🐢 **Dataroma: TSM Insider Buying Streak Tracks BlackRock's AI-Scarcity Playbook**

• **TSM** logged **83** insider buy transactions over the past three months — the most of any Superinvestor-held stock — including four fresh purchases between Jul 21-23 near $72-75/share.
• 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.

**💡 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.

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