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NVDA Earnings Sympathy Plays 10 halo stocks
When NVDA beats revenue/EPS estimates by ≥3%, supply-chain and sector-proxy stocks tied to AI infrastructure supply chain often move in sympathy. These are the 10 names tickerseer maps to NVDA, with each stock's current public valuation. Open any ticker for its full fair-value assessment.
| Ticker | Blended P/E | vs Normal | Valuation |
|---|---|---|---|
| AEHR | 381.0 | >500% | Significantly overvalued |
| AXTI | 159.2 | >500% | Significantly overvalued |
| COHU | 110.5 | 468% | Significantly overvalued |
| CAMT | 46.9 | 108% | Significantly overvalued |
| ACMR | 42.5 | 103% | Significantly overvalued |
| UCTT | 28.4 | 45% | Significantly overvalued |
| ONTO | 44.8 | 31% | Trading above its usual valuation |
| SMCI | 11.4 | -24% | Mixed on our tests |
| CRDO | 46.8 | -60% | Favorable on our tests |
| NVTS | No data | No data | Tracked (no valuation yet) |
Valuation shown is public (blended P/E vs historical normal). The proprietary SeerAI quality score, catalyst scoring, and earnings-week options setups require a subscription.
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