CAMT | 41.4 | 83% | Significantly overvalued |
| ONTO | 47.8 | 40% | Significantly overvalued |
| SMCI | 10.4 | -32% | Fairly valued |
Valuation shown is public (blended P/E vs historical normal). The proprietary SeerAI quality score, catalyst scoring, and earnings-week options setups unlock with a subscription.