🐢 Dataroma: TSM Insider-Buying Cluster Persists as AI Capex Debate Sharpens
• Insiders across Superinvestor-held firms bought TSM shares 83 times over the past three months — the most of any tracked stock — with purchases continuing through late July near $74–75.
• The steady accumulation aligns with BlackRock's and PIMCO's view that the AI buildout needs scarce chips, power and data centers, but sits against Schroders' warning on froth and concentration in AI-related names.
💡 Why it matters: Persistent insider buying in a core AI supply-chain name amid diverging institutional views on AI-driven market concentration may reflect confidence in structural chip demand even as valuation risk is debated elsewhere in the sector.
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