π’ Dataroma: Insider Buying Cluster in TSM Persists Despite Geopolitical Risk Flags
β’ TSM insiders logged 83 buy transactions worth $1.37M over the past 3 months β the most of any Superinvestor-held stock β including four fresh buys this week at $72β75/share.
β’ BlackRock's midyear outlook still calls AI capex "the dominant investment theme" while flagging geopolitical chokepoints, Taiwan among them, as a top 2026 risk.
π‘ Why it matters: Steady insider buying in a stock sitting at a geopolitical fault line, even as major asset managers flag that same risk, suggests insiders may be weighting company-specific AI-cycle fundamentals over macro overhangs β a divergence worth watching for sector rotation signals.
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