🐢 Dataroma: TSM Insider Buying Cluster Tops All Stocks Amid AI Conviction vs. Geopolitical Risk
Taiwan Semiconductor logged 104 insider purchases over the past three months — more than any other superinvestor-held stock — with buys continuing into early August near $73-75/share.
• The cluster echoes BlackRock's pro-risk, overweight-AI stance and its call for 11.6% annual earnings growth.
• PIMCO's 2026 outlook flags Taiwan-anchored chip supply chains as a fault line in its geopolitical "rupture" thesis, while Schroders says valuations aren't yet "egregious."
💡 Why it matters: Persistent insider buying in the world's dominant chip foundry, against PIMCO's geopolitical fragmentation warnings, suggests conviction in AI-driven demand is currently outweighing Taiwan Strait risk concerns among company insiders.
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