π’ Dataroma: TSM Insider Buying Streak Tracks BlackRock's AI-Scarcity Playbook
β’ TSM logged 83 insider buy transactions over the past three months β the most of any Superinvestor-held stock β including four fresh purchases between Jul 21-23 near $72-75/share.
β’ The buying cluster tracks BlackRock's mid-2026 tilt toward scarce AI-input suppliers (chips, power, data centers), even as PIMCO and Schroders flag stretched AI-adjacent valuations.
π‘ Why it matters: Persistent insider buying in a scarce-supply chip name alongside BlackRock's chip-scarcity thesis, set against PIMCO/Schroders caution on broader AI valuations, may signal selective conviction in AI hardware over more crowded software plays.
π Read more
#dataroma