The post Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives. appeared first on 24/7 Wall St..
D.A. Davidson's Gil Luria identifies contradictory semiconductor valuations: INTC prices in an AI cycle through 2028-2030 while MU and NVDA suggest the cycle is peaking.
Intel's roughly 10% recent surge reflects real strategic value from U.S. manufacturing and CPU scarcity, but the company re…