Broadcom: This AI Stock Is Set To Surge From Inference Demand

**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.

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https://seekingalpha.com/article/4848375-broadcom-ai-stock-is-set-to-surge-from-inference-demand?source=feed_all_articles

WATCH: Mikaela Shiffrin breaks down in tears as fiancé Aleksander Kilde made a successful return to competition after horror crash

Mikaela Shiffrin broke down in tears as she embraced her fiancé, Aleksander Kilde, in a warm hug.

The emotional moment came after Kilde’s successful comeback, marking a significant achievement in his career. Their heartfelt reunion captured the profound connection and support between the couple during this triumph.
https://www.sportskeeda.com/us/olympics/news-watch-mikaela-shiffrin-breaks-tears-fiance-aleksander-kilde-made-successful-return-competition-horror-crash

Bitcoin’s Bearish 200-Day Trend Fuels Debate on Potential Bull Market Shift

Persistent trend shift: Bitcoin’s price has spent extended time below the 200-day trend, confirming bearish momentum. Volume spikes and above-average volatility highlight market uncertainty. Analysts predict 2026 as a decline year, with the 200-day moving average dipping below the 50-day in mid-November 2025. Discover how Bitcoin’s 200-day trend turning bearish impacts the bull market. Expert insights reveal mixed signals-explore key indicators and analyst views for informed crypto decisions today. What Does Bitcoin’s 200-Day Trend Turning Bearish Mean for the Market? Bitcoin’s 200-day trend turning bearish indicates a potential reversal from the ongoing bull phase, as this long-term technical indicator has shifted downward, suggesting weakened momentum and possible extended declines. Analysts use the 200-day trend to connect price points and assess overall strength, and its bearish turn, confirmed by factors like prolonged time below the line and heightened volatility, raises concerns about the sustainability of recent gains. While this doesn’t guarantee an immediate crash, it serves as a critical warning for investors monitoring long-term support levels. How Are Moving Averages Influencing Bitcoin’s Current Outlook? The 200-day moving average, which calculates the average price over the past 200 days, crossed below the 50-day moving average in mid-November 2025, forming a “death cross”-a widely recognized bearish signal in technical analysis. This event, tracked closely by traders, often precedes broader market corrections and is viewed as a shift toward bearish territory. According to data from market charts, Bitcoin’s price has shown persistent weakness since this crossover, with volume spikes indicating selling pressure. Crypto analyst Crypto₿irb, who shares insights with a large following on social platforms, emphasized that this trend shift is supported by worsened market breadth and above-average volatility, predicting a year of declines in 2026. These indicators are essential for gauging bull and bear phases, providing a mathematical lens on price history that helps separate short-term noise from enduring patterns. In professional financial circles, such as those at research firms, experts stress that while moving averages aren’t foolproof, their alignment with other metrics like the 200-day trend strengthens the case for caution. For instance, the death cross has historically correlated with periods of 20-30% drawdowns in Bitcoin’s cycles, based on past data from 2018 and 2022 downturns. Investors should note that these tools are lagging by design, reflecting historical data rather than predicting exact turns, but they remain staples in crypto portfolio management. A long-term technical trend indicator for Bitcoin has turned bearish, leading at least one analyst to believe that the bull market may be over. “From a technical standpoint, the bull market is over,” crypto analyst Crypto₿irb shared with his followers on Thursday. Bitcoin (BTC) exhibits a “persistent trend shift, confirmed by price percentage traveled, volume spikes, above-average volatility, time spent below the 200-day trend, and worsened breadth,” he said as he predicted 2026 to be a year of declines. The analysis highlighted a downturn in the 200-day trend, a visual tool analysts use to connect specific points and gauge trend strength or breakouts. Additionally, the 200-day moving average, a different indicator that shows the mathematical average price of BTC over the past 200 days, turned downward in mid-November when a “death cross” occurred as it dipped below the shorter-term 50-day moving average. These indicators are closely watched as a long-term support level and signals for bull and bear markets. Bitcoin Bear Market Calls Are Increasing Bearish sentiments around Bitcoin are gaining traction among analysts as multiple indicators align to suggest a market top. “There is no debate, Bitcoin is in a bear market,” Markus Thielen from 10x Research stated plainly. He added that the current environment represents “a bear market reversal rally,” where temporary upticks mask deeper underlying pressures. This view aligns with observations of whale exchange deposits, which, if sustained at high levels, could precipitate further drops, as noted in recent market analyses. However, not all experts concur on the immediacy of a full bear phase. Henrik Andersson, chief investment officer of crypto asset fund manager Apollo Capital, pointed out that the strong buying from digital asset treasuries seen in the first half of 2025 has waned, but this “doesn’t mean we are in a bear market.” He advised that future directions will hinge on broader risk assets, making selectivity crucial for investors. Andersson’s perspective underscores the interconnectedness of crypto with traditional markets, where factors like interest rates and equity performance play pivotal roles. In fact, historical data shows Bitcoin often mirrors Nasdaq trends during volatile periods, with correlations reaching 0. 7 in recent quarters according to on-chain analytics. Thielen’s firm, 10x Research, has long emphasized on-chain metrics like exchange inflows to forecast sentiment, reporting a 15% increase in such deposits over the past month, which bolsters bearish outlooks. These diverging opinions highlight the nuanced nature of crypto markets, where technical signals must be weighed against macroeconomic influences. For institutional players, this divergence prompts a reevaluation of exposure, with many funds adjusting to 20-30% allocations in light of the 200-day trend’s bearish flip. Short-Term Relief for the Bitcoin Bulls Despite the overarching bearish signals, short-term charts offer a glimmer of hope for Bitcoin bulls. Crypto analyst Skew noted on Thursday that the four-hour timeframe appears “looking a lot more constructive here for the bulls.” He indicated that “momentum is toward the upside if buyers and the market can muster strength from here.” This optimism stems from recent price action, where Bitcoin approached but fell short of $92,000 on major exchanges like Coinbase during early Thursday trading, settling around $91,200 by publication. Skew warned that a retreat below $88,000 would signal weakness and failed upside momentum, while the $90,000 to $92,000 range represents a critical battleground for establishing a structural trend. In this zone, buying volume could determine whether short-term relief evolves into sustained recovery. Market data supports this, showing a 5% intraday bounce driven by retail interest, though overall open interest remains subdued compared to peak bull levels. Analysts like Skew, known for derivatives expertise, often reference funding rates, which turned positive this week, suggesting bullish leverage. Yet, this relief is fragile; broader context from the 200-day trend bearish turn tempers enthusiasm, with experts recommending stop-losses around key supports. For day traders, this setup presents opportunities, but long-term holders are advised to monitor volume for confirmation. Recent editions of industry digests have explored ambitious targets like $200,000 by year-end or extended timelines to 2029, reflecting the speculative yet data-driven discourse in crypto communities. Frequently Asked Questions What Is the Significance of Bitcoin’s 200-Day Moving Average Turning Bearish? The 200-day moving average turning bearish for Bitcoin signals a potential long-term downtrend, often confirming the end of bull cycles through the death cross with the 50-day average. This indicator, based on historical price data, has preceded major corrections in past years, urging investors to reassess positions amid rising volatility. Is Bitcoin Entering a Full Bear Market in 2025? While some indicators like the 200-day trend suggest Bitcoin is shifting toward a bear market, analysts differ-viewing current moves as a reversal rally rather than a confirmed downturn. Broader risk asset performance will likely dictate the path, with selectivity key for navigating this phase smoothly. Key Takeaways Bearish Technical Shift: The 200-day trend’s downturn, backed by volume and volatility, indicates the bull market may be concluding, per leading analysts. Death Cross Warning: Mid-November 2025’s moving average crossover highlights historical patterns of 20-30% drawdowns, informing risk management. Short-Term Bullish Potential: Four-hour charts show upside momentum above $88,000, but sustaining $90,000-$92,000 is essential for trend reversal. Conclusion.
https://bitcoinethereumnews.com/bitcoin/bitcoins-bearish-200-day-trend-fuels-debate-on-potential-bull-market-shift/

Bitcoin Price Soars, Crosses $90,000 — LTH Still a Threat

Bitcoin is beginning to recover from its recent decline, crossing above $90,000 for the first time in a week as market conditions slowly improve. However, despite the renewed optimism, one key group of investors continues to fuel concerns around liquidity. This lingering pressure is preventing Bitcoin from reestablishing a fully stable upward trend. Sponsored Sponsored Bitcoin Holders Could Present A Threat Liquidity trends measured through realized profit and loss provide important insight into longer-term market health. The Long-Term Holder (LTH) Realized Profit/Loss Ratio remains above 100x, indicating that long-term holders are still realizing profits rather than losses. This suggests liquidity remains healthier than during major bottom formations or the stressed market conditions of Q1 2022. As long as LTHs continue to realize profits, Bitcoin retains a layer of structural support. However, the picture could shift quickly. If liquidity fades and the ratio compresses toward 10x or lower, the risk of entering a deeper bear market becomes difficult to dismiss. Historically, that threshold has aligned with moments of severe stress across long-term holders. Should LTHs begin realizing losses, it would signal a deterioration in market confidence and a potential reversal in price momentum. . Recent patterns reflect clear mean reversion, suggesting that volatility sellers are returning. Even so, implied volatility remains elevated relative to actual market performance. Sponsored Sponsored Glassnode data shows that one-month implied volatility has fallen-dropping roughly 20 vol points from last week’s peak and about 10 points from recent levels-indicating that some of the stress premium is now unwinding. The decline in implied volatility, combined with easing put skew, signals reduced demand for immediate downside protection. This means short-term fear has cooled, though Bitcoin still remains vulnerable to sudden shifts. BTC Price Still Needs To Test Crucial Support Bitcoin is trading at $91,366, holding firmly above the $89,800 support level after crossing $90,000 for the first time in seven days. The crypto king now faces resistance at $91,521, a key barrier that will determine the next leg of its recovery. Volatility may increase if long-term holders begin realizing losses, potentially derailing the rebound. This scenario could pull Bitcoin back below $90,000, exposing it to declines toward $86,822 or $85,204 in the short term. If long-term holders continue realizing profits and traders maintain a bullish tone, Bitcoin should remain protected from deeper downside. This resilience could help reignite bullish momentum, allowing BTC to break above $91,521 and target $95,000. A move beyond this psychological zone would open the path toward $98,000 and potentially a push toward the $100,000 mark.
https://bitcoinethereumnews.com/bitcoin/bitcoin-price-soars-crosses-90000-lth-still-a-threat/

Reading Crypto Bonus Terms Like a Pro

When you land on a crypto casino bonus page, it’s easy to focus on the headline percentage and skip the small print. But if you read the terms more thoroughly, you can see what really matters deposit eligibility, expiry timing, and URL authenticity. This turns bonus reading into a risk-assessment exercise, instead of a guessing game. 1. Treat bonus pages as live data Every line in a bonus offer has purpose. “Eligible funding methods,” “credit timing,” and “wagering contribution” aren’t filler phrases they’re the logic rules behind your experience. Understanding what they mean gives you a much better playing experience and ensures you know what’s going on before you start a game. A good example is the promotions directory at Cafe Casino crypto bonus. Its layout separates Welcome, Referral, and Weekly Mystery Bonus offers into clear cards, each linking directly to detailed terms. This structure makes verification simple. You can open the crypto-specific welcome section and immediately see that deposits made with digital currencies qualify for their own dedicated offer, clearly marked and explained. The directory also highlights recurring events such as the Thursday-to-Monday Mystery Bonus window, so timing is transparent from the start. When reviewing any promotion, use the same method. Compare the offer text with the deposit screen and make sure your preferred crypto option appears under both. Revisiting the Cafe Casino crypto bonus page after checking your account reinforces a key habit well-structured pages help players make better decisions. It’s also worth thinking about how you handle your funds. This guide on How To Store Cryptocurrency the Safest Way expands on the same principle of operational hygiene. It explains how hot-wallet convenience differs from cold-wallet security, and why separating “play wallets” from long-term holdings reduces exposure. 2. Separate the hype from the hash You’ll often see a lot of hype in the casino world but sometimes, you just want to get to the bare bones and understand the facts. You can achieve this by asking: Which deposit methods qualify? Look for lines like “Crypto deposits receive additional rewards.” If the terms say “digital currencies excluded,” the offer won’t apply. When does the credit apply? Some bonuses post after blockchain confirmations; others are instant. How long before expiry? Notes such as “Expires at 23: 59 UTC within seven days of credit” define your actual window. Transparent sites like Cafe Casino make these conditions visible without extra clicks a design choice that doubles as a security feature. 3. Verify the source Before engaging with any bonus, confirm you’re on the authentic URL. Quick checks The domain must end in the official top-level domain (for Cafe Casino that’s . lv). The page should use HTTPS with a valid certificate. Navigation links must loop inside the same secure domain without redirects. In plain terms, trust but verify. Cafe Casino’s promo pages follow standard SSL practice and predictable paths such as /promotions/, reducing spoof risk. 4. Translate wagering requirements into plain English The line “40× (deposit + bonus) before withdrawal” can sound abstract. What it means is this: if you deposit 0. 05 BTC and get a proportional bonus, you must wager 40 × (0. 05 + bonus amount) before withdrawing. Cafe Casino links a wagering contribution chart within its terms, showing how different game types count toward requirements. Clear contribution tables like this prevent misunderstandings and cut down on support issues an approach that makes transparency measurable, rather than subjective. 5. Check timing and expiry Expiry text decides how long your bonus truly lasts. You might see: “Bonus must be used within seven days of credit.” Treat that like a timer. Log the exact timestamp in your dashboard and confirm whether the countdown uses your local time or UTC. Some crypto bonuses activate only after network confirmations, meaning the credit time can differ from fiat deposits. Cafe Casino lists these processing windows directly within its crypto terms, reducing ambiguity for users. If you plan sessions across time zones, align with the listed UTC expiry to avoid losing remaining value. 6. Identify key phrases Reading Crypto Bonuses Like A Pro Reading crypto bonuses with skill replaces uncertainty with surety and confidence. You verify the structure, authenticate the URL, translate the math, and document expiry windows. Cafe Casino’s clear layout and explicit crypto documentation illustrate how user-centered design and transparency build long-term trust. Approach every promotion with that mindset. When terms are straightforward and offer clarity, both parties win, and the player will have a much better experience.
https://bitcoinethereumnews.com/crypto/reading-crypto-bonus-terms-like-a-pro/

Munro: Uncertainty in the UK Having a Knock-On Effect

The UK will impose a tax on homes valued at more than £2 million, the latest blow to the country’s already struggling housing market. Clementine Munro, Private Office Advisor at Allsopp & Allsopp told Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche that while the mansion tax may appear benign for the wealthy, there is a real sense of fatigue in the UK with the ongoing uncertainty and it’s having a clear knock-on effect. (Source: Bloomberg).
https://www.bloomberg.com/news/videos/2025-11-27/munro-uncertainty-in-the-uk-having-a-knock-on-effect-video

Thousands of Americans Advised To Avoid Outdoors In California, Oregon

Thousands of residents across parts of California and Oregon have been advised to stay indoors where possible on Thursday due to concerns over high levels of air pollution. The Environmental Protection Agency (EPA)’s AirNow map shows that areas including Cromberg, Portola, and Sattley in California, and La Pine in Oregon face “unhealthy” levels of air quality as on 03. 10 a. m. ET on Thursday. Why It Matters Unhealthy levels of air pollution in the atmosphere can affect everyone, but vulnerable people, especially the elderly, children, and those with existing heart or lung conditions, can be particularly affected. Exposure to poor air can lead to eye, throat, and nose irritation, coughing, chest tightness, or shortness of breath. When pollution is in the “unhealthy” range, the EPA advises that sensitive groups avoid long or intense outdoor activities and consider moving or rescheduling them indoors. The EPA also recommends the remainder of the population to reduce long or intense activities, and to take more breaks during outdoor activities. This is a developing story. More to follow.
https://www.newsweek.com/thousands-americans-advised-to-avoid-outdoors-california-oregon-air-pollution-epa-11118446

“Artist of Artists”: Fans praise Jungkook as Kany Diabaté Ahn, Michael Jackson & Beyoncé’s choreographer, conveys collaboration interest with BTS idol

On November 26, Kany Diabaté Ahn named BTS’s Jungkook as one of the artists she would like to collaborate with in the future.
https://www.sportskeeda.com/us/k-pop/news-artist-artists-fans-praise-jungkook-kany-diabate-ahn-michael-jackson-beyonce-s-choreographer-conveys-collaboration-interest-bts-idol

Kristin Chenoweth Reacts To ‘The Queen Of Versailles’ Early Closing, Laments All Shows “That Have Come And Gone”

Two days after the announcement that the new Broadway musical The Queen of Versailles, which is starting just its third week at the St. James Theatre, will close Jan. 4, its star Kristin Chenoweth is reflecting on the cancellation. “I just want to say that I’m so proud of this new art that we’ve created, and it’s getting harder and harder to do,” she said in an Instagram video. ” I think about all the shows in the past couple of seasons that have come and gone, that not everybody got to see,” she added, referencing the tough sledding for new musicals over the last several years. “I just love Broadway so much, and I love audiences and a live art form,” the Tony winner said, inviting those who have not seen The Queen of Versailles to do so in the next month or so. “And also go ahead and get a ticket to any Broadway show, because Broadway is the best, you have a live performance art form, and there’s nothing better than to look out and share an experience with an audience,” she added. You can see the video below. The Queen Of Versailles opened Nov. 9 and has grossed $6,443,798. Chenoweth and F. Murray Abraham star, with music and lyrics by Oscar winner Stephen Schwartz and a book by Lindsey Ferrentino. Tony winner Michael Arden directed. This project re-teamed Chenoweth with Schwartz on Broadway for the first time since the original production of Wicked. The story is based on Lauren Greenfield’s 2012 documentary The Queen of Versailles, which told the story of Jackie and David Siegel, billionaires who were attempting to build a lavish home in Florida inspired by Palace of Versailles while seeing their fortunes and lifestyle decline thanks to the 2008 financial crisis.
https://deadline.com/2025/11/kristin-chenoweth-reaction-the-queen-of-versailles-closing-1236630277/

SDI Limited (SDLDF) Shareholder/Analyst Call Transcript

Jeffery Cheetham Founder & Chairman Good afternoon. I’m Jeffery Cheetham, Chairman of the Board of Directors of SDI Limited. Ladies and gentlemen, it’s now over 2: 30 p. m. and being a quorum present at this virtual meeting, I declare the 2025 AGM of SDI Limited open. As the meeting is being conducted entirely online this year, I want to cover some important procedural and technical matters. Details about how shareholders can participate have been set out in the Notice of Meeting and online virtual meeting guide, which has been made available to you. Both documents are also available to view and download at the bottom of your screen. If you haven’t already done so, you may find it helpful to download the online guide and keep it handy. Voting in today’s virtual meeting will be conducted by a poll by virtue of the virtual voting platform. All polls will remain open until the consolidation of today’s meeting. As we move through the items of business, I’ll respond to questions from the shareholders. To register to vote and get a voting card, click on the Get the Voting Card box at the top of your screen and enter your shareholder number and post code or country if outside Australia. To vote click for the for, against or abstain voting buttons for the relevant items. Once you have completed your card, click on the Submit Vote button. You may edit your voting card as many times as you would like during the course of the meeting. Shareholders can submit written questions at any time by clicking on the.
https://seekingalpha.com/article/4848153-sdi-limited-sdldf-shareholder-analyst-call-transcript?source=feed_all_articles