🐢 **Dataroma: TSM Insider Buying Streak Tops All Stocks as AI Supply-Chain Bets Build**

**TSM** insiders have made 83 open-market buys worth **$1.37M** over the past three months — the most of any Superinvestor-held stock — with purchases continuing almost daily through late July.
• This lines up with **BlackRock**'s view that AI gains are rotating from hyperscaler "mega spenders" to the chip and hardware suppliers behind them.
• Superinvestors' own Q2 buy list echoes it, led by **Applied Materials** and **Amphenol**.

**💡 Why it matters:** Sustained insider buying in a core AI foundry, paired with institutional accumulation in chip-equipment and connector names, suggests conviction is building around AI infrastructure suppliers even as _Schroders_ warns of valuation froth in AI leaders broadly.

[🔗 Read more](/leaving?url=aHR0cHM6Ly93d3cuZGF0YXJvbWEuY29tL20vaG9tZS5waHA=)
[#dataroma](/search?q=%23dataroma)