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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.
Data updated 2026-07-09 · refreshed weekly.
| Ticker | Blended P/E | vs Normal | Valuation |
|---|---|---|---|
| COHU | 279.5 | 1,336% | Significantly overvalued |
| UCTT | 56.9 | 190% | Significantly overvalued |
| ACMR | 55.9 | 168% | Significantly overvalued |
| CAMT | 41.4 | 83% | Significantly overvalued |
| ONTO | 47.8 | 40% | Significantly overvalued |
| SMCI | 10.4 | -32% | Fairly valued |
| CRDO | 65.3 | -45% | Quality business at a reasonable price |
| NVTS | — | — | Tracked — no valuation yet |
| AXTI | — | — | Tracked — no valuation yet |
| AEHR | — | — | 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 unlock with a subscription.