**Broadcom: This AI Stock Is Set To Surge From Inference Demand**
**Summary**
Broadcom’s competitive edge extends beyond the commonly cited fact that custom accelerators are often many times cheaper than Nvidia’s GPUs for inference tasks. With each new generation, custom silicon is becoming increasingly performant, further cementing Broadcom’s leadership.
In the third quarter, Broadcom reported revenue of $15.95 billion, surpassing estimates of $15.82 billion. This figure reflects impressive topline growth of 22% year-over-year and 6.3% quarter-over-quarter. The company also converted 44% of its revenue into free cash flow, placing Broadcom among the top-tier semiconductor companies for cash generation.
The AI ecosystem is currently pivoting from training to inference, and this shift is emerging as a powerful revenue engine for hyperscalers. This transition serves as a structural tailwind for Broadcom (AVGO) and its custom silicon and networking solutions.
—
**About the Author**
Beth Kindig is a veteran technology analyst with more than 14 years of experience covering both private and public markets. She began her career in Silicon Valley in 2011—just as technology surpassed oil as the world’s most valuable industry. Beth quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including the Android Developers Conference, Advertising Week NYC, Tech Week Chicago, and BlackHat.
Beth has developed a unique, pattern-recognition-driven methodology shaped by exposure to thousands of growth-stage companies—giving her insights that traditional Wall Street training can’t replicate. She is perhaps best known as the “Queen of Nvidia,” a title earned through her early and accurate calls on AI semiconductors dating back to 2018. Beth’s proven track record spans dozens of companies where she identified winning investments years ahead of consensus.
As founder of the Tech Insider Network—one of the top-performing audited tech portfolios with over 210% cumulative returns since 2020 (27% annualized)—Beth has built a loyal following of thousands of paying subscribers, tens of thousands of newsletter readers, and over 160,000 Twitter followers. Going into 2023, she held a 45% allocation in AI semiconductors, well ahead of many legendary investors.
Beth is a regular guest on Fox Business, Bloomberg Tech, and Bloomberg Asia, where hundreds of thousands of investors tune in monthly for her insights. She has also appeared on CNBC, NPR, BBC Radio, Real Vision, Schwab Network, and CoinDesk. Her written work has been featured in Forbes, MarketWatch, VentureBeat, MediaPost, and AdExchanger.
Beth is deeply committed to empowering individual investors, believing that access to accurate, high-quality research should not be limited to institutions. With a reputation for accuracy, consistency, and bold yet well-researched calls, Beth Kindig has established herself as one of the most trusted analysts in technology today.
—
**About Tech Insider Network**
Tech Insider Network stands out by blending real tech industry experience with active portfolio management. The team pioneered the combination of cutting-edge fundamentals with high-performing technical analysis for retail investors. Beth and her team are passionate about ensuring individual investors have access to the same quality of information as institutions, especially regarding the dynamic tech industry. Her goal is to help ordinary investors participate in the extraordinary gains tech has to offer.
—
**Analyst’s Disclosure**
I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
—
**Seeking Alpha’s Disclosure**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank. Our analysts are third-party authors who may be professional or individual investors and may not be licensed or certified by any institute or regulatory body.
—
**Comments**
Recommended For You.
https://seekingalpha.com/article/4848375-broadcom-ai-stock-is-set-to-surge-from-inference-demand?source=feed_all_articles