---
title: "Analyst warns Intel valuation 'doesn't make sense.' Suggests NVIDIA, AMD, Micron, and Broadcom as alternatives."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/290306131.md"
description: "Analyst Luria argues Intel's valuation is unjustified, citing a contradictory P/E ratio compared to NVIDIA. He suggests alternatives like NVIDIA, AMD, Micron, and Broadcom. Additionally, rising Apple handset prices indicate strong memory pricing power, while the XLF breaking its 200-day moving average signals a potential rotation away from chip stocks."
datetime: "2026-06-19T17:59:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/290306131.md)
  - [en](https://longbridge.com/en/news/290306131.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/290306131.md)
---

# Analyst warns Intel valuation 'doesn't make sense.' Suggests NVIDIA, AMD, Micron, and Broadcom as alternatives.

Quick ReadLuria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors cannot rationally hold at the same time.Apple raising handset prices signals sticky memory pricing power, while XLF breaking its 200-day moving average flags a potential rotation away from chip stocks.Are you ahead, or behind on retireme...

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