🐢 **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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