๐ข Dataroma: TSM Insider Buying Streak Tops All Superinvestor Holdings
โข Insiders at TSM logged 84 separate buys over the past 3 months โ more than any other Superinvestor-held stock โ with fresh purchases through 30 Jul near $68-77/share.
โข BlackRock's mid-2026 outlook favors exactly this trade: AI "scarcity" suppliers, naming Asian chipmakers as an underappreciated AI-capex beneficiary.
๐ก Why it matters: Sustained insider accumulation in a core AI-supply-chain name, aligned with asset managers' rotation toward chip scarcity plays, suggests conviction that AI infrastructure spending keeps flowing to producers โ though PIMCO flags trade friction and Taiwan risk as a key swing factor for the trade.
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