Intel is considered unattractive with a forward PE of 65, making it a potential 70% downside if revenues stagnate, unlike Nvidia.
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NVIDIA Is the Most Attractive It's Ever Been
Aug 27, 2026
The creator expresses strong interest in Nvidia, viewing it as undervalued and executing well, making it more attractive than other semiconductor companies like AMD, Broadcom, and Intel. The creator contrasts Nvidia's potential even in a stagnant market with Intel's overvaluation, highlighting the importance of fundamentals and valuation.
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The creator would not sell Nvidia to buy Broadcom, implying it is less attractive.
Nvidia is the most attractive it's ever been, feeling undervalued while continuing to execute exceptionally well, making it a better investment than other chip makers.