🐢 **Dataroma: TSM Insider Buying Streak Tops All Superinvestor Stocks Amid AI Selectivity Calls**

Insiders at **Taiwan Semiconductor (TSM)** have filed **85 buys** over the past three months — more than any other Superinvestor-held stock — with fresh purchases logged through **Aug 4**.
• BlackRock frames Asian chipmakers as an _"underappreciated"_ AI beneficiary within its US-equity overweight.
• Schroders warns of AI-market froth, urging stock-level selectivity rather than broad exposure.

**💡 Why it matters:** The steady insider accumulation in TSM lines up with BlackRock's constructive read on AI hardware demand, but it also tests Schroders' call for selectivity if broader AI sentiment cools.

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