🐢 **Dataroma: Insider Buying Cluster in TSM Persists Despite Geopolitical Risk Flags**

• **TSM** insiders logged **83 buy transactions** worth $1.37M over the past 3 months — the most of any Superinvestor-held stock — including four fresh buys this week at $72–75/share.
• BlackRock's midyear outlook still calls AI capex "_the dominant investment theme_" while flagging geopolitical chokepoints, Taiwan among them, as a top 2026 risk.

**💡 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 — a divergence worth watching for sector rotation signals.

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