Broadcom, Sansan flagged as healthy growth picks after AI selloff

The selloff described here is one of the sharpest for AI-linked equities since 2020, driven by concerns over tighter oversight and slower data centre build-outs. Such pullbacks often push strong, financially sound growth stories to more reasonable valuations.

Broadcom's position rests on two revenue streams: about US$59.4b from Semiconductor Solutions and US$29.7b from Infrastructure Software, with a market value near US$1.55t. Its custom silicon and networking businesses tie directly to high-bandwidth computing demand, while the software arm helps smooth earnings. Sansan, meanwhile, runs cloud tools converting business card and contact data into sales leads, with its Sansan/Bill One unit generating about ¥48.9b of ¥56.2b segment revenue and the Eight business adding ¥7.1b; the stock is valued around ¥282.6b.

The common thread is that both companies combine growth exposure with balance-sheet health, a combination the analysis frames as especially interesting at current levels. Sansan's roughly 35x P/E is the clearest risk marker, since any shift in the pressure point behind its margin gains could quickly cool sentiment.