🐢 Dataroma: TSM Insider-Buying Streak Hits 83 Buys as BlackRock Leans Into AI-Chip Scarcity

🐢 Dataroma: TSM Insider-Buying Streak Hits 83 Buys as BlackRock Leans Into AI-Chip Scarcity

Superinvestor-held TSM has logged 83 insider buys over the trailing three months — the most of any stock on Dataroma's list — with fresh purchases in the $71–75 range as recently as July 23.
• BlackRock's midyear outlook favors firms supplying scarce, critical AI inputs and calls recent chip selloffs overstated.
• Schroders flags rising AI concentration and "froth" risk, urging caution at the stock level.

💡 Why it matters: The steady insider buying in TSM lines up with BlackRock's scarcity-driven AI infrastructure thesis even as Schroders warns of concentration risk in the same AI-linked names, highlighting the split between institutional conviction and valuation caution.

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