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

🐢 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.

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